text
stringlengths
1
1.59M
meta
dict
Chris, I am sorry to keep bring this account up. Thank you for the price change. I have all the months corrected; however, Akzo got invoice incorrectly for February, March and April. The coordinator who invoice them use the January NGI index price instead of the correct month index. The amount they owe ENA is $17,561.05. ENA owes them (7,922.93) for some volume allocation for December 2000. So the net amount they owe ENA is $9,638.12. I need to invoice them for the incorrect NGI index used and also to give them back the credit owed to them. Let me know if this is ok with you. isabel PS I promise this is it.
{ "pile_set_name": "Enron Emails" }
James, I am contacting you with a unique offer that will help Enron Corp. reduce IT/software development and maintenance costs by up to 80% of what your paying today. I hope you are the right point of contact as I am writing to a number of people at your organization in a variety of roles. We have a large team of the best developers in India, the majority of who were originally computer science graduates out of the Indian Institute of Technology (India's premier technology university). These engineers are experts in both commercial and application software development with experience implementing industry standard methodologies. We provide unbeatable rates on quality engineers with a proven track record of success in J2EE, XML, SOAP and Web Services. Our rates start at $6/hr for offshore and $19/hr for onsite. We are committed to 100% satisfaction and guarantee completely the quality of our work. There is no catch and there is no risk. If you do not believe you are the right person to consider this proposal, I would appreciate it if you could forward it to the appropriate person/people, as I am certain they will find this offer very attractive. If you'd prefer not to be considered for this, please let me know. Again, thank you James, I appreciate your help. If you have any specific questions, please don't hesitate to call me. Josh Nussbaum Induslogic Inc. Phone: 703-516-4200 x20 Email: [email protected]
{ "pile_set_name": "Enron Emails" }
Fyi -------------------------- Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net) -----Original Message----- From: Bowen Jr., Raymond <[email protected]> To: Hayslett, Rod <[email protected]> Sent: Sun Nov 11 14:05:47 2001 Subject: RE: Haina Note Will do. I think we should manage for cash in these interesting times. Thanks. Ray -----Original Message----- From: Hayslett, Rod Sent: Saturday, November 10, 2001 2:20 PM To: Bowen Jr., Raymond Subject: RE: Haina Note If you need it, go ahead and tell Dan to pull the trigger. I will tell Stan. -----Original Message----- From: Bowen Jr., Raymond Sent: Sat 11/10/2001 1:07 PM To: Hayslett, Rod Cc: Subject: RE: Haina Note Thanks. Ray -------------------------- Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/06/2001 09:04 AM --------------------------- Fabienne <[email protected]> on 02/06/2001 08:44:19 AM To: [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] cc: Subject: - Marketincompleteness_typese.pdf
{ "pile_set_name": "Enron Emails" }
SCOTT'S WEATHER FOR 6/6/2001 Allergies got you down? Visit weather.com/outlook/health/allergies http://ww9.lfmn.com/s/s.asp?q=1004428047l1c186168r2300e1S8180 ----------------------------------------------------------- ================ IN THE SPOTLIGHT ================ STORM WEEK It's StormWeek on The Weather Channel... Tonight - Get chilled to the bone by blizzards at their worst. StormWeek tonight 9pm Eastern and Pacific All this week on The Weather Channel. Click below for more information. http://ww9.lfmn.com/s/s.asp?q=1004428047l1c186590r2300e1S8180 ===================== YOUR WEATHER FORECAST ===================== -Your Local Forecast- YOUR WEATHER FORECAST FOR Houston, TX DETAILED FORECAST Today: Cloudy with thunderstorms. High 81. Winds SW 10 to 15 mph. 70% chance of precipitation. Rainfall accumulations around a half an inch. Tonight: Mostly cloudy with scattered showers and thunderstorms. Low 74. Light SW winds. 50% chance of precipitation. Rainfall accumulations around a half an inch. Tomorrow: Cloudy with showers and thunderstorms. High 81. Winds W to SW 10 to 15 mph. 70% chance of precipitation. Rainfall accumulations of about a half an inch. Tomorrow night: Mostly cloudy with scattered showers and thunderstorms. Low 74. Light W to SW winds. 50% chance of precipitation. Rainfall accumulations of about a half an inch. Doppler Radar Maps http://www.weather.com/weather/map/USTX0617?name=index_large&day=1 Current Conditions http://www.weather.com/weather/local/USTX0617 Regional Audio Forecast http://ww9.lfmn.com/s/s.asp?q=1004428047l1c75636r2300e1S8180 Regional Severe Weather Alerts http://ww9.lfmn.com/s/s.asp?q=1004428047l2c75636r2300e1S8180 7-DAY FORECAST WED - Thunderstorms hi 81?F lo 74?F THU - Thunderstorms hi 81?F lo 74?F FRI - Isolated Thunderstorms hi 87?F lo 73?F SAT - Isolated Thunderstorms hi 90?F lo 74?F SUN - Isolated Thunderstorms hi 91?F lo 75?F MON - AM T-Storms hi 93?F lo 77?F TUE - Isolated Thunderstorms hi 93?F lo 76?F If this is not your city's weather, please click here. http://ww9.lfmn.com/s/s.asp?q=1004428047l3c75636r2300e1S8180 Click below to check out the weather in Houston http://www.weather.com/weather/local/USTX0617 Click below to check out the weather in New York http://www.weather.com/weather/local/USNY0996 Click below to check out the weather in Philadelphia http://www.weather.com/weather/local/USPA1276 =========== LOCAL LINKS =========== PLANNER The Holidays are over and now it is time to enjoy the new year. If you intend to spend time outdoors, click on one of the links below to plan your day. Ski Click below for Local Ski Resorts http://ww9.lfmn.com/s/s.asp?q=1004428047l30c83858r2300e1S8180 Click below for Check the Snowfall Forecast http://ww9.lfmn.com/s/s.asp?q=1004428047l31c83858r2300e1S8180 Click below for Snow Quality Map http://ww9.lfmn.com/s/s.asp?q=1004428047l32c83858r2300e1S8180 Planner Click below for Schoolday Forecast http://ww9.lfmn.com/s/s.asp?q=1004428047l46c83858r2300e1S8180 Click below for Aviation Index http://ww9.lfmn.com/s/s.asp?q=1004428047l47c83858r2300e1S8180 Click below for Home and Garden Index http://ww9.lfmn.com/s/s.asp?q=1004428047l48c83858r2300e1S8180 ======================= INTERACTIVE MINDERS ======================= WEATHER INTERACTIVE Customize My Weather http://ww9.lfmn.com/s/s.asp?q=1004428047l8c161932r2300e1S8180 Jobs at the Weather Channel http://ww9.lfmn.com/s/s.asp?q=1004428047l6c161932r2300e1S8180 Talk to Us http://ww9.lfmn.com/s/s.asp?q=1004428047l7c161932r2300e1S8180 ----------------------------------------------------------- **ADVERTISEMENTS** Want tips on when to plant your garden? Visit weather.com/gardening to find optimal planting schedules. http://ww9.lfmn.com/s/s.asp?q=1004428047l1c186640r2300e1S8180 Enter to Win the Ultimate Hawaiian adventure and appear on an epsiode of Atmospheres, The Weather Channel's primetime program. Go to http://www.weather.com/weatherquest for more information. http://ww9.lfmn.com/s/s.asp?q=1004428047l1c186637r2300e1S8180 ----------------------------------------------------------- SCOTT'S weather.com Improve My weather Profile http://ww9.lfmn.com/s/s.asp?q=1004428047l1c163272r2300e1s8180 Change My Registration Information http://ww9.lfmn.com/s/s.asp?q=1004428047l2c163272r2300e1s8180 Unsubscribe http://ww9.lfmn.com/s/s.asp?q=1004428047l3c163272r2300e1s8180 Contact Us http://ww9.lfmn.com/s/s.asp?q=1004428047l4c163272r2300e1s8180 Privacy Policy http://ww9.lfmn.com/s/s.asp?q=1004428047l5c163272r2300e1s8180 Powered by LifeMinders.com http://ww9.lfmn.com/s/s.asp?q=1004428047l7c163272r2300e1s8180 Your e-mail address on record with Weather.com is [email protected]. Weather.com e-mails are never sent unsolicited. Weather.com only sends e-mails to registered members. If you would like to unsubscribe, please click below. http://ww9.lfmn.com/s/s.asp?q=1004428047l6c163272r2300e1s8180 or send an email with "unsubscribe" in the subject line to [email protected]. Copyright ? 2001 Weather.com, Inc. All Rights Reserved.
{ "pile_set_name": "Enron Emails" }
Neartown Leaders & Neighbors, Today, Thursday, March 21st, is the NTA Leadership meeting at 7pm, Cherryhurst Park Community Center, 1700 Missouri. An open meeting to anyone that wants to watch your community leaders come together to deal w/ neighborhood issues. Please be sure to have someone there from your neighborhood, community or association. With the CIP early March meetings behind us, NTA turns its attention to your neighborhoods concerns and issues. A... 1..February minutes. B....2.. Old Business...CIP, Quick Overview. March 29th is the CIP request deadline. Questions or concerns, call me at 7-616-0800 or Bridget in Council Member Ada's office, 7-247-2001. B...3..Keep Houston Beautiful presentation resulting in several groups, including Park Civic, that will pick up litter in their neighborhoods this Saturday as part of as city-wide event. B.. 4...CM Annise Parker needs 4 or 5 volunteers for this sat morning for Westheimer & montrose. Call Stephanie in her office at 7-247-2014, to tell her you want to participate. Free lunch & T-shirt, too! C..1.Task Force Formation: Half-way houses in the neighborhoods. Lesson learned last year...must use the preceding year to a state legislative year to prepare documentation, background and language for any bills expected to be seriously considered in the legislative year. task force to do the above in reference to prohibiting, limiting and/or regulating the placement of all types of half-way houses, facilities for addiction and chemical dependency, and sites for treatment programs in Montrose. State senator Ellis, State representatives Danberg, Coleman and Farrar see the need and without our help, it will not happen. C.. 2..Task Force Formation: Meet Your Elected Official Event 2003. To avoid last minute hassles, to maximize the potential of this important event and to add real depth and fun to it, a few volunteers are needed to make this happen next January. I'll continue to do what I do best, get the notables there and the restaurants to donate food. D...Crime in the 'hood. What's it like in your area? Have heard really scary things from Park Civic and other areas. East Montrose is responding by organizing a Citizens on Patrol. Why the increase in crime? What can we do about this w/ HPD? E...Neartown Little League Opening Game Day Parade & Ceremony this Saturday at Dunlavy Park F..Civic club/association reports....(the most interesting part of the meeting, I think) G...Reliant-HL&P update. What else? Go home. Thanks Ed Gonzales Neartown Association, 2001-02 president 713-526-2759 pg713-616-0800 fax713-529-4592 [email protected] 1518 Morse, Houston, TX 77019
{ "pile_set_name": "Enron Emails" }
This deal has been changed. Thanks, Kate Evelyn Metoyer@ENRON 12/14/2000 01:46 PM To: Kate Symes/PDX/ECT@ECT cc: Subject: 12-14-00 discrepancies Bob Badeer deal 480061 Per Prebon the price should be $85.05 instead of $85.00 Thanks!!
{ "pile_set_name": "Enron Emails" }
> The Elmo Misunderstanding > > A new employee is hired at the Tickle Me Elmo factory. The personnel > manager explains her duties, and tells her to report to work promptly at > 8:00 AM. The next day at 8:45AM, there's a knock at the personnel > manager's door. The assembly line foreman comes in and starts ranting > about this new employee. He says she's incredibly slow, and the whole > line is backing up. The foreman takes the personnel manager down to the > factory floor to show him the problem. Sure enough, Elmos are backed up > all over the place. At the end of the line is the new employee. She has a > roll of the material used for the Elmos and a big bag of marbles. They > both watch as she cuts a little piece of fabric, wraps it around two > marbles, and starts sewing the little package between Elmo's legs. > The > personnel manager starts laughing hysterically. After several minutes, he > pulls himself together, walks over to the woman, and says, "I'm sorry, I > guess you misunderstood me yesterday. Your job is to give Elmo two test > tickles." >
{ "pile_set_name": "Enron Emails" }
Thanks for your help. My assistant is Ina Rangel.
{ "pile_set_name": "Enron Emails" }
We will be offering Derivatives I training on-site. If you are interested in attending, please let Amy FitzPatrick know no later than May 21st. Derivatives I - Applied Energy Derivatives Presented by Paradigm Strategy Group Date: Monday, June 4th and Tuesday, June 5th Time: 8:00 am to 5:00 pm This course is appropriate for all employees wishing to obtain a practical understanding of the basic natural gas and power derivative structures that are traded and marketed today. An emphasis is placed on understanding how financial tools are added to physical structures to meet the risk management needs of clients. Participants attending this seminar will be able to: Formulate customer hedge strategies based on a solid understanding of risk; its impact on capital structures and approaches to its mitigation. Develop and interpret forward prices in the context of arbitration disciplines, as well as understand the divergences from these disciplines that are characteristic of energy prices. Identify marketing opportunities through an understanding of both the forward curve and the distortions created by the physical system of production and transportation. Assemble the pricing of a transaction from a benchmark price curve. Devise cost-reducing deal structures for gas storage from an understanding of price curves and their components. Exploit differences in locational pricing with insights into the relationship between basis and transportation/transmission. Structure a natural gas and power swap to hedge a company's risk position, explaining its risks and benefits as a risk management tool. Price a swap from the price curve and customize the structure to meet various customer needs including earnings, cash flow and embedded financing. Apply basis swaps to either mitigate locational risk or to achieve a more favorable risk/reward position by altering the index location. Attain a fluency in language concepts and hedging application of options. Package strips of options to create caps, floors and zero-premium collars. Create structures that provide energy users with sub-index pricing using embedded options. Recognize options embedded in common supply contracts and their pricing implications, including swing, double-ups and index contracts with maximum prices, etc.
{ "pile_set_name": "Enron Emails" }
Greetings from Amazon.com! You have successfully changed your password. Please note that you can view the status of your account, examine your orders, cancel unshipped orders, change your e-mail address or password, or update your subscriptions to our Personal Notification Services at any time through the "Your Account" link on the navigation bar. http://www.amazon.com/your-account --------------------------------------------------------------------- Amazon.com Earth's Biggest Selection [email protected] http://www.amazon.com/ ---------------------------------------------------------------------
{ "pile_set_name": "Enron Emails" }
Attached, per your request. Please let me know if you have any questions (note that I will be out of the office next week until Friday). I used the format that Bryan Gottfredson sent out, but converted to a Word table instead of Excel. Will you want this updated at the first of every month, or on a more frequent basis? -----Original Message----- From: Steffes, James D. Sent: Thursday, August 30, 2001 11:32 AM To: Kaufman, Paul; Montovano, Steve; Ryall, Jean; Dadson, Aleck; Migden, Janine; Kingerski, Harry; Nicolay, Christi L.; Novosel, Sarah; Ibrahim, Amr; Dasovich, Jeff; Cantrell, Rebecca W. Cc: Shapiro, Richard Subject: Monthly ENA Update -- AS OF SEPT 5 01 With everything else going on, it has been hard to develop the monthly report for ENA management. I'd like to re-start this report and provide an update at the beginning of September. While I am aware of some efforts, I am sure that I don't know about everything that is critical and on-going. I need get a list of projects that your teams are working on for Deal Support, Regulatory Risk, and Advocacy. I am truly at a loss for current deals that Government Affairs is supporting and our expectation of closing dates. For each project, I need lead Government Affairs person, financial impact (our your best guess), background and key issues, and strategies and next steps. This list does not need to be exhaustive, but simply the major activities currently underway. Thanks - I appreciate your help, Jim
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Geriann Warner/NA/Enron on 10/17/2000 03:33 PM --------------------------- From: Marchris Robinson on 10/16/2000 07:41 PM To: Geriann Warner/NA/ENRON@ENRON cc: Subject: Florida Transco Filing Forward to my FL list. MR ----- Forwarded by Marchris Robinson/NA/Enron on 10/16/2000 07:40 PM ----- [email protected] 10/16/2000 07:38 PM To: [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] cc: [email protected] Subject: Florida Transco Filing The Grid Florida (nee FLTRANSCO) RTO filing was completed today. In order to provide the documents to you more efficiently, we are making them available for download on the Florida Transco website in a single zipped file. Within the file, you will find each of the individual documents filed with the FERC in Adobe Acrobat format. The Zip file is available on the website homepage at: http://www.flatransco.com/ Individual files are also available by clicking on the Filing Documents button at the same location. One of the files (Attachment P) is unusually large. It is only 15 pages long, but nearly 3.8MB unzipped. There are graphics in this file, but I will be looking to see if we can improve the efficiency of this file also. Please contact me if you have any problems with the files.
{ "pile_set_name": "Enron Emails" }
The CAO Staff Meeting scheduled for Tuesday, March 28 is being canceled.
{ "pile_set_name": "Enron Emails" }
Hi I guess this is a case of be careful of what you ask for! Since you helped me last week delete all products except physical gas from the All Products section of stack manager , I can no longer select a financial swap product as a link to my physical products. For example, I would like to link my HEHUB physical rest of month product to the gas daily HEHUB swap product. Can you help me once again or refer me to someone who can? Sorry, I did not realize these options were connected. Thanks in advance for your help!
{ "pile_set_name": "Enron Emails" }
I wanted to see if the address worked. We had a good time in NO. We definitely want to go back. It was really crowded, but fun. The weather was good and the food was great. How is DC? Have you seen any of the sights yet? I wanted to ask if you can help with C&C on the 16th and 17th of May when we are in Chicago. I know your schedule just got alot more hectic, so let me know. They can stay in Conroe on Fri and Sat. We leave Wed night and return Sun morning. It would mean be staying at our house on those nights and getting them to school. If you can't, we will try to get one of the neighbors. Thanks. See you when you get back. DG
{ "pile_set_name": "Enron Emails" }
Start Date: 4/7/01; HourAhead hour: 20; No ancillary schedules awarded. No variances detected. LOG MESSAGES: PARSING FILE -->> O:\Portland\WestDesk\California Scheduling\ISO Final Schedules\2001040720.txt
{ "pile_set_name": "Enron Emails" }
No wonder you are oblivious to our meager organizational changes up in Omaha! You are out doing zillion dollar deals for EBS!!! Congratulations--sounds like a very cool deal! Lets get together soon down in Houston and debrief--that is if rock star Frank can take time away from the 50th floor crowd to hang with mere mortals! DF ---------------------- Forwarded by Drew Fossum/ET&S/Enron on 07/21/2000 11:04 AM --------------------------- From: Enron Broadband Services 07/19/2000 06:34 PM Sent by: Enron Announcements To: All Enron Worldwide cc: Subject: Enron and Blockbuster to Launch Entertainment On-Demand Service Today Enron Broadband Services announced a 20-year exclusive agreement with Blockbuster to deliver a revolutionary new "entertainment on demand" service to consumers. Consumers will be able to order movies from the convenience of their homes, and watch them on their televisions whenever they want. To learn more about this exciting announcement and view a webcast featuring interviews with Ken Lay and Blockbuster CEO John Antioco, visit http://www.ebentertainmentondemand.com/.
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/10/2000 05:33 PM --------------------------- "Btu" <[email protected]> on 11/10/2000 04:32:00 PM To: "Btu Weekly" <> cc: Subject: Btu Weekly Attached is the latest issue of Btu Weekly. e-mail: [email protected] phone: 732-758-8222 fax: 732-758-8286 - wg111300.pdf
{ "pile_set_name": "Enron Emails" }
Attached are the re-start plans for the gas fundamentals group. I have also attached the IT transition plan provided by David Dronet. Let me know if you have any questions. Chris
{ "pile_set_name": "Enron Emails" }
fyi ----- Forwarded by Steven J Kean/NA/Enron on 10/18/2000 12:12 PM ----- "IssueAlert" <[email protected]> 10/18/2000 05:56 AM To: cc: Subject: Fuel Cells Get Financial Boost from U.S. Government http://www.consultrci.com ************************************************************************ A new SCIENTECH PowerHitter interview with E. Linn Draper, Chairman, President, and CEO of American Electric Power, is now available. Find out more at: http://www.consultrci.com ************************************************************************ =============================================================== SCIENTECH IssueAlert, October 18, 2000 Fuel Cells Get Financial Boost from U.S. Government By: Will McNamara, Director, Electric Industry Analysis =============================================================== The Department of Energy will have more than $100 million for fuel cell related programs in the new fiscal year, $10 million above the president's request. The money is contained in the Interior Appropriation bill that President Clinton signed last week. The House and Senate jointly agreed upon $52.7 million for stationary fuel cells, $10 million more than requested, and approved the full request of $41.5 million for transportation fuel cell research and $5.5 million for buildings. ANALYSIS: This government funding, which is surprisingly higher than expected, should give a much-needed boost to the slow-moving development of fuel cells. Although generally considered the favorite of low / zero emission energy solutions, fuel cells are still about two to three years away from being commercially viable in retail markets. (Phosphoric acid fuel cells, developed by ONSI, a division of United Technologies, are presently available in a limited capacity). The technology has been in existence ever since batteries were discovered 160 years ago, but the high cost of producing them has precluded suppliers from making fuel cells readily available to the general public. Automotive giants like DaimlerChrysler and Ford Motor Co. have continued to explore the use of fuel cells in automobiles, and Texaco, Inc. agreed in May to invest $67.2 million in Energy Conversion Devices, a 40-year-old fuel cell and alternative energy development firm. Yet, this financial support for the DOE's exploration of fuel cells signals significant support from the federal government. In addition, warnings about the high cost of oil and natural gas, and the reports of low supplies of energy in states across the country, continue to scare energy end-users and may be spurring a renewed interest in distributed generation options. Here's how fuel cells work. They use an electrochemical reaction, as opposed to traditional combustion, to generate electricity. In other words, fuel cells allow hydrogen-rich fuels to react chemically with air, without burning, producing as a byproduct DC electricity, water and heat. In addition, fuel cells dramatically lower the level of pollutants that are emitted into the environment. Test models of fuel cells presently convert methanol, gasoline and natural gas to produce hydrogen fuel. It's easiest to think of a fuel cell as a battery, but one that does not run down or need recharging (although it will need replacing about every five years). A fuel cell will produce energy in the form of DC electricity and heat as long as fuel is supplied. As an added advantage, fuel cells can be controlled remotely by computer and run rather quietly. This is perhaps the primary incentive for end-users that would be interested in fuel cell technology. Especially for facilities like hospitals, the attributes of low noise and near-zero pollution are very appealing. Currently, fuel cells are being tested and developed by laboratories and think tanks around the world, hoping to make this low-polluting form of generation available for widespread use by 2002 or 2003. Under the DOE grant, money provided for stationary fuel cells will fund research and development to reduce costs and improve performance. It is hoped that this will lead to market-ready fuel cell power systems within three years. In addition, the funding allocates $41.5 million to transportation fuel cell research such as integrating fuel cell stacks with fuel processors and balance-of-plant technologies for testing. This program also will examine the technology barriers to fuel-flexible systems for automobile applications. The $5.5 million reserved for buildings will go toward developing a prototype fuel processor, completing the design competition for a 50kW co-generator for buildings, and other research and development. Deregulation has cast light on alternative forms of power supply. As customers possibly decide to use on-site generation as opposed to power delivered across a transmission grid, this dramatically alters the traditional business of most energy companies. Large commercial and industrial customers that suddenly opt for fuel cell solutions to their energy needs would have dramatic financial impact on their incumbent energy provider. As a result, many electric utilities and energy providers are investing in fuel cells as a hedge against a possible shrinkage within their own supply businesses. Southern Company is a good example. Just this month, Southern joined Alabama Municipal Electric Authority, Mercedes-Benz U.S. International, Inc., and FuelCell Energy in a partnership to "drive a growing interest in fuel cell technology." Specifically, Southern is providing funding for a fuel cell plant to be located in the service territory of Alabama Power, a Southern subsidiary. The plant will convert pipeline natural gas into electricity at a reported efficiency of about 50 percent, compared with 33 percent for conventional generation, which will feed the power distribution system of Mercedes-Benz. Another example is Enron, which just two weeks ago entered into an alliance with FuelCell Energy, Inc., to develop and market FuelCell Energy's Direct FuelCell products, focusing on state renewable and energy conservation programs. As part of the partnership, Enron is investing about $5 million in the common stock of FuelCell Energy. In its announcement of the partnership, Enron stated that "the transaction enables us to reach the developing markets for clean energy and renewable energy, which may be served through distributed generation products, such as fuel cells." These are just two examples of many energy companies that are devoting money to fuel cells and other forms of distributed generation. Some state regulatory commissions have debated whether or not to allow utilities to own their own distributed generation equipment technologies. As a result, we are seeing a trend of utilities investing in companies that are already developing distributed generation solutions, instead of doing it themselves. The investment appears to be a smart one. According to Stephens, Inc., an investment banking firm, common industry projections put the potential for the automotive fuel cell market at $50 billion annually by 2020 and as high as $100 billion (cumulative) for the stationary power markets within 10 years. The increase is due in large part to the growth of Internet-based industry and the need for mission-critical systems at dot-com operations. Microturbines*small generators that can produce enough power for a small business*have beaten fuel cells to market and are currently manufactured by the likes of Capstone, Caterpillar and Solar Turbines. Microturbines reportedly could be potentially superior to fuel cells with regard to low emissions. Many energy companies and power marketers such as Williams, Alliant Energy and American Energy Savings have made announcements just within the last month that they will market microturbines to customers. Yet, the distributed generation market should become much tighter once fuel cells become commercially available, something that this hefty new grant from the U.S. government should push forward. =============================================================== El Paso Global Networks plans to spend up to $2 billion in the next few years on telecom acquisitions. Find out more about SCIENTECH'S Telecommunications InfoGrid at: http://www.consultrci.com =============================================================== SCIENTECH is pleased to provide you with your free, daily IssueAlert. Let us know if we can help you with in-depth analyses or any other SCIENTECH information products. If you would like to refer a colleague to receive our free, daily IssueAlerts, please reply to this email and include their full name and email address or register directly at: http://www.consultrci.com/web/infostore.nsf/Products/IssueAlert Sincerely, Will McNamara Director, Electric Industry Analysis [email protected] =============================================================== Feedback regarding SCIENTECH's IssueAlert should be sent to [email protected] =============================================================== SCIENTECH's IssueAlerts are compiled based on independent analysis by SCIENTECH consultants. The opinions expressed in SCIENTECH's IssueAlerts are not intended to predict financial performance of companies discussed or to be the basis for investment decisions of any kind. SCIENTECH's sole purpose in publishing its IssueAlerts is to offer an independent perspective regarding the key events occurring in the energy industry, based on its long-standing reputation as an expert on energy and telecommunications issues. Copyright 2000. SCIENTECH, Inc. If you do not wish to receive any further IssueAlerts from SCIENTECH, please reply to this message and in the body of the email type "remove."
{ "pile_set_name": "Enron Emails" }
Sara- I propose the following steps to get through the final hurdle and be able to wrap up this Sisyphusian exercise. I would like to have sample Equity Forward contracts amended for our registration language and any other items that you feel should be changed generated for ML, CSFB, BS (you can leave out the trade details). You can take their sample confirmations and change them. I will then take the confirmations to Ryan Siurek and have him check the settlement language to make sure that they meet the new accounting guidelines. We can incorporate Ryan's changes and then send the samples to the appropriate Investment Bank for their comments. If everything checks out, we can then fill in the commercial terms for all the forwards completed to date. I thinkthat this would simplify the whole process as we focus on 3 confimation templates and not the many different trades with the various banks. Call me to discuss any change to my plan. Thanks J
{ "pile_set_name": "Enron Emails" }
MD and GC of Enron Wholesale Services. Mark [email protected] 04/24/2001 06:03 PM To: [email protected] cc: Cynthia Richards <[email protected]>, Keith Bailey <[email protected]>, Thomas Montag <[email protected]>, Douglas Bongartz-Renaud <[email protected]>, Diane Genova <[email protected]>, Henning Bruttel <[email protected]>, Jerry del Missier <[email protected]>, Tim Fredrickson <[email protected]>, Mark Haedicke <[email protected]>, Kazuhiko Koshikawa <[email protected]>, Robert Mark <[email protected]>, Jonathan Moulds <[email protected]>, Ernest Patrikis <[email protected]>, Jose Manuel Hernandez-Beneyto <[email protected]>, George James <[email protected]>, Damian Kissane <[email protected]>, Maurits Schouten <[email protected]>, Luciano Steve <[email protected]>, Teruo Tanaka <[email protected]>, "'[email protected]'" <[email protected]>, "'[email protected]'" <[email protected]>, Azam Mistry <[email protected]> Subject: Re: Board of Directors List Update from Subject: Re: Board of Directors List Update (Document link not converted) Cynthia My title is now:- Executive General Manager, Global Wholesale Financial Services, National Australia Bank It is a bit long winded but I am head of Wholesale Banking globally, reporting to the CEO. Regards Steve T. Cynthia Richards <[email protected]> on 25/04/2001 04:20:56 To: Keith Bailey <[email protected]>, Thomas Montag <[email protected]>, Douglas Bongartz-Renaud <[email protected]>, Diane Genova <[email protected]>, Henning Bruttel <[email protected]>, Jerry del Missier <[email protected]>, Tim Fredrickson <[email protected]>, Mark Haedicke <[email protected]>, Kazuhiko Koshikawa <[email protected]>, Robert Mark <[email protected]>, Jonathan Moulds <[email protected]>, Ernest Patrikis <[email protected]>, Jose Manuel Hernandez-Beneyto <[email protected]>, George James <[email protected]>, Damian Kissane <[email protected]>, Maurits Schouten <[email protected]>, Luciano Steve <[email protected]>, Teruo Tanaka <[email protected]>, Steve Targett/Treasury/Aust_Bank/National Australia Bank/AU, "'[email protected]'" <[email protected]>, "'[email protected]'" <[email protected]>, Azam Mistry <[email protected]> cc: Subject: Board of Directors List Update Attached is a Board list which we are in the process of updating. Could you please check and correct your titles and the name of your company, if needed, as you would like it to appear on the Internet. <<Board11.doc>> - Board11.doc
{ "pile_set_name": "Enron Emails" }
FYI: Consider the agenda below and how we can get ISDA to help us in Brazil. Mark ----- Forwarded by Mark E Haedicke/HOU/ECT on 03/21/2001 09:15 AM ----- Ruth Ainslie <[email protected]> 03/09/2001 04:56 PM To: Mark Haedicke <[email protected]>, Mark Taylor <[email protected]> cc: Pedro Martinez <[email protected]> Subject: FW: Committee Meeting Reminder FYI - We welcome Enron's participation. Here's the Agenda: <<Agenda Brazilian Subcommittee Meeting-4.doc>> > -----Original Message----- > From: Scott Marra > Sent: Tuesday, March 06, 2001 3:05 PM > To: '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; > '[email protected]'; '[email protected]'; Mark Haedicke > Cc: Ruth Ainslie; Diane Genova; Jose Manuel Hernandez-Beneyto; Scott > Marra; Mehboob Hoque > Subject: Committee Meeting Reminder > Importance: High > > Dear All, > > A reminder that our next Post-Carnival Brazilian Committee meeting would > be held on Monday, March 12, 2001 at 9:30 am New York time at the ISDA > office. > > Please reply R.S.V.P. by email to Scott Marra ([email protected]) if you > would like to attend. > > If you wish to participate via conference call, please note the dial in > details listed below. > > Callers within the US should dial: (888-673-9782) > Callers outside the US should dial: 1-712-271-0986 > Passcode: Brazil2001 > Conference Leader: Pedro Martinez > > Attached you will find the minutes of our previous subcommittee meeting. > > Best Regards, > > <<Minutes Brazilian Subcommittee Meeting-3.doc>> > > Scott Marra > Administrator for Policy & Media Relations > ISDA > 600 Fifth Avenue > Rockefeller Center - 27th floor > New York, NY 10020 > Phone: (212) 332-2578 > Fax: (212) 332-1212 > Email: [email protected] > - Agenda Brazilian Subcommittee Meeting-4.doc - Minutes Brazilian Subcommittee Meeting-3.doc
{ "pile_set_name": "Enron Emails" }
Attached is the Enron Americas GasTrading violation memos for Maturity Gap Risk and VaR for June 19, 2001. The Office of the Chairman for Enron Americas is responsible for printing out a hard copy of this memo, signing it and returning the hard copy to Chris Abel at 3155a, who will forward it to RAC to obtain their signature. Thank You
{ "pile_set_name": "Enron Emails" }
I have taken a stab at putting a draft response together, indicating areas where we need more flesh. I will forward Tim/Mary's presentation to FERC, EPSA's California Fact Sheet and the transcript from the hearing held on 8/23 and 8/24. Witness Wolak, Market Surveillance Committee of ISO, had some good points about rational behavior in markets with scarcity of supply. His comments were on 8/23. Please feel free to comment. Dan Douglass, Arter&Hadden (818-596-2201) will be filing these comments on Enron's behalf, which are due on Friday. I would suggest that Dan provide some of the legal view on whether the CPUC has adequate jurisdiction over retail rates, not wholesale rates. We should shoot for final comments by 10:00 a.m. tomorrow, if possible. This will allow an opportunity to discuss any last minute changes, if necessary before filing. Seabron Adamson, Frontier Economics (617-354-0060), will be providing additional drafting. Be sure to send any comments to these parties along with the internal list. Thanks.
{ "pile_set_name": "Enron Emails" }
Herd cats. That's what we do. I've just tightened up FM a little. I'm trying to make it easy to understand. By the way, we don't suspend O & M, so I guess they still have to pay it. 10.1 Force Majeure. If either Party is rendered unable by Force Majeure to carry out, in whole or part, its obligations under this Agreement and such Party gives notice and full details of the event to the other Party as soon as practicable after the occurrence of the event, then during the period of such Force Majeure but for no longer period, the obligations of the Party affected by the event (other than the obligation to make payments, other than the Demand Charges under the circumstances described in Section 10.2) shall be suspended to the extent required. Without limiting the foregoing, any hours during which Seller is unable to deliver the Scheduled Energy by Buyer due to an event of Force Majeure shall not be included as hours during which Seller has failed to deliver Energy for the purpose of determining the Forced Outage Rate under Section 4.6. The Party affected by the Force Majeure shall remedy the Force Majeure with all reasonable dispatch; provided, however, that this provision shall not require Seller or Buyer to (i) settle any strikes or other labor disputes or (ii) deliver or receive Energy at points other than the Delivery Points. 10.2 Effect of Force Majeure. In the event of a Force Majeure event affecting Seller,s ability to Deliver Scheduled Energy from the Facility, the following shall occur: (a) Seller shall as soon as reasonably practicable use commercially reasonable efforts to fulfill its obligations to deliver Scheduled Energy from Market Sources until notice is provided pursuant to Section 10.2(b) below. (b) Not later than ten (10) Days following the onset of the Force Majeure event, Seller shall issue a notice to Buyer (i) stating that Seller will continue to fulfill its obligations to Buyer hereunder from Market Sources until the Force Majeure event is terminated or overcome, or (ii) declaring Force Majeure, and stating its intention to not serve from Market Sources. (c) If the Seller declares Force Majeure under Section 10.2 (b) (ii), Buyer,s responsibility for paying the Demand Charge shall be suspended until Seller has notified Buyer that Seller is ready to resume the delivery of Energy, at which time Buyer shall incur liablility for Demand Charges from that date forward. The date that Buyer,s obligation to pay Demand Charges will be suspended shall be determined in accordance with Section 10.2. (d). The Demand Charge will be prorated on a daily basis during the period that Buyer, s obligation is suspended in accordance with this Article. (d) If Buyer does not Schedule Energy during the ten (10) day evaluation period and Seller declares Force Majuere under Section 10.2 (b) (ii), then Buyer,s relief of the obligation to pay the Demand Charge shall commence as of the date of the Force Majeure event. If, during the ten (10) day evaluation period referenced above, Buyer Schedules Energy and Seller continues to Deliver Energy, but then declares Force Majeure, Buyer,s relief from the obligation to pay the Demand Charge shall commence on the date of the declaration of Force Majeure and not on the date of onset of the Force Majeure event. If, during the ten (10) day evaluation period Buyer Schedules Energy and Seller initially Delivers Energy but subsequently fails to Deliver, Buyer shall be relieved of the obligation to pay the Demand Charge from the date Seller fails to Deliver Energy, and not on the date of onset of the Force Majeure event. Such relief from the Demand Charge shall be computed on a daily basis. In the event of a Force Majeure affecting Buyer,s ability to receive Energy from Seller, payment of the Demand Charge shall continue. Heather Kroll@ECT 09/20/2000 02:01 PM To: Kay Mann/Corp/Enron@ENRON cc: Subject: Re: PPA Sorry. Don't mean to put pressure on you. Just trying to manage Dutch and Co. From: Kay Mann @ ENRON 09/20/2000 01:46 PM To: Heather Kroll/HOU/ECT@ECT cc: Subject: Re: PPA I'm working as fast as I can. Things connect together, so it takes a little while. I think I'm about done with the hard stuff. Heather Kroll@ECT 09/20/2000 01:20 PM To: Kay Mann/Corp/Enron@Enron cc: Subject: Re: PPA Kay, What's the skinny with the doc? The natives are getting restless. Heather ---------------------- Forwarded by Heather Kroll/HOU/ECT on 09/20/2000 01:19 PM --------------------------- [email protected] on 09/20/2000 12:10:51 PM To: [email protected] cc: Subject: Re: PPA Came by my office on the way to another meeting. Still no document.
{ "pile_set_name": "Enron Emails" }
CALENDAR ENTRY: INVITATION Description: meet w/ Meredith Eggleston, Jeff Gossett EB3267 Date: 3/28/2001 Time: 10:45 AM - 12:00 PM (Central Standard Time) Chairperson: Stacey W White Detailed Description:
{ "pile_set_name": "Enron Emails" }
January 7, 2002 Notice No.: 02-06 To: All COMEX Division Members From: Michael Devaney, Chairman COMEX Governors Committee Re: COMEX Division Member Forum In an effort to keep the membership informed on recent Exchange events, an informal meeting of COMEX Division Members is scheduled to be held on THURSDAY, JANUARY 10, 2002 at 2:00 p.m. in Board Room 1016 of the Exchange, One North End Avenue, New York City. All COMEX Division Members are invited and encouraged to attend.
{ "pile_set_name": "Enron Emails" }
hey I got the printer (thank you). Any luck on the Win95 or Win98 operating system? -----Original Message----- From: McFarland, Jean Sent: Monday, February 25, 2002 11:15 AM To: Hyatt, Kevin Subject: RE: windows help let me see... I also have your printer sitting on a chair in my office.. -----Original Message----- From: Hyatt, Kevin Sent: Monday, February 25, 2002 11:10 AM To: McFarland, Jean Subject: windows help Jean, I'm trying to rebuild my PC at home. The hard drive cratered on me. I've installed a new one, but the only windows operating system I have is on a restore disk from Compaq (win95) and for some reason, it's giving me an "image builder" error when I try the restore. This may be due to the fact that I trying to restore on a bigger hard drive than the original. Anyway, I also have win98 upgrade 2nd edition. When I try to load this, is looks for verification of ownership of a previous win system (which I don't have except on the restore disk which won't work). So my question is this, do we have an old Win98 operating system lying around I can borrow so I can load my win98 upgrade? thanks, Kevin x35559
{ "pile_set_name": "Enron Emails" }
Not yet. However, the contract is valid because Vickie is using it. To: Chris Germany/HOU/ECT@ECT cc: Subject: Re: Equitrans Chris, I saw Noel's response--have we found out yet whether this contract is really real or not? Chris Germany 01/12/2000 07:25 PM To: [email protected] @ ENRON, [email protected] cc: [email protected] @ ENRON, Judy Townsend/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT Subject: Equitrans I have very little info on this deal. Who pays for the FT on Equitrans? Contract 270, volume=1,000/day, start date = 7/1/97, max demand, all receipts and all deliveries, AND the end date is 10/31/2099 (looks suspicious to me). Scott is trying to find the term of this deal from Equitrans. I believe Equitrans did say this is a capacity release deal. Scott, I'm going to list this as a wholesale deal for now. It was not on my wholesale transport worksheet from Mark Breese. Please email everyone with the end date when you find out. Also, please find out who the releasing shipper is and the primary receipt and delivery points. Thanks
{ "pile_set_name": "Enron Emails" }
Hi. I'm planning to drive back today, and will take tomorrow off. I!ll need to come back soon, but I think it is time for me to go. Thanks for all your support. It has made a big difference. Kay -------------------------- Sent from my BlackBerry Wireless Handheld (www.BlackBerry.net)
{ "pile_set_name": "Enron Emails" }
Gentlemen, I haven't seen the 501D contract yet. Is it on its way or perhaps been misdirected? Thanks, Kay
{ "pile_set_name": "Enron Emails" }
You available to talk today?
{ "pile_set_name": "Enron Emails" }
The whole schedule has yet to be determined. I'm still waiting for final seating charts from the other groups so I can figure out how to most efficiently get people moved into their new homes. We'll let you know as soon as possible. Suzanne Adams 08/09/2000 11:08 AM To: Mark Taylor/HOU/ECT@ECT cc: Subject: Office Build-out Mark, I understand that I'm moving too. When? I'm going on vacation starting August 26th and will be out that entire next week and also will be out on August 18th to finish up my dental work. I've already asked Joya to let me know as soon as she does regarding firm dates so I can get Carol packed and know where to send her things. Please advise. Thanks, Suz ----- Forwarded by Suzanne Adams/HOU/ECT on 08/09/2000 11:07 AM ----- Carol St Clair 08/09/2000 10:57 AM To: Suzanne Adams/HOU/ECT@ECT cc: Mark Taylor/HOU/ECT@ECT Subject: Office Build-out Suzanne: FYI. Can you and the clerks handle packing up my office? I may be able to help but I don't want to make any commitment that I can make it up there. Hopefully, it won't take that long and the only files that need to be marked or perhaps put in the legal assistant area are the files near my window. If the move-out timing slips and happens while you are on vacation, I would prefer that it be handled before hand so that the floater doesn't have to worry about it. Let me know what you think. Sorry to impose but I tried to do as much as I could before I left. Carol St. Clair EB 3892 713-853-3989 (Phone) 713-646-3393 (Fax) [email protected] ----- Forwarded by Carol St Clair/HOU/ECT on 08/09/00 10:52 AM ----- Mark Taylor 08/08/00 09:08 AM To: Carol St Clair/HOU/ECT@ECT cc: Subject: Office Build-out It looks like Phase II of our construction project (over where Julia's office used to be) will be finished on the 18th so she will be moving into her new office that weekend. I now have the plans for Phase III and it turns out your office will be included in the construction area. Phase III will probably start on the 25th. That could always slip but I wanted to give you as much notice as possible. Hope you are all doing well. Getting any sleep yet?
{ "pile_set_name": "Enron Emails" }
Here's a revised draft of the agreement with Peoples. Kay
{ "pile_set_name": "Enron Emails" }
shanna said it was ok as well "K. Bass" <[email protected]> on 08/31/2000 10:36:02 AM Please respond to "K. Bass" <[email protected]> To: Eric Bass <[email protected]> cc: Subject: Re: Merry Christmas o.k. Have a good day. LU-M ----- Original Message ----- From: "Eric Bass" <[email protected]> To: "K. Bass" <[email protected]> Sent: Thursday, August 31, 2000 10:21 AM Subject: Re: Merry Christmas > > > yeah, i got it. thank you. > > I can go but I was waiting to hear from Shanna to see if she can go > > I will let you know > > love, > e > > > > > "K. Bass" <[email protected]> on 08/31/2000 08:31:10 AM > > Please respond to "K. Bass" <[email protected]> > > To: "Bass, Jason" <[email protected]>, Eric Bass <[email protected]> > cc: "Larry W. Bass" <[email protected]> > Subject: Merry Christmas > > > > Hi Boys, > > Your father and I have decided to tell you what your Christmas present is > early. We will provide to each of you roundtrip airfare, lodging, groceries at > the condo, car and lift tickets for our ski trip. We are not certain where we > will go but have selected the dates. We will leave Houston on Sat., 12/09 and > return Thursday 12/14. Now, what we need to know as soon as possible, i.e., > today, so that we can book the air. If you will accept our Christmas present, > accompany us at this time and whether we should book airfare for 4, 5 or 6. (I > need to know the ages of the girls.) The airfare costs will be $300-$500. If > I book it for 4 or 5, the tickets need to be paid for within 30 days. > > Merry Christmas. Let us hear from you. > > Love, Mom and Dad > > > > > >
{ "pile_set_name": "Enron Emails" }
From May 1st to May 6th you can reach me at 281-461-8597 after that you can reach me at home 713-942-9571. Thanks
{ "pile_set_name": "Enron Emails" }
FYI. Is there a conference call scheduled for today, and is Boyd available tomorrow? Thanks, Kay ---------------------- Forwarded by Kay Mann/Corp/Enron on 06/13/2000 09:05 AM --------------------------- From: Gregg Penman 06/13/2000 07:50 AM To: Kay Mann/Corp/Enron@Enron cc: Subject: Re: Revised RM Policy Per my voice mail, will you please take a quick look at my edits to Vlady's draft risk management policy attached below. I don't think any of them are problematic, but Vlady has some concerns mainly because the base Enron Corp. risk management policy was used as the template and therefore I am effectively making edits to it. I will be leaving the office today around 11:00 so I want to turn this to Peoples before then if possible. On any other business, I will be unavailable from 1:30 to probably 3:00 today, but can be reached via pager 800-980-1771 or cell phone 312-925-8888 at any other time. As always - thanks for your help. Gregg ---------------------- Forwarded by Gregg Penman/Corp/Enron on 06/13/2000 07:45 AM --------------------------- To: Vladimir Gorny/HOU/ECT@ECT cc: Subject: Re: Revised RM Policy Some comments on your comments: Section II: I don't like the title "Commercial Development Manager" but rather "Risk Manager" Response: The title Commercial Development Manager comes from the MEH Operating Agreement. We can amend the LLC Agreement if necessary, but it seems burdensome since the title is only a formality. However, as currently written, the Commercial Development Manager is the person responsible for managing the daily business, i.e. similar to a desk director. In order to maintain control of this position, it can only be filled by an Enron nominee and will report directly to the MEH General Manager, Laura Luce of Enron. Section VII: Majority of the wording came initially from attorneys, I would recommend confirming that. Response: I will run this by the attorneys. However, from a technical perspective, Section VII refers to employees of MEH. No one in the Chicago office is an employee of MEH, but rather we all remained employees of our respective organizations. I will ask the attorneys if we need to limit all Chicago based employees, both of Enron North America and Peoples Energy Resources. Section VIII: Who is the General Manager of MEH? Response: As mentioned above, Laura Luce, Vice President of Enron North America Is Enron North America Corp. a legal entity? Response: Yes, Enron North America Corp. replaced Enron Capital Trade and Resources as the Wholesale business of Enron Corp. Unless you know something different, I believe that to be a true statement. Let me know if any of my responses don't make sense or you still have any questions. I am still going to try to get this out by 10:00 or so. Gregg To: Gregg Penman/Corp/Enron@ENRON cc: Subject: Re: Revised RM Policy Policy Comments: Section II: I don't like the title "Commercial Development Manager" but rather "Risk Manager" Section VII: Majority of the wording came initially from attorneys, I would recommend confirming that. Section VIII: Who is the General Manager of MEH? Is Enron North America Corp. a legal entity? Vlady. From: Gregg Penman @ ENRON 06/12/2000 02:03 PM To: Vladimir Gorny/HOU/ECT@ECT cc: Subject: Revised RM Policy Vlady - As we discussed, I am attaching my revisions to your initial draft. They are mainly cosmetic attempts to make the RM Policy terms consistent with the MEH Operating Agreement and separate MEH from any behind the scenes reporting or controls that ENA chooses to place on Richard/MEH. Let me know if you have any concerns about my edits. I would like to send this to Peoples end of day today. I will follow up with Structuring to find a body to model the underlying asset position. Thanks - Gregg
{ "pile_set_name": "Enron Emails" }
Vince, I have made bold face edits to the attached document. I still have two edits to make but am concerned that you were not reading the most recent version. Sorry for any confusion but the editor doesn't use the edit function in word so I have ended up making edits on new versions of the paper. I still haven't made the change regarding the take-or-pay problem (I left that paper at home in my briefcase and will make the change tomorrow morning). Also, I haven't added anything regarding the conflict that arose over pay for new hires nor have I received the Business Week e-mail from you. However, if the paper looks ok to Mark Palmer we can make these minor edits on the galley pages of the article. thanks john p.s. i am very disappointed about the scheduling conflict you have on Feb 23rd. you will be greatly missed but i certainly understand. John D. Martin Carr P. Collins Chair in Finance Finance Department Baylor University PO Box 98004 Waco, TX 76798 254-710-4473 (Office) 254-710-1092 (Fax) [email protected] web: http://hsb.baylor.edu/html/martinj/home.html
{ "pile_set_name": "Enron Emails" }
[IMAGE] Monday January 7, 2002 [IMAGE] [IMAGE] [IMAGE] [IMAGE] RIGZONE [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] home | news | search | maps | data | jobs | market | store [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] In This Issue [IMAGE] [IMAGE] [IMAGE] Current Oil and Gas Industry News T! op Stories for the Past 7 Days Featured Events and Conferences What's in Store - Books & More Featured Employment Opportunities Surplus Oilfield Equipment For Sale Worldwide Offshore Rig Utilization Oil & Gas Prices [IMAGE] [IMAGE] Industry Headlines [IMAGE] [IMAGE] Tanker Recovery In Progress Two salvage vessels are en route to the tanker that ran aground off the Cornish coast. Jordan and Algeria Improve Exploration Commitment Jordan and Algeria improve relations and strengthen their commitment to jointly explore for oil & gas. Halliburton Says the Rumors A! re Not True Halliburton says there is no basis for the rumors that the company has filed for bankruptcy. [IMAGE] [IMAGE] Exploration [IMAGE] [IMAGE] [IMAGE] Santos to Focus on Western Australia During the first quarter of 2002, Santos is going to focus its exploration efforts on the Carnarvon Basin offshore Western Australia. PanCanadian Decides Against Fourth Well PanCanadian has decided not to drill a fourth exploratory offshore Nova Scotia this spring. Apache Makes Egyptian Discovery Apache has made its first wildcat discovery of 2002 in Egypt's Western Desert on the Khalda Concession. [IMAGE] Production [IMAGE] [IMAGE] [IMAGE] [IMAGE] First Oil Expected from Terra Nova This Month After several delays, Terra Nova is schedules to come on stream at the end of January. Prosafe Awarded FPSO Work Offshore Nigeria Prosafe has been awarded an eight-year contract for an FPSO to work on the Abo field offshore Nigeria by a consortium led by Agip. First Gas Flows from Skene Field ExxonMobil turns on the tap in the Skene field located in the UK sector of the North Sea. Pegasus Awarded Subsea Contract by Talisman Pegasus International has been awarded a subsea engineering design contract on the Kildrummy field in the UK sector of the North Sea. [IMAGE] Company & Financial News [IMAGE] [IMAGE] [IMAGE] Naftex Secures Financing for Brazilian Offshore Exploration Naftex has secured financing for its share of the cost of exploration on Block BS-3 in the Santos Basin offshore Brazil. Newfield Makes Management Changes Newfield Exploration has made management changes in Australia and Anadarko Basin office locations. [IMAGE] [IMAGE] advertisement A National-Oilwell designed, 1992 built modular offshore drilling rig is available for sale direct from the manufacturer. This rig drilled only 5 wells from the Draugen platform in the Norwegian sector of the North Sea. Click on the link below for full details, photos and seller contact information: http://www.rigzone.com/market/surplus_listing.asp?eq_id=397 Last 7 Days Top Stories [IMAGE] [IMAGE] [IMAGE] MMS Approves Use of FPSOs In Gulf of Mexico The U.S. Minerals Management Service has approved the use of FPSO vessels in the central and western portions of the Gulf of Mexico. Enron Receives Approval to Sell Two Assets On December 28th a judge approved the sale of two of Enron's assets at a value of $310 million. Marathon Acquires Interests in Equatorial Guinea Marathon has completed its acquisition of CMS Energy's interests in Equatorial Guinea for $993 million. Nabors Changes Corporate Structure Nabors Industries Board of Directors has approved a plan to reorganize the company and change its place of incorporation from Delaware to Bermuda. Kvaerne! r Receives Final Approval for Rescue Plan Kvaerner has received approval from the final group of lenders for the rescue plan that would merge Kvaerner and Aker Maritime. Halliburton Introduces New Perforation Flow Laboratory Halliburton has added its Perforation Flow Laboratory to its PerfPro process to provide detailed instrumentation and controlled-laboratory conditions that can allow insight into physical phenomena occurring in the reservoir during complicated perforating and multi-phase flow events. FMC Corporation Spins Off FMC Technologies FMC Corporation has distributed all of its remaining shares in FMC Technologies making it a fully independent company. Marathon Begins Trading on NYSE Marathon Oil Corporation has begun trading on t! he New York Stock Exchange as a standalone company following the separation of Marathon Group and U.S. Steel. Smedvig's CEO Resigns Christian Bull Eriksson has announced that he will step down as CEO of Smedvig ASA effective immediately. SMOE Awarded North Sea Platform Contract SembCorp has been awarded a contract by Maersk for the installation of a process deck and accommodation module in the North Sea. 3TEC Energy Completes Merger with Enex Resources 3TEC Energy has completed its merger with Enex Resources effective December 31, 2001. Regent Energy Acquires Bayou Bouillon Gas Field Regent Energy has closed its acquisition of Bayou Bouillon gas fields in Southern Louisiana. [IMAGE] [IMAGE] Upcoming Oil & Gas Industry Events [IMAGE] [IMAGE] [IMAGE] Jan. 22 Alliances and Partnering in Oil & Gas Singapore Feb. 7 Marine Construction 2002 Houston Feb. 10 2002 SPE International Petroleum Conference & Exhibition in Mexico Villahermosa Feb. 26 2002 IADC/SPE Drilling Conference and Exhibition Dallas Feb. 27 Human Resources in Oil & Gas Aberdeen Mar. 10 AAPG Annual Meeting Houston Apr. 9 2002 SPE/ICoTA Coiled Tubing Conference and Exhibitio! Houston May. 6 Offshore Technology Conference 2002 Houston Aug. 27 ONS 2002 Conference and Exhibition Stavanger Oct. 6 Society of Exploration Geophysicists Annual Meeting Salt Lake City list your conference view upcoming events [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] INTEC Horizon Offshore Global Completion Service HoverDril DataLog [IMAGE] [IMAGE] promote your company [IMAGE] [IMAGE] [IMAGE] Horizontal Well Technology [IMAGE] [IMAGE] Contributions in Petroleum Geology and Engineering: Volume 2 - Applied Open-Hole Log Analysis [IMAGE] [IMAGE] Principles of Ap! plied Reservoir Simulation, 2nd Ed. [IMAGE] [IMAGE] [IMAGE] more products [IMAGE] [IMAGE] [IMAGE] featured equipment: Ideco H-35 DD Drive-in Rig [IMAGE] Maritime Hydraulics Iron Roughneck [IMAGE] [IMAGE] [IMAGE] more equipment [IMAGE] [IMAGE] featured jobs: - Electrical Engineer - Naval Architect - Offshore Safety Coordinator more hot jobs >> featured candidates: - Electrical & Instrumentation QA/QC Inspector - Wo! rkover/Completion Supervisor - Oil Field Electrician search for candidates >> [IMAGE] [IMAGE] [IMAGE] [IMAGE] Drillships: To 5000': 50.0% (7/14) +5000': 100.0% (25/25) Semisubs: 2nd Gen: 67.1% (49/73) 3rd Gen: 82.0% (41/50) 4th Gen: 100.0% (38/38) 5th Gen: 100.0% (7/7) Jackups: To 200': 56.7% (38/67) 200' MC: 54.2% (! 13/24) 200' MS: 14.3% (3/21) 300' IC: 87.5% (84/96) +300' IC: 88.9% (48/54) Severe Env.: 81.0% (17/21) [IMAGE] [IMAGE] view complete utilization report [IMAGE] [IMAGE] Light Crude Oil: $21.61/BBL (6.09%) Brent Crude Oil: $22.98/BBL (11.28%) Natural Gas: $2.20/MMBtu (-2.65%) Unleaded Gasoline: $0.63/gal (10.53%) prices from: 1/4/2002 change since: 1/3/2002 [IMAGE] [IMAGE]! [IMAGE] [IMAGE][IMAGE] Promotional Opportunities Become a Sponsor, feature your job opening or, advertise your upcoming industry conference. Click here for more information, send your press release to [email protected] or call us at 281-345-4040. Member Services If you no longer wish to receive this newsletter, you may unsubscribe by clicking here or by logging in to Rigzone and updating your profile. You can also change the format you receive (HTML or Text) and your email address by logging in and updating your account. Click here to log in . [IMAGE]
{ "pile_set_name": "Enron Emails" }
I know it's on your list. I'm only sending this message so that I don't forget! ss
{ "pile_set_name": "Enron Emails" }
Check out the latest version of Enron Business Online at home.enron.com. Click on Publications, then on Enron Business and "Volume 5, 2000". This issue, read about what Ken and Jeff could have worn for Halloween costumes! Also in this issue: ? Enron Broadband Services chips away obstacles; ? DealBench and the art of the paperless deal; ? Global risk managers structure risk even insurers can like; ? Diversity and what you think; ? Enron rescues a giant panda; and ? The Rise School leads lessons in compassion and ABCs.
{ "pile_set_name": "Enron Emails" }
Rehman, Thanks for you message. My group hires almost exclusively people with background in quantitative disciplines (math, physics) or computer programming. I shall send your resume to some other units in the company that are looking for people with good skills and experience. Vince Rehman Sharif@ENRON_DEVELOPMENT 02/27/2001 11:17 AM To: Vince J Kaminski@ECT cc: Subject: Redployment Vince, I am a redeployment candidate out of CALME region and in the process of exploring opportunities within Enron. I have very extensive background in financial analysis and economic structuring. I am interested learning more about your group to find out if my skills and abilities could serve the present and future needs of your group. Attached is my resume for your review, any guidance you could provide would be greatly appreciated. Regards, Rehman Sharif
{ "pile_set_name": "Enron Emails" }
Here are my revisions. Let me know if you have any questions.
{ "pile_set_name": "Enron Emails" }
I'm around. Could you forward me the "matrix." (sounds so "classified." I love it.) Best, Jeff -----Original Message----- From: Landwehr, Susan M. Sent: Friday, September 28, 2001 11:27 AM To: Dasovich, Jeff Subject: RE: Participation in Roundtable on Lessons Learned in California on October 4th hi Jeffie. are you in office? I'd like to talk to you about Mr. Tycholiz and gas stuff. I am going to send you a copy of an e mail on gas/west/Tycoliz -----Original Message----- From: Dasovich, Jeff Sent: Friday, September 28, 2001 11:20 AM To: Landwehr, Susan M. Cc: Kaufman, Paul; Steffes, James D.; Shapiro, Richard Subject: RE: Participation in Roundtable on Lessons Learned in California on October 4th Did governor Jessie eliminate the role in Minnesota? I believe that it's the equivalent of a state historian. Thanks for the feedback. Best, Jeff -----Original Message----- From: Landwehr, Susan M. Sent: Thursday, September 27, 2001 9:21 PM To: Dasovich, Jeff Cc: Kaufman, Paul; Steffes, James D.; Shapiro, Richard Subject: RE: Participation in Roundtable on Lessons Learned in California on October 4th Jeff--so what is a state librarian? Must be a west coast kind of specialty!! With regard to Glen Thomas, I believe that he is the newly appointed chair who was previously Governor Tom Ridge's policy guy in the governor's office. I think he is pretty young (early thirties) and that he still has strong ties in that office and should be vocal on markets working and political leadership (the right kind!) being neccesary. Steffes might be able to give you more insight, but if my recollection is right, he wasn't involved in the early PECO fights--I think he came on the scene a little later. -----Original Message----- From: Dasovich, Jeff Sent: Thursday, September 27, 2001 7:12 PM To: Kean, Steven J.; Shapiro, Richard; Steffes, James D.; Robertson, Linda; Landwehr, Susan M.; Denne, Karen; Mara, Susan; Kaufman, Paul; Nord, Sue; Palmer, Mark A. (PR); Guerrero, Janel Subject: Participation in Roundtable on Lessons Learned in California on October 4th On October 4th, I'll be trying to fill Rob Bradley's rather large shoes at the Cal State University Center for California Studies' 13th annual envisioning California conference, "Our Year of Disconnect: The Politics of Power in California." I'll be participating in a Roundtable at the plenary session entitled: "Lessons Learned, Unlearned & To Be Learned: A Roundtable on California's Utility Deregulation." The Roundtable will be moderated by the State Librarian, Kevin Starr. The other roundtable-ists include: Chuck Cicchetti (Edison plant? Anyone know what he's up to these days?) Bob Foster--Edison Nettie Hoge--head of TURN Glen Thomas--Chair of the Pennsylvania PUC (any info on Chair Thomas is appreciated) State Senator Debra Bowen David Freeman--Self-appointed emporer Dr. Joseph Pratt--History prof., University of Houston (any info on the professor is also appreciated) Each of us will have two minutes to open and then Dr. Starr will moderate the ensuing mud-slinging. Attached are some draft talking points that I threw together for your review. All comments, suggestions, guffaws, etc. are welcome and appreciated. Best, Jeff << File: CSU Rountable draft talking points 0927.doc >>
{ "pile_set_name": "Enron Emails" }
Heads up. Andy should be putting in a request to increase my volume on k#37877 to 38,500
{ "pile_set_name": "Enron Emails" }
Jan will be setting up a call today to discuss EES' ability to pass the "3 cent surcharge" through under its contracts. Marty would like our advice on this today, so I hope you are available. Thanks. P.S. Vicki and Marty, please let Jan know if you wish to be included in the call or just want the result.
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/01/2000 08:45 AM --------------------------- "Pierre-Philippe Ste-Marie" <[email protected]> on 10/30/2000 08:54:29 PM To: <[email protected]> cc: Subject: MSCF Speaker Series MSCF SPEAKER SERIES OFFICIAL INVITATION ? ? IT IS WITH GREAT PRIDE THAT I ANNOUNCE THE NEXT EVENT IN THE SPEAKER SERIES. NEXT FRIDAY WE WILL HAVE THE HONOR TO HOST A CONFERENCE GIVEN BY MR. VINCE KAMINSKI?MANAGING DIRECTOR RESEARCH AT ENRON CORP. ? The Next Event in the Student Speaker Series is: Friday, November 3, 2000 11:30 a.m. to 12:30 p.m. Fast Lab [IMAGE]Vince Kaminski Managing Director, Research. Enron Corp. Tentative Student Speaker Series Schedule 2000-2001 The following is a tentative schedule of the MSCF Student Speaker Series for the 2000-2001 academic year. All events take place from 11:30 a.m. to 12:30 p.m. in the Fast Lab (GSIA 229) unless otherwise noted. Updates are soon to follow. Volatility Curve and Bond Basis August 11, 2000 David Hartney & Jerry Hanweck Vice President, Futures and Option Sales & Head of North American Futures and Options Research; J. P. Morgan Price and Hedging Volatility Contracts September 1, 2000 Dmitry Pugachevsky Deutsche Bank Dmitry Pugachesky is a Director with OTC Derivatives Research of Deutsche Bank, where his research is primarily focussed on credit derivatives. Prior to joining Deutsche Bank, Dmitry worked for six years with Global Analytics Group of Bankers Trust. There he developed models for emerging markets, interest rates, and equity derivatives and also participated in actual trading and structuring of interest rate options. He received his PhD in applied mathematics from Carnegie Mellon University specializing in control theory for stochastic processes. He has published several papers on modelling in emerging markets and on valuation for passport options. A Measurement Framework for Bank Liquidity Risk September 15, 2000 Raymond Cote Vice President, FinRad Inc. Raymond Cote is Vice President, Financial Engineering at FinRad Inc., a Montreal-based consulting firm offering financial management solutions that combine advisory and systems development services to &corporations and financial institutions. Abstract: Liquidity risk, as opposed to credit and market risks, has received little attention in professional or academic journals. We argue that analyzing bank liquidity risk can be viewed as a variation of credit risk analysis. After introducing some concepts and definitions, the presentation defines a framework allowing to measure a bank's structural liquidity risk. It then shows that combining the framework with modern credit risk measurement tools leads to a liquidity risk VAR measure. The presentation then offers concluding comments on the integration of the liquidity risk measurement framework within enterprise-wide risk management. The Impact of Electronic Trading on the Uses of Quantitative Research in Equity Options September 22, 2000 Scott Morris Hull Group, Quantitative Research Department Quantitative Research in Investment Management October 6, 2000 Raman Srivastava & Anna Bulkovshteyn Assistant Vice President, & Fixed Income, Quantitative Analysts, Putman Investments [IMAGE] TBA November 3, 2000 Vince Kaminski Managing Director, Research. Enron Corp. Fund Management and Market Efficiency November 10, 2000 Andrea Dalton Researcher, Friess Associates (advisor to the Brandywine Funds). TBA November 17, 2000 Jeff Keifer & Deb AEP Tutorial on BRIDGE November 24, 2000 Pierre Ste-Marie & Punit Rawal MSCF Students A Corporate Risk Management Framework December 8, 2000 Darin Aprati & Brian Moore McDonald's [IMAGE]Math Speaker Series Schedule 2000-2001 [IMAGE]Speaker Series Student Committee [IMAGE]Previous Speakers ? Pierre-Philippe Ste-Marie -------------------------------------- [IMAGE]http://pstemarie.homestead.com
{ "pile_set_name": "Enron Emails" }
Sure Thing: Jeff Prentice Cameron Scott Carter (Friday night only) Colleen Silva Chris Shea Cristina Shea Miriam Renee Lanam Doug Sinclair Mike Herring Lisa Herring Steve Pottier David Hoffman Heidi Hoffman Maybe: Avram Seagle Allison Seagle Ed Neff Lizanne Jensen Ken Jensen Sean Molly Mom Dad No Answer Yet: Bill Growney Buddy Arnheim Celise Andre Denis & Lynn Liz Sellers John Whiting Cary & Leslie Riddles Cameron Sellers Vice President, Business Development PERFECT 1860 Embarcadero Road - Suite 210 Palo Alto, CA 94303 [email protected] 650.798.3366 (direct dial) 650.269.3366 (cell) 650.858.1095 (fax)
{ "pile_set_name": "Enron Emails" }
Sara & Carol: While you both were out last week, this paper & pulp deal was in discussion. Since it was in such early stages - nothing was ever done from a Legal standpoint as per Bob Crane's request. I just got an email this morning from Tanya that they would like to go ahead and proceed now. Both she and the commercial people are aware that we will need to speak with Japanese counsel before sending a document out. Susan Bailey is the paralegal on this and I have asked her to ask one of you to handle this file. Many thanks, Shari -------------------- Forwarded by Shari Stack/HOU/ECT on 03/06/2000 10:55 AM --------------------------- Tanya Rohauer 03/06/2000 10:47 AM To: Paul Radous/Corp/Enron@ENRON cc: William S Bradford/HOU/ECT@ECT, Shari Stack/HOU/ECT@ECT Subject: Re: Fixed price I am inclined to approve Itochu for a one year 6,000 tpy trade (approximate potential exposure of 500K) without requiring upfront collateral. Paul, we probably need to rethink the ISDA terms. Also, Shari needs to send the ISDA to outside Japanese counsel for review before we proceed, Thanks, Tanya ---------------------- Forwarded by Tanya Rohauer/HOU/ECT on 03/06/2000 10:38 AM --------------------------- From: Scott M Shields on 03/03/2000 02:53 PM To: "tsutomu yamauchi" <[email protected]> @ ENRON cc: Tanya Rohauer/HOU/ECT@ECT, Chris Croom/HOU/ECT@ECT Subject: Re: Fixed price Yamauchi: I look forward to seeing you next Friday. It is too bad you can't come to Houston the night before, because I could show you the Houston Night life! Let me know if you change your mind. As of right now, and given the appropriate credit security from Itochu, we can sell a fixed price swap based upon the NBSK PPW c.i.f. Japan Index, starting in May 2000 for 1 year, 500 MT/month at $774 / MT. This price is based of course on the fact that there are mulitple increases promised thoughout the next year. I am in Chicago through Wednesday next week, so call me on my cell phone if you have questions. I look forward to seeing you next week. 713-817-4151 Regards, Scott "tsutomu yamauchi" <[email protected]> on 03/02/2000 12:43:15 PM To: <[email protected]> cc: Subject: Re: Fixed price Scott, Yes, I will fly to Houston and arrive in Houston/George Bush at 11am on Friday, March 10th. Then I will take a cab to your office. How long will it take from Airport to your office?? Anyway, I will come to your office around noon so let's have a lunch if available. And I will fly back to New York by evening flight, which will depart at 3:37pm. Please confirm your availability. Yamauchi ----- Original Message ----- From: <[email protected]> To: <[email protected]> Sent: Thursday, March 02, 2000 11:07 AM Subject: Re: Fixed price Yamauchi: We are still working up a price on the terms and index that you requested. I hope that we will be finished by today or tomorrow at the latest. Have you thought about your travel plans to Houston? Scott "tsutomu yamauchi" <[email protected]> on 03/01/2000 09:56:50 AM To: "Shields, Scott (Enron)" <[email protected]> cc: "Croom, Chris (Enron)" <[email protected]> Subject: Fixed price Scott, Please consider the following terms and let me know your quotation. 1) Grade : Northern Softwood Full Bleached Kraft Pulp 2) Volume : 500 ADMT/month (6,000 ADMT/year) 3) Period : May 2000 - April 2001 ( one year) 4) Index price : NBSK price for Japan in Pulp & Paper Week (Price Watch:Market pulp) Regards, Tsutomu Yamauchi Pulp & Paper Dept. ITOCHU International Inc. 212.818.8233 212.818.8243 fax
{ "pile_set_name": "Enron Emails" }
Please change the book coding on this log in to FT-Peoples. Thanks. PL
{ "pile_set_name": "Enron Emails" }
There are no outstanding issues as to the Tiger guaranty. We need to have it executed. Although we have not seen a redraft from the Tiger lawyers, Per seems to think that he'll be ablt to transact this week. Thanks. Sara ---------------------- Forwarded by Sara Shackleton/HOU/ECT on 10/25/99 11:32 AM --------------------------- Susan Bailey 10/25/99 10:44 AM To: Sara Shackleton/HOU/ECT@ECT cc: Subject: Re: Tiger guaranty Sara, I never received any word beyond your e:mail concerning the Tiger Guaranty. Therefore, the Guaranty has not been sent to Clement for signature. I will be happy to help when called upon. Sara Shackleton 10/25/99 10:29 AM To: Susan Bailey/HOU/ECT@ECT cc: Subject: Tiger guaranty On Friday, did you send the Tiger guaranty to Clem for execution? SS
{ "pile_set_name": "Enron Emails" }
As the Global VP/MD mid-year PRC draws closer, I want to take the opportunity to stress to you the importance of updating your profile information in the GIS system. Details on your current responsibilities, employment history, skills and education should have been updated by 7 July 2000. For those of you that have not opened your profile in GIS, I urge you to do so as soon as possible to ensure that your profiles are current and complete. GIS is accessible via the HRWEB home page on the intranet. You may go to hrweb.enron.com and look for the GIS link, or just type eglobal.enron.com on the command line of the browser. Your timely response to this request is greatly appreciated. Thank you,
{ "pile_set_name": "Enron Emails" }
Charles Schwab & Co., Inc. Internet Daily for Wednesday, June 6, 2001 by Frank Barnako CBS MarketWatch.com ----------------------------------------------------------------- Dot-com closures ease a bit in May The number of Internet companies closing their doors in May slipped to 54, down from 58 in April, according to Webmergers.com, a company that helps Net firm buyers and sellers get together. At least 493 Internet companies have folded since January 2000, said the San Francisco-based firm's chairman, Tim Miller, with 55% of these shutdowns occurring in the first five months of this year. Companies that sought to do business in e-commerce account for nearly half of all shutdowns to date, but Miller said the shakeout is spreading to new sectors, such as Internet consulting firms and providers of dialup or DSL Internet access. ----------------------------------------------------------------- Netscape's new new thing The company formerly known for its Web browser is shifting its strategy to become a portal like Yahoo and Lycos . "Six months from now, you won't consider Netscape to be a browser company," Netscape President Jim Bankoff told Reuters. Instead, the AOL Time Warner subsidiary is becoming content-intensive, featuring many of its parent company's entertainment artists and publications. Bankoff said a brand advertising campaign for the site would begin later this year. Lydia Loizides, an analyst at Internet research firm Jupiter Media Metrix, said she's been waiting for such a move. "It's not going to be Netscape but rather Netscape.com," Loizides said in the Reuters report, adding that she wouldn't be surprised if Netscape began subscription services offering special Time Warner programming or software. ----------------------------------------------------------------- AOL's Leonsis: Microsoft talks continue Microsoft and AOL Time Warner are continuing discussions about whether America Online access software will be included in Microsoft's new XP operating system, according to AOL Vice Chairman Ted Leonsis. Speaking at the Internet Content.Net conference in Los Angeles, he said there has been some "give and take," Dow Jones reported. He denied strongly criticizing Microsoft for bolting its instant messaging features to the operating system. "I never said it was anti-competitive," he said. Leonsis also tried to dispel discouragement about Internet business. "Is this the end of a boom? No, it's just getting started," he said. ----------------------------------------------------------------- New wrinkle on Web phone calls Net2Phone announced Wednesday a new service enabling consumers to place and receive telephone calls over broadband networks without a PC. Subscribers plug their standard telephone into a device, which then connects to a cable or DSL modem. "Our new VoiceLine service enables anyone with a broadband connection to add secondary-line capability in their home without incurring a monthly line fee, with lower calling plans than traditional phone services offered today, all through your telephone," said Scott Sobel, the Newark, N.J.-based company's vice president of broadband services and solutions. ----------------------------------------------------------------- Compaq slashes price of Net appliance Compaq Computer cut the price of its iPAQ Internet access device by $200 and said it will include six months of free MSN access in the deal, a $132 value. A spokesman for the company conceded sales of the two iPAQ models have been less than expected. "We've learned our lessons, and we're trying to increase the appeal for this young category that we still believe is a viable one," spokesman David Albritton told CNet News. This is the second price cut for the year-old iPAQ product line, with the entry model now priced at $299. ----------------------------------------------------------------- For late-breaking market news you can't afford to miss, go to http://CBS.MarketWatch.com/ ################################################################# Log in using the links below to: Access your account: https://investing.schwab.com/trading/start?SANC=CCBodyi&NeedCASelValue=Y View your Email Alert customization options: https://investing.schwab.com/trading/start?SANC=EAMyAlerts Perform research or request a market quote: https://investing.schwab.com/trading/start?SANC=Quotes Place a trade order: https://investing.schwab.com/trading/start?SANC=TradeStock To visit Schwab's home page, use this link: http://www.schwab.com/ ----------------------------------------------------------------- To unsubscribe or modify your Email Alert customization options, log in using the link below or copy and paste it into your browser's address window: https://investing.schwab.com/trading/start?SANC=EAMyAlerts Now you can receive graphics Email Alerts in HTML format, using helpful, full-color graphics and active Web links that connect you directly to information you want. Use the link below to log in and change your email format preference: https://investing.schwab.com/trading/start?SANC=EAEditEmailAddr ---------------------------------------------------------------- Notice: All email sent to or from the Charles Schwab corporate email system may be retained, monitored and/or reviewed by Schwab personnel. (1000-8752) Copyright 2001 CBS MarketWatch. All rights reserved. Commercial use or redistribution in any form, printed or electronic, is prohibited. Distribution by Quris, Inc.
{ "pile_set_name": "Enron Emails" }
FYI. ---------------------- Forwarded by Mona L Petrochko/NA/Enron on 07/16/2001 12:01 PM --------------------------- Darcy Wheeles <[email protected]> on 07/12/2001 05:44:35 PM To: "'Diane Fellman'" <[email protected]>, "Bill Monsen (E-mail)" <[email protected]>, "Carolyn Baker (E-mail)" <[email protected]>, Darcy Wheeles <[email protected]>, "Jan Smutny-Jones (E-mail)" <[email protected]>, "Karen Edson (E-mail)" <[email protected]>, Kirk Marckwald <[email protected]>, "Mona Petrochko (E-mail)" <[email protected]>, "Rob Lamkin (E-mail)" <[email protected]>, "Steve Ponder (E-mail)" <[email protected]>, "Steven Kelly (E-mail)" <[email protected]>, "Tom Fair (E-mail)" <[email protected]> cc: Subject: RE: A.00-11-038 et al, A.99-09-053: CHRC et al Response to PG&E's motion to consolidate does it never end? We should get together for a drink- let me know if you have some time to meet up in the city next week... -dlw -----Original Message----- From: Diane Fellman [mailto:[email protected]] Sent: Thursday, July 12, 2001 3:44 PM To: Bill Monsen (E-mail); Carolyn Baker (E-mail); Darcy Wheeles (E-mail); Jan Smutny-Jones (E-mail); Karen Edson (E-mail); Kirk Marckwald (E-mail); Mona Petrochko (E-mail); Rob Lamkin (E-mail); Steve Ponder (E-mail); Steven Kelly (E-mail); Tom Fair (E-mail) Subject: FW: A.00-11-038 et al, A.99-09-053: CHRC et al Response to PG&E's motion to consolidate -----Original Message----- From: Stephen Wald [mailto:[email protected]] Sent: Thursday, July 12, 2001 3:27 PM To: [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Bob Finkelstein; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Bruce Kaneshiro; [email protected]; [email protected]; [email protected]; [email protected]; Matt Campbell; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Carrie Peyton; [email protected]; [email protected]; [email protected]; [email protected]; Darcy Wheeles; [email protected]; [email protected]; [email protected]; Dana Differding; Deanna Harwood; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Zeke Grader; [email protected]; [email protected]; [email protected]; Bruce Foster; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Bob Kinosian; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Guy Phillips; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Hope Schmeltzer; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Jack Gipsman; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Judith Ikle; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Jim Scarff; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Keith McCrea; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Lynn Haug; [email protected]; [email protected]; [email protected]; Lon House; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Monica Schwebs; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Mike Neville; Nettie Hoge; [email protected]; Nancy Ryan Ph. D.; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Peter Sly; [email protected]; [email protected]; [email protected]; Stephen Quesenberry; [email protected]; Randy Chinn; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Ron Liebert; Richard McCann; Richard McCann; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Richard Roos-Collins; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Rob Feraru; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Steve Pucchini; [email protected]; [email protected]; [email protected]; Steve Edmondson; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Stephen Wald; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Truman Burns; [email protected]; [email protected]; [email protected]; Bill Booth; [email protected]; Wesley Lujan; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected] Subject: A.00-11-038 et al, A.99-09-053: CHRC et al Response to PG&E's motion to consolidate Attached in MS Word format is the joint response of California Hydropower Reform Coalition, Environmental Defense, Center for Energy Efficiency and Renewable Technologies, East Bay Municipal Utility District, and Northern California Power Agency to Pacific Gas and Electric's Motion to Establish Final Market Valuation. ----------------- Stephen Wald, Coordinator California Hydropower Reform Coalition 2140 Shattuck Avenue, 5th Floor Berkeley, CA 94704 510/644-2900 ext. 105 510/644-4428 fax [email protected]
{ "pile_set_name": "Enron Emails" }
Lynn, Below is the memo I sent out September 20th summarizing the September 18th meeting. See second bullet item in my summary. I remember Sue couldn't attend that day, but Kent was very active in discussions throughout the meeting. I couldn't find the copy I sent. Fortunately, Gerry still had his copy. -----Original Message----- From: Medeles, Gerry Sent: Monday, December 17, 2001 10:20 AM To: Bodnar, Michael Subject: FW: Results of Meeting on Storage Allocation Changes FYI -----Original Message----- From: Bodnar, Michael Sent: Thursday, September 20, 2001 2:25 PM To: Blair, Lynn; Neville, Sue; January, Steven; Buchanan, John; Medeles, Gerry; Kowalke, Terry; Spraggins, Gary; Holmes, Bradley; Hoang, Joe; Swett, Larry; Thomas, Steve; Miller, Kent; Threet, Kay; Cabrera, Reyna; Branney, Theresa; Roobaert, Preston Cc: Aschwege, Doug; Johnson, Robert L.; Setera, Jill Subject: Results of Meeting on Storage Allocation Changes The following summarizes the results of our meeting......If you want to discuss further, please call me. Break Field Area in 3 Regions / Allocate by point The decision was made to sub-divide the Field Area storage group into two regions; South of Plainview and North of Plainview, rather than 3 regions or allocating by point. If it is determined that additional divisions are necessary in the future, such changes can be made at that time. Changes to CAS are required. I have discussed the changes with Bob Johnson and Doug Aschwege and have learned that the changes are not difficult to make and could be made in a couple days. Gary Spraggins and I will determine which deferred delivery points are in these new field regions and then provide the information to Bob and Doug. Question: Should this change be implemented immediately or should it wait until the beginning of the withdrawal season? Change from 'net zero' approach / Provide minimum level of activity The decision was made to table this concern for now. The scheduled activity that drives the allocation process does not guarantee physical pipeline operations. In most cases, the flexibility provided by the Cunningham Field allows Gas Control to adjust operations to maintain the required minimum level of injections/withdrawals into Redfield and Lyons. Further analysis is required. Steve Thomas, Larry Swett and I will continue to monitor the system conditions/operations that effect physical storage to determine if and what additional changes maybe warranted. Send "Notice" when final scheduled number exceeds operational capacity The IT group will modify the scheduling cycle to add a procedure where the final net scheduled storage quantity is compared to the operational capacity set for storage. If the final scheduled quantity exceeds operational capacity, I will receive a notification via e-mail. The purpose here is to monitor occurrences to determine the magnitude of the problem. I will get with Gerry Medeles to finalize the matter.
{ "pile_set_name": "Enron Emails" }
+ Industrial growth declined from 7.3% in August 1999 to 4.8% in August 2000. + India plans to remove American components from the Advanced Jet Trainers that it is buying from Britain since US sanctions on defense related equipment still exist. + Former Indian prime minister, P V Narasimha Rao, and former Union minister, Buta Singh, have been sentenced to three years' rigorous imprisonment in the Jharkhand Mukti Morcha? bribery case. USIBC Daily News October 13, 2000 Agro/Patents/Pharma October 13: India's rice exports (non-basmati) declined by approximately 80% compared to the same season last year. The international market price for India's non-basmati rice ranges from $230 to $240 per ton. Hindu Business Line http://www.hindubusinessline.com/stories/071303b5.htm October 13: Foodgrain production in India during the current season is expected to be 102.7 million tons, lower by 1.2 million tons from the same period last year due to heavy floods in West Bengal and Bihar, and severe drought conditions in Gujarat. The Economic Times http://www.economictimes.com/today/13comm01.htm Broadcasting/Entertainment October 13: India's first web-based entertainment channel, G-Slot.com, plans to invest $2 million over the next one year to expand its operations. This additional investment will enable G-Slot.com to launch its portal in all metros and major towns. Business Standard <http://www.business-standard.com/> October 13: Citibank Private Equity bought a 33% stake in the Delhi-based Beehive Systems. Beehive Systems specializes in providing broadcast and broadband solutions. The Financial Express http://www.financialexpress.com/ Communications October 13: YadaYada, a New York-based company, announced a strategic partnership with Infosys Technologies Ltd, an Indian IT consulting firm. YadaYada provides integrated wireless services and has a personalized mobile web portal. Infosys will establish a team of over 100 consultants in India, United States and Europe to develop end-to-end wireless solutions within 12 months for YadaYada. The Times of India http://www.timesofindia.com/today/13busi10.htm Economic/General News October 13: India's GDP growth decreased from 6.9% in the first quarter last year to 5.8% in the same period this year. This is attributed to the slowdown in manufacturing and agriculture sectors. The Financial Express < http://www.financialexpress.com/> October 13: Industrial growth declined in August, continuing the trend for the year. The growth decreased from 7.3% in August 1999 to 4.8% in August 2000. The Times of India http://www.timesofindia.com/today/13busi14.htm Energy October 13: British Petroleum and Enron may start a project with Indian Oil Corporation and Petronas of Malaysia to develop an LNG terminal and hydrocarbon complex at Kakinada port in Andhra Pradesh. The Economic Times http://www.economictimes.com/today/13infr01.htm Financial: Trade & Investment October 13: Bayer AG will pay Ranbaxy Labs $5 million as the second installment for the novel drug delivery system (NDDS) for anti-infective drug, ciprofloxacin. Ranbaxy is developing ciprofloxacin for Bayer. Bayer has now paid $15 million out of a total $65 million license fee it owes Ranbaxy. The Economic Times http://www.economictimes.com/today/13comp06.htm October 13: Honda Motor Company Ltd (HMC), the Japanese automobile and two wheeler manufacturer, announced plans to set up a $155 million export base facility in Gurgaon, near Delhi. HMC is already setting up another $111 million project in Gurgaon for manufacturing two-wheelers. Hindu Business Line http://www.hindubusinessline.com/stories/14130703.htm October 13: LG Electronics of South Korea will start manufacturing computer monitors, LCD display panels and LCD projection televisions in India next year. A new production line is already being set up for computer monitors. LG Electronics is likely to invest $22 million in this project. Hindu Business Line http://www.business-standard.com/today/corp8.asp?Menu=2 October 13: Sanyo will invest $8.8 million in BPL Sanyo Utilities, the merged entity of BPL Refrigerators and BPL Sanyo Utilities and Appliances. The equity infusion will raise Sanyo's stake to 25%. Business Standard http://www.business-standard.com/today/corp5.asp?Menu=2 Information Technology October 13: Mitsui & Co. will purchase a 10% stake in Zygox Software Pvt. Ltd., a total IT solutions provider in Bangalore. Mitsui may also help Zygox in marketing its automated fingerprint identification system product worldwide. Hindu Business Line http://www.hindubusinessline.com/stories/151339ff.htm October 13: The government ministries of information technology, telecom and information/broadcasting are likely to be integrated into one ministry. The Economic Times http://www.economictimes.com/today/13econ01.htm October 13: e4e Inc., a U.S. based company has announced its plan to create India's first technology holding company. e4e will support Internet technology based infrastructure service companies. It also plans to finance 10-12 start-up companies in India over the next 3 years and assist them in expanding globally. The Hindu http://www.hinduonline.com/ Insurance and Finance October 13: Amex Travel Related Services launched its Gold Credit Card in India. This card will offer credit limits higher than other products available in India. Hindu Business Line http://www.economictimes.com/today/13comp09.htm Political/International October 13: Former Indian prime minister, P V Narasimha Rao, and former Union minister, Buta Singh, have been sentenced to three years' rigorous imprisonment in the Jharkhand Mukti Morcha bribery case. The two were subsequently released on bail to enable them to file an appeal against the verdict in a higher court. The Times of India http://www.timesofindia.com/today/13home1.htm Sanctions October 13: The Indian government is planning to remove American components from the Advanced Jet Trainers that India is buying from Britain. These measures come in response to the delay in the lifting of defense related sanctions that the US imposed after India's nuclear tests. The Times of India http://www.timesofindia.com/ Transportation/Infrastructure October 13: India's largest housing and infrastructure financial institution will start a financing program with annual disbursements worth $111 million for providing housing for information technology professionals. It also plans to develop commercial complexes, shopping plazas and clubs. The Economic Times http://www.economictimes.com/today/13fina03.htm ============================================================================== = The USIBC Daily News is a free service of the U.S.-India Business Council to USIBC Members and affiliates. USIBC provides Internet links to news stories for informational purposes only, and makes no representation of the accuracy of information posted on other organizations' websites.? To add or remove your name from this list, or with questions or comments, please contact USIBC via e-mail at [email protected]. U.S.-India Business Council Website: <http://www.usibc.com> 1615 H Street NW Washington DC 20062-2000 Phone 202 463 5492 Fax 202 463 3173 West Coast 477 Ninth Avenue, Suite 107 San Mateo, CA 94402 Phone 650 685 8790 xt. 16 Fax 650 343 2848
{ "pile_set_name": "Enron Emails" }
absolutely -----Original Message----- From: Nelson, Michelle Sent: Wednesday, November 21, 2001 1:48 PM To: Maggi, Mike Subject: can we go to new york tonight?
{ "pile_set_name": "Enron Emails" }
This morning, we announced an offer to acquire London-based MG plc, one of the world,s leading metals marketers, for $446 million. We have been monitoring the global metals market for several years, and we believe that now is the right time to enter this $120 billion market. We are confident that our successful business model, which we have proven in the natural gas and electricity markets, gives us a tremendous advantage in a market that is undergoing fundamental change. Our offer to acquire MG plc has been unanimously recommended by MG plc,s board of directors, and we expect to close the transaction by early third quarter of this year, following shareholder and customary regulatory approvals. MG plc is a leading independent company in global non-ferrous metals trading and marketing and the only such company that is publicly traded. Headquartered in London with major offices in New York and Frankfurt, MG plc has 330 employees in 14 countries. It is the world,s leading copper merchant, one of the top three merchants of copper concentrates and nickel, and a leading European merchant of recycled metal. Other products that MG plc markets include aluminum, lead, tin, zinc, brass and stainless steel. This transaction provides Enron with access to new customers and enables cross-marketing opportunities. We plan to sell Enron energy products to MG plc customers and offer bundled products combining metals and power outsourcing. Enron will help producers and consumers manage the risks inherent in volatile raw materials and energy markets, and we will improve commodity prices for both buyers and sellers. MG plc,s existing market-making capabilities and market knowledge provide an immediate platform upon which to overlay Enron,s proven ability to offer innovative e-commerce-enabled services to commodity-based industries. Our new metals business will be integrated into our wholesale business by Enron Europe CEO John Sherriff, who will work closely with Enron Net Works CEO Greg Whalley.
{ "pile_set_name": "Enron Emails" }
Certainly if we are able to generate revenue, that will be a great offset to our expenses. At this point, we are working on a best, worst and most likely case for a revenue model, plus getting some teeth behind our up front costs. With this info, we can size the potential and then decide how to proceed. My first note to you around disbanding Joel's group was the best overall summary of reasons to disband the team. In addition, Joel and his team had recently spent a couple of hours updating my direct report team on the projects in which they were involved. The update had the exact opposite effect that Joel wanted, I am sure. After the two hour session, it appeared to me that the team was probably overstaffed and still adding to its girth, fulfilling IT's roles in some cases, not communicating with the rest of my direct report team (if your role is be a liaison, then communication is a necessary component of the role), struggling to create a role for themselves, etc. If my reaction had been to say "what a talented group - we have to figure out how to best utilize them", then the outcome might have been different. But I also had concerns over quality of staff as well. That two hour exposure created so much concern on my part that we were incurring costs for the team without commensurate value, that I couldn't in good conscious make any other decision after further investigation. --Sally Mike Jordan 02/27/2001 01:29 AM To: Sally Beck/HOU/ECT@ECT cc: Subject: Re: Disbanding of Joel Henenberg's Team Thanks for this - given volume increases and our need to develop and test new systems that is a stretch target !! I have a similar focus here in Europe and am currently meeting Michael Brown & Fernley on a 3 week / monthly basis to assess progress. Have you considered anything on the offsite as of use for this objective ? Mike Enron Capital & Trade Resources Corp. From: Sally Beck 27/02/2001 01:01 To: Mike Jordan/LON/ECT@ECT cc: Subject: Disbanding of Joel Henenberg's Team I have a stretch goal for the operations budget under Enron Americas to reduce costs by the end of the year. To this end, I have recently studied possible options for reaching the targeted savings. To make the best decision on this, I have reviewed functions within my team on the basis of core versus non-core functions, and the inherent cost versus value proposition. As a result, I made the decision last week to disband Joel Henenberg's team. To fulfill the role of Joel and his team in leading IT initiatives, we will lean on the appropriate IT project managers and the business sponsors/end users. Joel and his team were told of this decision on Friday afternoon last week. Our HR rep spent some time with the team explaining the corporate re-deployment service that they all will be working through over the next few weeks. Let me know if you have any questions regarding this. While it was a tough decision, I feel comfortable having made it.
{ "pile_set_name": "Enron Emails" }
The one thing I remember is that they are incredibly expensive and somewhat troublesome to maintain. Depending on how old it is, I definitely wouldn't recommend it as your primary car. Hope you had a good time at the wedding. It was one of the best weekends I've had in ages. Talk to you soon. Kevin
{ "pile_set_name": "Enron Emails" }
Jeff, sounds great. Regards Delainey ---------------------- Forwarded by David W Delainey/HOU/ECT on 06/27/2000 02:24 PM --------------------------- From: Jeffrey A Shankman 06/27/2000 01:23 PM To: David W Delainey/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, John J Lavorato/Corp/Enron@Enron cc: Subject: We've launched another new hourly gas productfor July--Mon-Fri only super peak hours (1pm central time to 9pm central time) at HPL/ ship channel... Brian Redmond and I (and our teams) are going to work to figure out how we can offter this product on other pipes through balancing arrangements etc. We've gotten a call about this product already... Regards. Jeff
{ "pile_set_name": "Enron Emails" }
do surf shops rent wet suits? you think i can rent one from live water?
{ "pile_set_name": "Enron Emails" }
I don't know her or anything about it. I sent her an email asking what she needs. --Stinson Vince J Kaminski 01/11/2001 08:22 AM To: Stinson Gibner/HOU/ECT@ECT cc: Subject: Request Submitted: Access Request for [email protected] Stinson, Do you know anything about it? Vince ---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/11/2001 08:24 AM --------------------------- ARSystem <[email protected]> on 01/10/2001 08:59:24 AM To: "[email protected]" <[email protected]> cc: Subject: Request Submitted: Access Request for [email protected] You have received this email because you are listed as an alternate data approver. Please click http://itcapps.corp.enron.com/srrs/auth/emailLink.asp?ID=000000000013085&Page= Approval to review and act upon this request. Request ID : 000000000013085 Approver : [email protected] Request Create Date : 1/10/01 8:59:14 AM Requested For : [email protected] Resource Name : \\enehou\houston\common\Research - [Read] Resource Type : Directory
{ "pile_set_name": "Enron Emails" }
Please find today's complimentary issue of Platts Energy Trader attached above. If you have any questions or would like to subscribe now, call 877-286-8897 or 212-904-2004; e-mail, [email protected]. Meanwhile, we hope you enjoy today's issue of Platts Energy Trader. If you need to download Acrobat Reader to read this file, go to www.adobe.com. To stop the free trial, hit reply and type "stop trial." - et032301.pdf
{ "pile_set_name": "Enron Emails" }
-----Original Message----- From: Muzzy, Dolores Sent: Friday, August 03, 2001 11:48 AM To: Edwards, Joe; Mrha, Jean; Gaskill, Chris; Lipshutz, Cheryl; Colpean, Amanda; Williams, Bill; Breese, Mark; Mcgowan, Kevin; Fitzpatrick, Amy Subject: Supervisor Review Meeting for Tuesday, 8/7 This is a reminder that a Supervisor Review Meeting is scheduled for Tuesday, August 7th at 3:00 p.m. in 35C2. Please come to the meeting with your completed feedback form for your summer intern. In this meeting decisions will be made as to who will receive offers to join Enron. If you cannot attend the meeting please send the form to Traci Warner prior to the meeting or have someone come in your place to properly represent your summer intern. Please call me if you have any questions. Bill & Amy - I know that you will not be in Houston to meet regarding Todd Bland but show that his exit date is 8/17/01. I assume you will send Traci Warner the completed feedback form and notify her if an offer is going to be made. Please also have Todd complete the 2 exit forms and send a copy back to Traci Warner for her records. Thank you! Dolores x36245
{ "pile_set_name": "Enron Emails" }
Gracie, Based upon my brief review of her comments, many are not acceptable. Without a convincing explanation, I am not going to delete entire sections of our agreement, particularly when those sections protect Enron. Please get with her (not by copy of this privileged email) and ask for reasons why she wants the changes. Thanks. Michelle Gracie S Presas 11/22/2000 08:42 AM To: Michelle Cash/HOU/ECT@ECT cc: Twanda Sweet/HOU/ECT@ECT Subject: Contract Please see Paige's comments. Let me know if any of this is not appropriate for us to change/add. In Section 2 Services b. ....reproduction of books (should not be included) Gracie ---------------------- Forwarded by Gracie S Presas/HOU/ECT on 11/22/2000 08:37 AM --------------------------- [email protected] (ppatt on 11/21/2000 08:42:13 PM To: <[email protected]> cc: Subject: Contract Gracie, ? Here are my comments so far on the contract you gave me last week. ? Paige - November 21.doc
{ "pile_set_name": "Enron Emails" }
I couldn't open link. I s this something new for me to sign or have I already complied? ---------------------- Forwarded by Steven J Kean/NA/Enron on 07/11/2001 01:19 PM --------------------------- Office of the Chairman - Enron Wholesale Services <[email protected]> on 07/11/2001 10:15:47 AM Please respond to [email protected] To: [email protected], STEVEN <[email protected]> cc: Subject: Confidential Information and Securities Trading To:KEAN, STEVEN Email:[email protected] - 7138531586 Enron Wholesale Services - Office of the Chairman From: Mark Frevert, Chairman & CEO Mark Haedicke, Managing Director & General Counsel Subject: Confidential Information and Securities Trading To keep pace with the fluid and fast-changing demands of our equity trading activities, Enron Wholesale Services ("EWS") has recently revised its official Policies and Procedures Regarding Confidential Information and Securities Trading ("Policies and Procedures"). These revisions reflect two major developments: (1) our equity trading activities have been extended into the United Kingdom, and (2) in an effort to streamline the information flow process, the "Review Team" will play a more centralized role, so that the role of the "Resource Group" is no longer necessary.You are required to become familiar with, and to comply with, the Policies and Procedures. The newly revised Policies and Procedures are available for your review on LegalOnline, the new intranet website maintained by the Enron Wholesale Services Legal Department. Please click on the attached link to access LegalOnline: http://legalonline.corp.enron.com/chinesewall.asp If you have already certified compliance with the Policies and Procedures during the 2001 calendar year, you need not re-certify at this time, although you are still required to to review and become familiar with the revised Policies and Procedures. If you have not certified compliance with the Policies and Procedures during the 2001 calendar year, then you must do so within two weeks of your receipt of this message. The LegalOnline site will allow you to quickly and conveniently certify your compliance on-line with your SAP Personal ID number. If you have any questions concerning the Policies or Procedures, please call Bob Bruce at extension 5-7780 or Donna Lowry at extension 3-1939.
{ "pile_set_name": "Enron Emails" }
Please prepare a Parent Guarantee for the following C/P's Parent: Georgia-Pacific Corporation Subsidiary: Harmon Associates Corp. Maribel M Monterrey Office: (713) 853-9048 Fax: (713) 853-9476 [email protected]
{ "pile_set_name": "Enron Emails" }
----- Forwarded by Jeff Dasovich/NA/Enron on 04/25/2001 09:46 AM ----- "Ronald Carroll" <[email protected]> 04/25/2001 09:41 AM To: "Mark Evans" <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]>, <[email protected]> cc: Subject: Fwd: Reuters - Calif. bill would penalize energy price gougers ----- Message from "Tracey Bradley" <[email protected]> on Tue, 24 Apr 2001 10:19:24 -0500 ----- To: "Justin Long" <[email protected]>, "Paul Fox" <[email protected]> cc: "Aryeh Fishman" <[email protected]>, "Andrea Settanni" <[email protected]>, "Charles Shoneman" <[email protected]>, "Dan Watkiss" <[email protected]>, "Kimberly Curry" <[email protected]>, "Ronald Carroll" <[email protected]>, "Randall Rich" <[email protected]> Subject: Reuters - Calif. bill would penalize energy price gougers FYI Calif. bill would penalize energy price gougers ------------------------------------------------------------------------------ -- SAN FRANCISCO, April 23 (Reuters) - California legislators could be handed a bill this week that, if approved, would make it a criminal offense for anyone caught price gouging in the state's volatile energy market, a legislative source told Reuters. "We are right now waiting on final language for a bill that would propose putting penalties on energy companies which have engaged in price gouging," the source said. He said the bill, likely to be introduced in the Assembly Wednesday, would seek stiff financial penalties for violators. It was not yet clear how long it would take for the bill to make its way to the Assembly floor for debate. The bill follows a call earlier this month by Lt. Gov. Cruz Bustamante for laws making it a felony for energy companies "to charge unreasonable and unjust energy rates". A spokesman for Bustamante confirmed the proposed legislation would address California's soaring natural gas prices, more than quadruple what they were a year ago and now the highest in the nation, but was unsure when the bill would go to the Assembly. High natural gas prices have played a key role in pushing up power prices because gas-fired turbines are the single biggest source of electricity in California, providing more than a third of the power used by the state's 34 million residents. California's power crisis stems from a 1996 deregulation plan that allowed wholesale prices to soar but capped retail rates. The result has been a string of rolling blackouts in January and March, rising rates, a spotty power supply and the bankruptcy of the state's biggest utility. But a number of state officials believe price gouging and illegal activity have been behind the sharp rise in power and gas prices in California. The California Independent System Operator, which operates most of the state power grid, filed two reports with federal regulators in late March alleging more than $6 billion in overcharges by wholesale power suppliers over a 10-month period. The Federal Energy Regulatory Commission, which regulates interstate electricity and gas sales and transmission, has also accused 13 western power generators of overcharging California utilities $124 million for wholesale power in January and February. FERC ordered $69 million in refunds on power bought in January and $55 million for purchases in February. Energy companies like Duke Energy , EL Paso Energy Corp. and Dynegy have repeatedly denied any wrongdoing in California's chaotic wholesale power market, arguing the prices they charge reflect the underlying cost of power generation, tight supplies throughout the region, and the high financial risk of doing business in the state. Last week, California Attorney General Bill Lockyer asked San Francisco Superior Court to force power generators Reliant Energy Inc. and Mirant Corp. to turn over documents subpoenaed in his probe of possible price gouging in the state after the two firms failed to produce the documents. Lockyer, who initiated this investigation last August, is also conducting a similar investigation into whether anti-competitive practices are behind the rise in gas prices. It is unknown when that investigation will be completed. ------------------------------------------------------------------------------ -- Copyright , 2001 Reuters Limited.
{ "pile_set_name": "Enron Emails" }
I wanted to write to you to apologize for any inconvenience as a result of my having to cancel the class at the last minute. My asthma acted up and I needed to go to the doctor's office to get treated. Because I did not anticipate having to cancel the class, I was unable to give you advance notice which could have saved you a trip to the campus. For the purposes on the next class on 4/02 (since 3/26 is spring break), I will pick up where we left off. I will lecture on futures, forwards and swaps in the first half of the class and cover the goodyear case in the second half. We can then discuss how to make up for the lost time. Mukesh
{ "pile_set_name": "Enron Emails" }
by the way, i never said anyone cheated
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Kay Mann/Corp/Enron on 10/20/2000 02:10 PM --------------------------- Dale Rasmussen@ECT 10/20/2000 01:50 PM To: Don Hammond/PDX/ECT@ECT, Catherine Clark/HOU/ECT@ECT cc: Jody Blackburn/PDX/ECT@ECT, Kay Mann/Corp/Enron@Enron, Sheila Tweed/HOU/ECT@ECT Subject: Change Order #1 to ABB transformer contract My draft of Change Order #1 for the Las Vegas Cogen II transformers is attached. Please let me know of any comments.
{ "pile_set_name": "Enron Emails" }
Please set up a meeting for next week ---------------------- Forwarded by Richard B Sanders/HOU/ECT on 09/21/99 07:05 PM --------------------------- Robert C Williams@ENRON_DEVELOPMENT 09/17/99 01:37 PM To: Richard B Sanders@ENRON_DEVELOPMENT cc: Subject: HAVMANN Richard, want to get together on this next week?
{ "pile_set_name": "Enron Emails" }
Thank you for taking the time to communicate with all of us on such a regular basis. The team at Dabhol continues to be dedicated to Enron and it's core values, exemplified by your leadership, even in the face of so much adversity, both in Houston and here in India. Very best regards, Ken
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Judy Hernandez/HOU/ECT on 02/03/2000 11:23 AM --------------------------- From: Andrea R Guillen 01/19/2000 11:08 AM Sent by: Andrea R Guillen To: Maria Sandoval/HOU/ECT@ECT, Melissa Rodriguez/HOU/ECT@ECT, Elizabeth Soto/HOU/ECT@ECT, Cecilia Olvera/HOU/ECT@ECT, Melba Lozano/HOU/ECT@ECT, Pamela Sonnier/HOU/ECT@ECT, Phenicia Olivier/HOU/ECT@ECT, Rosa Jaramillo/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Kori Loibl/HOU/ECT@ECT, Cassandra S Dutton/HOU/ECT@ECT, Hannah Ortiz/HOU/ECT@ECT, Chantelle Villanueva/HOU/ECT@ECT, Alisha Guerrero/HOU/ECT@ECT, Judy Hernandez/HOU/ECT@ECT, [email protected] cc: Subject: FW: FW: For all my women friends( ---------------------- Forwarded by Andrea R Guillen/HOU/ECT on 01/19/2000 11:06 AM --------------------------- Margaret Smith <[email protected]> on 01/19/2000 10:40:58 AM To: "'Adam'" <[email protected]>, Andrea R Guillen/HOU/ECT@ECT, "'Bill'" <[email protected]>, "'Charlene'" <[email protected]>, "'David C'" <[email protected]>, "'Doug'" <[email protected]>, "'Glenn'" <[email protected]>, "'Gloria'" <[email protected]>, "'Imo Gene'" <[email protected]>, "'Laura'" <[email protected]>, "'Lisa'" <[email protected]>, "'Mykel'" <[email protected]>, "'Olivia'" <[email protected]>, "'Paula'" <[email protected]>, "'Ruth'" <[email protected]>, "'Stephani'" <[email protected]>, April Leger <[email protected]>, Dianna Bailey <[email protected]>, Dayna Dryden <[email protected]>, Janet Price <[email protected]>, Beth Friend <[email protected]>, Velma Birks <[email protected]>, Vickie Tonn <[email protected]> cc: Subject: FW: FW: For all my women friends( > >> From a woman who works in a police department: > >> > >> > >> I have to share some things I have learned in my job > >> with you. > >> > >> In my job, I review criminal and psychiatric files of > >> imprisoned sex offenders who are approaching their > >> release date. I decide if they are likely to re-offend > >> based on certain criteria and then civilly commit them > >> to a sex offender treatment facility if I decide that > >> they are at significant risk to re-offend > >> > >> I have read hundreds and hundreds of files, and have > >> taken note of some of the mistakes women make. Let me > >> preface this by saying that a woman is NEVER EVER EVER > >> at fault for being raped or attacked, but there are > >> definitely ways to reduce your risk of being a victim. > >> > >> Here are the most common mistakes women make that > >> could result in them getting kidnapped, attacked, > >> and/or raped: > >> > >> 1. Getting into the attacker's car when he pulls a > >> gun and orders you to get into his vehicle. > >> > >> Most attackers don't want to shoot you ... they want > >> you to get into the car so that they can drive you to > >> a deserted place and torture you. Don't comply. Run > >> screaming. It is MUCH more likely than not that he > >> will just move on to an easier target. > >> > >> 2. Pulling over when a man drives alongside of you > >> pointing at your car pretending something is wrong. > >> > >> If this happens, drive to the nearest well-lit and > >> populated gas station and look the car over yourself > >> (or ask an attendant). Never pull over. Believe it > >> or not, many women have fallen for this for fear of > >> their car spontaneously exploding in the middle of the > >> road. Not likely. > >> > >> 3. Not locking your doors while driving. > >> > >> I have read several cases where the attacker simply > >> walks up to a woman's car while she's at a traffic > >> light and jumps in with his gun or knife drawn. > >> > >> 4. Opening your front door when you have not > >> positively identified who is there. > >> > >> If you don't have a peep hole, get one. I've seen > >> countless cases where the attacker gains access to his > >> victims simply by knocking on their door. > >> > >> Don't let an attacker get into your home. He then has > >> a private, relatively soundproof place to attack you. > >> > >> 5. Not being alert in parking lots. > >> > >> If you go to the grocery store at night, don't be shy > >> about asking for an escort to your car. Too many > >> women are abducted from parking lots or even raped in > >> the parking lot. > >> > >> Look in your back seat before entering your car. Cars > >> provide endless hiding places for attackers, both > >> inside them and in between them. > >> > >> Be aware of your surroundings by looking to the left > >> and right and behind you with your head up all the > >> time. You may appear paranoid and look funny to > >> others, but an attacker will think twice about > >> approaching someone who appears so aware of what's > >> going on. > >> > >> 6. Trusting a clean cut, honest looking stranger. > >> > >> I see mug shots of every sex offender in the state of > >> Florida. They do not look like monsters. They often > >> look like they could be your friendly grocer, bank > >> teller, waiter, neighbor, clergy, doctor, etc. They > >> are every age between 15 and 90, and probably beyond. > >> Only a small minority actually look scary. > >> > >> I just read a case yesterday of a man with only one > >> leg who beat up his victim with his crutch before he > >> raped her. Who would have ever thought that a > >> one-legged man could be a rapist? > >> > >> 7. Trusting people to be alone with your children. > >> > >> This is a difficult one, because child molesters end > >> up being the LAST person the parents would believe is > >> the molester. > >> > >> Most of the child molesting cases I see involve the > >> stepfather, the uncle, the sister's boyfriend, the > >> mother's boyfriend, the grandfather, the baby-sitter, > >> the neighbor, the family friend, the youth camp > >> director, day care worker, etc. Although rare, even > >> women can be molesters. > >> > >> In every case, the perpetrator is a nice guy, > >> trusting, good with children, and the family is > >> baffled or even in disbelief that the person could be > >> abusing their child. > >> > >> When it comes to your children and grandchildren, be > >> suspicious of everyone, no matter who they are. And > >> pay attention to what your child says and how he/she > >> reacts to the mention of different people in their > >> lives. > >> > >> I didn't mean to make anyone uncomfortable with this, > >> but I am at work right now reviewing files, and > >> realized that this email is a way I can reach many > >> women at one time. I have the dirty job of reading > >> all these files, and it makes me feel good to know > >> that I can share some inferences from what I have > >> learned. This is not an exhaustive list of what not > >> to do, but just some things that I have observed more > >> than just a few times. > >> > >> Pass this on to the women in your lives > > > > > > > > > > > > > > > >
{ "pile_set_name": "Enron Emails" }
Thank goodness she's in when Congress will be a complete deadlock on every issue that is brought up!! I really don't want a government that can't even manage their money or make a decision in under a year deciding what doctor I can see. It probably will reduce medical cost significantly. People will just die before they can wade through the red tape to go to the doctor!!! Later, Robin
{ "pile_set_name": "Enron Emails" }
NESA MEMBERS, Attached is your copy of our 2001 Calendar of Events. You will see me email more details out about these classes and brown bags through out the year. I am also attaching a registration form for anyone who knows they would like to attend a class now. The form is generic, so please complete it with details regarding the class name and dates! Have a great day!! Lana Belnoske-Moore <<Calendar01.doc>> <<Registration form.doc>> - Calendar01.doc - Registration form.doc
{ "pile_set_name": "Enron Emails" }
thank you, thank you, thank you -----Original Message----- From: Panus, Stephanie Sent: Thursday, November 01, 2001 4:08 PM To: Glover, Sheila; Shackleton, Sara Subject: Fimat/BMO Give Up Agmt The executed Give Up Agreement has been faxed to Jean-Pierre St-Cyr and I will send the hard copies via overnight delivery.
{ "pile_set_name": "Enron Emails" }
RETURN RECEIPT Your document: A'Lones Group / Mirant Energy Americas, L.P Was received by: James L Copeland[NOTES:James L Copeland/ENRON@enronXgate] At: 8/22/2001 4:12 PM (Pacific Standard Time)
{ "pile_set_name": "Enron Emails" }
Suz, Please cancel the 930/Wednesday conference call, as we are changing the time. Please confirm with Sheila what time we will have the call this week. Thanks, Kay
{ "pile_set_name": "Enron Emails" }
Start Date: 4/16/01; HourAhead hour: 15; No ancillary schedules awarded. No variances detected. LOG MESSAGES: PARSING FILE -->> O:\Portland\WestDesk\California Scheduling\ISO Final Schedules\2001041615.txt
{ "pile_set_name": "Enron Emails" }
SU was fun, but there was a little incident with a streaker (more like a stroller on stage). Otherwise, it was great. Paige did really well, and she was front and center for most of their act. I don't know what we are going to do about Thanksgiving. Neil and I are negotiating. I neglected to discuss it with Paige this weekend, of course. It is hard to believe it is only a few weeks away. Michael and I are both better, although he didn't get better until Friday night. Hi to all! Love, Kay "Lisa Clarke" <[email protected]> on 10/30/2000 04:21:28 PM To: Kay Mann <[email protected]> cc: Subject: Hi! Hello! How did things go in Georgetown? I just wanted to see how it went and tell you again how sorry I am that things did not work out so that we could see you. Also, are yall going to Palacios for Thanksgiving? Are you staying at the bed and breakfast? I think we are going to come down on Saturday morning and we were thinking about getting a room for that night. Bobby claims that the pink house becomes the house of snores when we all stay there. He may have a point! Are you and Michael feeling better?? Love you! Lisa
{ "pile_set_name": "Enron Emails" }
Attached are redlines of the latest revisions to the documents. Upon your review we can forward to BR.
{ "pile_set_name": "Enron Emails" }
Tana: None of the following CPs are authorized to trade US power -- restricted by credit: Anadarko Energy Services Copano Energy Services/Upper Gulf Coast Primagaz Trading Paris AEP Communications, Inc. Aquila Broadband Services, Inc. Columbia Natural Resources, Inc. Octagon Resources, Inc. Leslie
{ "pile_set_name": "Enron Emails" }
This is a reminder to all 3rd year students that you should be bidding for classes today. The first round of bidding ends tomorrow Thursday, November 8, at 12 noon. If you have any questions please give us a call at 510-642-1406 Good Luck Josh Bortman EWMBA Program
{ "pile_set_name": "Enron Emails" }
Attached is a summary of the Enron's motion in opposition to UC/CSU's motion for an expedited hearing schedule. The documents will be filed later today and circulated to the working group. Once this filing is made we will turn our efforts to preparing our answer to their complaint, and continue developing our strategy on the counterclaim. Thanks to Bob Williams, Mike Smith, Evan Hughes, Jeff Dasovich, Dennis Benevides, Peggy Mahoney,and Tom Riley for their efforts in this matter.
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Mark - ECT Legal Taylor/HOU/ECT on 01/27/99 04:02 PM --------------------------- Enron Capital & Trade Resources Corp. From: [email protected] (Option Investor Newsletter Trials) 01/24/99 06:27 AM Please respond to [email protected] To: Option Investor Newsletter Trials <[email protected]> cc: (bcc: Mark - ECT Legal Taylor/HOU/ECT) Subject: Sunday - Option Investor Newsletter 4 of 6 (calls/puts) The Option Investor Newsletter 1-24-98 Sunday 4 of 6 ***** DELL - Dell Computer $83.00 (+4.00)(+1.19)(+4.62)(P3W+6.00) Dell is the largest direct sales PC manufacturer in the world, listed at 125th in the Fortune-500 and 343rd in the Global-500 of top companies, with $16.8 billion in sales over the last 4 quarters. Dell has consistently outperformed any other major stock for price performance. Dell is up +1200% in the last five years and has split their stock five times in the last three years, two times in 1998 alone. Dell is a low price, high margin producer because it has only 6 days of inventory and doesn't have to pay its suppliers (some who manufacture in Asia) until 8 days later. Since Dell gets paid before it manufactures a box, they have a huge cash float-can you say "83% return on equity?" In late December, they announced a multi-year marketing deal with AOL to place AOL on all Dell desktops. In its server business, Dell managed a 62% year over year sequential revenue growth. With over 200 product and service awards earned during 1998, Dell has not forgotten its manufacturing and marketing prowess Veteran readers may recall our obituary to DELL written in October. For those who missed it, "It is not often we have to write an obituary for a great play but for those of us still in denial, Dell may be dead. We still think Dell is a great company. Great earnings, great sales, growing at +50%, opening new markets. We think the problems are many." We assumed that the shares in float, now totaling about 980 million (that's "m", not "b"), had split so many times, so as to dilute the stock's ability to have big daily run-ups or even bigger earnings per share surprises. We reasoned it now takes an additional $10 million of earnings to create $.01 per share surprise. Dell used to surprise us by $.05 routinely-pretty hard now to hide $50 million quarterly from Wall Street, especially for an earnings surprise. In essence, Dell's ratio of daily turnover compared to shares in float couldn't move the price as much. To add insult to injury, Dell really flattened out after its last split run to $69, where it fell back to languish in the $60-$66 range. In early November, DELL spiked up to $72 in anticipation of another earnings surprise but couldn't hold it after the announcement. So we dropped it despite its sound fundamentals. Now, Dell's back. From their 10Q filed with the SEC December 14th, we glean the following: During the third quarter and first nine months of fiscal 1999, enterprise unit sales increased 112% and 165%, respectively, compared to the third quarter and first nine months of fiscal 1998, and increased sequentially 13% over the second quarter of fiscal 1999. Notebook unit sales increased 141% and 123% in the third quarter and first nine months of fiscal 1999, compared to the same period of the prior fiscal year, and increased sequentially 16% over the second quarter of fiscal 1999. Net revenue increased in all geographic regions in the third quarter and the first nine months of fiscal 1999 as compared to the same periods of fiscal 1998. Net revenue for the third quarter of fiscal 1999 compared to the third quarter of fiscal 1998 increased 46% in the Americas, 68% in Europe and 49% in Asia-Pacific and Japan. Net revenue for the first nine months of fiscal 1999 compared to the first nine months of fiscal 1998 increased 48% in the Americas,67% in Europe and 39% in Asia-Pacific and Japan. Nowadays, this stuff barely makes the news. We think their price would be higher if it did. Wednesday, Dell's volume swelled to over 27 million shares, well above its 19 million share average, raising the price $2.19 to an all-time closing high of $85.31. If Dell can break this, its next resistance is $88.13, set in Wednesday intra-day trading. Thursday and Friday, Dell fared much better than the overall NASDAQ giving back only $2.31 on lower than average volumes. This shows investor unwillingness to part with the stock, though we could sure use more high volume trading days. As evidenced by Dell's tie for the #1 position in PCs and workstations, we can only offer an educated guess that Dell contributed significantly to Microsoft's stellar earnings. What's good for the goose is good for the gander, and we expect this to be well-reflected in Dell's earnings too. Heck, Gateway impressed the market with upside surprise earnings. So will Dell as news of Dell's success's get more notice running into earnings, scheduled Tues., February 16, after the close. It is not likely you'll hear this from the Wall Street Journal, Baron's or CNBC. So we'll spread the word. While Hewlett Packard still rules the NT space, price deflation is favoring direct seller Dell, which claimed 20% of the NT market in the September period, nearly double its previous share (motley Fool). Hewlett-Packard and Dell, which had zero market share in the beginning of 1997, are in a virtual tie for first place in both units and revenue for the personal workstation segment (Reuters). That knocked Compaq out of the number two slot, as its market share plunged from 34% to 17% (Motley Fool). Dell will integrate @Home's broadband Internet service experience with cable- ready and Dell Dimension desktop PCs (PRNewswire). Dell will be the first major computer vendor to offer the multiple award-winning Digital Flat Panel Solution Pack from Number Nine Visual Technology. Thursday, they announced ImageWatch(SM), a program that provides early notification of technology changes to Dell corporate and institutional customers, available at no charge. Dip buying is warranted, but confirm upward market movement first. BUY CALL FEB-80 DLQ-BP OI=21404 at $7.50 SL=5.75 BUY CALL FEB-85*DLQ-BQ OI=24060 at $4.88 SL=3.00 BUY CALL FEB-90 DLQ-BR OI=18428 at $2.75 SL=1.50 BUY CALL MAR-85 DLQ-CQ OI= 3152 at $7.38 SL=5.75 BUY CALL MAR-90 DLQ-CR OI= 2448 at $5.50 SL=3.75 Picked on Jan. 6th at $75.25 PE = 78 Change since picked +$ 7.75 52 week low =$23.12 Analysts Ratings 12-9-10-0-0 52 week high=$88.12 Last earnings 10/98 est= .27 actual=.28 surprise +3.7% Next earnings 02-16 est= .31 versus=.20 Chart = http://quote.yahoo.com/q?s=DELL&d=3m ***************** Biotech - Sector ***************** AMGN - Amgen $114.63 (+5.75) Founded in 1980, Amgen is a global biotechnology company that develops, manufactures, and markets human therapeutics based on advances in cellular and molecular biology. With sales of $2.34 billion, it is the largest of the biotech companies and is more than twice the size of its nearest rival. Amgen's products include the billion-dollar blockbusters Epogen (EPO) and Neupogen, as well as Infergen. Epogen is used to treat anemia in patients with kidney failure or patients undergoing chemotherapy. Neupogen is used to stimulate the immune system and Infergen treats chronic hepatitis. Many other drugs are in the pipeline, but the most important new drug is NESP--a next-generation drug to succeed EPO. On December 22, 1998, Amgen won a critical court ruling over Johnson and Johnson (JNJ), which gave AMGN exclusive rights to NESP. As a young, struggling company, Amgen had sold the rights to Epogen (EPO) to JNJ, and JNJ claimed NESP, the new successor to EPO, was just a revised version of the same drug, and was covered under the EPO sales agreement. EPO is one of the top selling drugs in the world. It's three makers, JNJ, Roche, and Amgen sold over $3 billion of the drug last year. EPO must be injected three times a week and is done in a hospital setting. NESP is injected only once per week and may eventually be used by the patient at home. It will almost certainly replace EPO when the final phase of ongoing human testing is completed, and it could give Amgen $1 billion in annual sales. Amgen is also working on Major new drugs for weight loss and Parkinson's, but they are 4-5 years away. EPO shows skeptics that Amgen really does have important drugs in the pipeline. *AMGN announces earnings on Jan. 27th (according to Zack's). They last split 2:1 in 1995 near $100. They have 750 mln shares authorized and only 254 mln outstanding. A split is a definite possibility. Amgen set an intra-day high Wednesday of $115.44, it's only resistance. Even when the rest of the market was diving Thursday and Friday, AMGN was looking strong. This stock has been considered a possible take-over target at times in the past, but has wanted to remain independent. Now Amgen has the ability to do the acquiring, if it desires. BUY CALL FEB-110*AMQ-BB OI=3735 at $8.00 SL=6.25 BUY CALL FEB-115 AMQ-BC OI= 948 at $5.13 SL=3.25 BUY CALL MAR-120 AMQ-CD OI= 641 at $5.38 SL=3.25 BUY CALL APR-115 AMQ-DC OI= 103 at $9.38 SL=7.00 BUY CALL APR-120 AMQ-DD OI= 42 at $7.13 SL=5.50 Picked on Jan 24th at $114.63 P/E=35 Change since picked $ 0.00 52 week low = 46.63 Analysts' ratings 11-10-7-0-0 52 week high=115.44 Last earnings 9/98 est=$.79 actual=.83 surprise=5% This earnings 1-27 est=$.84 versus=.67 Chart = http://quote.yahoo.com/q?s=AMGN&d=3m ************* Miscellaneous ************* VIA.B - Viacom Inc. $82.56 (+3.25) Viacom Inc. is an entertainment company centered around "fun stuff." It owns networks like MTV, VH-1, Nickelodeon, Nick at Nite, and Showtime. It dabbles in Comedy Central, United Paramount Network, and the All News Channel. It has stakes in book publishers, Blockbuster Video, Paramount Pictures, movie theaters, and music/theme parks. It even syndicates it's popular TV show creations like the "Melrose Place" and "Beverly Hills 90210." Strictly a momentum play, Viacom has been in a great long term uptrend from it's October lows. It has graciously provided several dips along the way for patient investors. We would suggest the same. However, it's latest run is looking very strong (not a hint of trouble with last week's market worries). Maybe investors are jumping in now for an early start on any earnings run (due out in about a month). Surprisingly, A.G. Edwards' multiple downgrades on this stock has had no effect. Why they have it out for this company we don't know. Fortunately VIAB (or VIA.B) has been able to shrug them off without penalty. No earth shattering news for Viacom this past week. BUY CALL FEB-80 VMB-BP OI= 67 at $4.75 SL=3.25 BUY CALL FEB-85 VMB-BQ OI= 9 at $2.38 SL=1.25 BUY CALL JUN-80*VMB-FP OI=1069 at $9.13 SL=6.75 more time. Picked on January 24th at $82.56 PE= 0 Change since picked +$ 0.00 52 week low =$27.06 Analysts Ratings 4-12-0-0-0 52 week high=$83.88 Last earnings 09-98 est 0.32 actual 0.39 Next earnings 02-25 est 0.13 actual -0.29 Chart = http://quote.yahoo.com/q?s=viab&d=3m ******************************************* UTX - United Technologies Corp. $114.56 (+4.88)(-5.00)(+5.94) UTX makes a variety of products, from elevators to air conditioners. Its subsidiary Carrier is the world's largest maker of heating and air-conditioning systems. It manufactures and services heating, ventilating, and refrigeration equipment. UTX's Otis is the world's #1 elevator manufacturer; it also makes and services escalators, moving sidewalks, and shuttle systems. Its subsidiary Hamilton Standard produces engine controls, environmental systems, propellers, and other flight systems. Another subsidiary Pratt & Whitney makes engines for both commercial and military aircraft. The company's Sikorsky unit makes helicopters In the news last week, UTX reported earnings of $1.16 per share which beat the estimates of $1.11 per share. This represented an 18% increase above the same quarter a year ago. Strong showings in its aircraft and refrigeration businesses were factors in the increase. What probably helped the stock more than the earnings announcement was UTX saying that it has hired Goldman Sachs to explore strategic alternatives for its automotive components business. The automotive components business is consolidating, operating profits are falling and revenues are flat. The Street liked that announcement. UTX set a new 52 week high on Thursday, and then traded off in some profit taking. After the close on Friday, UTX was downgraded from a buy to a hold by CIBC Oppenheimer. We don't know how this will affect UTX on Monday, but we would wait and see before initiating any new trades. Also, you need to remember when trading UTX that it is a Dow 30 component and is very Dow sensitive. UTX has two things going for it next week. One, UTX did not trade down after its earnings announcement like a lot of stocks have recently. Two, the Street likes the fact that it is attempting to sell its underperforming automotive unit. BUY CALL FEB-110 UTX-BB OI=873 at $7.38 SL=5.75 BUY CALL FEB-115*UTX-BC OI=206 at $4.25 SL=2.50 BUY CALL MAY-115 UTX-EC OI=125 at $9.00 SL=6.75 BUY CALL MAY-120 UTX-ED OI=260 at $6.88 SL=5.25 Picked on Jan 10th at $114.69 PE=22 Change since picked -.13 52 week low =$ 67.00 Analysts Ratings 8-4-4-0-0 52 week high=$117.63 Last earnings 12-98 est=1.11 actual=1.16 Next earnings 03-99 est=1.19 versus=1.04 Chart = http://quote.yahoo.com/q?s=UTX&d=3m ******************************************* DH - Dayton Hudson $59.94 (+3.00)(P3W +4.87) Dayton Hudson is the parent company of Target Stores, which accounts for approximately 75% of the company's sales. Target is the #3 large-format, discount department store behind K-Mart and Wal-Mart, #2 and #1, respectively, and the focus of Dayton Hudson's expansion. Target (pronounced "Tar-zhay" in some circles) differentiates itself by offering more upscale merchandise than either K-Mart or Wal-Mart, but with prices similar to the K-Mart/Wal-mart genre. Dayton Hudson also operates Mervyn's California and Marshall Field's. All told, Dayton Hudson operates over 1100 stores under the 3 formats, generating almost $28 billion in 1998 sales. Dayton Hudson's chart reminds us a bit of Maytag with a few more gyrations. The chart, with the exception of the mid- December negative spike and recovery, shows a great trajectory. Technicals including MACD, momentum, stochastics and RSI are all in positive territory. Last week, DH showed lots of strength by rising $3 to $59.94, a new closing high in the overall market downdraft. That it held at this level on heavy volume shows strong buying activity and new support. Its only resistance is $61.50 reached in inter-day trading. DH is not a fast mover, but is a steady performer and a safer play for the less risk inclined among us. 1189 institutions own 89.5% of the 395 million shares in float leaving about 40 million shares in daily float; very little percentage-wise for the small investor. Earlier in the month, DH announced plans to buy back $1 billion of its stock, or about 16.8 million shares at its current price; should make great action when the volume picks up. In Thursday trading, a block of 500,800 shares crossed at $58.75-more support. Market permitting, this could be a nice long ride. Of note, Target "unveiled an exclusive collection of products for the home designed by highly acclaimed architect Michael Graves. Products include clocks, utensils, small appliances, picture frames, lawn and garden furniture and much more," according to a PRNewswire release. On July 25, Target also plans to open 24 new stores including its first stores in New England, which will bring its total to 884 stores. 15 others will open on March 7. Total store openings for 1999 should exceed 70. December 1998 sales increased 11.7% over the previous year, with 6.5% same store gains over the same period. We like this kind of new as it makes the future look pretty good for DH BUY CALL FEB-55*DH-BK OI=998 at $ 6.25 SL=4.50 ITM 4.94 BUY CALL FEB-60 DH-BL OI=756 at $ 3.13 SL=1.75 BUY CALL APR-60 DH-DL OI=197 at $ 5.25 SL=3.50 lots of time BUY CALL JUL-65 DH-GM OI= 32 at $ 5.88 SL=4.25 more time Picked on Jan. 24th $59.94 PE= 30 Change since picked $ 0.00 52 week low =$31.44 Analysts Ratings 10-4-3-0-0 52 week high=$61.50 Last earnings on 09-98 est= actual=.49 Next earnings on 03-02 est=.86 versus=.42 Chart = http://quote.yahoo.com/q?s=DH&d=3m **************** PUTS, PUTS, PUTS Put plays can be very profitable but have a larger risk than call plays. When a stock is falling the entire investment community (except the shorts) is hoping it will reverse and start back up. The company management is also doing everything they can to shore up their stock price. The company issues press releases, brokers talk it up, analysts try to put a positive spin on everything. Then of course there is the death knell, the "buy recommendation" simply because the price has dropped to some level that analysts feel attractive again. Buyers who like the stock wait until it appears a bottom has been reached and then jump on it in a feeding frenzy. They may already have a large position and are averaging down. Many factors can stop a free falling stock in mid drop. **************** Recommended Puts **************** Sunday, January 24, 1999 New Recommendations at a Glance: AMR Corporation (AMR) $55.25 -3.13 (-9.06) Avon Products (AVP) $37.56 - .81 (- .69) American Express Company (AXP) $98.50 -4.00 (-5.88) Bank of Boston (BKB) $37.63 -1.13 (-1.88) Pacificare Health Systems (PHSYB)$68.13 -1.50 (-10.75) Procter & Gamble Company (PG) $85.31 -1.19 (-1.31) Current Recommendations at a Glance: Avnet, Inc. (AVT) $44.94 - .56 (-1.31) Bank of America (BAC) $65.06 - .44 ( .50) Becton, Dickinson Company (BDX) $33.75 -3.06 (-6.00) Campbell Soup Company (CPB) $44.31 .25 (- .81) DuPont de Nemours (DD) $54.31 .25 (-2.69) Hershey Foods (HSY) $59.00 1.00 (-2.25) Microchip Tech (MCHP) $30.19 -1.00 (-4.94) Merck (MRK) $139.00-7.31 (-8.13) Perkin-Elmer Corporation (PKN) $91.31 -2.88 (-4.06) Warner Lambert (WLA) $67.94 .94 (-1.88) Dropped Plays: Electronic Arts Inc. (ERTS) $47.75 +1.25 ( .75) Eastman Kodak (EK) $65.50 .25 (-3.50) Eli Lilly (LLY) $80.25 2.31 (-1.00) Rambus (RMBS) $88.69 -1.94 (-.82) New recommendations: ***** AMR Corporation (AMR) $55.25 -3.13 (-.9.06) AMR Corporation (AMR) is a holding company which provides scheduledpassenger and air freight services throughout the world(American Airlines), operates regional airlines (American Eagle), owns The SABRE Group, & provides a range of aviationservices. For the 9 months ended 9/30/98, revenues rose 7%to $14.6B. Net income from cont. ops. rose 47% to $1.12B.Revenues reflect strong demand for air travel due toeconomic growth. Earnings also reflect lower fuel prices. Stock breaking down after recent failed rally at $70. Trading below 50 and 100-day moving averages while Airline sector is under pressure. Target $50 and could re-test $40 if broader market comes under pressure. Play: Failed Rally BUY PUT FEB-60 AMR-NL OI=815 @ $6.00 SL=4.00 BUY PUT FEB-55 AMR-NK OI=486 @ $3.25 SL=1.75 Chart = http://quote.yahoo.com/q?s=amr&d=3m ***** Avon Products (AVP) - $37.56 -.81 (-.69) Avon Products, Inc. (AVP) manufactures and markets beauty& related products, which includes cosmetics, fragrance andtoiletries, gift & decorative, apparel, and fashion jewelry and accessories. For the 9 months ended 9/98, revenues rose3% to $3.66B. Net income decreased 41% to $121.9M. Revenuesreflect improved international sales resulting from stronggrowth in major markets. Earnings were offset by severancebenefits, inventory write-downs & other non-recurring costs. Stock breaking down after recent failed rally at $40. Resting just above 100-day moving average. Could sell-off to $30 or $25 if broader market breaks down. Play: Failed Rally BUY PUT FEB-40 AVP-NH OI=951 @ $3.88 SL=2.00 BUY PUT FEB-35 AVP-NG OI=1583 @ $1.44 SL= .75 Chart = http://quote.yahoo.com/q?s=avp&d=3m ***** American Express Company (AXP) - $98.50 -4.00 (-5.88) American Express Company (AXP) and its subsidiaries provide travel relatedservices, financial advisory services, and internationalbanking services worldwide. For the 9 months ended 9/98, revenues rose 8% to $14.07B. Net income rose 8% to $1.61B.Revenues reflect higher worldwide billed businesses,Cardmember spending and loans, and higher management anddistribution fees. Earnings also reflects decreased lossprovisions on charge cards. Stock violated key support becnhmark of $100 and now trading below 50-day moving average. See potential sell-off to $90 and re-test of $80. Play: Failed Rally BUY PUT FEB-100 AXP-NT OI=1126 @ $5.88 SL=4.00 BUY PUT FEB-95 AXP-NS OI= 538 @ $3.50 SL=1.75 Chart = http://quote.yahoo.com/q?s=axp&d=3m ***** Bank of Boston (BKB) - $37.63 -1.13 (-1.88) Financial Company Description: Bank of Boston (BKB) is a bank holding company with both domestic andinternational operations. For the 9 months ended 9/30/98,total interest income increased 8% to $4.14B. Net interest income after loan loss provision decreased 2% to $1.61B.Net income applicable to Common decreased 7% to $576M. Netinterest income reflects increased average earning assets,offset by a higher loan loss provision. Net income reflectsincreased salaries and employee benefits. Play Description: Stock violated key support becnhmark of $40 and now trading below 50 and 100-day moving averages. See potential sell-off to $30. Play: Failed Rally BUY PUT FEB-40 BKB-NH OI=1153 @ $4.00 SL=3.00 BUY PUT FEB-35 BKB-NG OI=1979 @ $1.38 SL= .75 Chart = http://quote.yahoo.com/q?s=bkb&d=3m ***** Pacificare Health Systems (PHSYB) - $68.13 -1.50 (-10.75) Healthcare Company Description: Pacificare Health Systems (PHSYB)is a managed health care services companywhich serves customers in commercial and government productlines. PHSYB also manages, develops and markets HMO products and related services. Revenues for the nine monthsended 9/30/98 rose 8% to $7.18B. Net income applicable toCommon rose 61% to $138.2M. Revenues benefitted from theFHP acquisition. Earnings also benefitted from improvedprovider agreements and favorable commercial pricing. Play Description: Stock breaking down after recent failed rally at $80. Trading below both 50 and 100-day moving averages. Target $60. Play: Failed Rally BUY PUT FEB-70 HYQ-NN OI=23 @ $4.88 SL=2.25 BUY PUT FEB-65 HYQ-NO OI=16 @ $2.94 SL=1.75 Chart = http://quote.yahoo.com/q?s=physb&d=3m ***** Procter & Gamble Company (PG) - $85.31 -1.19 (-1.31) Consumer Company Description: The Procter & Gamble Co. (PG) markets a broad range ofconsumer products worldwide in 5 business segments: Laundryand Cleaning, Paper, Beauty Care, Food and Beverage, and Health Care. For the 3 months ended 9/98, revenuesincreased 2% to $9.51B. Net income applicable to Commonincreased 8% to $1.14B. Revenues reflect price increasesand favorable product mix. Earnings benefited from lowercosts of production. Play Description: Stock breaking down after recent failed rally at $87. Resting just above 100-day moving average. Could sell-off to $80 or $70 if broader market breaks down. Play: Failed Rally BUY PUT FEB-85 PG-NQ OI=2686 @ $3.25 SL=2.00 BUY PUT FEB-80 PG-NP OI= 842 @ $1.63 SL= .75 Chart = http://quote.yahoo.com/q?s=pg&d=3m ***** Avnet, Inc. (AVT) - $44.94 -.56 (-.1.31) Technology Company Description: Avnet, Inc. is a distributor of electronic components and computer products to industrial customers worldwide. AVT also distributes a variety of computer products to both the end user and reseller channels. For the three months ended 10/2/98, sales rose 13% to $1.58 billion. Net income fell 63% to $15.7 million. Play Description: Downward trending gross profit margin is due primarily to the competitive environment in the electronics distribution marketplace as a result of the global industry correction cycle as well as the increased sales of computer products, including microprocessors, which have lower gross margins than other products in the Avnet's product line. Avnet needs to overcome new organizational structure to better focus on its core businesses to better serve the needs of customers and suppliers. Recent news of a "significant" slump in December sales of core products in its electronics and computer marketing groups will result in fiscal Q2 EPS of about $0.75, missing the First Call mean estimate of $0.91. Stock failed on recent rally at key price point of $60 with downside gap large enough to drive a truck through. Stock now under short and long-term moving averages. Lots of overhead. Likely to retest 52 week lows at $35. Play: Failed Rally Update: Stock experiencing continued weakness off of recent earnings warning. Stock now under short and long-term moving averages. Lots of overhead. Could to retest 52 week lows at $35. Stock broke key near-term support at $45 during Friday's (1/22). Tighten protective stop loss - $46. BUY PUT FEB-45 AVT-NI OI=270 @ $2.50 SL=1.00 BUY PUT FEB-40 AVT-NH OI=116 @ $1.00 SL= .25 Chart = http://quote.yahoo.com/q?s=avt&d=3m ***** Bank of America (BAC) - $65.06 -.44 (.50) Banking Company Description: Bank of America (BAC) is a multi-bank holding company that provides banking and related services throughout the Mid Atlantic, Midwest and South. For the nine months ended 9/30/98, total interest income rose 4% to $28.95 billion. Net interest income after loan loss provision fell 10% to $11.28 billion. Net income applicable to Common fell 20% to $4 billion. Results reflect increased earning assets, offset by a lower net interest yield and $1.19 billion in merger and restructuring costs. Play Description: U.S. bank and broker shares are experiencing weakness on renewed signs of economic and political trouble in Brazil, where U.S. financial institutions have sizeable operations, and profit-taking. Brazilian markets were roiled after a large state within the country last week decided to halt payments on its debt to the central government. Some of this concern carried over to U.S. markets, knocking financial stocks off highs hit earlier in 1999. The Bovespa has been weak, and concerns about Brazil will cool the financial sector. Stock likely to test trading range of $55-60, still continues to underperform sector, has declining relative strength, and failed at the 200 moving day average. Play: Failed Rally Update: The financial sector under pressure because of Brazil. Breaking down again after trading up after last week's earnings reports from the Banking sector. BUY PUT FEB-70 BAC-NN OI= 959 @ $6.38 SL=5.00 BUY PUT FEB-65 BAC-NM OI=7988 @ $3.25 SL=2.00 Chart = http://quote.yahoo.com/q?s=bac&d=3m ***** Becton, Dickinson and Company (BDX) - $33.75 -3.06 (-6.00) Medical Equipment Company Description: Becton, Dickinson and Company manufactures and sellsa broad line of medical supplies and devices and diagnosticsystems used by health care professionals, medical research institutions and the general public. For the FY ended9/30/98, revenues rose 11% to $3.12B. Net income applicableto Common fell 21% to $233.3M. Revenues benefited fromacquisitions. Earnings were offset by a $90.9M charge forrestructuring and the write-down of impaired assets. Play Description: Becton Dickinson and Co. shares tumbled 8 percent Friday after two brokerages concerned about the medical equipment company's growth rate downgraded the stock. The maker of medical supplies, devices and diagnostic systems (BDX) saw shares fall 3 1/16 to 33 3/4 after analyst Ann Barber of Credit Suisse First Boston cited disappointing first-quarter sales. Becton Dickinson said Thursday sales rose 10 percent, shy of Barber's 13 percent projection. Barber, who cut her rating on the stock to "hold" from "buy," also pointed to a weakening trend in the company's diabetes business. Scott Wilkin at Warburg Dillon Read, also downgrading BDX to "hold" from "buy" cited "sluggish" sales growth in the first quarter. Wilkin said Becton Dickinson's earnings of 29 cents a share was "in line" with his estimate, but "was aided by a lower corporate tax rate and an unexpected gain in other income." Wilkin cut his 1999 earnings estimate for the company to $1.56 a share from $1.57 and his 2000 estimate to $1.75 from $1.81.Stock Play: Failed Rally Update: Big winner for OI subscribers last week as BDX broke down precipitously on Friday (1/22). Tighten protective stop loss - $35.25. BUY PUT FEB-40 BDX-NH OI=330 at $6.63 SL=4.75 BUY PUT FEB-35 BDX-NG OI=358 at $2.63 SL=1.50 Chart = http://quote.yahoo.com/q?s=bdx&d=3m ***** PUTS CONTINUED IN SECTION FIVE ********** PLEASE SEE DISCLAIMER IN SECTION ONE **********
{ "pile_set_name": "Enron Emails" }
SBX 1 (Soto) - The windfall profits tax bill passed out of the Senate Revenue and Taxation Committee on a party-line vote. Language is forthcoming, however the bill is missing major components as those have not been worked out. The bill is structured to provide a tax rebate to consumers thereby making it revenue neutral so it only needs a simple majority vote to pass.
{ "pile_set_name": "Enron Emails" }
>From: "michelle luu nguyen" <[email protected]> >To: [email protected], [email protected], >[email protected], [email protected], [email protected], >[email protected], [email protected], [email protected], [email protected], >[email protected], [email protected], [email protected], >[email protected], [email protected], [email protected], >[email protected], [email protected], [email protected], >[email protected], [email protected], [email protected] >Subject: Mini Me >Date: Fri, 17 Nov 2000 09:20:18 CST > > > > >>From: "Carolyn" <[email protected]> >>To: "Warren Cabanos" <[email protected]>, "Thuy Nguyen" >><[email protected]>, "Tom Nguyen" <[email protected]>, "Minh >>Chu" <[email protected]>, "Michelle Luu Nguyen" <[email protected]>, >>"Marcia Carungcong" <[email protected]>, "Edith Acosta" >><[email protected]>, "Carolyn King" <[email protected]> >>Subject: Fw: Mini Me... >>Date: Thu, 16 Nov 2000 20:32:03 -0600 >> >> >>----- Original Message ----- >>From: <[email protected]> >>To: <[email protected]>; <[email protected]>; >><[email protected]> >>Sent: Thursday, November 16, 2000 8:45 AM >>Subject: Mini Me... >> >> _________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com. Share information about yourself, create your own public profile at http://profiles.msn.com. - mini_me.gif
{ "pile_set_name": "Enron Emails" }
Sue Mara Enron Corp. Tel: (415) 782-7802 Fax:(415) 782-7854 ----- Forwarded by Susan J Mara/NA/Enron on 03/29/2001 03:54 PM ----- "Beiser, Megan" <[email protected]> 03/29/2001 01:49 PM To: "Allen, Stevan" <[email protected]>, [email protected], "[email protected]" <[email protected]'>, [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], "Fairchild, Tracy" <[email protected]>, [email protected], [email protected], [email protected], [email protected], "[email protected]" <[email protected]>, [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], "Manuel, Erica" <[email protected]>, [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], "Warner, Jami" <[email protected]>, [email protected], [email protected], [email protected], "Aaron Thomas (E-mail) (E-mail)" <[email protected]>, "Andrea Weller (E-mail) (E-mail)" <[email protected]>, "andrew Chau (E-mail) (E-mail)" <[email protected]>, "Bill Chen (E-mail) (E-mail)" <[email protected]>, "Douglas Oglesby (E-mail) (E-mail)" <[email protected]>, "Jeffrey Hanson (E-mail) (E-mail)" <[email protected]>, "jennifer Chamberlin (E-mail) (E-mail)" <[email protected]>, "john Barthrop (E-mail) (E-mail)" <[email protected]>, "John Leslie (E-mail) (E-mail)" <[email protected]>, "Joseph Alamo (E-mail) (E-mail)" <[email protected]>, "'Michael Nelson' (E-mail)" <[email protected]>, "Peter Bray (E-mail) (E-mail)" <[email protected]>, "Rebecca Schlanert (E-mail) (E-mail)" <[email protected]>, "Richard Counihan (E-mail) (E-mail)" <[email protected]>, "'Robert Morgan' (E-mail)" <[email protected]>, "Sue Mara (E-mail) (E-mail)" <[email protected]> cc: Subject: Energy Crisis Press Conferences at the Capitol: CAUSE and Assem. Republicans file suit against Gov. Davis et al > Assembly Republicans, led by Assemblymember Tony Strickland, held a press > conference this morning to announce the filing of a lawsuit against > Governor Davis, State Controller Kathleen Connell, the Department of Water > Resources (DWR), and DWR Director Thomas Hannigan. > > This event was heavily attended by local media: mainly television and > radio, with some print reporters. > > Assembly Republicans present were: > Assem. Phil Wyman > Assem. Dennis Mountjoy > Assem. Dave Cogdill > Assem. Keith Richman > Assem. John Campbell. > > Also present was: > Chuck Bell, attorney at law, representing Assembly Republicans in the suit > to obtain the state's energy purchase information. > > Strickland distributed copies of letters sent to the Department of General > Services, DWR, State Controller Kathleen Connell and the Department of > Finance in the last month. These letters were signed by several Assembly > Republicans, including the newly chosen minority leader Dave Cox, and > requested the immediate release of all invoices and purchase records on > energy purchases made by DWR. These letters also requested full > disclosure of details of the long-term energy contracts signed by the > Governor. Also included in this packet were documents filed on behalf of > Assembly Republicans in the Superior Court of San Diego in their suit. > > Strickland began his press conference by saying there was a "new band: > Governor Davis and the merchant generators." He added, "on February 16, > the Governor said he could solve this problem in 20 minutes by raising > rates; rates have risen and the problem is not solved." > > Referring to a similar suit by members of the media also filed in San > Diego Superior Court, Strickland said, "the Republicans and the press are > demanding this information to protect them from the merchant generators." > He added, "we had no choice but to legally compel [the Governor] to > release this vital information." > > Assem. Phil Wyman said, "it is not a happy occasion when members of the > Legislature have to join with the Association of Broadcasters to get basic > information." Wyman added that he doesn't have enough information to > support certain bills because he doesn't know if there is money available. > > On the subject of Tuesday's decision by the PUC to allow a rate increase, > Assem. Mountjoy said he believes the Governor and the PUC are completely > connected adding, "this is the Governor's PUC; he pulls the strings > there." > > "This rate increase will impact all Californians," said Assem. Keith > Richman. "We will all have to pay for the Governor and the Governor's > PUC's lack of action last fall," when, Richman said, the Republicans > requested a special session to deal with the energy issue. > > Assem. John Campbell said he was concerned about "making votes in a > vacuum," adding that it was like "asking [members of the Legislature] to > drive down a dark tunnel with the lights off--you're gonna crash." > > When asked who is paying for this lawsuit, Assem. Strickland said, > "constituents in [his] district" were paying the legal bills. > > Attorney Chuck Bell said members of the media filed their suit last week > and were given a May 18 hearing date. Bell said, "we feel that is too far > away," and that they were seeking a hearing early next week > > When asked if the plaintiffs would be satisfied with a redacted version of > the information being requested, Bell responded that "AB 1X states...that > full disclosure is required within 7 days." However, Bell added that they > were "waiting for the judge's decision as to what the appropriate amount > of redaction would be." Bell said that the group was confident that case > law was in their favor. > > Bell said that Connell was named in the suit because "she is in possession > of the records we are requesting." He also added that the reason for > filing the suit in San Diego Superior Court was because he believed it > would be "expeditious and useful to file in the same court" as the lawsuit > filed by members of the media. > > ******************************************** > The CAUSE (Campaign Against Utility Service Exploitation) rally was not > well attended by local media or the public. However, the Associated Press > did send both a reporter and photographer. > > CAUSE is being coordinated by Burt Wilson, a veteran of several consumer > activist coalitions. Wilson was the only CAUSE member to attended the > rally. CAUSE is encouraging customers of the three investor-owned > utilities to dispute the accuracy of their electricity bills by sending > the bills to the PUC with a request for a hearing. Wilson said the > utilities cannot disconnect service if the correct procedure is followed > for filing this request. > > CAUSE's campaign is internet based. Wilson said "we had 150 members when > I checked at 8 a.m. today." The website, www.utilityratefighters.com, > contains forms people can use to request a hearing to dispute the accuracy > of their bills from PG&E, Southern California Edison, and San Diego Gas > and Electric. > > Megan Beiser > Assistant Account Executive > Edelman Public Relations Worldwide, Sacramento > Phone: (916) 442-2331 > Fax: (916) 447-8509 >
{ "pile_set_name": "Enron Emails" }
Start Date: 4/26/01; HourAhead hour: 23; No ancillary schedules awarded. No variances detected. LOG MESSAGES: PARSING FILE -->> O:\Portland\WestDesk\California Scheduling\ISO Final Schedules\2001042623.txt ---- Energy Import/Export Schedule ---- *** Final schedule not found for preferred schedule. Details: TRANS_TYPE: FINAL SC_ID: ECTRT MKT_TYPE: 2 TRANS_DATE: 4/26/01 TIE_POINT: PVERDE_5_DEVERS INTERCHG_ID: CISO_EPMI_DESERT ENGY_TYPE: NFRM
{ "pile_set_name": "Enron Emails" }
---------------------- Forwarded by Sara Shackleton/HOU/ECT on 09/30/99 03:53 PM --------------------------- Mark Elliott 09/30/99 07:36 AM To: Martin Holmes/LON/ECT@ECT, Tom Bruce-Jones/LON/ECT@ECT, Fraser Allen/LON/ECT@ECT, Debbie Nicholls/LON/ECT@ECT, Miles Lidsey/LON/ECT@ECT, Lee Munden/LON/ECT@ECT, Janine Juggins/LON/ECT@ECT, Matthew Landy/LON/ECT@ECT, Edmund Cooper/LON/ECT@ECT, Bob Crane/HOU/ECT@ECT, Steve Kim/HOU/ECT@ECT, Jeff Harbert/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT, Dale Neuner/HOU/ECT@ECT, Jarrod Cyprow/HOU/ECT@ECT, Tanya Rohauer/HOU/ECT@ECT, Rod Nelson/HOU/ECT@ECT, Stephen H Douglas/HOU/ECT@ECT cc: Mark E Taylor/HOU/ECT@ECT, Michael R Brown/LON/ECT@ECT Subject: PULP & PAPER MEETING TOMORROW: draft London / Houston trade flow schematic In advance of the video conference tomorrow amongst the Houston and London personnel involved in the Pulp & Paper deals, I now attach a final draft version of a "schematic" which sets down the trade flow structure on the deals sourced by EEFT for ECTRIC. If you have any comments on this, please let me know. Sara / Carol / Dale: Please see fit to let any other appropriate personnel in Houston have a copy of this document at your discretion. Kind regards Mark
{ "pile_set_name": "Enron Emails" }
Hi Justin -- I'm afraid I don't really know what this is all about. It sounds like it might be something the tax people should be doing. Can you fill me in? -----Original Message----- From: Boyd, Justin Sent: Monday, July 30, 2001 10:21 AM To: Taylor, Mark E (Legal) Subject: FW: Re: EOL - Buyin Hi Mark I wonder whether you could pass this on to one of your guys (maybe mark greenberg, or whowever drafted the EOL cost sharing agreement) many thanks j -----Original Message----- From: Clatworthy, Jason Sent: 30 July 2001 15:13 To: Boyd, Justin Cc: Juggins, Janine Subject: RE: Re: EOL - Buyin Justin - did the below by in document ever get drafted. If so can I have a copy for my files. If not - what is the status? Regards Jason -----Original Message----- From: Boyd, Justin Sent: 17 July 2001 18:12 To: Clatworthy, Jason; Taylor, Mark E (Legal) Subject: RE: Re: EOL - Buyin jason. in response: i believe the legal owner is Enron North America Corp. (see clause 3.1) a separate agreement (signed by all parties including ENA) will need to be drafted to introduce a buy-in participant (by copy, Mark, has this been done before?...and if not, I wonder whether you would kindly ask someone in your group to prepare this given that this is a US document governed by Texas law...hope this is okay) thanks justin -----Original Message----- From: Clatworthy, Jason Sent: 13 July 2001 12:18 To: Boyd, Justin Subject: Re: EOL - Buyin Justin, When we last met you were going to look at a couple of for things for me, these were: 1 - Who is the legally owner of all residual rights attaching to EOL intangible? and 2 - What documentation is need to introduce a buy in participant to the agreement and then draft such document. Could you let me know the status of both these items. FYI - the items are needed for the US tax return (which cannot be filed without them) which is being filed in the next week or so. Accordingly, we need to execute and send to US for inclusion before this deadline - ideally I would like to do early next week. Thanks for your help on this one. Regards Jason
{ "pile_set_name": "Enron Emails" }
Attached below is Dan/Andrea's draft w/ an introductory insert by yours truly (which might be too aggressive in places), and which incorporates comments by Kean, Robertson and Mara. The next round of input goes to the DC team - Sarah or Ray I assume. Linda, I'll call you about touching base w/ the litigation team.
{ "pile_set_name": "Enron Emails" }
Arrangements have been made for a fun day out of the office on Friday, August 10, for the West Power Administrative staff as an appreciation for their hard work. Kathy Axford, Jill Chatterton, Kathy Sheppard, Anna Mehrer, Erin Hall, and Emily Butler, and I will be out of the office starting at 11 a.m. for the rest of the day. Sarah Clark and Sandy Ragnetti will be covering the administrative duties (answering phones, UPS preparation, copying, etc.) for the department. Please see us before 11 a.m. on Friday if you will need administrative support with your projects, and contact Sarah or Sandy on Friday afternoon if you need administrative support. Mollie has agreed to be available for extraordinary requests if they come up during our absence. Thanks for your patience during our absence. Contact me if you have any questions. FYI--On Friday the Admin group will be lunching at Newport Bay Restaurant and then taking a two-hour Willamette Jetboat ride in the afternoon. The weather will be perfect for it!
{ "pile_set_name": "Enron Emails" }
Debra and Dan - Attached is a worksheet for a Master Physical with City of Long Beach, California. Could you please prepare a draft and send to: Mr. Chris Garner City of Long Beach 2400 E. Spring St. Long Beach, CA 90806 Please email a copy to me, Kim Ward, and Russell Diamond. Thanks, Jay
{ "pile_set_name": "Enron Emails" }
I have been out of the loop on WIO for sometime, so I am not well informed on the governance. When last I dealt with WIO, it was to be a standards organization with no operational authority. I don't think there is a problem with a stakeholder board in that case. If however, the board has operation authority, not just standards and review of compliance, than perhaps an indepent board is required. Steve From: Richard Ingersoll on 12/06/2000 11:58 AM MST To: Mary Hain/HOU/ECT@ECT cc: Alan Comnes/PDX/ECT@ECT, Christian Yoder/HOU/ECT@ECT, Elizabeth Sager/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Marcie Milner/Corp/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, [email protected], [email protected] Subject: Re: Seams - Western Connection Interface (WIO) I do not know who has agreed tothe governance. At meetings I have gone to and in inhouse e mails I have opposed the make up of the proposed Board It lacks independence and has two transmission segments. Mary Hain 12/04/2000 02:33 PM To: Joe Hartsoe/Corp/Enron@ENRON, Christian Yoder/HOU/ECT@ECT, Alan Comnes/PDX/ECT@ECT, James D Steffes/NA/Enron@Enron, [email protected], Marcie Milner, Paul Kaufman/PDX/ECT@ECT, Steve Walton/HOU/ECT@ECT, [email protected], Elizabeth Sager/HOU/ECT@ECT, Richard Ingersoll/HOU/ECT@ECT cc: Subject: Seams - Western Connection Interface (WIO) Because WIO will be deciding issues involving the primary congested paths in the West, I believe the issues to be resolved by WIO may be very important. Accordingly, I have argued in-house (to anyone who will listen) that we should be arguing that WIO should be independent. I don't believe that it is independent, it's a stakeholder board, like California and the WSCC, both of which we have had problems with. Historically, a number of people have worked on WIO. Tom worked on it for a while. Recently, I think Marcie Milner has been monitoring the meetings. I think Steve Walton and DIck Ingersoll may also be following WIO to some degree. Also Jim has suggested to Alan that he might want to be following "seams" issues. A while ago Marcie asked me to review the governance structure. I told her that I didn't like the lack of independence and suggested that we oppose it. Nonetheless, I believe I was told that we had already agreed to it. From: Joe Hartsoe@ENRON on 12/04/2000 12:55 PM CST To: Mary Hain/HOU/ECT@ECT cc: Subject: Western Connection Interface (WIO) Mary -- Your thoughts? Who has historically been in charge of the WIO effort? Thanks Joe ----- Forwarded by Joe Hartsoe/Corp/Enron on 12/04/2000 12:53 PM ----- Christian Yoder@ECT 12/04/2000 12:42 PM To: Joe Hartsoe/Corp/Enron@ENRON cc: Subject: Western Connection Interface (WIO) Elizabeth has not read this yet.----cgy ---------------------- Forwarded by Christian Yoder/HOU/ECT on 12/04/2000 10:27 AM --------------------------- Steve C Hall 12/04/2000 10:39 AM To: Christian Yoder/HOU/ECT@ECT cc: Subject: Western Connection Interface (WIO) ---------------------- Forwarded by Steve C Hall/PDX/ECT on 12/04/2000 10:44 AM --------------------------- Steve C Hall 11/30/2000 05:17 PM To: Christian Yoder/HOU/ECT@ECT cc: Subject: Western Connection Interface (WIO) Christian, Earlier this week you asked me to review a stack of documents (proposals and draft bylaws) relating to the proposed Western Interconnection Organization. Conclusion: Based upon a quick review of the draft proposal, bylaws, and other materials, I see no major objections to Enron voting for the formation of the WIO. The reason to vote for this organization would be to facilitate the development of uniform reliability standards and efficient electric markets in the Western Interconnection. However, you should carefully consider the fact that the board of directors will be weighted towards transmission owners (who will have 8 of the 27 votes). Power marketers, generators, and load-serving entities will only have 4 votes. 14 directors establish a quorum and the board only requires a majority vote of directors present, so it is conceivable that, for example, 15 directors show up, 8 of which are transmission owners, and the transmission owners are able to pass any resoultion they wish. Related to this issue is the inability of one membership group, such as the power marketer's group, to be able to veto a proposal. It will take three membership classes acting in unison, plus two other votes, to defeat a proposed action by the board. Unfortunately, because I am not personally familiar with the internal dynamics of the WSCC membership, I am unable to offer any indication of the how much of a risk this presents. Background and Overview In General: The Western Interconnection Organization ("WIO") will be formed by consolidating the Western Regional Transmission Association, the Southwestern Regional Transmission Association, the Northwestern Regional Transmission Association, and the Western States Coordinating Council (WRTA, SWRTA, NRTA, and WSCC, respectively) into one organization. The WIO, a non-profit corporation, will assume and perform the functions of these organizations, and, eventually, those organizations will be disbanded. The principal responsibilities of the WIO will be as follows: *The WIO will be the primary authority for promulgating regional reliability, operating, and procedural standards. *The WIO will work to resolve conflicting regional reliability standards, and work to develop compatible and efficient practices throughout the Western Interconnection. *The WIO will have no authority over commercial practices (but may work to promote compatible, efficient markets). *Provide a process for resolving disputes arising out of WIO functions and between WIO members. Membership: Any entity meeting the criteria for membership in one of the following membership classes may be Member of the WIO. There are five classes of membership: (1) Business entities owning more than 1000 miles of transmission lines, (2) Business entities owning less than 1000 miles of transmission lines; (3) Business entities that do not own, control, or operate transmission or distribution lines, e.g., power marketers, load-serving entities, independent power producers; (4) End users of electricity; and (5) Representatives of States and Provinces in the Western Interconnection. *Each class elects four (4) directors. *All of the classes select seven (7) non-affiliated directors, for a total of twenty-seven (27) directors. Quorum: A majority of all members, including a majority in at least three classes. In the case of directors, there must be 14 directors. Board Decisions: A board decision requires a majority of the directors present. Standing Committees: There are three standing committees: the Planning Coordination Committee, the Operating Committee, and the Market Interface Committee. Committee Voting: For purposes of voting on recommendations to the board, committees are divided into three classes: (1) transmission providers, (2) transmission customers, and (3) States and Provincial Members (which is Class 5). In order to make a recommendation to the board, there must be a simple majority of votes from the transmission provider and transmission customer classes. Termination: The WIO can be terminated upon a vote of the majority of the members.
{ "pile_set_name": "Enron Emails" }
I will be taking Friday, Dec. 29 as a vacation day. Sara P.S. I will also be on vacation Dec. 7 & 8.
{ "pile_set_name": "Enron Emails" }