text
stringlengths 1
1.59M
| meta
dict |
|---|---|
When: Tuesday, November 27, 2001 2:30 PM-3:30 PM (GMT-06:00) Central Time (US & Canada).
Where: Conf. Room Oma 525
*~*~*~*~*~*~*~*~*~*
We have several questions regarding the remaining work that needs to be done to complete NBP's O&M models in Adaytum, ETS progress on its O&M models in Adaytum and getting actuals into Adaytum once the O&M models are completed.
Tracy -- Please let me know what phone number to use to reach the Houston attendees and I will initiate the conference call. | {
"pile_set_name": "Enron Emails"
} |
Find attached the EGM Management Summary and Hot List as of 12/7. Please
contact me if you have any questions/comments.
Thanks,
Jeff
(39859)
---------------------- Forwarded by Jeff Smith/HOU/ECT on 12/08/2000 02:45 PM
---------------------------
Patricia Anderson
12/08/2000 01:45 PM
To: Jeff Smith/HOU/ECT@ECT
cc:
Subject: 12/07 Mgmt Summary & Hot List
For distribution
Thanks,
Patricia | {
"pile_set_name": "Enron Emails"
} |
Dave Foti would like to meet to see the final piece of the Deal Profitability
Package.
Please let me know if you will be available to meet on either of the
following days and times.
Thursday, August 10 - 8:00 - 10:00 am (l hr)
Tuesday, August 15 - 8:00 - 10:00 am (l hr)
Thanks in advance for your prompt attention.
adr
---------------------- Forwarded by Audrey Robertson/ET&S/Enron on 08/08/2000
12:30 PM ---------------------------
David Foti@EES
08/08/2000 09:57 AM
To: Audrey Robertson/ET&S/Enron@ENRON
cc: Kevin Hyatt/ET&S/Enron@Enron
Subject: Final Final Meeting
Audrey:
One part of the computer system was not working for our last Deal
Profitability Meeting. Steve wanted to get together in a couple of weeks to
see the final piece. I would appreciate it if you could set up a meeting (1
hour) with the group before 8/17 if possible -- baring the following days:
all fridays & 8/14.
Thanks.
Dave | {
"pile_set_name": "Enron Emails"
} |
You go girl!
Kay Mann@ENRON
06/03/2001 10:11 PM
To: Suzanne Adams/HOU/ECT@ECT
cc:
Subject: Flat screen monitor
fyi
---------------------- Forwarded by Kay Mann/Corp/Enron on 06/03/2001 10:11
PM ---------------------------
From: Elizabeth Sager@ECT on 06/03/2001 02:53 PM
To: Janette Elbertson/HOU/ECT@ECT
cc: Kay Mann/Corp/Enron@Enron
Subject: Flat screen monitor
APPROVED
----- Forwarded by Elizabeth Sager/HOU/ECT on 06/03/2001 02:52 PM -----
Kay Mann@ENRON
06/01/2001 10:34 AM
To: Elizabeth Sager/HOU/ECT@ECT
cc:
Subject: Flat screen monitor
Elizabeth,
I would like to have a flat screen monitor, if possible.
Thank you,
Kay | {
"pile_set_name": "Enron Emails"
} |
Elizabeth,
Attached are the short form of GTC's that we would like to use in connection
with our telecom transactions. Certain provisions of these GTC's are
bracketed and I would appreciate your view as to whether or not these
provisions should be included. Also please note that I have incorporated the
termination provisions that you sent to me by fax and these provisions are
bracketed and set forth in Section 4. Let us have your feedback when you
can, as we would like to start using these (and preparing a version for use
with our advertising master!) Thanks in advance for your help!!
Cynthia | {
"pile_set_name": "Enron Emails"
} |
I will try and get my dad to take the appraiser into a couple of units. Let
me know the day and time.
Phillip | {
"pile_set_name": "Enron Emails"
} |
eeks. i'm sorry. what does this mean? i don't quite understand the code.
jeff
Scott Govenar <[email protected]>
03/22/2001 12:15 PM
To: Mark Nobili <[email protected]>, Mike Day <[email protected]>, Bev
Hansen <[email protected]>, Aaron Thomas <[email protected]>, Michael
Rochman <[email protected]>, Julee Malinowski-Ball <[email protected]>,
Jeff Dasovich <[email protected]>, "[email protected]" <[email protected]>,
"[email protected]" <[email protected]>, Susan J Mara <[email protected]>,
Jackson Gualco <[email protected]>, Ralph Cavanagh
<[email protected]>, Karen Mills <[email protected]>, Dian Grueneich
<[email protected]>, Dominic DiMare <[email protected]>,
Bill Booth <[email protected]>, Sandra McCubbin
<[email protected]>, Matt Moretti <[email protected]>, Keith
McCrea <[email protected]>, Norm Plotkin <[email protected]>, Barbara
Barkovich <[email protected]>, Dorothy Rothrock <[email protected]>,
Delaney Hunter <[email protected]>, "[email protected]"
<[email protected]>, Wes Larson <[email protected]>, Vincent Stewart
<[email protected]>, "[email protected]"
<[email protected]>, Lance Hastings <[email protected]>,
"[email protected]" <[email protected]>, Will Brown <[email protected]>,
"[email protected]" <[email protected]>, Richard Seguin <[email protected]>,
Dennis Flatt <[email protected]>, Roger Richter <[email protected]>,
Ken Pietrelli <[email protected]>, Les Spahnn <[email protected]>, Chuck
Cole <[email protected]>, Mike Monagan <[email protected]>, Tracy
Fairchild <[email protected]>, Dave Finigan <[email protected]>
cc:
Subject: ABX 21
ABX 21 (a gut-and-amend) is going to be taken up in Assembly Energy
today, upon adjournment. Language is not yet available.
Scott Govenar | {
"pile_set_name": "Enron Emails"
} |
FYI
---------------------- Forwarded by Randall L Gay/HOU/ECT on 05/31/2000 10:25
AM ---------------------------
Robert Superty
05/31/2000 08:14 AM
To: George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Katherine L
Kelly/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, Victor Lamadrid/HOU/ECT@ECT,
Diane H Cook/HOU/ECT@ECT, Donna Greif/HOU/ECT@ECT, Heather
Choate/HOU/ECT@ECT, Alex Saldana/HOU/ECT@ECT
cc:
Subject: Unify Logistics on call contacts for Help Desk
All - FYI, I would suggest copying this and keeping it handy so you can use
off-hours when necessary (even though the help desk should do the contacting)
Alex - See me about this. I would like some of this info added to the second
wallet cards your working on.
Thanks - Bob
---------------------- Forwarded by Robert Superty/HOU/ECT on 05/31/2000
08:07 AM ---------------------------
From: Dave Nommensen 05/30/2000 01:24 PM
To: Susan Lopez/HOU/ECT@ECT
cc: Dave McMullan/HOU/ECT@ECT, Trisha Luong/HOU/ECT@ECT, Diane E
Niestrath/HOU/ECT@ECT, Benedicta Tung/HOU/ECT@ECT, Jeff
Johnson/Corp/Enron@Enron, Robert Superty/HOU/ECT@ECT, Donna Greif/HOU/ECT@ECT
Subject: Unify Logistics on call contacts for Help Desk
Susan,
I am planning to set up an on-call pager and cell phone for Unify Logistics.
In the meanwhile, please use the following for any Unify Logistics support
call you may receive:
Seq Name Home Pager Cell
1) On Call Pager 713-284-3757 (not yet activated)
2) Dave Nommensen 281-558-9145 1-888-487-1865 713-562-3986
3) Dave McMullan 281-855-4106 713-285-4982
4) Trisha Luong 281-565-8149 713-285-8715
5) Diane Niestrath 713-682-7416 713-525-0334
6) Benedicta (BT) Tung 281-565-9669 713-285-0931
There are several subsystems within Unify. The above list is strictly
related to Unify Logistics. They are they guys that schedule gas on a 7 X 24
basis.
This does NOT cover the guys in Unify that do Settlements.
Once I have the on-call pager activated, I will let you know.
Thanks, d.n. | {
"pile_set_name": "Enron Emails"
} |
Start Date: 4/21/01; HourAhead hour: 22; No ancillary schedules awarded.
Variances detected.
Variances detected in Load schedule.
LOG MESSAGES:
PARSING FILE -->> O:\Portland\WestDesk\California Scheduling\ISO Final
Schedules\2001042122.txt
---- Generation Schedule ----
*** Final schedule not found for preferred schedule.
Details:
TRANS_TYPE: FINAL
SC_ID: HARBOR
MKT_TYPE: 2
TRANS_DATE: 4/21/01
UNIT_ID: HARBGN_7_UNITS
---- Load Schedule ----
$$$ Variance found in table tblLoads.
Details: (Hour: 22 / Preferred: 5.22 / Final: 4.89)
TRANS_TYPE: FINAL
LOAD_ID: PGE2
MKT_TYPE: 2
TRANS_DATE: 4/21/01
SC_ID: EPMI | {
"pile_set_name": "Enron Emails"
} |
We should get 9 Million of Prudency tonight.
---------------------- Forwarded by John J Lavorato/Corp/Enron on 10/24/2000
01:20 PM ---------------------------
From: Kevin M Presto @ ECT 10/24/2000 11:54 AM
To: John J Lavorato/Corp/Enron@Enron
cc: Mark Dana Davis/HOU/ECT@ECT
Subject: NE ICAP
We will wear the ICAP position with the following marks that represent the
true mid.
2001 2.00 (0.35 lower than yesterday)
2002 1.65 (0.35 lower than yesterday)
2003 1.65 (0.35 lower than yesterday)
These new marks result in $9 million of incremental value that will hit
Dana's P&L tonight. Based on our discussion earlier, East Power (Dana
specifically) is now fully wearing this position and fully assumes all
downside and upside associated with the position. | {
"pile_set_name": "Enron Emails"
} |
Please set him up to get the TW critical notices.
ds
-----Original Message-----
From: Adam Gerza <[email protected]>@ENRON
Sent: Tuesday, March 19, 2002 11:14 AM
To: Schoolcraft, Darrell
Subject: add to TW email list
Darrell,
just got off the phone with you. please add me ([email protected]) to
the email list for future maintenance updates, etc.
thanks a lot for your help,
Adam GERZA
Cook Inlet Energy Supply
10100 Santa Monica Blvd, 18th Floor
Los Angeles, CA 90067
[email protected]
310-789-2314
(fax) 310-789-3951 | {
"pile_set_name": "Enron Emails"
} |
Sylvana,
I have forwarded your email to Mary Cook, a lawyer in our "Swap Group", for
handling. Her direct dial number is (713) 345-7732.
"Digiacomo, Silvana" <[email protected]>
05/01/2001 02:46 PM
To: [email protected]
cc:
Subject: RE: amendment
Sorry about that.
<<AmendmentENRON.doc>>
Silvana DiGiacomo
Documentation
National Bank of Canada
1155 Metcalfe, First Floor
Montreal, Quebec H3B 5G2
Telephone (514) 394-6181
Fax (514) 394-6271
> -----Original Message-----
> From: [email protected] [SMTP:[email protected]]
> Sent: Tuesday, May 01, 2001 3:44 PM
> To: [email protected]
> Subject: Re: amendment
>
>
> Your attachment doesn't seem to be attached...
>
>
>
>
> "Digiacomo, Silvana"
>
> <Silvana.Digiacomo@tr To:
> [email protected]
> es.bnc.ca> cc: Kelly McIlwain
> <[email protected]>
> Subject: amendment
>
> 05/01/2001 02:11 PM
>
>
>
>
>
>
>
>
>
> As per our telephone conversation, attached is a draft copy of an
> amendment
> to the ISDA Master agreement. Kindly review and send us your comments
> Thank you
>
> Silvana DiGiacomo
> Documentation
> National Bank of Canada
> 1155 Metcalfe, First Floor
> Montreal, Quebec H3B 5G2
> Telephone (514) 394-6181
> Fax (514) 394-6271
>
>
>
- AmendmentENRON.doc | {
"pile_set_name": "Enron Emails"
} |
Did you have any further thoughts on the last version of the splash page I sent?
Dave | {
"pile_set_name": "Enron Emails"
} |
Yeah, I finally got your birthday message last night. Figured you were
partying! So what did you and Julie do over the weekend? Were you batching
it?
We're doing fine. Armin has his first boondoggle this week, ski trip to
Switzerland. Not bad for his first. I'm missing him already, we haven't
been apart for over 10 hours in 2 years. weird, but I can't get enough of
him!
Well gotta go work some now...write me! | {
"pile_set_name": "Enron Emails"
} |
Did you tell her that she was regressing back to a sober beeauch
To: James H. Cook@ANDERSEN WO
cc:
Date: 11/19/2001 12:57 PM
From: [email protected]
Subject: RE:
yeah i got yelled at also. i tried to say i wasn't that drunk but z
wasn't having any of that conversation. she told me that after friday
and saturday she felt i was slowly regressing. then i told her i felt i
should be able to screw missy just once. she said that was ok.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, November 19, 2001 9:06 AM
To: Cuilla, Martin
Subject:
Did you get in as much trouble as I did this weekend - Lori seems to
think
I need to get help - I told her it's normal to drink all day at a bar,
then
go to dinner where you don't know half the people there and proceed to
get
extremely fucked up
*******************Internet Email Confidentiality
Footer*******************
Privileged/Confidential Information may be contained in this message.
If
you are not the addressee indicated in this message (or responsible for
delivery of the message to such person), you may not copy or deliver
this
message to anyone. In such case, you should destroy this message and
kindly
notify the sender by reply email. Please advise immediately if you or
your
employer do not consent to Internet email for messages of this kind.
Opinions, conclusions and other information in this message that do not
relate to the official business of my firm shall be understood as
neither
given nor endorsed by it.
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate
and may contain confidential and privileged material for the sole use of
the intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or
reply to Enron Corp. at [email protected] and delete
all copies of the message. This e-mail (and any attachments hereto) are not
intended to be an offer (or an acceptance) and do not create or evidence a
binding and enforceable contract between Enron Corp. (or any of its
affiliates) and the intended recipient or any other party, and may not be
relied on by anyone as the basis of a contract by estoppel or otherwise.
Thank you.
**********************************************************************
*******************Internet Email Confidentiality Footer*******************
Privileged/Confidential Information may be contained in this message. If
you are not the addressee indicated in this message (or responsible for
delivery of the message to such person), you may not copy or deliver this
message to anyone. In such case, you should destroy this message and kindly
notify the sender by reply email. Please advise immediately if you or your
employer do not consent to Internet email for messages of this kind.
Opinions, conclusions and other information in this message that do not
relate to the official business of my firm shall be understood as neither
given nor endorsed by it. | {
"pile_set_name": "Enron Emails"
} |
Attached below please find the cash flow/tariff increase study we discussed 2
1/2 weeks ago at the Sunday DPC strategy session. The study assumes a
decrease in losses from 40% to 25% and an increase in collection efficiency
83% to 92% from 2000-01 to 2006-07. Further, it is assumed that only one
block of DPC operates until 2006-07.
Two scenarios based on average realisation are illustrated:
1. A realistic cash flow study and accompanying tariffs. Given the above
assumptions and assuming there is no state subsidy in 2006-07, MSEB should
have a cash flow deficit of R34 Cr. in 2006-07 when Phase II comes on line
for sale to MSEB, given a reasonable annual tariff increase. (See the tariff
sheet in gray shaded area.) The annual rate increases would be15% for LT and
HT agriculture and LT public water works, a 10% increase for domestic, street
lights and interstate sales, a 4% increase for LT industrial and powerloom,
and 1% increase for LT commercial and HT industrial, public water works and
railways.
2. The annual tariff increases needed for MSEB to break even with a 3%
profit, assuming industrial and commercial classes are held flat, are
detailed below. (See the Tariff sheet in red.)
Domestic 8%
LT Public Water Works 35.60%
LT Agriculture and Poultry 26%
Street Light 10.8%
HT Agricultural & Poultry 26.9%
Mula Pravara Electric Coop Soc. 24.30%
Interstate sales 6.5%
It is obvious that even the more realistic scenario would require strong
MSEB, state government and regulator resolve.
In a separate e:mail I will describe the cost of service study we have also
developed for MSEB.
---------------------- Forwarded by Jane Wilson/ENRON_DEVELOPMENT on
02/06/2001 11:08 AM ---------------------------
Heidi Hellmann
02/06/2001 09:43 PM
To: Jane Wilson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Ban Sharma/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
Subject: Latest Model/Summary
Jane,
Attached is the latest summary (hard coded numbers, like I sent before) and
the latest cashflow model in case that is required for anything.
Just to confirm all that has changed are the customer categories and the MU's
in 1999-2000. | {
"pile_set_name": "Enron Emails"
} |
That is fine. We will use what is already set up, PBregion1.
Thanks
KK
-----Original Message-----
From: Wong, Jeremy
Sent: Friday, January 18, 2002 1:57 PM
To: Keiser, Kam; Severson, Russ
Cc: Ma, Felicia
Subject: RE: new org regions
Kam/Russ:
As per Russ, Felicia created the org. regions in CPR as PBregion, e.g. PBWEST1, PBWEST2, etc.
The spreadsheets have it as region, e.g. WEST1, WEST2, etc.
Please let us know if you require a change in the CPR regions.
Thanks,
Jeremy
-----Original Message-----
From: Keiser, Kam
Sent: Tuesday, January 15, 2002 9:24 AM
To: Cheung, Cecilia; Wong, Jeremy
Cc: Valdes, John
Subject: new org regions
Can you please change the org regions for the attached books.
Thanks
Kam
<< File: Book Request Form Financial final.xls >> << File: Book Request Form Central final.xls >> << File: Book Request Form East final.xls >> << File: Book Request Form Texas final.xls >> << File: Book Request Form West final.xls >> | {
"pile_set_name": "Enron Emails"
} |
A draft of a Master Firm Purchase/Sale Agreement was sent via Federal Express
Monday to Thad Shumway of Cinnabar for review. I left a message this
morning for Mr. Shumway and await is call.
If Cinnabar agrees to the Master, we will accept a fax of their signature on
page 5, and follow with originals for execution. Dan Hyvl informed me you
will contact Cinnabar today as well.
I will advise you of our progress. Please let me know if I can be of further
assistance.
Debra | {
"pile_set_name": "Enron Emails"
} |
I think she is on vacation most of next week. Is it possible to talk with Julie or the other assistants to figure out the costs just to have a ball park place holder until Linda comes back?
Thanks, Kim.
-----Original Message-----
From: Robertson, Audrey
Sent: Friday, August 10, 2001 2:52 PM
To: Watson, Kimberly
Cc: Robertson, Audrey; Harris, Steven
Subject: Budget Items - 2002
Kim, per your request, please find listed below O&M Budget Items for 2002:
Cost
Office Supplies $ 3,000.00
Astro's Tickets *
Comet's Tickets *
Rodeo Tickets *
Nutcracker $ 200.00
Customer Gifts $ 2,000.00
Major Customer Gifts $ 4,000.00
Customer Meetings $20,000.00/meeting (Usually hold 2/year)
* Will get info from Linda when she returns. She handles all of these items.
adr
Audrey D. Robertson
Transwestern Pipeline Company
email address: [email protected]
(713) 853-5849
(713) 646-2551 Fax | {
"pile_set_name": "Enron Emails"
} |
Trade Count, by 3:30 pm, for last 30 days:
TRADE DATE TRADE CNT
10/1/2001 5207
10/2/2001 5354
10/3/2001 5930
10/4/2001 6455
10/5/2001 5846
10/6/2001 17
10/7/2001 52
10/8/2001 5092
10/9/2001 5252
10/10/2001 6200
10/11/2001 5922
10/12/2001 6095
10/13/2001 16
10/14/2001 19
10/15/2001 5386
10/16/2001 7086
10/17/2001 7405
10/18/2001 7610
10/19/2001 7978
10/20/2001 4
10/21/2001 34
10/22/2001 7883
10/23/2001 8500
10/24/2001 7906
10/25/2001 8359
10/26/2001 6776
10/27/2001 11
10/28/2001 7
10/29/2001 7060
10/30/2001 5713
10/31/2001 7091
Same data by counterparty, also showing percentage today versus last-two-week average, is in the enclosed spreadsheet. | {
"pile_set_name": "Enron Emails"
} |
Phillip: I agree with your conclusions, and we have already started
addressing most of these issues.
First of all, I would like to say that all of the schedulers are performing
at a high level, except for Hillary and Jan. We have formally addressed
Hillary's performance problems, and he is on a schedule for improvement or
he is out. We have informally addressed Jan's performance issues with her,
and next week intend to formalize that also. That Jan makes more than anyone
else in the group makes her situation quite critical in my eyes, because we
are not getting a return on that investment.
The rest of the group is paid based on lots of factors that you are already
aware of, years of service, years in scheduling, level of performance, etc.
In Stacey's particular case, I am recommending her for promotion at the end
of the year, which will bump her pay scale up and make her pay more equitable
with her job performance. Also, I intend to help smooth over other
inequities through the bonus pool.
In regards to Patti, I have recommended her for a bonus for her service
during the rough time we've had when we were understaffed. Bob Superty has
supported this, and the information you provided him this last week should
help in that endeavour. Patti has had her pay increased this year after a
salary survey was performed by our HR group. I would like to point out that
Patti is pretty well paid for someone with her experience level. Also, Patti
would move up in the pay scale if she is promoted to Manager. I am not sure
what the exact plan is for Patti and myself as far as how that will go. I
would like to say that I feel more comfortable being back as each day goes
on, and am ready to make a move to trading anytime now if that is what you
and Mike still want to do.
As regards to the new hires: yes, we can hire more like these at these
prices. We would love to have employees like Matt, and Ted and Shelly,
especially at these prices. Patti did an excellent job hiring these
individuals. We have already started the process of looking for more like
these to start backfilling in for Hillary and Jan. We also need to hire more
for establishing a bigger physical presence in the west. We probably need to
sit down and go over with you and Mike as to what kind of plans you have for
expanding the desk.
Finally, I would like to bring up that Lucci has requested that the Denver
office do all nominations for IM Denver deals. This has met stiff resistance
in the past, and I do not know how ya'll feel about it, but I promised that I
would bring it up. I personally feel that Denver and CIG would be isolated
from us if the operations were to move to Denver.
If you have additional questions or comments please let me know. Thanks. | {
"pile_set_name": "Enron Emails"
} |
As everyone is surely aware after last night's going away party, John Forney
is heading back to Houston to trade the Short Term Entergy market. Bill
Williams III will be assuming responsibility for the Real Time desk and will
report to Greg Wolfe. There are three major areas of responsibility that
Greg and Bill will be focussing on in 2001. The first is the management of
EPMI's physical power flows. This entails checking out with counterparties,
handling cuts, and ensuring that all of our risk and settlement systems
reflect the proper information. The second area is trading done by the Real
Time group. Each day, our Real Time desk combs the market looking for
attractive trading opportunities. The third area is the Services Desk. The
Services Desk provides scheduling and settlements services to customers who
don't have the staff or systems to do it themselves. We have seen our
Services business grow dramatically this year.
Greg Wolfe will be ultimately responsible for the efforts of the Real Time
desk and our Services business. Les Rawson will continue in his role on the
Services desk and will report to Greg. Bill Williams will be responsible for
the day to day operations of the Real Time desk. Greg will continue to work
closely with the middle market group and will maintain some of his coverage
responsibilities. Chris Foster will continue to manage the Middle Market
group. | {
"pile_set_name": "Enron Emails"
} |
Hey guys,
Any thoughts on Tasters this month? At the Christmas one we talked about
having a recipe party - where everyone brings their favorite dish and
passes out the recipe to everyone. Do you want to do that or we could go
find a new restaurant?
See you soon,
Lisa | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Hunter S Shively/HOU/ECT on 08/04/2000
09:10 AM ---------------------------
Enron North America Corp.
From: Airam Arteaga 08/04/2000 09:10 AM
To: Hunter S Shively/HOU/ECT@ECT
cc:
Subject: Vector Pipeline write-up by D. Baughman. | {
"pile_set_name": "Enron Emails"
} |
Attached are the FERC talking points for the Southeastern RTO filing. If you
have any questions, please call me (205-567-5433) | {
"pile_set_name": "Enron Emails"
} |
You should probably come to this or someone from Steve's group.
---------------------- Forwarded by Tracy Geaccone/GPGFIN/Enron on 02/07/2001 02:32 PM ---------------------------
Kathy Campos
02/07/2001 10:48 AM
To: Tracy Geaccone/GPGFIN/Enron@ENRON, James Saunders/FGT/Enron@ENRON, Suzanne Brown/HOU/ECT@ECT
cc: Cindy Shaffer/HOU/ECT@ECT, Amelia Williams/FGT/Enron@ENRON
Subject: Click @ Home Allocations Meeting
This is to confirm a meeting to discuss the Click @ Home allocations on Tuesday, February 13, 2001 from
9:00 - 10:00 AM in EB4069.
Thank You,
Kathy Campos | {
"pile_set_name": "Enron Emails"
} |
Please see the PG&E and FERC stories below, provided to me by Bob
Weisenmiller.
[ Business | US Market | By Industry | IPO | AP | S&P | International |
PRNews | BizWire | CCN | CNW ]
------------------------------------------------------------------------
Click Here!
Related QuotesPCG 29 3/8 -15/16
delayed 20 mins - disclaimerGet QuotesThursday September 14, 2:04 pm
Eastern Time
PG&E faces borrowing, write-offs for power costs
By Jim Brumm
NEW YORK, Sept 14 (Reuters) - This summer's surge in West Coast power
prices is causing California's largest utility to seek permission for
increased borrowings and consider significant write-offs, its parent
company PG&E Corp. told the Securities and Exchange Commission Thursday.
PG&E Corp.'s (NYSE:PCG - news) 8K filing also included the company's
first disclosure of Monday's talk with New York analysts.
The company's stock reacted with one of the larger losses in a soft
electric utility group, slipping as low as $29-1/8 Thursday morning
before steadying to trade at $29-7/16, off 7/8.
The regulated utility subsidiary -- Pacific Gas & Electric Co. -- paid
$700 million in unexpected power costs in June and incurred similar
charges in July and August, according to spokesman Greg Pruett.
PG&E's 8K filing noted the utility has authority from the California
Public Utility Commission to issue of to $1.7 billion of short-term
financing. Last Friday, the filing continued, it applied to the
commission for the authority to issue an additional $1.4 billion of
short-term financing.
It also said the utility is considering the sale of additional long-term
debt to finance wholesale power purchase costs and its other capital
requirements.
As noted by several security analysts, PG&E chief executive Robert Glynn
told the New York meeting the utility wants to boost power rates as soon
as possible to recover the surging costs the company has been forced to
pay to buy electricity in California's chaotic wholesale power market.
Other analysts also point out the utility is facing the possibility of
significant write-offs for power costs it will be unable to collect.
In the 8K filing, PG&E said ``if the utility determines that its
uncollected wholesale power purchase costs are not probable of recovery,
then the utility would be required to write off the unrecoverable
portion.''
ABN AMRO utility analysts that attended Monday's meeting said PG&E
estimates the summer price surge has created an additional $1.2 billion
of stranded cost on top of the existing yet to be recovered stranded
cost on its balance sheet of $4.4 billion.
The $4.4 billion total includes unrecovered transition costs of $3.0
billion, which the 8K said could also reduce future earnings.
``A worst case scenario,'' according to ABN AMRO, would be ``a $3.2
billion net, or $8.50 per share, write-off of unrecoverable stranded
cost'' if the present high power prices continue to the end California's
transition to a deregulated power market.
Business | US Market | By Industry | IPO | AP | S&P | International |
PRNews | BizWire | CCN | CNW ]
------------------------------------------------------------------------
Click Here!
Related QuotesSRE 20 +0
delayed 20 mins - disclaimerGet QuotesThursday September 14, 5:04 pm
Eastern Time
FERC chairman says deregulation should proceed
WASHINGTON, Sept 14 (Reuters) - U.S. Federal Energy Regulatory
Commission Chairman James Hoecker said Thursday that California's
troubled power markets should force tough changes to make deregulation
work better, not end the movement.
Speaking at the commission's regular meeting, Hoecker and the three
other FERC commissioners reiterated their support for deregulation, but
said the experience in California, where prices spiked considerably for
residents of San Diego and on wholesale markets, must result in new
policies.
``I personally reject the notion that this is the beginning of the end
for deregulation,'' Hoecker said.
FERC conducted a hearing in San Diego on Tuesday, allowing discussion
from utilities, regulators and the public on what has become a
disastrous summer for California's power markets.
Under the terms of the deregulation of California's electric utility
industry, customers of Sempra Energy (NYSE:SRE - news) subsidiary San
Diego Gas and Electric became the first in the nation to pay
market-based rates without a safety net.
Hoecker said now ``was the time to make tough decisions'' on retooling
deregulation laws to make them work better.
FERC Commissioner Curt Hebert said the problem is not just in
California, but also in New York and New England, where structural
problems with deregulation efforts have triggered market power, price,
supply and reliability concerns.
Many California and national lawmakers want FERC to declare that rates
set by suppliers this summer were not ``just and reasonable'' as
required under law.
Such a declaration could be followed by action to impose market
restrictions such as price caps across the western U.S..
Experts say such a move could lead to the demise of the California Power
Exchange, which was set up as part of the deregulationof the state's
power industry.
Twenty-four states and the District of Columbia have enacted laws to
open retail electricity markets to competition.
A report on the California price spikes this summer by FERC
investigative staff is due to be received by the commission by Nov. 1.
Email this story - View most popular stories emailed
Karen Edson
[email protected]
916/552-7070 | {
"pile_set_name": "Enron Emails"
} |
Here are the 2000 results we discussed.
---------------------- Forwarded by John Sherriff/LON/ECT on 05/12/2000 17:49
---------------------------
Niamh O'Regan 05/12/2000 16:15
To: Mark E Lindsey/GPGFIN/Enron@ENRON
cc: Fernley Dyson/LON/ECT@ECT, Beth Apollo/LON/ECT@ECT, John
Sherriff/LON/ECT@ECT, Michael R Brown/LON/ECT@ECT, Stephen Wood/LON/ECT@ECT
Subject: Enron Europe Response to 2000 Objectives
Mark,
Please find attached Enron Europe's Response to our 2000 Objectives.
If you have any questions or would like any further information please
contact me on xt 37094 or Stephen Wood on xt 34738.
Regards,
Niamh | {
"pile_set_name": "Enron Emails"
} |
CALENDAR ENTRY: APPOINTMENT
Description:
Staff Mtg. Conference room EB4102
Date: 5/29/2001
Time: 10:30 AM - 1:00 PM (Central Standard Time)
Chairperson: Outlook Migration Team
Detailed Description: | {
"pile_set_name": "Enron Emails"
} |
FYI. We have this report? | {
"pile_set_name": "Enron Emails"
} |
Rick:
I hope that all is well. It was very nice to talk to you this morning.
The purpose of this note is to keep you abreast of progress in determining
the GA needs for India, and seek your opinion for the best reply for Wade.
I look forward for your comments and advise.
Best regards
AI
Here are the salient features:
Meeting with Wade:
The meeting with Wade indicated that he is open to suggestions to what needs
to be done on the regulatory front. He indicated that if GA sees, and
agrees, he would be happy to finance-on a semi full time basis--such support
from Houston. His major concern is to satisfy himself that: a) all what
needs to be done on the GA front is being done, b) manage and maintain an
effective team (i.e., those currently employed in Bombay and Delhi Offices)
just in case of need. He mentioned that he is not going to be "penny wise
and pound foolish" given the $850 million at stake. I informed him that
Houston shall advise on the best approach as soon as taking stock is
complete, and generally speaking, shall also deliver on what is needed.
GA Needs in India:
The regulatory/government affairs needs in India are in the following five
areas:
a) Third party Sales (basically for phase II output),
b) Dealing with the Regulatory Commission,
c) Dealing with MSEB (the customer),
e) Government of India, and
f) EBS.
The volume and intensity of work, however, shall differ with the following
scenarios, namely: a) Enron/DPC intends to exit through arbitration, b)
Enron/DPC intends to renegotiate the contract, and c) Undetermined as of
yet. Here is an assessment of this work load under the two former scenarios:
Arbitration Renegotiation
Third party Sales (basically for phase II output), low/medium high
Dealing with the Regulatory Commission, medium high
Dealing with MSEB (the customer), medium high
Government of India, and high high
EBS. medium medium
It is surprising to mention that most colleagues here say that Enron/DPC
seems to be taking the arbitration route, although that renegotiation (in the
sense of renegotiate, stabilize, then take hit on equity and exit), is the
best way. It is more surprising, however, that no one can speak with any
degree of certainty on where the ship is going. In this context, a
risk-averse person shall take the "undetermined scenario" as equal to
"renegotiation", while a risk-taker shall take the "undetermined"" as equal
to arbitration.
Personal:
It is clear that the current personal here shall need support from Houston in
the "renegotiation" scenario on a semi full time basis. Short of that, a
visit every 6 weeks may be adequate as the current team here will be working
under legal/commercial.
Suggested Approach:
Continue understanding the details of the outstanding regulatory tasks for
the coming 3 to 4 days. If the above opinion is still the same, then the
suggested communication to Wade (preferably from you) is "if there is
renegotiation, then GA shall send the required person/persons on a semi-full
time basis, if arbitration, then GA shall be available on as needed basis".
Caveat:
It is not clear what does RMcDonald wants to see on the ground to tilt the
suggested approach above one way or another.
----- Forwarded by Amr Ibrahim/ENRON_DEVELOPMENT on 06/15/2001 05:57 AM -----
Amr Ibrahim
06/12/2001 06:54 AM
To: Richard Shapiro/NA/Enron@Enron
cc: James D Steffes/NA/Enron@Enron
Subject: India - Progress Report One
Rick:
This is a brief on the situation on the ground here based on observations and
short talks with the various colleagues in India Team. I do have a meeting
with Wade tomorrow (June 13th) to understand his requests of support from
GA. While I do not expect much, I shall communicate to Wade the standing
policy of GA, namely, "GA shall provide the required support".
Notwithstanding this mandate, I shall communicate it in a manner to give
Houston the final say.
In the context of regulatory support, there two important areas for GA
contribution; they are: a) Dealing with the regulatory commission (MERC), and
b) third party sales. It is likely that India shall need a week per month,
most conducted from Houston but may include a visit to Bombay.
The feeling here is that the company wants to terminate the PPA, and exit
India (but see point 5 below). It is the understanding that there are teams
in London that are going through the reevaluation of assets in anticipation
to transfer them to MSEB as per the contract (MSEB has to agree on the
valuation which shall be a lengthy and an adversarial process). It is
noteworthy that the transfer of these assets will not take place on market
basis, but rather on accounting basis.
As most chips are on terminating the contracts and exiting as the likely
route (around 60%), renegotiation is not discussed much (hastily added
however, renegotiation is the tacit direction of the lenders as communicated
in Singapore the other day in the lenders' meeting; they also want ENRON to
complete phase II which we are refusing).
If renegotiation is to take place, its crux will be the reduction in energy
and capacity costs to both phases and finding off-taker to Phase II (1400 MW
kit and caboodle). NTPC, or PTC are the likely parties to assume such
responsibility. Of course, we are trying to avoid any commercial risks
associated with marketing this power. Whether we accept it or not, every
issue related to dispatch and transmission must be minutely determined and
solved.
The decision making process here is entirely dependent on Houston highest
level; that is directly from RMcDonald, and JS. The fact that both of them
did not visit India and see for themselves how things are has been mentioned
as a minus point. Perhaps this point should be communicated to them.
As mentioned above, GA contribution could be in two areas, namely dealing the
regulatory commission (MERC), and third party sales. Starting with the
later, third party sales, it is perhaps the most important point in the
renegotiation as it shall increase the commercial value of our commitment
(incidentally, Enron's commitment in the project is between $0.65 and $0.825
billion--with B--depending on what to include and exclude). Ironing the
issues for third party sales is clearly more valuable in the case of
renegotiation, but can also add value when assets are reevaluated and there
is a disagreement and some sort of market parameters are added. As for
dealing with MERC, it an ongoing basis particularly that MERC is seeking to
expand its jurisdiction in favor MSEB at every through of the dice.
I shall keep you posted with progress, meanwhile, please let me know if you
have any questions and/or advise.
Best regards
AI | {
"pile_set_name": "Enron Emails"
} |
I will need a replacement for Chuck unless I get another trading track
person. I will also need a replacement for Ben Pham, for which Dave(bench)
will also need a replacement.
PL | {
"pile_set_name": "Enron Emails"
} |
Drew,
Louise and Robert have brought me into the loop on the employee in London who
has had some issues. I would appreciate it if you would fax me a copy of his
agreement. I will be out of the office tomorrow, so, if possible, could you
fax it to my house first thing in the morning? 713-218-7355 is the fax
number. If you send it around 5:30 am Houston time, then I can have time to
review it and incorporate its provisions into the draft correspondence that I
will prepare on this topic. I am going to be attending a seminar out of the
office starting around 8:00 am Houston time.
I will prepare draft correspondence and circulate it to you, Robert, and
Louise for comment and dart-throwing. I can be reached via my cell phone
during the day at 713-302-5522.
Thanks, Drew.
Michelle | {
"pile_set_name": "Enron Emails"
} |
Daren - Have you had a chance to look at this?
- Aimee
---------------------- Forwarded by Aimee Lannou/HOU/ECT on 05/09/2000 03:26
PM ---------------------------
Aimee Lannou 05/04/2000 03:26 PM
To: Daren J Farmer/HOU/ECT@ECT
cc: Fred Boas/HOU/ECT@ECT
Subject: Sarco Lateral and Crow O'Connor Meters
Daren - Can you set up new deals for meter 6757 and 5192?
Meter 6757 Crow O'Connor - Counterparty Duke Energy & Trading
Month Contract Deal #
June 99 ENA 201 87426
July 99 HPL 215 95072
Aug 99 HPL 215 102775
Sept 99 HPL 215 110502
Meter 5192 Sarco Lateral
No deal has ever been set up for meter 5192 for Duke Energy & Trading.
There is flow for May, July and Nov. 99.
Will you please let me know if you set up new deals for these meters?
Thanks.
Aimee
---------------------- Forwarded by Aimee Lannou/HOU/ECT on 05/04/2000 03:17
PM ---------------------------
Fred Boas
05/04/2000 12:08 PM
To: Aimee Lannou/HOU/ECT@ECT
cc: Robert E Lloyd/HOU/ECT@ECT, Howard B Camp/HOU/ECT@ECT
Subject: Sarco Lateral and Crow O'Connor Meters
Aimee:
The Crow O'Connor, meter 6757 has its gas allocated to Strangers Gas for
April and May 1999 and Duke has been calling Settlements asking for their
money. I will need to set up accounting arrangements for this meter for
these months so please provide me the correct transportation contract and
valid deal # for this transaction.
In addition, the Sarco Lateral, meter 5192 has its gas allocated to Strangers
Gas for May and July 1999 and Duke has been calling Settlements asking for
their money. I will need to set up accounting arrangements for this meter
for these months so please provide me the correct transportation contract and
valid deal # for this transaction.
I would like to get this done ASAP since the customer is calling Settlements
and we start close next week.
Thanks,
Fred | {
"pile_set_name": "Enron Emails"
} |
Mike,
I have added the language as item 4 under Other to the Transaction
Agreement. If okay, please accept the changes, print, have signed and
forward to me for further handling. | {
"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 05/21/2001 07:27 AM -----
"US Publishing" <[email protected]>
05/20/2001 07:44 PM
Please respond to brice
To: "RT Reader" <[email protected]>
cc:
Subject: Restructuring Today, Monday May 21, 2001
(see attached file: rt010521.pdf)
Thank you,
Season Hawksley
US Publishing
800-486-8201
202-298-8201
- rt010521.pdf | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Kay Mann/Corp/Enron on 12/19/2000 07:48
AM ---------------------------
Fred Mitro@ECT
12/18/2000 06:41 PM
To: Chris Booth/NA/Enron@Enron, Kay Mann/Corp/Enron@Enron
cc: Ben Jacoby/HOU/ECT@ECT
Subject: NRG Deals
Kay/Chris:
Ben asked me to get involved in the NRG deal(s) that we are working on. As I
understand it, we are working on 2 potential deals:
1. With the NRG San Diego group on the sale of the [March 2001] GE 7EA.
2. With the NRG Thermal group on the sale of one or more LM 6000 turbines.
Ben indicated that we need to have a CA in place that covers the delivery of
transaction documents to the San Diego group. Ben also mentioned that Jim
Gilbert (Enron West Coast) has executed a CA with the NRG Thermal group.
Kay: Does the CA executed with the NRG Thermal group contain language that
covers the delivery of documents to both NRG groups?
Chris: Has any form of draft CA been provided to the NRG San Diego group?
Please let me know the answers to these questions. I am in the office all
this week and will work with both of you to help move these deals forward.
Fred | {
"pile_set_name": "Enron Emails"
} |
<<Enron_AustinEnergy_Summary of Contract Terms-112800.doc>>
> -----Original Message-----
> From: Johnson, Lee L (PS, SSEP)
> Sent: Tuesday, December 05, 2000 3:29 PM
> To: '[email protected]'
> Cc: Shoemaker, Kent (GEAE)
> Subject: Exhibits for Austin and LV Cogen Facility Agreements
>
> << File: Exhibits to Gas Turbine Purchase Agreement - LV Cogen
> redline_120400.DOC >>
>
> << File: Exhibits to Gas Turbine Purchase Agreement - Austin redline _
> 120400.DOC >>
- Enron_AustinEnergy_Summary of Contract Terms-112800.doc | {
"pile_set_name": "Enron Emails"
} |
Any update on these faxes? I have to get my list to Louise Kitchen today.
-----Original Message-----
From: Jameson, Lance
Sent: Friday, December 21, 2001 1:03 PM
To: Jones, Tana
Subject: FW: RE: 29th floor
Tana,
Here are two of the four numbers. I'll have the other two soon.
at 2993 the fax number is 713 853 9828
at 2945 the fax number is 713 646 3244 | {
"pile_set_name": "Enron Emails"
} |
Start Date: 4/24/01; HourAhead hour: 8; No ancillary schedules awarded.
Variances detected.
Variances detected in Generation schedule.
Variances detected in Load schedule.
LOG MESSAGES:
PARSING FILE -->> O:\Portland\WestDesk\California Scheduling\ISO Final
Schedules\2001042408.txt
---- Generation Schedule ----
$$$ Variance found in table tblGEN_SCHEDULE.
Details: (Hour: 8 / Preferred: 0.00 / Final: 0.00)
TRANS_TYPE: FINAL
SC_ID: EES
MKT_TYPE: 2
TRANS_DATE: 4/24/01
UNIT_ID: BADLND_7_PL1X2
---- Load Schedule ----
$$$ Variance found in table tblLoads.
Details: (Hour: 8 / Preferred: 2.22 / Final: 1.67)
TRANS_TYPE: FINAL
LOAD_ID: PGE4
MKT_TYPE: 2
TRANS_DATE: 4/24/01
SC_ID: EPMI | {
"pile_set_name": "Enron Emails"
} |
Here is the revised Confirm. Please review.
-----Original Message-----
From: Thorne, Judy
Sent: Tuesday, October 16, 2001 3:58 PM
To: Perlingiere, Debra
Cc: Nemec, Gerald; Zivley, Jill T.
Subject: Aspect,Helmerick & Payne, Wilmar, etc amendment revision
Debra,
Based on further discussions with the customer, Jill Zivley has negotiated a revised price for the amendment that you recently prepared for the Aspect, Helmerick & Payne, et al. contract. The revised pricing should be 80% of FOM at IF Houston Ship Channel less .075 and 20% of FOM at GD less .065.
Please let me know if you have any questions regarding these changes to the amendment. We need to send this to the customer by tomorrow morning.
Thanks,
Judy | {
"pile_set_name": "Enron Emails"
} |
Attached is the override letter which was used in connection with the LM6000
turbine contract as it was moved into TurboPark. This letter highlights the
97-10 and lender requirements. I hope you find it useful.
This is the type of letter that was included for the Pastoria and Blue Dog
equipment. This shows one approach to assignment under TurboPark. This is
also included in the other override, it is just easier to access here for
assignment:
Kay | {
"pile_set_name": "Enron Emails"
} |
FYI -- David Leboe in Investor Relations authored the attachment.
-
---------------------- Forwarded by Christi L Nicolay/HOU/ECT on 07/06/2001 03:54 PM ---------------------------
From: Greg Caudell/ENRON@enronXgate on 07/02/2001 01:53 PM
To: Christi L Nicolay/HOU/ECT@ECT
cc:
Subject: Check this...
I incorporated some comments and info provided by IR. | {
"pile_set_name": "Enron Emails"
} |
Sally,
Please let me know your thoughts regarding my message below as well.
Thanks,
Mike
---------------------- Forwarded by Michael E Moscoso/HOU/ECT on 05/17/2000
09:34 AM ---------------------------
Enron North America Corp.
From: Michael E Moscoso 05/17/2000 09:34 AM
To: Ted Murphy/HOU/ECT@ECT
cc: Chris Abel/HOU/ECT@ECT, Veronica Valdez/HOU/ECT@ECT
Subject: DPR 5/9/00
Ted,
We would like to delete access to the DPR to some executives. Please let me
know your opinion on the following employees who have changed roles:
Cliff Baxter
Greg Whalley
Wanda Curry
Kevin Hannon
Jim Fallon
Thanks,
Mike
---------------------- Forwarded by Michael E Moscoso/HOU/ECT on 05/17/2000
09:31 AM ---------------------------
Chris Abel
05/10/2000 02:50 PM
To: Cliff Baxter/HOU/ECT@ECT, Eugenio Perez/HOU/ECT@ECT, Greg
Whalley/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John
Sherriff/LON/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT, Rick Buy/HOU/ECT@ECT,
Sally Beck/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT,
Wanda Curry/HOU/ECT@ECT, Kenneth Lay/Corp/Enron@ENRON, Joseph W Sutton@Enron,
Richard Causey/Corp/Enron@ENRON, Kevin Hannon/Enron Communications@Enron
Communications, William S Bradford/HOU/ECT@ECT, Jeff
Skilling/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, Jim Fallon/Enron
Communications@Enron Communications
cc: Liz M Taylor/HOU/ECT@ECT, Michael E Moscoso/HOU/ECT@ECT
Subject: DPR 5/9/00
The DPR for today is final and posted to the Executive Reports website. | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Robin Rodrigue/HOU/ECT on 06/13/2000
10:19 PM ---------------------------
Robin Rodrigue
06/13/2000 08:59 PM
To: Nicole LaPorte/CAL/ECT@ECT, Ryan Watt/CAL/ECT@ECT
cc:
Subject: Re: Post ID's 6/13/2000
Here are the positions I have.
Let me know how it looks.
Thanks,
Robin | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/10/2000
05:34 PM ---------------------------
[email protected] (Michael Tomczyk) on 10/05/2000 04:54:56 PM
To: [email protected], [email protected]
cc:
Subject: Confirming your attendance-Oct.19/20-Wharton
Vince,
We are delighted that you, Christie (and possibly Mark Palmer) will be
attending our upcoming Wharton Impact Conference on October 19-20. The
final agenda is enclosed (below) - PLEASE NOTE - unless we hear otherwise
from you, we will assume that you will be attending both the DINNER on Oct.
19 and the CONFERENCE on Oct. 20.
This VERY timely event has generated enormous interest. We look forward to
your participation, and hope you will find this to be a valuable
insight-building experience.
Please call or e-mail if you have any questions about any aspect of the
conference.
Also - I'll look forward to hearing some stories of your exploits during
your recent trip to Poland. Must have been extremely interesting!
best regards,
Michael Tomczyk
_________________
******************************************************
WINNERS AND LOSERS IN THE E-COMMERCE SHAKEOUT
THURS. OCT. 19 (dinner) and FRI. OCT. 20 (conference)
******************************************************
AGENDA
WINNERS AND LOSERS IN THE E-COMMERCE SHAKEOUT
Thursday, October 19, 2000 (dinner)
Friday, October 20 (conference)
The Wharton School - Philadelphia, PA
__________________________________________________
Jointly sponsored by the
William and Phyllis Mack Center on Managing Technological Innovation,
Wharton School
Marketing Science Institute
Wharton E-Business Initiative (WEBI)
__________________________________________________
CONFERENCE THEMES & OBJECTIVES
E-Commerce is heading inextricably and rapidly toward an inevitable
shakeout and consolidation that tends to characterize every major new
industry. This impact conference bringstogether a distinguished group of
industry and academic leaders to discuss what is required to survive the
E-Commerce shakeout, and what it takes to be a "winner" when the shakeout
hits, full-force.
Shakeouts are spawned in the boom-and-bust environment of hot emerging
markets. An unsustainable glut of competitors is attacted by the
contagious enthusiasm for the emerging technology. As competition
intensifies and falling prices put pressure on margins there is a wave of
ailures and mergers that removes the weaker players.
Few eCommerce markets--whether e-tailing online exchanges or others---will
be exempted from the forces that cause shakeouts. This conference will
combine lessons from markets that have experienced shakeouts, with the
latest thinking about the unique features of E-commerce, to identify
successful strategies for surviving a shakeout.
Questions to be addressed include:
- Are the patterns seen in previous shakeouts of high technology markets
applicable to eCommerce? What are the early warning signs of an impending
shakeout?
- Which eCommerce markets are most susceptible to a shakeout? Will there
be single or multiple winners?
- Which companies are likely to survive? What strategies will the winners
use?
There is controversy and uncertainty about which factors will most
contribute to prospects for survival. How important are first mover
advantages and building brand equity? What do incumbents have to do to
prevail? Which business models are most robust? How important is the
ability to manage strategic partnerships?
These issues will be addressed with a program that encourages active
dialogue and interaction and includes speakers from industry, academia and
Wall Street.
_____________________________________
AGENDA
*************************************
DINNER & REGISTRATION - THURSDAY, OCTOBER 19
5:30 - 6:30p
Registration and Reception
6:30 - 9:00p
Dinner
SURVIVING THE SHAKEOUT: FUNDAMENTALS, FADS AND THE FUTURE
(John Hagel of 12 Entrepreneuring; co-author of the best-selling books NET
GAIN and NET WORTH)
*************************************
CONFERENCE - RIDAY, OCTOBER 20
8:00 - 8:30a
Continental Breakfast & Informal Networking
8:30 - 9:15
INTRODUCTION: UNDERSTANDING THE BOOM AND BUST OF EMERGING TECHNOLOGIES
(George Day, Co-Director of the Mack Center for Technological Innovation and
Boisi Professor of Marketing, the Wharton School and co-editor of WHARTON
ON MANAGING EMERGING TECHNOLOGIES)
9:15-10:00
APPLYING THE LESSONS OF THE PAST TO THE eCOMMERCE FUTURE
(Adam Fein, President, Pembroke Consulting)
10:00-10:30 BREAK
10:30-11:30
IDENTIFYING WINNING AND LOSING INTERNET BUSINESS MODELS
(Raffi Amit, Goergen Professor of Entrepreneurship and Director, Wharton
E-Business Initiative (WEBI); and
David Reibstein, Woodside Prof. of Marketing, Wharton School and Director,
Marketing Science Institute)
11:30-12:15p
TECHNOLOGY INVESTING, 15 THINGS THAT SHOULD BE TRUE
(Stephen J. Andriole, Senior Vice President and Chief Technology Officer,
Safeguard Scientifics)
12:15-1:30
WORKING LUNCH
Participants will work in small groups. Half the group will be asked to
select an eCommerce firm with a strong likelihood of winning and identify
the most important reasons for success; the other half will be asked to do
the same for a firm that is likely to fail.
1:30-2:15
SMALL GROUP REPORTS
2:15-3:00
FINDING A WINNING STRATEGY
(Norman Drapeau, Chief Executive Officer of MRO.com)
3:00-3:15 BREAK
3:15-4:00
LIVING THROUGH A CONSOLIDATION
(Harry Smilow, previously Chief Executive Officer of Telebank which is now
part of E*Trade)
4:00-4:45
A VIEW FROM WALL STREET
(Henry Blodget, First Vice President and Senior Internet/E-Commerce
Analyst, Merrill Lynch)
4:45-5:00
SUM UP-WHAT HAVE WE LEARNED? WHAT DO WE NEED TO LEARN?
5:00 ADJOURN
______________________________________
DIRECTIONS TO THE EVENT & ACCOMMODATIONS:
The dinner will be held at The Inn At Penn which is located at 3600 Sansom
Street. There is also an entrance on Walnut Street between 36h and 37th.
The conference will be held in Steinberg-Dietrich Hall which is located on
Locust Walk on the Wharton campus in Philadelphia. From the airport or
train station take a taxi to the intersection of 37th Street and Walnut,
walk LEFT onto the campus (there is a broad paved walkway leading into the
campus from that intersection). At the first intersection you will see a
life sized bronze status of Ben Franklin sitting on a park bench reading a
newspaper. Turn LEFT at this intersection and Steinberg-Dietrich Hall is
the first building on the Right. There is a broad entrance with several
doors. Also, any student can direct you to this building. Go inside and
take the staircase DOWN to the right -- ROOM 350 is on the LOWER (basement)
level.
ACCOMMODATIONS
Overnight accommodations are available at the Inn At Penn which is across
the street from the campus (tel 215-222-0200 - mention you are here for
the Emerging Tech conference on E-Commerce Shakeouts, to receive the
$164/night Wharton room rate). Please make your reservations EARLY because
the Inn is often fully booked. We have reserved a set of rooms for this
event.
If you stay at another hotel in Center City, most hotels (Rittenhouse,
Latham, Ritz Carlton) are approximately 15 minutes by taxi from the campus.
There is also a Sheraton approximately 3 blocks from the campus, on
Chestnut St.
Michael S. Tomczyk
Managing Director
Emerging Technologies Management Research Program
1400 SH-DH/6371
The Wharton School
Philadelphia, PA 19104-6371
Tel 215-573-7722
Fax 215-573-2129
website: http://emertech.wharton.upenn.edu | {
"pile_set_name": "Enron Emails"
} |
Will there be a Buyback ticket for Formosa during August 2000 activity.
Deal #: 92881 expired July 31,2000. | {
"pile_set_name": "Enron Emails"
} |
I don't think I ever saw the breakout on the access area since we didn't get
this via capacity release.
I'm here for you - NOT.
Enron North America Corp.
From: Maria Garza 11/06/2000 11:53 AM
To: Chris Germany/HOU/ECT@ECT
cc:
Subject: VNG
Hey there!!!!
I need your help.
Can you tell me the distribution of VNG's TX Eastern contract?
How much is from WLA, ELA, STX, ect. I know we no longer have the capacity
past Oct., but I still need the breakout.
Thanks,
Maria
x3-7019 | {
"pile_set_name": "Enron Emails"
} |
I am interested in the online version. My login id is: mmccon1
thanks,
m | {
"pile_set_name": "Enron Emails"
} |
John,
The only long term deal in the west that you could put prudency against is
the PGT transport until 2023
Phillip | {
"pile_set_name": "Enron Emails"
} |
Per Gary Bryan's request, attached is a Confidentiality Agreement form for your review. | {
"pile_set_name": "Enron Emails"
} |
-----Original Message-----
From: Love, Phillip M.
Sent: Tuesday, October 16, 2001 4:43 PM
To: Hull, Bryan; Bass, Eric; Baumbach, David; Bosse, Kevin; Simien, Jimmy; Lilly, Kyle R.; Winfree, O'Neal D.; Ryder, Patrick; "Scott <wax (E-mail); Ashley Love (E-mail); Everett" "Smith (E-mail); Gregory "Sonntag (E-mail); James Love (E-mail); Kathy nuernberg (E-mail); Mike <mjillard (E-mail); rachel bonilla-kragel (E-mail); ROCK (E-mail); Toni" "D'Agostina (E-mail); Giron, Darron C.; Crowell, Scott
Subject: FW: Fw: Illusion :-)
-----Original Message-----
From: "Jason Dobbs" <[email protected]>@ENRON
Sent: Tuesday, October 16, 2001 4:29 PM
To: phil love; jim wood; dobbswn; dana sanders; chris chambless; chance wood; caleb dobbs; boo boo dobbs; ashley himber
Subject: Fw: Fw: Illusion :-)
----- Original Message -----
From: Michael Mobley <[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]>
Sent: Monday, October 15, 2001 9:28 PM
Subject: Fwd: Fw: Illusion :-)
>
>
>
>
>
>
> _______________________________________________________
> Send a cool gift with your E-Card
> http://www.bluemountain.com/giftcenter/
>
>
Return-Path: <[email protected]>
Received: from neptune2.sonet.net ([207.230.88.9]) by hopper.excite.com (InterMail vM.4.01.03.23 201-229-121-123-20010418) with ESMTP id <[email protected]>; Mon, 15 Oct 2001 17:47:22 -0700
Received: from Default (hamtc4-ppp-210.sonet.net [63.170.208.210]) by neptune2.sonet.net (8.9.3/8.9.3) with SMTP id TAA23739; Mon, 15 Oct 2001 19:33:41 -0500
Message-ID: <003401c155db$8eabb120$d2d0aa3f@Default>
From: "kerry s clark" <[email protected]>
To: "Wendy Cannon" <[email protected]>, "Trent Doss" <[email protected]>, "Shanna Mitchell" <[email protected]>, "Shae Umfress" <[email protected]>, "S Sharp" <[email protected]>, "Ray Lyons" <[email protected]>, "Lee Mobley" <[email protected]>, "Lajune Davidson" <[email protected]>, "Kimmy Burleson" <[email protected]>, "Jane Riner" <[email protected]>, "Doug Wharton" <[email protected]>, "Craig Hull" <[email protected]>, "Bev Garrison" <[email protected]>, "Annette Rea" <[email protected]>
Subject: Fw: Illusion :-)
Date: Mon, 15 Oct 2001 19:43:19 -0500
MIME-Version: 1.0
Content-Type: multipart/mixed; boundary="----=_NextPart_000_0031_01C155B1.A44BFBE0"
X-Priority: 3
X-MSMail-Priority: Normal
X-Mailer: Microsoft Outlook Express 6.00.2600.0000
X-MimeOLE: Produced By Microsoft MimeOLE V6.00.2600.0000
----- Original Message -----
From: "Holley, Pam" <[email protected]>
To: "White, Jeff" <[email protected]>
Cc: <[email protected]>
Sent: Monday, October 15, 2001 4:46 PM
Subject: FW: Illusion :-)
>
>
> -----Original Message-----
> From: Rector, Carla
> Sent: Monday, October 15, 2001 1:03 PM
> To: Nix, Billie Jean; Armstrong, Kim; Tittle, Stephanie; Holley, Pam;
> Holley, Shana; Childers, Sue
> Subject: FW: Illusion :-)
>
>
>
>
> -----Original Message-----
> From: Sims, Melissa
> Sent: Monday, October 15, 2001 12:02 PM
> To: Rector, Carla
> Subject: FW: Illusion :-)
>
>
>
>
> -----Original Message-----
> From: Plyler, Shelley
> Sent: Monday, October 15, 2001 11:56 AM
> To: Franks, Marlana; Sims, Melissa; Robertson, Misty
> Subject: FW: Illusion :-)
>
>
>
>
> -----Original Message-----
> From: Hammontree, Kelly
> Sent: Monday, October 15, 2001 11:54 AM
> To: Avery, Dianne; Plyler, Shelley; Hammontree, Charlotte; Allen,
> Teresa; Crowe, Candi
> Subject: FW: Illusion :-)
>
>
>
>
> KELLY HAMMONTREE
>
>
> -----Original Message-----
> From: Phillip Lucius [mailto:[email protected]]
> Sent: Monday, October 15, 2001 10:01 AM
> To: [email protected]
> Subject: FW: Illusion :-)
>
>
>
>
> -----Original Message-----
> From: Robbins, Danny [mailto:[email protected]]
> Sent: Monday, October 15, 2001 8:33 AM
> To: Tice, Tony; Brady, Ronald; Emison, Barry; Kitchens, Terry; Stephens,
> Ronnie; Lucius, Phillip; Ray Orr (E-mail)
> Subject: FW: Illusion :-)
>
>
>
>
- Illusion d'optique.pps | {
"pile_set_name": "Enron Emails"
} |
Critical Migration Information:
1. Your scheduled Outlook Migration Date is THE EVENING OF :
2. You need to press the "Save My Data" button (only once) to send us your
pre-migration information.
3. You must be connected to the network before you press the button.
4. If a POP-UP BOX appears, prompting you to "ABORT, CANCEL OR TRUST SIGNER"
please select TRUST SIGNER.
5. Any information you Add to your Personal Address Book, Journal or calendar
after you click on the button will need to be manually re-added into Outlook
after you have been migrated.
6. Clicking this button does not complete your migration to Outlook. Your
migration will be completed the evening of your migration date.
Failure to click on the button means you WILL NOT get your Calendar,
Contacts, Journal and ToDo information imported into Outlook the day of your
migration and could result in up to a 2 week delay to restore this
information.
If you encounter any errors please contact the resolution center @
713-853-1411 | {
"pile_set_name": "Enron Emails"
} |
Yeah, I'd be up for a couple cocktails . . . give me a call on my cell and
leave me a message where y'all will be . . .
Regards,
Kevin A. Boone
Accenture--Houston
(Octel) 713.837.1638
(Client) 281.848.1619
(C) 713.306.7940
(H) 713.864.4149
[email protected]
Our web address is http://www.accenture.com
Matthew.Lenhart
@enron.com To: Kevin A. Boone@Accenture
cc: [email protected],
[email protected]
04/27/2001 Subject: Re: bs
10:09 AM
we might go get some food and spirits after work if you are interested. i
am going to butt-fuck mississippi for val's wedding. i will be in town the
rest of the month so i am ready to start tearing up houston again. let me
know if you are up for drinks after work. | {
"pile_set_name": "Enron Emails"
} |
Yan,
The merged reports look great. I believe the only orientation changes are to
"unmerge" the following six reports:
31 Keystone Receipts
15 Questar Pipeline
40 Rockies Production
22 West_2
23 West_3
25 CIG_WIC
The orientation of the individual reports should be correct. Thanks.
Mat
PS. Just a reminder to add the "*" by the title of calculated points. | {
"pile_set_name": "Enron Emails"
} |
Ther are no such claims or liabilities.
Karen E Jones
12/13/2000 11:19 AM
To: Richard B Sanders/HOU/ECT@ECT
cc:
Subject: Revised Purchase and Sale Agreement
Hi Richard. We are close to finalizing a sale of our Pastoria project in
California to Calpine. I've got you listed as a "knowledge" party of ENA for
purposes of making a rep regarding litigation. Could you please take a look
at Section 4.1(i) of the attached draft, and let me know if there are any
actions required to be scheduled for the rep to be accurate. At this point,
my proposed Schedule 4.1(i) says "none", and, hopefully, that statement is
still accurate. We're on a timetable that requires me to ask for your
response by the end of theday tomorrow (Thursday). Thanks. -- kj
---------------------- Forwarded by Karen E Jones/HOU/ECT on 12/13/2000 09:00
AM ---------------------------
Enron Capital & Trade Resources Corp.
From: "NATALIE COLE" <[email protected]> 12/12/2000
04:38 PM
To: <[email protected]>, <[email protected]>, <[email protected]>
cc: <[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>, "THOMAS J. MOORE"
<[email protected]>
Subject: Revised Purchase and Sale Agreement
Attached is a clean and marked draft of the revised Purchase and Sale
Agreement incorporating the changes we discussed last night. The draft is
still under review by ENA and subject to change.
Also attached is a first draft of the Transition Services Agreement.
This e-mail, including attachments, contains information that is confidential
and it may be protected by the attorney/client or other privileges. This
e-mail, including attachments, constitutes non-public information intended to
be conveyed only to the designated recipient(s). If you are not an intended
recipient, please delete this e-mail, including attachments, and notify me by
return mail, e-mail or at 303-291-2600. The unauthorized use, dissemination,
distribution or reproduction of this e-mail, including attachments, is
prohibited and may be unlawful.
Natalie Cole
LeBoeuf, Lamb, Greene & MacRae
633 Seventeenth Street, Ste. 2000
Denver, CO 80202
(303) 291-2659
[email protected]
- #DN158104 (Purchase and Sale Agreement-Pastoria).DOC
- #DN158104 vRED (Purchase and Sale Agreement-Pastoria).doc
- #SF146513 (Transition Services Agreement).DOC | {
"pile_set_name": "Enron Emails"
} |
Due to the slowdown in trading, I will be concentrating on leaving positions for RT to trade around.
These will keep you in the market and give some flexibilty and decision making responsibility. This will make more sense, once you inherit the position.
The following positions need to be watched for monday:
1. We are short to Mirant (on behalf of Frontera) for hour ending 6 only. We need to buy 50 mw's and schedule this with Mirant Real Time.
They are expecting and have agreed to this trade. This is energy that Frontera owes them on a prescheduled basis.
If you are working Sunday night, check in early with Mirant to make sure they are aware of this trade. It is very common that they get a bad "handoff" and are unaware of this transaction. Give them plenty of time to work this out.
We schedule this in the portal as a buy from X and a sale to Mirant. In Enpower, buy from X and sell to Frontera (under the Teco Services book). Enter this as a flat transaction, ie buy for $20 and sell to Frontera for $20.
2. The Ercot Asset book is long 5 mw's for offpeak Monday at $11.25. Sell this or leave to the pool, as necessary. I will be long this power offpeak for the balance of next week 10/16-19.
I think that Saturday morning will come in strong, as we are getting some cooler weather. I think also that some larger units are coming off line, which will put upward pressure on the offpeak.
Each member of the group needs to tell me what positions they want. Next day onpeak is trading for $20.5, offpeak is trading $11.25.
Where is the value??? Lets trade it up!
JMF | {
"pile_set_name": "Enron Emails"
} |
I will bid $6 for Cary Blanchare, K Arizona and $3 for Gary Anderson K Minn
PL | {
"pile_set_name": "Enron Emails"
} |
Can you give view access only to Marie Heard, Robbi Rossi, and Cynthia
Harkness with Bandwidth Legal to the referenced database. Thanks! | {
"pile_set_name": "Enron Emails"
} |
Please print and sign the attached Enron Corp. Risk Management Policy
Certificate of Compliance and fax directly to Veronica Valdez, fax # 713 646
2194. Due to certain regulatory audits of our trading businesses, we would
like to receive these by the end of this week.
Attached is a copy of the Certificate of Compliance, and the Enron Corp. Risk
Management Policy.
If you have any questions, please call me at (713) 853-0429, or Veronica
Valdez at (713) 853-1881.
Regards,
Cassandra Schultz
Market Risk Management | {
"pile_set_name": "Enron Emails"
} |
Please review the attached and proceed.
-----Original Message-----
From: Reynolds, Roger
Sent: Thursday, October 11, 2001 10:04 AM
To: Perlingiere, Debra
Subject: FW:
Hi Debra
This company wants to buy Gas from ENA; I told them I would forward a GISB to you..
Let me know what I can do to help..
Thanks
Roger...
-----Original Message-----
From: Kirby Black [mailto:[email protected]]
Sent: Wednesday, October 10, 2001 12:23 PM
To: Reynolds, Roger
Subject:
Roger
Please get this to the right people so we can start buying gas from Enron.
I enjoyed the game yesterday, Thanks again.
Kirby
Kirby S.Black
Falcon Gas Storage Company
1776 Yorktown--Suite 500
Houston, Texas 77056
(713)961-3204
(713)961-2676 (fax)
(713)818-4286 Mobile
[email protected] <mailto:[email protected]> | {
"pile_set_name": "Enron Emails"
} |
Thanks for your email. I don't want to state the obvious because you appear
to already be in compliance, but just as a precaution, I want to make sure
you are aware the ECT has a policy which prohibits it employees/traders from
trading in anything the company trades in. Any trading you do for your own
account must comply with this policy. | {
"pile_set_name": "Enron Emails"
} |
Shouldn't someone contact Amoco? I mentioned this to Carol St. Clair last
week but I don't know if anyone thought further about it. Sara
Enron North America Corp.
From: Willie Harrell 10/13/99 05:05 PM
To: Jefferson D Sorenson/HOU/ECT@ECT, Dale Neuner/HOU/ECT@ECT, Susan
Flynn/HOU/ECT@ECT, Marie Heard/HOU/ECT@ECT, Sara Shackleton/HOU/ECT@ECT
cc: Bob Bowen/HOU/ECT@ECT
Subject: BP Amoco
FYI: Jeff I know that you are busy, however I have received
several outside calls today (10/13/99) from
a party claiming to be with BP Amoco, he requested deal
#N16124.1 to be faxed to (281)366-4934. The
party refuses to give his name or phone number. His
reply has been "If I have to give my name
and number maybe I don't need your confirm", then he
hangs up. He has called several times since
I stopped you and Bob Bowen earlier. I also suspect
that this same party has been calling and
hanging up without answering; and calling from a
different outside line pretending to be someone else,
but making the same deal request , followed by hanging
up when I ask for his name and phone
number. I have contacted Susan Flynn in legal to
inquire about these calls or BP Amoco. I was advised
not to send any confirms out blindly and that I was
handling it just right . Susan is currently inquiring
with the other legal staff and attorneys about the
matter. I also was advised to inform you to make
other members of our team aware "not to send out blind
information requests" . The party was calling
from (281)493-0214. I will keep you informed.
Thanks,
Willie | {
"pile_set_name": "Enron Emails"
} |
leave me alone!
-----Original Message-----
From: Maggi, Mike
Sent: Tuesday, November 27, 2001 10:20 AM
To: Nelson, Michelle
Subject: RE:
cmon thats not true, what am i going to do withyour present
-----Original Message-----
From: Nelson, Michelle
Sent: Tuesday, November 27, 2001 10:17 AM
To: Maggi, Mike
Subject: RE:
whatever. and i am still not going. i am so nice to you and you are so mean to me
-----Original Message-----
From: Maggi, Mike
Sent: Tuesday, November 27, 2001 10:16 AM
To: Nelson, Michelle
Subject: RE:
i have a present
-----Original Message-----
From: Nelson, Michelle
Sent: Tuesday, November 27, 2001 10:15 AM
To: Maggi, Mike
Subject: RE:
i'm not going. you're mean
-----Original Message-----
From: Maggi, Mike
Sent: Tuesday, November 27, 2001 10:14 AM
To: Nelson, Michelle
Subject: RE:
youre lying you cant wait
-----Original Message-----
From: Nelson, Michelle
Sent: Tuesday, November 27, 2001 10:12 AM
To: Maggi, Mike
Subject: RE:
nope sorry
-----Original Message-----
From: Maggi, Mike
Sent: Tuesday, November 27, 2001 10:08 AM
To: Nelson, Michelle
Subject: RE:
please
-----Original Message-----
From: Nelson, Michelle
Sent: Tuesday, November 27, 2001 10:07 AM
To: Maggi, Mike
Subject: RE:
nope i'm not going! too late
-----Original Message-----
From: Maggi, Mike
Sent: Tuesday, November 27, 2001 10:07 AM
To: Nelson, Michelle
Subject: RE:
ok ill be nice
-----Original Message-----
From: Nelson, Michelle
Sent: Tuesday, November 27, 2001 10:06 AM
To: Maggi, Mike
Subject:
i think that i am skipping having a drink with you. have fun at your dinner tonight! | {
"pile_set_name": "Enron Emails"
} |
Good morning:
There will be a video conference this Friday, June 30 at 11:30 AM with
Avi Hauser of the CDS Group of Mars Corp.
The subject will be: Commodity Development Services Opportunity
in the Emerging Energy Markets.
The video conference will be in EB2802A
Thanks!
Shirley Crenshaw | {
"pile_set_name": "Enron Emails"
} |
-----Original Message-----
From: Calcagno, Suzanne
Sent: Thursday, April 19, 2001 1:12 PM
To:
Subject: March of Dimes
Hello All--
Shelley Corman has asked me to forward the attached letter to you regarding
Enron's fundraising efforts on behalf of the March of Dimes.
Please take a moment to review--any contribution you can make would be
greatly appreciated and will be matched 100% by Enron.
Please ket me know if you have any questions or need any additional
information
Thanks!
Please make checks payable to the March of Dimes and send to me at Location
EB3275F.
==============================================================================
============================================
Dear ENA Team Member:
I am proud to serve as a sponsor of Enron,s March of Dimes 2001 Walk Team.
March of Dimes is a national nonprofit organization whose mission is to
improve the health of babies preventing birth defects and infant mortality.
Childhood health is a cause near and dear to my heart.
Obviously, it is a cause that is near and dear to Enron employees as well.
Last year our Enron team raised over $46,000. This year our team has set a
goal to raise $75,000. With your help, I believe we can achieve this
aggressive goal.
I understand that you are called upon to donate your time and money to many
worthy causes and clearly I am not a seasoned fundraiser. What I can tell
you is that I am proud of our employees that have rallied a grassroots effort
to support March of Dimes here at Enron. I am committed to continuing their
work. I ask that you consider making a donation in any amount.
Please use the attached envelope to make your donation to the March of Dimes
and forward you check back to me by Friday, April 27th. Your contribution is
totally tax deductible and Enron will match your gift dollar for dollar (I
will take care of the matching paperwork).
Thanks, in advance, for your donation and support of the March of Dimes. You
can read more about the March of Dimes at www.modimes.org.
Sincerely,
Suzanne Calcagno
Manager--Regulatory Affairs
Gas Logistics | {
"pile_set_name": "Enron Emails"
} |
Attached please find the LNG Weekly Report for the week ending April 6.
There will be no LNG Conference Call today, April 6.
Regards,
Sunita | {
"pile_set_name": "Enron Emails"
} |
Attached please find Enron Energy Capital Resources' Deal Pipeline Report for the week of October 8, 2001.
Diane H. Cook
713-853-7059
[email protected] | {
"pile_set_name": "Enron Emails"
} |
Sevil,
Thanks for the card. It's a pleasure and privilege to work with you.
Vince | {
"pile_set_name": "Enron Emails"
} |
Let me see what I can find. I can get you the legislative bio on Dunn, but
that won't say much -- let me search out some history on these two.
Ken
----- Original Message -----
From: <[email protected]>
To: "Ken Smith" <[email protected]>
Sent: Tuesday, July 31, 2001 10:45 AM
Subject: Question
>
> Hi Ken:
>
> Do you have any way to email me profiles/bios/resumes of Joe Dunn and
Larry
> Drivan?
>
> Best,
> Jeff
>
>
>
> **********************************************************************
> This e-mail is the property of Enron Corp. and/or its relevant affiliate
and may contain confidential and privileged material for the sole use of the
intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or reply
to Enron Corp. at [email protected] and delete all
copies of the message. This e-mail (and any attachments hereto) are not
intended to be an offer (or an acceptance) and do not create or evidence a
binding and enforceable contract between Enron Corp. (or any of its
affiliates) and the intended recipient or any other party, and may not be
relied on by anyone as the basis of a contract by estoppel or otherwise.
Thank you.
> ********************************************************************** | {
"pile_set_name": "Enron Emails"
} |
Kristin,
Per Greg Whalley, we need to install the Executive Report Viewer on Dave
Delainey's computer. He should have access to everything that Whalley has.
Approval, for now, will remain with Whalley. Greg would like this taken care
of ASAP.
Many Thanks,
Liz | {
"pile_set_name": "Enron Emails"
} |
Thanks. Would be useful to get a copy.
Best,
Jeff | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/19/2001
04:05 PM ---------------------------
Bessik Matchavariani@ENRON COMMUNICATIONS on 04/19/2001 01:48:00 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Maddox
Vince,
Here is Michael Maddox contact information:
Tel: (617) 497 6446
email: [email protected]
They have an office in Europe as well. I would love to be involved in
projects involving Georgia, Azerbaijan, Turkey, etc.
My resume
Thanks,
Bessik Matchavariani
Enron Broadband Services
Tel: 713.345.7230
Fax: 713.646.8861
[email protected] | {
"pile_set_name": "Enron Emails"
} |
Cynthia:
Thanks for sending this. Just 2 questions:
1. In Section 7 of Annex 1 could we please add the recording language?
2. I understand from our folks that most notices are provided over the phone
and not necessarily followed up in writing and that this is the practice.
Can we provide for that in Section 13 of the Agreement?
Carol | {
"pile_set_name": "Enron Emails"
} |
Gerald, add one more thing... in the Period of Delivery: after the oct
period put language in there that says that the start date shall roll month
to month until the pipe actually starts.
BT | {
"pile_set_name": "Enron Emails"
} |
AAAAAGGGHHHHHH...I just found out that I need to take the TX drivers exam
both written and on the rode. This is a two day process and all because I
let my CA license expire. I know I need some of your organizational
skills. I may try to run out and take the test this afternoon while I get
moved to 30 (I better not fail it). How's life on 32 today -- well that's
enough about you let's talk more about me. | {
"pile_set_name": "Enron Emails"
} |
Bruce just fyi, I am already on top of this. Ken Blades and I had a
conversation with Justin Williams yesterday about this ongoing saga (which
has been ongoing a long time...). Essentially here's where we are and why it
is a good thing that United India has sued us in the London Court.
In the early part of the dispute, we gave consideration to litigation vs.
arbitration, but we could only sue UI in India, which was a bad option.
Several months ago, after lengthy settlement discussions with United India
(UI) and reinsurers about DPC's DSU claim resulting from the first rotor
problems, UI served DPC with a notice of arbitration under the policy. The
notice was curious because UI clearly disputed both liability and quantum;
however, the policy's arbitration clause states that arbitration can only
include issues of quantum.
Through a series of correspondence, we believe UI has agreed to arbitrate
liability & quantum in the same proceeding and to include reinsurers in the
arbitration. (The cut through clause in the policy enables DPC to recover
directly from the reinsurers). It appears, however, (at least we speculate)
that UI has suddenly become uncomfortable with the anomaly, that while they
have served DPC a notice of arbitration, the clause limits arbitration to
quantum, not liability. Hence UI's declaratory judgment action in the London
Commercial Court to determine liability. Now, this gives us an option we
didn't have earlier: litigation in the London court since they have submitted
to jurisdiction or arbitration. There are pros & cons to both which we are
discussing with Justin and Peter.
An interesting piece of the puzzle is that UI is now trying to realign the
parties since DPC is the insured seeking recovery. The reason UI wants to
do this is because (i) it would put the burden of proof on DPC as claimant &
(ii) UI as claimant will have a very difficult time meeting its burden of
proof on a dec action because they do not have all the technical information
DPC has.
Pros of litigation: The London court is less likely to permit this
realignment than arbitrators who are typically more lenient in procedural
matters of this type. We also believe the London court will be cheaper (no
cost of 3 arbitrators) and quicker, since there are statutory time lines.
UI has no incentive to resolve this expeditiously and has, at every
opportunity, slowed the arbitration process by rejecting everything DPC
proposes from the number of arbitrators to the names submitted etc. Also, in
the London court, there is a strong possibility DPC can get an advance
security for attorneys' fees as the defendant, which is not possible in
arbitration.
Downside of litigation: It is less likely that DPC can litigate directly
against the reinsurers for procedural reasons. Furthermore, DPC could
potentially end up in two proceedings: litigation to determine liability &
arbitration to determine quantum which could take longer and be expensive.
Ken Blades believes the loss adjuster stipulated to quantum in a prior
meeting which would enable us to avoid that scenario. Until we see the
document, however, we cannot determine whether the stipulation is
enforceable because of issues of authority etc.
The bottom line is, now that UI has sued us in London court, we have a choice
we didn't have before. We plan to obtain Ken's document re the stipulation,
send a letter to UI and then see their reaction before we decide. Now that
we've been served it just shortens our time limit to do this. I'm inclined
to go the litigation route, but I want to see that stipulation document first
and discuss with Linklaters its value either as an enforceable agreement or
its strength as evidence of quantum. Call me if you have questions. In the
meantime I'll keep you informed.
Michelle
---------------------- Forwarded by Michelle Blaine/ENRON_DEVELOPMENT on
12/21/99 03:38 PM ---------------------------
Robert C Williams
12/21/2000 09:09 AM
To: Michelle Blaine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Bruce Lundstrom/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
Subject: Insurance Claim under CAR/DSU Policy
Michelle, this looks like yours.
---------------------- Forwarded by Robert C Williams/ENRON_DEVELOPMENT on
12/21/2000 09:16 AM ---------------------------
Sandeep Katwala
12/21/2000 01:51 AM
To: Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Rob Walls/NA/Enron@Enron,
Robert C Williams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bruce
Lundstrom/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc:
Subject: Insurance Claim under CAR/DSU Policy
Gentlemen,
Santa is really working overtime as far as we are concerned. Peter Cornell
will be preparing a response and I am working with Suhas to get all this in
train. This is not the easiest time to collate all the information we require
to put a response together given the holiday but the clock is running. Will
get back to you as soon as I can once we have got our thoughts in order as to
the way forward.
Sandeep
---------------------- Forwarded by Sandeep Katwala/ENRON_DEVELOPMENT on
12/21/2000 01:13 PM ---------------------------
Suhas Tuljapurkar
12/20/2000 06:17 PM
To: Sandeep Katwala/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Paul
Kraske/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Mukesh Tyagi/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mohan
Gurunath/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Krishna
Murthy/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
Subject: Insurance Claim under CAR/DSU Policy
We have been served with a Claim Form issued by the Commercial Court in
London in respect of above claim. The service (alongwith the order of the
Court & an acknowledgement form ) has been effected through Mulla & Mulla
acting under the instructions of M/s Beachcroft Wansbroughs on behalf of UII.
We shall be collecting and collating the necessary back up documents so as to
submit the Claim Form within stipulated period of 23 days.
I am connecting the hard copies . | {
"pile_set_name": "Enron Emails"
} |
Great--please sign me up! Martha--I think my schedule is OK. Please let me
know if I need to move anything. Thanks. DF
From: Judy Kudym 05/09/2000 03:52 PM
To: Drew Fossum/ET&S/Enron@ENRON, Charlie Graham/ET&S/Enron@ENRON, Mary Kay
Miller/ET&S/Enron@ENRON
cc: Martha Benner/ET&S/Enron@ENRON, Sharon Solon/ET&S/Enron@ENRON, Michel
Nelson/ET&S/Enron@Enron, Rich Jolly/ET&S/Enron@Enron, Virginia
O'Neill/ET&S/Enron@Enron
Subject: May 24 Field Trip
The May ET&S Operations Field Trip is scheduled for May 24 at Gallup, New
Mexico. Mike Nelson, Bill Cordes and Steve Harris will be traveling to
Gallup that morning, and returning later the same day.
On behalf of Mike, I am inviting you to accompany them on this trip. The
day's agenda will include an employee meeting, lunch and an opportunity to
see the new Gallup Compressor Station.
Let me know if you are interested.
Judy (x7601) | {
"pile_set_name": "Enron Emails"
} |
Sally,
It has taken a few weeks for me to write this memo, but I wanted to make sure
that I thanked you for making Todd available to us in London. Todd was a
great help. He provided the experience, professionalism and insight that we
were lacking on book splitting team. Todd did a very good job of moving the
process forward and outlining some projects that need to undertaken in the
future. I hope that he will have the time to come back to London once or
twice to help evaluate the progress made on his ideas.
Thanks again,
Joe
PS If you have anyone of Todds caliber that needs a new challenge, please let
me know. | {
"pile_set_name": "Enron Emails"
} |
Mary,
I will be out of town this weekend and therefore unable to attend. Sorry and
thanks for the invite.
Bob | {
"pile_set_name": "Enron Emails"
} |
With your permission, I will send it to Lee and Kent. Who else from ENA
should get a copy?
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Friday, May 18, 2001 12:24 AM
To: Thompson, Peter J.; [email protected]
Subject: RE: City of Austin Gas Turbine Agt - Blackline of 83017 v.5 to
v.7.DOC
Peter-
Everything looks good to me. Go ahead and send it. If you have
questions,
feel free to contact me. Tomorrow (Friday) I can be reached by cell
phone
at (713) 412-6873. Monday I will be back in the office. (713)
345-4683.
Thanks,
Eric Booth
Enron
-----Original Message-----
From: "Thompson, Peter J." <[email protected]>@ENRON
[mailto:IMCEANOTES-+22Thompson+2C+20Peter+20J+2E+22+20+3Cpthompson+40akl
[email protected]]
Sent: Wednesday, May 16, 2001 8:22 AM
To: Mann, Kay; Booth, Eric
Subject: City of Austin Gas Turbine Agt - Blackline of 83017 v.5 to
v.7.DOC
<<City of Austin Gas Turbine Agt - Blackline of 83017 v.5 to
v.7.DOC>>
Attached is a blackline of the City of Austin Turbine Agreement
showing changes made to the version that went to GE on February 12.
This
draft includes both Lee's and Eric's changes to Exhibit A, as well as
the addition of the contacts for notices in Sections 25.1 and 25.3.
It
also contains a few minor clean-up items identified by Lisa Bills
when
she reviewed LV Cogen (e.g., the definitions of Performance Test
Certificate and Performance Test Completion Certificate were out of
order). To complete the agreement, we will need to include the date
of
execution and Exhibit H-2. I particularly wanted Eric to review this
before it went to the other side. If it looks acceptable, I would be
happy to send a copy to GE.
- City of Austin Gas Turbine Agt - Blackline of 83017 v.5 to
v.7.DOC
<< File: City of Austin Gas Turbine Agt - Blackline of 83017 v.5 to
v.7.DOC >> | {
"pile_set_name": "Enron Emails"
} |
The following file contains a graphical view of the North American Gas average deal count by Trader and Product for EOL. This information is for comparative analysis only. Do not update links when opening this file.
If you have any questions regarding this breakout, please let me know .
Adam Johnson
EnronOnline
x54877 | {
"pile_set_name": "Enron Emails"
} |
--------- Inline attachment follows ---------
From: </O=ENRON/OU=NA/CN=RECIPIENTS/CN=JSTEPENO>
To: [email protected]
Date: Monday, October 22, 2001 12:38:53 GMT
Subject:
Your message has been relayed
to the following recipient(s):
[email protected]
Message relayed
The message was successfully delivered to 1 recipient(s)
at domain fullenweider.com.
- C.DTF
- C.DTF | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Matthew Lenhart/HOU/ECT on 09/14/2000
04:18 PM ---------------------------
"Stacey Bernstein" <[email protected]> on 09/14/2000 02:56:18 PM
To: "Adrian James" <[email protected]>, <[email protected]>, "Gerri
Harris" <[email protected]>, <[email protected]>, "Jen Lipkin"
<[email protected]>, "Matt Lenhart" <[email protected]>,
<[email protected]>, <[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>
cc:
Subject: Fw: Fortune Teller.
?
----- Original Message -----
From: Karen Geffen
To: 'Anne Marie' ; 'Arleen' ; 'Dan' ; 'Ellle' ; 'Erin' ; 'Jena' ; 'Wendy' ;
'Tina' ; 'Shannon' ; 'Keira'
Sent: Thursday, September 14, 2000 2:06 PM
Subject: FW: Fortune Teller.
-----Original Message-----
From: Leslie Libarkin [mailto:[email protected]]
Sent: Thursday, September 14, 2000 10:52 AM
To: Adam Fried (E-mail); David Stephen (E-mail 2); Donna Root (E-mail);
Frank Chang (E-mail); Karen Geffen (E-mail); Katie Botel (E-mail);
Michele Battaline (E-mail); Sheara Braun (E-mail); Wendy Keelins
(E-mail); Brian Lancaster (E-mail 2)
Subject: FW: Fortune Teller.
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, September 13, 2000 5:12 PM
To: [email protected]; [email protected]; [email protected];
[email protected]; [email protected];
[email protected]; [email protected]; [email protected]
Subject: Fortune Teller.
Sender's Phone:????? 301-263-2275
It told me I like to make out and go to parties.
<<Internet HTML>>
- FORTUNE.html | {
"pile_set_name": "Enron Emails"
} |
Attached is the Draft offer Letter to Carol Hensley. Upon your review and
approval we will forward on to Mark Palmer for sign off.
Thank you all for your help and patience.
Ben Herman | {
"pile_set_name": "Enron Emails"
} |
----- Forwarded by Steven J Kean/NA/Enron on 02/28/2001 02:48 PM -----
Jeff Dasovich
Sent by: Jeff Dasovich
02/16/2001 08:49 AM
To: Sandra McCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON,
[email protected], Hedy Govenar <[email protected]> @ ENRON, Scott Govenar
<[email protected]>, Paul Kaufman/PDX/ECT@ECT, James D
Steffes/NA/Enron@Enron, Harry Kingerski/NA/Enron@Enron, Richard
Shapiro/NA/Enron@Enron, [email protected], [email protected], Karen
Denne/Corp/Enron@ENRON, BTC <[email protected]>
cc:
Subject: Ken Lay's email to Sen. Brulte
Greetings All:
First, I am apologizing in advance for any typos in this email. Schedule is
very tight, but I wanted to make sure that everyone had it first thing this
morning, with some back-up info that I've included below.
Attached is the email that was sent to Ken Lay's office yesterday evening for
delivery to Sen. Brulte. It's of course confidential. Few points:
I don't have Bev's email, so if you could please forward to her, that would
be appreciated.
As we discussed (Jim, Mike, Bev, Scott, Hedy) on our lengthy call on
Wednesday, I'm assuming that the plan is still to "wallpaper" Sacramento with
our proposed legislation.
This email does not contain the legislation. Mike sent the "final" versions
of our legislation out yesterday, except for the siting piece, which I
believe Brian Cragg of Mike's office is finalizing today.
You'll note that we promise Senator Brulte in the email that we'll deliver to
his office today the proposed legislation. Again, based on our call on
Wednesday, I'm assuming that we would simultaneously release the proposed
legislation to the rest of the world at the same time.
When we spoke on Wednesday, we decided that the Sacramento team would
determine to whom we would circulate the proposed legislation at the same
time that we deliver the Senator Brulte. I'm assuming that you folks will
handle that end of things. Please let us know at your convenience to whom
you've decided to circulate.
This email does, however, include a "summary" of our proposed legislation.
But I'm not certain that the summary included in this email is the
appropriate language to distribute "to the world," or if we'll need instead
to tailor some new language. I think we all agreed that we need a "one
pager" to accompany the legislative package so that we can communicate the
package effectively.
We also discussed the need to quickly develop a coalition to support our
proposals. We didn't finalize that plan. Perhaps the Sacramento team could
propose a plan to do that. Perhaps we could start with our friends in the
Direct Access coalition?
We also talked about the need at this point to engage in PR and to get the PR
machinery activated, also with the goal of effectively communicating our
legislative package/message. We're in a meeting with folks today where we
can discuss getting that side of things going and Karen Denne has contacted
Marathon and they're pondering some things that we can do in the near term.
You'll note that there's a considerable amount of information about the DWR
credit issue. As I recollect, we discussed the issue in depth on the call.
You note that attached to the email is a "legislative fix" to AB1X that could
solve the credit issue and an attached set of "taking points" related to a
second alternative to solving the credit issue: a PUC order clarifying that
DWR will get its money for power purchase costs.
Note also that Steve Kean reminded me that we've got to continue to push to
get the utilities out of the merchant function. Accordingly, I've put a
brief paragraph on that issue in the note to Brulte in the last section
(legislative solution) under the topic "create a real competitive retail
market in California." To the best of my knowledge, we don't have
legislative language on that piece yet, and it seems that we'll need to
discuss it in considerably more depth before doing so.
If you have any questions about any of the materials in the email, please
don't hesitate to contact me or Jim or Sandi to discuss. I can be best
reached to day by pager at 888.916.7184.
Thanks to all for helping pull this together.
Best,
Jeff
----- Forwarded by Jeff Dasovich/NA/Enron on 02/16/2001 08:27 AM -----
Jeff Dasovich
Sent by: Jeff Dasovich
02/15/2001 06:11 PM
To: [email protected], [email protected], Richard Shapiro/NA/Enron@Enron,
James D Steffes/NA/Enron@Enron
cc:
Subject:
Steve:
Here's a substantially more cleaned-version, with attachments. There's a
hard copy on your chair.
Best,
Jeff
----- Forwarded by Jeff Dasovich/NA/Enron on 02/15/2001 05:57 PM -----
Jeff Dasovich
Sent by: Jeff Dasovich
02/15/2001 05:56 PM
To: [email protected]
cc:
Subject:
Jim:
It was a pleasure speaking with you yesterday. Based on our conversation,
this email includes the following:
An Enron contact to discuss developing small-scale generation on Tribal lands.
Our views on the impediments to distributed generation and suggestions on how
to remove those impediments.
A description of the credit issues that continue to impede DWR,s ability to
sign contracts with power suppliers, and options to resolve them. Two
possible options for addressing the credit issue are 1) a California PUC
order clarifying that DWR will recover its power purchase costs through
rates, and 2) an amendment to AB1X designed to accomplish the same goal. I
have attached talking points regarding the California PUC order and proposed
amendments to AB1X. We believe that an amendment to AB1X is the preferable
option.
Our assessment of the supply/demand picture in California.
Our suggestions for a legislative package designed to solve both the near-
and long-term electricity crisis in California. We will deliver to your
office tomorrow detailed legislative language. In those materials we will
also identify existing bills that we believe can easily accommodate our
proposed language.
I hope that the information is useful. Please do not hesitate to contact me
if you would like to discuss these materials further, or if there is anything
else that I can do to assist you.
Regards,
Ken
Contact Information to Discuss Interest Expressed by Native American Tribes
in Installing Small-scale Generation on Tribal Lands
David Parquet, Vice-President
Enron North America
101 California Street, Suite 1950
San Francisco, CA 94111
Phone: 415.782.7820
Fax: 415.782.7851
2. Key Barriers to Distributed Generation
Excessive and Unnecessary Utility Stand-by Charges
Solution: The executive orders issued by the Governor on February 14th took a
step in the right direction. Utility stand-by charges have always been
designed by the utilities to protect their monopoly position, extract
monopoly prices from customers, or both. But there is no reason to limit the
elimination of these charges to generation facilities that are less than
1MW. These limits will only lengthen unnecessarily the time it takes for
California to close the significant gap between supply and demand and reduce
the risk of black outs this summer. We would propose lifting the cap by
offering amendments to SB27X, which is designed to facilitate development of
distributed generation.
Excessive delays and costs related to interconnecting facilities with
investor-owned and municipal utilities
Solution: The Governor,s executive order regarding interconnection is a
step in the right direction*D-D-26-01 requires utilities to complete
interconnection studies within 7 days. California should ensure that this
requirement applies to all generation facilities, including distributed
generation. In addition, the financial conflicts the utilities face when
interconnecting generation facilities are simply too powerful to overcome
through executive orders or other regulations. To the greatest extent
possible, California should shift control over interconnection away from the
utility and place that control with the California ISO. This could be
accomplished through amendments to SB 27X.
Permitting and Air Quality Issues
Developers of distributed (i.e., &on-site8) generation that is 50 MWs or
greater must receive certification from the California Energy Commission and
therefore face all of the impediments to development that large-scale
generation faces.
Solution: California should ensure that the executive orders (D-22-01 thru
D-26-01) issued by the Governor to expedite plant siting and maximize plant
output apply equally to smaller scale, &distributed generation8 facilities.
In addition, distributed generation that is less than 50 MWs continues to
face local opposition. The State should ensure that local, parochial
interests cannot block otherwise beneficial distributed generation projects.
These objectives could be accomplished through amendments to SB27X.
3. Credit Concerns Regarding Authority Granted to DWR in AB1X to Purchase
Electricity on Behalf of the Utilities
Enron responded to the RFP issued by DWR to enter into power contracts with
suppliers.
Enron is in active discussions with DWR to establish contract terms with the
goal of entering into a power purchase agreement as soon as possible.
However, ambiguities contained in AB1X have created significant credit risk
concerns that need to be resolved in order to finalize contract terms.
We understand that the lion,s share of counterparties share Enron,s credit
risk concerns.
Enron has proposed several options for resolving the credit risk issues and
is working with DWR to arrive at a solution that is mutually agreeable to
both sides and that might serve as a template for power purchase agreements
going forward.
Summary of the Source of the Credit Risk Issue
Ambiguous Ratemaking Authority
The language in AB1X is ambiguous as to whether DWR has any authority to
charge California ratepayers for the costs of purchasing power. From our
analysis of the bill, the language in AB1X appears to leave intact the
California PUC,s exclusive jurisdiction over ratemaking in California. As
such, suppliers have no assurance that the PUC will agree to include in rates
adequate charges to cover DWR,s costs of power purchases.
Ambiguous Regulatory Authority Regarding Contract &Prudence8
The language in AB1X leaves open the possibility that the California Public
Utilities Commission could determine that power purchases made by DWR are
&imprudent.8 On the basis of such a finding, the CPUC could then refuse to
allow DWR to collect from ratepayers the costs associated with its power
purchases. Consequently, suppliers have no assurance that the PUC will agree
to include in rates the charges to cover the costs of power contracts that
DWR has entered into with suppliers.
Ambiguous Language Regarding the Ratemaking Mechanism that Will Be Used to
Recover DWR,s Costs of Power Purchases
In addition to the ambiguity regarding ratemaking and regulatory authority
noted above, the language in the bill is equally ambiguous with respect to
the specific ratemaking &mechanics8 that AB1X directs the PUC to employ to
permit DWR to recover its power purchase costs. Based on our analysis, it is
extremely difficult to determine how the PUC would design the rates to ensure
DWR recovers its power purchase costs. Moreover, as currently drafted, it is
difficult to determine whether AB1X would even permit the PUC to include in
rates all of the charges necessary to fully recover DWR,s power purchase
costs. Again, this ambiguity raises significant credit risk concerns since
suppliers have little assurance that DWR will have the ability to recover
from ratepayers the costs of purchasing power.
Options to Resolve Concerns Regarding Credit Risk
We have been working diligently with DWR officials to resolve the credit risk
issues. We have identified three options:
Amend AB1X
The amendments, which are attached to this email, would clarify that a) the
PUC would accept as &prudent and reasonable8 all purchase costs incurred by
DWR, and b) the PUC is obligated to include in rates the charges necessary to
ensure that DWR fully recovers its costs of power purchases. This is the
preferred option, though we understand that the there may be some political
challenges standing in the way of amending AB1X. (See attached file
entitled, &AmendAB1X.doc8.)
Clarify the Ambiguities in AB1X through an Order Issued by the PUC, and
through Contract Language
This is the option that we are currently working with DWR officials to
implement. However, it is more complicated and could take significantly more
time to implement than the "legislative" fix. We have attached electronic
copies of the talking points related to the order that the California PUC
would need to issue under this option. (See attached file entitled,
&cpuctalkingpoints.doc.8)
Make Use of Other Instruments Designed to Address Credit Risk
As indicated in our letter responding to DWR,s RFP, we are willing to accept
other forms of credit from DWR. Those options include a letter of credit,
cash prepayment, or an acceptable form of collateral. DWR officials have
indicated to us that DWR prefers to pursue the second options. That is, DWR
prefers to clarify the ambiguities in AB1X through a PUC order and through
contract amendments.
4. California,s Supply-demand Picture Heading into Summer 2001
Both the California Energy Commission and Cambridge Energy Research
Associates (CERA), a private sector energy think tank, have issued reports
showing that California faces a severe supply-demand imbalance. They differ
only on how much and how soon additional supply will be made available. All
credible sources agree that supply will be very tight throughout the Summer
of 2001 and that unless a solution is found immediately, blackouts are
likely.
CEC and CERA both forecast that California will be short of supply this
summer by approximately 5,000 MW. These numbers are in line with our
estimates. California,s supply base currently has a 6% capacity margin, well
below the average 15-20%, which is recommended for reliable system operation
in the West. Since the West relies more heavily upon hydroelectric power
than other regions, reserves are particularly important, owing to the
unpredictability of the weather and the dry year the West has experienced to
date. In the event of a low rain and snow period, the system must possess the
flexibility to respond to the reduced availability of power supply.
California,s very low reserve margin makes it especially susceptible to this
requirement.
Other reasons for reduced supply for the Summer of 2001 include the early
draw-down of reservoirs in the continual effort to manage California's severe
supply-demand gap; emissions restrictions on existing plants; and a reduced
number of customers who can be curtailed under their contracts with the
utilities. Cambridge Energy Research Associates asserts that at the current
pace of siting, permitting and construction, adequate supplies will not be
added to correct the market imbalance until 2003 at the earliest.
CERA predicts that California is likely to face approximately 20 hours of
rolling black outs this summer. The CEC paints a considerably more
optimistic scenario, betting that California will bring an additional 5,000
MWs on line to meet peaking summer demand. It is our view that California
should view the CEC's "rosy scenario" with considerable skepticism.
5. Suggested Package of Legislative Proposals Designed to Solve California,s
Electricity Crisis
This email offers an overview of our proposed legislative solution. We will
deliver to your office tomorrow specific legislative language and existing
bills that we believe can accommodate our proposals.
As we have suggested throughout the crisis, any solution to California's
crisis must focus on four issues:
Increase supply
Decrease demand
Establish a truly competitive retail electricity market
Return California,s Investor-owned utilities to solvency
Increase supply--Legislative vehicle: SB28X (Sher)
To site and construct a power plant in Texas takes approximately 2 years.
Enron and others have completed the entire process in other states in less
than a year. In California, it takes about six years, or longer.
The Governor,s executive orders and Senator Sher,s siting reform legislation
are steps in the right direction. Our suggested amendments can improve those
efforts by further addressing the difficulties that project developers face
in securing air emission reduction credits to meet the air permit
requirements included in the CEC's certification requirements. Enron,s
proposal seeks to streamline the process for 1) obtaining credits and 2)
transfering credits between air districts. In addition, it creates an
innovative emissions reduction bank to allow project sponsors to fund
emissions in advance of obtaining certification, and permits the affected air
districts to use those funds to finance projects that will produce the
required reductions in pollution emissions.
Decrease demand*Legislative Vehicle: AB31X (Wright)
Because of the delay in getting a solution in place in California, closing
the supply-demand gap through energy conservation and efficiency offers the
best chance of avoiding blackouts this summer. This can be accomplished most
effectively and quickly in two ways:
Buy-down demand
California is tapping into an enormous amount of money from the General Fund
to finance DWR,s power purchases. California could likely reduce demand more
economically by running an auction to determine the payments businesses would
be willing to receive to reduce their demand for a sustained period (e.g.,
through the summer months). DWR could easily run an on-line auction to
determine the price it could pay for these demand reductions. To
participate, businesses would be required to have the metering equipment
necessary to monitor and verify that they are actually achieving the
reductions. Enron has developed an on-line auction software package, &Deal
Bench,8 that it would be willing to contribute to the effort.
Use Price Signals to Incent Voluntary Curtailment
To be successful, customers need access to the following key elements:
An internet based hour-ahead price posting system to track the market price
for hour-ahead power in real time.
Real-time metering systems for baseline demand and voluntarily curtailment
verification.
Settlement process that allows for market clearing prices of energy to be
paid for load reduction (&Negawatts8).
The potential benefits of an effective demand response program would include:
&creation8 of additional summer peaking capacity in California, particularly
in the short term, without requiring construction of additional generation
resources.
reduction of peak or super-peak load on the over-stressed California
electric system, thus potentially reducing the overall cost of electricity in
the state.
fostering of demand elasticity without subjecting customers to the full risk
of hourly market price volatility by passing market price signals to
customers and allowing them to voluntarily shed load and be compensated for
responding.
We estimate that we could generate a summer 2001 on-peak demand response in
excess of 400 MW during certain high cost hours, and a demand response for
summer 2002 on-peak hours that could exceed 1000 MW. We further estimate
that the market response to this program from all ESPs could be 2 to 3 times
that amount. We recommend that the State of California provide rebates
directly to customers to fund the installation of advanced metering and
control systems that would support load curtailment implementation.
Establish a truly competitive retail electricity market*Legislative vehicle:
SB27X
The only customers who were protected from price volatility in San Diego were
customers who chose Direct Access and signed fixed price deals with energy
service providers. Ironically, AB1X takes that important option away from
customers and businesses. It is critical that AB1X be amended to remove the
prohibition against Direct Access.
Enron's legislative proposal would give customers freedom to enter into a
direct access transaction, while simultaneously addressing the Department of
Water Resources' concerns about stranded power costs that might result from
customer migration.
In addition, California will only achieve a competitive retail market when
the utility is removed completely from the procurement function. Procurement
is not a utility core competency, as evidenced by the dire financial
condition in which the utilities now find themselves. California should
therefore begin immediately to phase the utility out of the procurement
function entirely, with the goal of having all customers served by a
non-utility provider within 36 months. To execute the transition, California
should hold a series of competitive solicitations over the 36-month period in
which competing service providers would bid for the right to serve segments
of utility load.
Return California,s Investor-owned utilities to solvency*Legislative vehicle:
AB18X
Utility bankruptcy will not increase supply and it will not decrease demand.
In short, bankruptcy does nothing to solve California,s supply-demand
imbalance. In addition, bankruptcy increases the likelihood that consumers
and businesses will bear the significant financial risks of having California
State government assume the role of &electricity buyer8 for an extended
period of time. Finally, bankruptcy will undermine both investor confidence
in California's energy markets and the private sector's willingness to
participate in that market.
California can return the utilities to financial solvency by implementing a
series of staged rate increases. California should design those rate
increases with the dual goal of returning the utilities to solvency without
&shocking8 the economy or household budgets For example, California could
amortize the recovery of the utilities, past debt over a 5-10 year period.
In addition, the magnitude of the rate increase can be reduced in two ways:
First, the utilities could absorb some portion of their existing debt in
recognition of the risk they accepted when they agreed to the structure of AB
1890. Second, California can &net8 the revenues the utilities have received
from selling electricity into the Power Exchange against the debts they have
accrued due to the retail price cap. | {
"pile_set_name": "Enron Emails"
} |
Please be aware that any information you have stored on your C: drive will be
gone when Windows 2000 is rolled out. If your current CPU won,t support
Windows 2000, it will be removed and replaced with a new CPU. The IT
technicians will determine this during the rollout. The majority of our CPUs
will not support Windows 2000. You should transfer any information you have
stored on your C: drive to a diskette.
You will not lose any information stored on your H: drive, but it should be
organized to enable the IT group to quickly perform their work. Any files
stored on your H: drive should be moved to a folder entitled "My Documents"
on your H: drive.
Instructions are attached in case you need assistance moving your documents
from your C: drive to a diskette or creating a folder and moving your
documents on your H: drive to a folder on your H: drive.
Thank you for your assistance in making this a smooth migration to Windows
2000! | {
"pile_set_name": "Enron Emails"
} |
Our Loan Packages Have Never Been More Attractive!
Now is the time to refinance your home or get a second mortgage to consolidate
all of your high interest credit card debt. Get all the Smart Cash you'll need!
Cash out your equity while rates are low! (UP TO 125%)
All USA Homeowners Easily Qualify!
Damaged Credit Is never a problem!
We work with nation-wide lenders that are offering great deals
and will provide you with the best service on the INTERNET!
Our service is 100% free!CLICK HERE For more details and to receive a no obligation quotation today!
We strongly oppose the use of SPAM email and do not want anyone who does not wish to receive
our mailings to receive them. Please click here to be deleted from further communication
Click Here to unsubscribe from future promotions. | {
"pile_set_name": "Enron Emails"
} |
FYI...
Cheers,
Will Smith
x37486
----- Forwarded by Duong Luu/HOU/ECT on 01/10/2001 12:38 PM -----
Tantra Invedy
01/10/2001 11:32 AM
To: Duong Luu/HOU/ECT@ECT, Zhiyong Wei/HOU/ECT@ECT, Keith Bowie/LON/ECT@ECT,
Steve Nat/Corp/Enron@ENRON, John D Powell/HOU/ECT@ECT, Ganapathy
Ramesh/HOU/ECT@ECT, Anna M Docwra/HOU/ECT@ECT
cc: Mable Tang/HOU/ECT@ECT, Soo-Lian Eng Ervin/HOU/ECT@ECT, Alex
Hsieh/HOU/ECT@ECT, Jim Ogg/HOU/ECT@ECT, Jaikishore Bharathi/HOU/ECT@ECT,
Tantra Invedy/HOU/ECT@ECT, Lana Yu/HOU/ECT@ECT, Qing Wu/Corp/Enron@Enron,
Carey Mansfield/Corp/Enron@Enron, Erika Abercrombie/Corp/Enron@Enron, Neil
Leninger/NA/Enron@Enron, David Wile/HOU/ECT@ECT, Charlene
Fricker/NA/Enron@Enron, Emmett Cleveland/NA/Enron@ENRON, Xiaowu
Huang/NA/Enron@Enron, Thu H Nguyen/NA/Enron@Enron, Toan Ngo/NA/Enron@Enron,
Kahled Kahlouni/NA/Enron@ENRON, John Jahnke/NA/Enron@ENRON
Subject: I have send emergency request request for PWRPROD1
All,
As requested, I have schedulled 10 minutes downtime for PWRPROD1 tonight from
10:00pm until 10:10pm.
The purpose is to increase the maximum number of processes from 500 into 800.
In the last 1 week, the max number of processes was exceeded twice, so we
need to resolve this problem as soon as possible.
Please forward this information to anyone who should be notified.
Thank you.
Tantra.
x34304 | {
"pile_set_name": "Enron Emails"
} |
---------------------------------------------------------------------------------------------------------
Michelle Cash
Enron North America Corp.
1400 Smith Street, EB 3823
Houston, Texas 77002
(713) 853-6401
[email protected]
This message may contain confidential information that is protected by the attorney-client and/or work product privileges.
----- Forwarded by Michelle Cash/HOU/ECT on 05/21/2001 01:09 PM -----
Valeria A Hope 05/21/2001 11:42 AM To: Michelle Cash/HOU/ECT@ECT cc: Subject: FMLA Certification
Attached is the Enron FMLA Certification form; it was revised from the DOL document to include the Enron logo. | {
"pile_set_name": "Enron Emails"
} |
Hi Kate, Can you help me determine which traders in Portland are associated
with each area list below under West Power? The EOL team needs to run some
number by trader for Louise Kitchen.
Thanks,
Melissa
---------------------- Forwarded by Melissa Ann Murphy/HOU/ECT on 03/22/2001
10:27 AM ---------------------------
From: Matt Motsinger
03/22/2001 10:49 AM
To: Melissa Ann Murphy/HOU/ECT@ECT
cc: Kimberly Allen/HOU/ECT@ECT, Torrey Moorer/HOU/ECT@ECT
Subject: Special Request
Melissa,
We have received a request from/for Louise Kitchen and accounting for a deal
count breakout for the following areas. Can you provide a list of traders
that would coinside with the following areas:
EAST POWER
Southeast (ex: Smith/Sukakly)
Midwest (Hemdon/Pagan)
Northeast (Sturm/Baughman)
Management Book (Presto)
New Albany (Presto)
Development (Jacoby)
Structuring (Aucoin)
Fundamentals (Will)
WEST POWER
Origination (Calger)
QF (Calger)
Development (Parquet)
Trading (Belden)
Middle Market/Services (Foster/Wolfe)
Fundamentals (Heisenreiker)
If you can let us know which(ALL) traders are associated with these areas,
then we should be able to create this report for EOL numbers. We appreciate
any assistance you can provide.
Thanks,
Matt Motsinger
EnronOnline PCG
713-853-5221 | {
"pile_set_name": "Enron Emails"
} |
Maurice,
I have PRC Monday. If we have the meeting with Pat at 4 PM I should be able to make it.
Please send me an e-mail to confirm the time and location.
NFB
Michael Frazier
06/14/2001 07:09 PM
To: Maurice Winter/HOU/EES@EES
cc: Neil Bresnan/HOU/EES@EES, Chris Stokley/ENRON@enronXgate, Gregg Young/HOU/EES@EES, James Light/HOU/EES@EES
Subject: Re: Load Forecasting access to MV90 interval data
Sounds like a feasible solution to me as long as we can get specified formats and the data uploads are well-maintained by CSC. Are there any extra costs on their end for performing this posting function?
mrf
Maurice Winter
06/14/2001 08:51 AM
To: Neil Bresnan/HOU/EES@EES, Chris Stokley/ENRON@enronXgate, Michael Frazier/HOU/EES@EES
cc: Gregg Young/HOU/EES@EES, James Light/HOU/EES@EES
Subject: Load Forecasting access to MV90 interval data
All,
I spoke with Pat Priestley this morning about our request to get access to the MV90 daily interval meter data for load forecasting. She said that she would not be available to meet formally until Monday due to the declared disaster at their operations due to the flood. She said they are moving back to the Pennzoil building today and Friday, so things should be close to normal by Monday.
Pat said that it is not be a problem to export the MV90 data (in just about any format) on a daily basis for us. The data is housed in MV90 databases which , according to Pat, can only be read by an MV90 system; so we would need to purchase MV90 (very expensive) if we wanted to read the data directly.
I suggest we get the data exported daily from CSC to an FTP site at Enron, because they can manage the process on a daily basis. We can sweep the FTP site daily and have it automatically imported into our databases.
If we are in agreement with this solution, I will create an emergency work request with CSC to begin working on this immediately.
Maurice
<Embedded StdOleLink> | {
"pile_set_name": "Enron Emails"
} |
down where? me and this girl that works in my office were thinking of going
to mccormick and schmidt after work for a bit. let me know where you are
going to be and what else you were thinking of doing tonight.
>>> <[email protected]> 03/16/01 11:08AM >>>
Drink beer! Down here | {
"pile_set_name": "Enron Emails"
} |
Just a reminder that Paul Kaufman and/or Alan Comnes will be conducting a Information Session today at 11:00am in Mt Hood. They will be discussing the support position in the Government and Regulatory Affairs group.
If you are interested in the position, or would just like more information, please stop by!
-----Original Message-----
From: Fitzpatrick, Amy
Sent: Wednesday, May 30, 2001 2:32 PM
To: Portland West Desk
Subject: Available Job Opportunities - May 30, 2001
Listed below are three positions which have become available in the Portland office. I have also included information regarding the position, department, hiring manager, and the information session.
Position Department Hiring Manager Information Session
Senior Specialist Gov't and Regulatory Affairs Paul Kaufman/Alan Comnes Friday, June 1 in Mt Hood at 11:00 am
If you would like to be considered for either of these positions, please let Amy FitzPatrick know by close of business on Tuesday, June 5, 2001.
SENIOR SPECIALIST - GOVERNMENT AND REGULATORY AFFAIRS
Essential Functions
Analyst will be a part of Government Affairs (GA) Western Region Team to support and expand commercial opportunities for ENA's West Power Trading and Origination organizations.
Under the direction and prioritization assistance of supervisor, analyst would perform a variety of tasks in response to requests from commercial and GA clients, including the following:
? Perform research and analysis of energy market and regulatory information in both wholesale and retail energy markets. Information sources include electric utilities, the Federal Energy Regulatory Commission, state public utility commissions, Congress, state legislatures, research organizations, and trade associations.
? Regularly monitor regulatory proceedings for rulings and events that could affect existing retail or wholesale commercial positions or create new commercial opportunities.
? Under direction, synthesize and analyze information and prepare results in the form of briefing charts, market intelligence memorandums, and regulatory filings.
? Assist in responding to request for information and analysis from commercial clients.
? On occasion, monitor industry and trade events on behalf of Enron and summarize and distribute market intelligence.
? Maintain on-line resources (spreadsheets, shared directories, intranet sites) that provide commercial clients latest governmental affairs work products and market information.
? Other duties as required.
Essential Job Requirements
? BA or BS in public policy, economics or related degree with experience in a regulated industry.
? Strong communication and data analysis skills are required, including proficiency with statistical software, Excel and PowerPoint.
? Ability to develop databases and shared information resources (intranet sites) is strongly desired. | {
"pile_set_name": "Enron Emails"
} |
No problem - I can only imagine the process! I have been up to my ears in DWR contracts anyways.
-----Original Message-----
From: Dasovich, Jeff
Sent: Wednesday, July 11, 2001 4:52 PM
To: Thome, Jennifer
Subject: RE: CERA/UCLA Anderson report
thanks. and i apologize profusely for having excluded you from the list. it was, as you can imagine (having worked together on these fire drills together in the past), it was not pretty---process wise.
Jennifer Thome/ENRON@enronXgate 07/11/2001 04:12 PM To: Jeff Dasovich/NA/Enron@Enron cc: Subject: RE: CERA/UCLA Anderson report
Great job on the Dunn letter, by the way!
-----Original Message-----
From: Dasovich, Jeff
Sent: Wednesday, July 11, 2001 4:10 PM
To: Thome, Jennifer
Subject: Re: CERA/UCLA Anderson report
thanks. | {
"pile_set_name": "Enron Emails"
} |
> Michael Tilson Thomas, the world-famous conductor of SF Symphony, will be
> giving a talk on Monday, October 2 at 2pm in Hertz Hall on campus. You are
> cordially invited to attend and find out about the Symphony.
>
> We will have a student subscription information table that day in the
> Hertz/Morrison breezeway, and a string quartet will perform there from
> approximately 11:45am to 1:45pm. MTT's talk begins at 2pm.
>
A reminder that all student subscrptions fro the coming season are 50% off.
Take the offer and enjoy!
(To order your tickets or to receive a free brochure, call Symphony Ticket
Services at (415) 864-6000, or visit us online at sfsymphony.org for
information.)
> See you next week.
>
>
Vince Wang | {
"pile_set_name": "Enron Emails"
} |
oops.
Nancy Sellers <[email protected]>
07/26/2001 05:16 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE:
where are you going to find the other 27 people? We'll be happy to see you
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Thursday, July 26, 2001 2:08 PM
To: [email protected]
Subject:
i'll be back to switch cars later tonite, but too late for dinner---likely
around 8:30. love to play some 30 handed cribbage! thanks again for
dinner last nite. it was dee-licious.
best,
jeff
**********************************************************************
This e-mail is the property of Enron Corp. and/or its relevant affiliate and
may contain confidential and privileged material for the sole use of the
intended recipient (s). Any review, use, distribution or disclosure by
others is strictly prohibited. If you are not the intended recipient (or
authorized to receive for the recipient), please contact the sender or reply
to Enron Corp. at [email protected] and delete all
copies of the message. This e-mail (and any attachments hereto) are not
intended to be an offer (or an acceptance) and do not create or evidence a
binding and enforceable contract between Enron Corp. (or any of its
affiliates) and the intended recipient or any other party, and may not be
relied on by anyone as the basis of a contract by estoppel or otherwise.
Thank you.
********************************************************************** | {
"pile_set_name": "Enron Emails"
} |
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/27/2001
08:22 AM ---------------------------
"ElectraPartners" <[email protected]> on 04/27/2001 12:09:13 AM
Please respond to <[email protected]>
To: "Andis D. Berzins" <[email protected]>, "Ashot Hovhannesyan"
<[email protected]>, "Karen Tatalyan" <[email protected]>, "Simon
Kamsarakan" <[email protected]>, "Eugene Tyurin" <[email protected]>, "Shannon
Burchett" <[email protected]>, "Tom Witek" <[email protected]>, "Jim
Jehovics" <[email protected]>, "Patti Broderson" <[email protected]>,
"Vince J. Kaminski" <[email protected]>, "Carey Jordan"
<[email protected]>, "Paul Posoli" <[email protected]>, "Steve McAleavy"
<[email protected]>, "Ira G. Kawaller" <[email protected]>, "Jesus
Melendrez" <[email protected]>, "Sailish"
<[email protected]>, "Alexander Eydelend"
<[email protected]>, "Blake Johnson"
<[email protected]>, "Gary Ginter" <[email protected]>,
"Ernst Jaffarian" <[email protected]>, "Gary Campbell"
<[email protected]>, "Dimitri Novikov" <[email protected]>, "Russ
Ellis" <[email protected]>, "Ian Clarke"
<[email protected]>, "Steve Beck"
<[email protected]>, "Sean Curry" <[email protected]>,
"Sogomonian, Aram" <[email protected]>, "Bill H. Panning"
<[email protected]>, "Lenard Bekker" <[email protected]>, "John
Sodergreen" <[email protected]>, "MIchael Ong"
<[email protected]>, "Clark Heston" <[email protected]>, "Timothy J.
Mulholland" <[email protected]>, "Kratka, Milan" <[email protected]>,
"Scott Morris" <[email protected]>, "Tim Holmes" <[email protected]>, "Hilary
Till" <[email protected]>, "V. C. Ramesh" <[email protected]>, "David L. Reiner"
<[email protected]>, "Jon Najarian" <[email protected]>, "Yuri Balasanov"
<[email protected]>, "John Fuqua" <[email protected]>, "Michael Enbar"
<[No.email.address.found]@mindspring.com>, "Russel Caflisch"
<[email protected]>, "Craig Gustafson" <[email protected]>, "Sergio
Kostek" <[email protected]>, "Iraj Kani" <[email protected]>,
"Cameron Rookley" <[email protected]>, "Dick Kazarian"
<[No.email.address.found]@mindspring.com>, "Bob Stibolt" <[email protected]>,
"Richard K. Skora" <[email protected]>, "Zahra Yamani" <[email protected]>,
"Yurij M. Smirnov" <[email protected]>, "Wayne Coste"
<[email protected]>, "Theodore Voronov" <[email protected]>, "Steve
Madows" <[email protected]>, "Steve Thomas" <[email protected]>,
"Souren Aghajanyan" <[email protected]>, "Sophia Gasparian"
<[email protected]>, "Shijie Deng" <[email protected]>, "Shannon
Burchett" <[email protected]>, "Shan Millie" <[email protected]>,
"Robin Lancaster" <[email protected]>, "Raffi Aharonian"
<[email protected]>, "Mike Sigman" <[email protected]>,
<[email protected]>, "Ken Johnson" <[email protected]>, "Kahuna"
<[email protected]>, "Joe Pokalski" <[email protected]>, "Jane Locke"
<[email protected]>, "Haik Jermakyan" <[email protected]>, "Garo
Mouradian" <[email protected]>, "E.T." <[email protected]>, "David
Jermakian" <[email protected]>, "Dan Coughlin" <[email protected]>, "Carl
J.Conti" <[email protected]>, "Arsen Nazaryan" <[email protected]>, "Areg
Grant Margarian" <[email protected]>
cc:
Subject: My new info
Dear Friends and Colleagues,
I have switched again my employment status between self-employment and
employment by joining the TXU Energy Trading on the capacity of their
Managing Director of Risk Management Operations. Will commute home on
weekends, but otherwise, will be stationed in Dallas. The new email address
is [email protected], and the phone number is (214) 875-9603.
Regards,
Martin Jermakyan
www.txu.com
- winmail.dat | {
"pile_set_name": "Enron Emails"
} |
[IMAGE] [IMAGE]
[IMAGE]
The 'goal post' motivation factor
Nov. 9, 2000
[IMAGE]Chip Brown, who covers UT football for The Dallas Morning News,
answers your questions about injuries, Chris Simms, bowl prospects and more.
Inside UT Football appears on Thursdays.
E-mail questions to Chip: [email protected]
Listen to Chip Brown talk about the Longhorns on
DallasNews.com's Colleges site
Chip Shot
After learning that the goal posts had been greased at Texas Tech to keep
fans from tearing them down if the Red Raiders had beaten Texas, the
Longhorns got some more goal post bulletin board material from Kansas.
Texas coach Mack Brown told his team about a story that appeared in the
Topeka Capital-Journal on Oct. 23 about how Kansas players hoped they would
be tearing down the goal posts after beating Texas this Saturday.
At the time, KU players quoted in the article had hoped they would be
playing Texas for their sixth win, making them bowl eligible. As it stands,
the Jayhawks (4-5, 2-4) need to beat both Texas and Iowa State.
Still, that didn't keep Mack Brown from telling his team about the article.
"I think that's insulting," said UT CB Quentin Jammer. "They'll only be let
down when it doesn't happen."
"That's disrespectful," said UT CB Rod Babers. "It's the same thing as Tech
lubing up the goal posts."
Recalling that three teams (Baylor, Missouri and Oklahoma State) tore down
goal posts after beating a 4-7 UT team in 1997, coach Mack Brown called Texas
"the goal post team."
On a related note, Brown is taking all kinds of measures to make his team
tougher.
Texas players wore jackets and head warmers in the cold and rain in Dallas
against Oklahoma. They will be without such comforts when they travel to
Kansas this weekend, where temperatures could be in the 40s.
"When we played in the mist up in Dallas, the players had coats on and masks
on," Mack Brown said. "We've taken those away. We don't take jackets to the
game anymore when it's cold. No masks, nothing. We're going to go with pads
and helmets and play. We're not going to stand around and let the weather be
a factor."
Brown also wants his team to be up and ready despite playing to a crowd that
will likely be sparse at KU on Saturday.
"There won't be anybody there," Brown said, referring to the fact that KU
has averaged 33,220 fans at home this season.
KU's largest crowd at Memorial Stadium (capacity 50,250) was 48,500 for
Kansas State on Oct. 7.
Longhorn Q & A
Q: Since freshman DT Stevie Lee is out for the year now and he still has
redshirt eligibility, can he get a medical redshirt for his injury?
?? Rick Orr
BROWN: Mack Brown said this week that the plan is for Lee (foot) to seek a
medical redshirt and thus have four years of eligibility after this season.
?
[IMAGE]
Shaun Rogers
Q: I know Shaun Rogers' play has been limited since his ankle sprain against
Houston. How many snaps has he been getting over the last several games? At
one point during the Tech game, I thought I saw Adam Doiron and Marcus Tubbs
on the field at the same time playing tackle. I know these freshmen are
playing great, but I figured either Shawn or Casey Hampton would always be on
the field to give the line the benefit of their experience. Please provide a
rundown of the tackle rotation.
?? Dan McCrory
BROWN: Rogers has been getting between 20 and 30 snaps per game. But that
high ankle sprain has really taken a toll. He's not the same player he was
before the Houston game. Still, he wants to stay out on the field, even
though he is not 100 percent. Tubbs and Doiron were out on the field together
against Tech for several plays - several key plays. Mack Brown said Tubbs and
Doiron had the quickness to hold their own against Tech's inexperienced,
undersized offensive line. I don't know how often you'll see a tackle tandem
that doesn't include Casey Hampton, but against Tech, the coaches felt they
would have to play four defensive ends and four defensive tackles. That's
because of the number of pass rushers needed to get pressure on the QB.
Against a running team, you probably would see Hampton as part of the DT
tandem in the game.
?
Q: Can you update us on the injuries?
?? Lars Mechlenberg
BROWN: Major Applewhite is out for Kansas with a sprained posterior
cruciate ligament in his right knee. He is questionable for Texas A?on Nov.
24. WR Artie Ellis (shin) is out for Saturday. CB Ervis Hill (shoulder) is
out for the season and may need surgery. DT Ryan Haywood (shoulder) is out
for the season and has already undergone surgery. SS Lee Jackson (quadriceps)
is questionable, and LB O.J. McClintock (knee) is probable. Coaches would
like to get McClintock back on the field this week on special teams.
?
Q: I noticed you mentioned in one of your articles that Texas was still
trying to put together its first complete game of the season. I couldn't
agree more. I don't recall a season where we really haven't played a good
game yet this late in the season, especially given the talent we are putting
on the field. I'm also concerned about the number of penalties we are
committing. I've read that Mack thinks these reflect enthusiasm and emotion,
but I watch too many teams play with as much or more emotion and remain
disciplined. Do you think we have a coaching problem or is it just youth?
?? Ken Hines, Wichita Falls
BROWN: OG Antwan Kirk-Hughes told me this week that the team thought it
would go out to Stanford and win easily. In other words, the team took the
Cardinal lightly. Thus, when the Cardinal played the Longhorns tough (and
ultimately won), Texas got tight and struggled. I think this season has been
one with little to get up for. The teams on UT's schedule were - for the most
part - awful. Texas knew going into the season that it was going to be at
least a 10-point favorite in every game except for Oklahoma and Texas A&M.
The Longhorns have beaten only one team with a winning record - Texas Tech.
My point is, once Texas suffered the shock of losing to Stanford, it lost
some of its sense of urgency. Its dream of a national title - realistic or
unrealistic - was over. By the time Texas played Oklahoma, the Longhorns had
played only a couple halves of complete football - the second half against
Louisiana-Lafayette and the second half against Oklahoma State. That wasn't
nearly enough to build the kind of confidence needed to face the Sooners. For
whatever reason (some will argue it was the QB rotation), the offensive
coaches weren't able to instill an identity or swagger into their players.
Whether this is because of a lack of leadership on offense or because the
team couldn't get up for the Houstons and Baylors of the world, only the
coaches and players really know. But, in my opinion, Texas has not yet put a
complete game together - nine games into the season. And it's because of the
offense. The defense has been solid with the exception of Oklahoma. The
offense has been slow starting, erratic and even predictable. To UT's credit,
the offense is about to set a single-season passing yardage record by
averaging 289.4 yards passing per game. If Texas wins its next two games and
wins its bowl game, the Longhorns would be 10-2 and that would be an
improvement over last year and hard to argue with. So, perhaps Texas can take
the fire it showed in the first quarter against Tech and put its first
complete game together this week. A three-game winning streak to end the
season would be a great launch pad into next season, when UT will again have
a chance for greatness against a schedule of tackling dummies.
?
Q: I am thinking that palm trees and balmy sunsets may be in the Longhorns'
immediate holiday plans: either the Orange Bowl, if all goes perfectly, or
more likely the Culligan Holiday Bowl in San Diego. Do you think Mack Brown
would relish a game against Rick Neuheisel? Texas vs. Washington would make
for great TV, and a wonderful trip for the 'Horns and their many fans.
?? James K. Sterrett
BROWN: This is a better question for next week because we'll know the
outcome of the Texas A&M-Oklahoma game. If Oklahoma and Nebraska both win out
and meet in the Big 12 title game, a narrow Nebraska win would probably land
both in a BCS bowl game. A narrow Oklahoma win might still land them both in
the BCS. But a lopsided win by either Oklahoma or Nebraska would probably
mean the winner going to a BCS bowl game and the loser going to the Cotton.
If A?loses to Oklahoma and UT beats Kansas, the winner of the UT-A?game would
probably be playing for the Holiday Bowl with the loser going to the Alamo
Bowl. The Holiday Bowl opponent would appear to be either Oregon State or
Washington. The Alamo Bowl opponent would appear to be either Michigan or
Ohio State. I think any of those opponents would probably catch the attention
of Texas, except for maybe Oregon State, which is really good.
?
[IMAGE]
Carl Reese
Q: Missouri head coach Larry Smith is probably on his way out of Columbia
after this season. Carl Reese is a perfect candidate for that position with
all of his Missouri ties. Do you see coach Reese taking off for Columbia?
?? Michael Sampson
BROWN: Reese has indicated to Mack Brown that he has no interest in
becoming a head coach. He is getting close to 60, and I think he would like
to focus all of his efforts on building a national title contender in Austin.
Don't look for Reese to go anywhere.
?
Q: What is the status of Austin Sendlein? I never heard if he redshirted and
I have not heard of him playing.
?? David W. Rhodes
BROWN: The Stanford player participation chart showed LB Sendlein playing.
But he has not played and will be redshirted this season. He is among a
handful of players redshirting who the veterans have said look really good in
practice. The other redshirts drawing raves are QB Chance Mock, RB Sneezy
Beltran, FB Will Matthews, WR Tony Jeffery and OL Lionel Garr.
?
Q: Is it me or do we get some really sorry calls from the officials? It's
always been my opinion that referees' calls were just part of the game and
if you're not good enough to overcome some bad calls, well, you're just not
good enough. That said, however, we seem to have some of the worst calls
going against us in the last few years and in almost every game. Are the
officials held to any standard by the Big 12 or an officiating group? If
it's not the officials, we have got to do something about all these
penalties.
?? P.M., Midland
BROWN: I, too, hate talking about penalties. But while Mack Brown can't
talk about the penalties being called because he'll be fined by the Big 12,
he can complain to the officials on the field. And he can send a videotape of
calls that he thinks are questionable to the league office. And let's just
say Brown has sent plenty of videotapes to the league office this season.
Brown is calling for instant replay in the college game. He said the NFL's
instant replay has shown how many calls are missed in a football game. He
hopes that schools will bite the bullet and vote in favor of this even though
it would be a sizable expense to most schools and would slow the game down.
Brown can't discuss the penalties that have been called on Texas this season,
but if he could, his face would be red, and he wouldn't be able to stop
talking.
?
[IMAGE]
Kenny Hayter
Q: Is there anything physically wrong with Kenny Hayter that is limiting his
playing time? Or is this just the coaching staff's decision? I will be one of
the many to admit that Hodges Mitchell and the offensive line have looked a
lot better over the past four games. If Hayter had better per-carry numbers
than Mitchell with an underperforming offensive line, it would seem to me
that Hayter would also do well now that they are blocking better. I would
like to point out that I do not advocate benching Mitchell by any means, but
after this week's game and all of the talk I have heard about him being
durable or not, I think that a more balanced backfield would help out in this
situation.
?? Jason Patton
BROWN: The coaches have stuck with Mitchell because he is a senior leader
on an offense that doesn't have many leaders and because he is such a
versatile threat as a running back and receiver. Mitchell has suddenly
climbed within 235 yards of a 1,000-yard rushing season (765 yards) and has
337 yards receiving (he'll surpass last year's 343 yards receiving). Mitchell
has a 4.7-yard per carry average, the best on the team among RBs except for
Brett Robin, who has just five carries for 27 yards (5.4 yards per carry).
The coaches will stick with Mitchell from here on in because the offense
finally showed against Tech that it can gain rushing yards in the first half
of a game. Now, granted, it was against an undersized defensive line that
emphasized its quickness over bulk. But Mack Brown seems to think his team is
finally getting tougher and beginning to control the offensive line of
scrimmage. Kansas has a salty defensive line, led by NG Nate Dwyer (6-3,
300). So, we'll see if the Longhorns' offensive line can continue to push
people around.
?
Q: How does Major Applewhite's injury problems effect Chris Simms' possible
redshirt status for next year?
?? Monte Boothe
BROWN: It's too early to tell. Mack Brown said he had a conversation with
Simms about redshirting next season but that the earliest it could seriously
be considered is after spring practice, if not next fall.
?
Q: It seems that many Horn fans are still in shock from the 63-14 debacle in
the Cotton Bowl and are wondering if OU is suddenly that far ahead of Texas
in the development of their respective programs. Are they? Or was this just a
total meltdown by a young UT team? Can we expect better results next year and
if so, why?
?? Mark, Lewisville
BROWN: I think the OU coaches deserve a lot of credit for getting their
players to pull together and show the kind of effort they have on both sides
of the ball. That kind of coaching job is what it's all about. But I don't
think you can underestimate the influence that Josh Heupel has had on that
team. He makes every part of that offense effective. Tremendous credit goes
to the defensive coaches for getting their players to put the brakes on teams
like Texas, Kansas State and Nebraska. This has been a phenomenal coaching
job. And no disrespect to OU, but next year, without Heupel, I think they
will drop off slightly (maybe 8-3). Maybe not. But it seems likely.
?
Q: I thought Mack Brown's philosophy on redshirts is that he will take them
off ANY player at ANY point in the season if we need that player to help us
win. Does having Beau Trahan as the backup QB for Kansas give us a better
chance of winning the game (if Simms goes down) than Chance Mock? From what
Mack says, Mock is not even a consideration (since Courtnee Garcia is the
emergency QB).
?? Glen Shillinglaw, Austin
BROWN: I think Brown is banking on the fact that Simms survives the Kansas
game and Major comes back to start or at least back up Simms in an emergency
situation against Texas A&M. On Tuesday, Mack Brown announced that Hunter
McWilliams, and not WR Courtnee Garcia, would be the team's third
quarterback. McWilliams, the son of former UT coach David McWilliams, runs
the scout team QB position in practice and has more experience handing off
this season than Garcia, who was an option QB at Lufkin. Brown said he would
take the redshirt off of Mock if he absolutely had to, meaning if both Simms
and Applewhite went down with season-ending injuries. But he said to do so
right now would be premature because Simms is OK, and there's a chance that
Applewhite will be back for A&M.
?
Q: Is there any chance for Texas to take the Big 12 South? Hopefully A?beats
OU this weekend, this can't hurt.
BROWN: Oklahoma would have to lose two of its last three games at Texas
A&M, home against Texas Tech or at Oklahoma State. Texas would then have to
beat Kansas and Texas A?to win the Big 12 South. Texas A?can win the Big 12
South title by beating Oklahoma and Texas.
If you received this newsletter from a friend and would like to subscribe,
sign up at: Newsletter Registration
To find or change your password, modify your account, or unsubscribe from
this newsletter, go to: Newsletter Registration
Questions? Comments? Suggestions?
(c) Copyright 2000 The Dallas Morning News
[IMAGE]
[IMAGE]
[IMAGE]
[IMAGE] | {
"pile_set_name": "Enron Emails"
} |
----- Forwarded by Richard B Sanders/HOU/ECT on 02/01/2001 01:11 PM -----
"Hisert, George A." <[email protected]>
02/01/2001 12:48 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: notice to bank #2
Richard, Here is the second letter to Wachovia.
<<395Q001!.DOC>>
George A. Hisert
Brobeck, Phleger & Harrison LLP
Spear Street Tower, One Market
San Francisco, CA 94105
[email protected]
phone 415-442-1746
fax 415-979-2596
=======================================================
This email message is for the sole use of the intended recipient(s) and may
contain confidential and privileged information. Any unauthorized review,
use, disclosure or distribution is prohibited. If you are not the intended
recipient, please contact the sender by reply email and destroy all copies of
the original message.
To reply to our email administrator directly, send an email to
[email protected]
BROBECK PHLEGER & HARRISON LLP
http://www.brobeck.com
- 395Q001!.DOC | {
"pile_set_name": "Enron Emails"
} |
Subsets and Splits