id
string | message_id
string | from
list | to
list | date
string | subject
string | content
string | email_context
string | attachments
string | hypothetical_query_list
list | token_count_content
int32 | token_count_context
int32 | user
string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
422.
|
0f894d71-36ef-4b59-b95f-391786e05119
|
[
"john.arnold@enron.com"
] |
[
"epao@mba2002.hbs.edu"
] |
Fri, 11 May 2001 00:40:00 -0700 (PDT)
|
Re: try this one...
|
i'll pay a grand total of 0
|
"Eva Pao" <epao@mba2002.hbs.edu> on 05/10/2001 05:15:59 PM
Please respond to <epao@mba2002.hbs.edu>
To: <jarnold@enron.com>
cc:
Subject: try this one...
Please read the following problem very carefully, and write in a number at
the end. You should be ready to defend your answer. Only a number is
allowed, not an algebraic equation.
Acquiring a Company
In the following exercise you will represent Company A (the acquirer),
which is currently considering acquiring Company T (the target) by means of
a tender offer. You plan to tender in cash for 100% of Company T's shares
but are unsure how high a price to offer. The main complication is this:
the value of Company T depends directly on the outcome of a major oil
exploration project it is currently undertaking. Indeed, the very viability
of Company T depends on the exploration outcome. If the project fails, the
company under current management will be worth nothing--$0/share. But if
the project succeeds, the value of the company under current management
could be as high as $100/share. All share values between $0 and $100 are
considered equally likely. By all estimates, the company will be worth
considerably more in the hands of Company A than under current management.
In fact, whatever the ultimate value under current management, the company
will be worth fifty percent more under the management of A than under
Company T. If the project fails, the company is worth $0/share under either
management. If the exploration project generates a $50/share value under
current management, the value under Company A is $75/share. Similarly, a
$100/share value under Company T implies a $150/share value under Company A,
and so on.
The board of directors of Company A has asked you to determine the price
they should offer for Company T's shares. This offer must be made now,
before the outcome of the drilling project is known. From all indications,
Company T would be happy to be acquired by Company A, provided it is at a
profitable price. Moreover, Company T wishes to avoid, at all cost, the
potential of a takeover bid by any other firm. You expect Company T to
delay a decision on your bid until the results of the project are in, then
accept or reject your offer before the news of the drilling results reaches
the press.
Thus, you (Company A) will not know the results of the exploration project
when submitting your price offer, but Company T will know the results when
deciding whether or not to accept your offer. In addition, Company T will
accept any offer by Company A that is greater than the (per share) value of
the company under current management. Thus, if you offer $50/share, for
instance, Company T will accept if the value of the company to Company T is
anything less than $50.
As the representative of Company A, you are deliberating over price offers
in the range of $0/share (this is tantamount to making no offer at all) to
$150/share. What price offer per share would you tender for Company T's
stock?
$______ per/share
|
Jarnold.nsf
|
[] | 8 | 745 |
arnold-j
|
423.
|
db2e3e59-cd7b-4492-b5b0-31f9d393a253
|
[
"john.arnold@enron.com"
] |
[
"epao@mba2002.hbs.edu"
] |
Thu, 10 May 2001 10:15:00 -0700 (PDT)
|
RE: in
|
newport??
|
"Eva Pao" <epao@mba2002.hbs.edu> on 05/09/2001 05:06:50 PM
Please respond to <epao@mba2002.hbs.edu>
To: <John.Arnold@enron.com>
cc:
Subject: RE: in
i'll call
-----Original Message-----
From: John.Arnold@enron.com [mailto:John.Arnold@enron.com]
Sent: Sunday, April 29, 2001 8:15 PM
To: epao@mba2002.hbs.edu
Subject:
pookie:
check this out:
www.sailmainecoast.com/index.html
|
Jarnold.nsf
|
[] | 3 | 166 |
arnold-j
|
424.
|
4da3d3b0-78d7-45a5-a695-577c2ff7eadc
|
[
"john.arnold@enron.com"
] |
[
"ticketwarehouse@aol.com"
] |
Thu, 10 May 2001 08:07:00 -0700 (PDT)
|
Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS
HOUSTON 4TH ROW 5/12)
|
199.99+ $18 o/n shipping = 217.99
Visa 4128 0033 2341 1978 exp 8/02
shipping and billing address :
John Arnold
909 Texas Ave #1812
Houston, TX 77002
713-557-3330
|
Ticketwarehouse@aol.com on 05/10/2001 01:20:57 AM
To: <jarnold@enron.com>
cc:
Subject: Re: eBay End of Auction - Item # 1236142249 (DAVE MATTHEWS TICKETS
HOUSTON 4TH ROW 5/12)
Pay Patrick Kenne, ticketwarehouse@aol.com, at paypal.com or bidpay.com, bid
plus $12 for Fed-Ex Saver, or $18 for Fed-Ex overnight shipping. Put shipping
info in note section. If you want Fed-Ex c.o.d., get a money order for bid
plus $25 to Paula Fowler ready to give to fed-ex and e-mail me your shipping
address. If you want to use paypal, add 1% to total, they charge me 2.3%
now!! If you are sending a money order, send to Patrick Kenne 2879 Timber
Range Court Columbus, Ohio 43231. Please include auction # and all shipping
info. Thanks, Pat 614-891-9707
|
Jarnold.nsf
|
[] | 61 | 256 |
arnold-j
|
427.
|
7d017f47-6647-40e4-be7b-969bca45c274
|
[
"john.arnold@enron.com"
] |
[
"russell.diamond@enron.com"
] |
Thu, 10 May 2001 01:18:00 -0700 (PDT)
|
FW: details for long term flat price swap on Nat Gas Houston Ship
Channel Inside FERC
|
Russell:
Just fyi, they're willing to take us for 20 years.
|
---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:17
AM ---------------------------
From: Eric Bass/ENRON@enronXgate on 05/10/2001 07:42 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: details for long term flat price swap on Nat Gas Houston Ship
Channel Inside FERC
John,
Attached are the volumes associated with the 20 yr Soc Gen deal we talked
about. I have yet to hear from credit. I will let you know the status as it
becomes available.
Eric
-----Original Message-----
From: Alexander.WERNER@us.socgen.com@ENRON
[mailto:IMCEANOTES-Alexander+2EWERNER+40us+2Esocgen+2Ecom+40ENRON@ENRON.com]
Sent: Thursday, May 10, 2001 7:34 AM
To: Bass, Eric
Subject: details for long term flat price swap on Nat Gas Houston Ship
Channel Inside FERC
Hi Eric,
Please find below the detailed terms of a possible deal that we have been
talking about during our phone conversation this morning.
Nature of deal : If the transaction takes place, Societe Generale would sell a
financial fixed price swap (flat price, not basis differential) to Enron. The
monthly settlement would be financial. There would not be any exchange of
physical product.
Period of the deal : June 1st, 2001 to January 31st, 2021.
Used Reference : Natural Gas-Houston Ship Channel Index Inside FERC , monthly
settlement.
Volumes of the financial swap transaction : Please find below the volumes
given
month by month in MMBTU.
(See attached file: volumes-10-5-01-for-Enron.xls)
Since there is a tiny chance that the deal trades today, could you please
check
if you have credit with SG for this period.
If not, could you find out how much time it approximately takes to get the
credit.
In terms of credit, SG is good with Enron for this period.
Thank you,
Alexander Werner
**************************************************************************
The information contained herein is confidential and is intended solely
for the addressee(s). It shall not be construed as a recommendation to
buy or sell any security. Any unauthorized access, use, reproduction,
disclosure or dissemination is prohibited.
Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates
shall assume any legal liability or responsibility for any incorrect,
misleading or altered information contained herein.
**************************************************************************
**************************************************************************
The information contained herein is confidential and is intended solely
for the addressee(s). It shall not be construed as a recommendation to
buy or sell any security. Any unauthorized access, use, reproduction,
disclosure or dissemination is prohibited.
Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates
shall assume any legal liability or responsibility for any incorrect,
misleading or altered information contained herein.
**************************************************************************
- volumes-10-5-01-for-Enron.xls
|
Jarnold.nsf
|
[] | 17 | 727 |
arnold-j
|
428.
|
937573cd-1492-45f0-b2e0-3fe1be5e867d
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 9 May 2001 10:04:00 -0700 (PDT)
|
Re: reminder -pira dinner sund may 13 th 7.45 pm st regis
|
i think the velocity of the down move will be much less severe from here.
still dont think this is equilibrium. need to see aga coming in lower than
expectations for a couple weeks signaling that we've moved down the demand
curve. think a lot of spec shorts are looking to take profits as we get
close to the psychological 400 target. market needs producer selling to get
us through there. have seen some as williams is starting to hedge barrett :
hence the weakness in the back of the curve recently. still going lower but
it will be a tougher move from here.
|
From: Jennifer Fraser/ENRON@enronXgate on 05/09/2001 02:12 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: reminder -pira dinner sund may 13 th 7.45 pm st regis
what do you think now?
see you sunday
|
Jarnold.nsf
|
[] | 140 | 70 |
arnold-j
|
429.
|
37fa15bd-3d7b-42c1-9d0f-447c621f69eb
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 9 May 2001 07:29:00 -0700 (PDT)
|
RE:
|
maybe they're for more sophisticated palates
|
From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:27 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
I pawned them off on my unsuspecting coworker - Phil. He liked them!!
-----Original Message-----
From: Arnold, John
Sent: Wednesday, May 09, 2001 2:27 PM
To: Ward, Kim S.
Subject: Re:
it's an aquired taste
From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
those things are TERRIBLE!!!!
|
Jarnold.nsf
|
[] | 8 | 165 |
arnold-j
|
43.
|
adf560cb-b061-42c7-83f4-87053d6232c7
|
[
"john.arnold@enron.com"
] |
[
"alan_batt@oxy.com"
] |
Wed, 8 Nov 2000 09:15:00 -0800 (PST)
|
Re: Resume
|
Alan:
I received your email. I'll make sure it goes through the proper channels.
It may help if you give specific positions that interest you most as Enron is
such a big place, it will help focus the resume to the right people.
John
|
Jarnold.nsf
|
[] | 60 | 0 |
arnold-j
|
|
430.
|
abcc2f1f-ffbe-46dd-8860-2b92139e2c4f
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 9 May 2001 07:29:00 -0700 (PDT)
|
Re:
|
Hot like wasabi when I bust rhymes
Big like Leann Rimes
Because I'm all about value
|
Jarnold.nsf
|
[] | 23 | 0 |
arnold-j
|
|
431.
|
63d92e7f-a659-4f00-b68e-6f491ca6aa48
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 9 May 2001 07:26:00 -0700 (PDT)
|
Re:
|
it's an aquired taste
|
From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
those things are TERRIBLE!!!!
|
Jarnold.nsf
|
[] | 6 | 51 |
arnold-j
|
432.
|
12999a68-24c1-4e39-801a-75358fe3093d
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 9 May 2001 01:22:00 -0700 (PDT)
|
i couldnt do it. it took 13 minutes for my alarm to wake me up.
|
Jarnold.nsf
|
[] | 19 | 0 |
arnold-j
|
||
433.
|
c289c114-d3b1-4aa8-a9b5-9971d1546fc9
|
[
"john.arnold@enron.com"
] |
[
"chris.gaskill@enron.com"
] |
Tue, 8 May 2001 10:08:00 -0700 (PDT)
|
gas message board access
|
is there a password or just knowing the address
|
---------------------- Forwarded by John Arnold/HOU/ECT on 05/08/2001 05:08
PM ---------------------------
From: Alex Mcleish/ENRON@enronXgate on 05/08/2001 10:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: gas message board access
John, is access to the board on a password basis now? If so, when you get a
chance could you authorise access for myself and Andew Hill (a colleague in
crude fundamentals) please? A similar board for crude and products should be
ready within a couple of weeks. Thanks
Alex
|
Jarnold.nsf
|
[] | 9 | 144 |
arnold-j
|
434.
|
a42c4bec-02bf-4e7c-92d8-e95036dd0f1c
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 10:07:00 -0700 (PDT)
|
RE:
|
i'm just kidding. i'm getting a haircut from 530-600. i'll call you when i
get out.
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:49 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
I guess that's fair - considering the deal you worked out with Dean.
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 4:48 PM
To: Ward, Kim S.
Subject: RE:
you i guess.
From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
so who are the drinks on until I do ? . . . . .
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 2:25 PM
To: Ward, Kim S.
Subject: RE:
drinks on tickleknees if you do
From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
you're killing me!!! I WILL close two of the three!!! and I predict that I
will make $500,000 - on two tiny little gas deals.
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 2:04 PM
To: Ward, Kim S.
Subject: RE:
maybe we need a closer in that seat
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
he's a cheapskate - I am just sitting here on the edge of my seat with three
customers that won't pull the trigger!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:53 PM
To: Ward, Kim S.
Subject: RE:
how about we celebrate the near completion of your deal and have tickleless
pay for it.
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
push the summer down about $.03-.04 so I can get one of my deals done and we
could celebrate!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 28 | 626 |
arnold-j
|
435.
|
a2e99271-3dc1-4b8a-bfa6-1af61ca4d3a8
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 09:48:00 -0700 (PDT)
|
RE:
|
you i guess.
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
so who are the drinks on until I do ? . . . . .
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 2:25 PM
To: Ward, Kim S.
Subject: RE:
drinks on tickleknees if you do
From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
you're killing me!!! I WILL close two of the three!!! and I predict that I
will make $500,000 - on two tiny little gas deals.
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 2:04 PM
To: Ward, Kim S.
Subject: RE:
maybe we need a closer in that seat
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
he's a cheapskate - I am just sitting here on the edge of my seat with three
customers that won't pull the trigger!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:53 PM
To: Ward, Kim S.
Subject: RE:
how about we celebrate the near completion of your deal and have tickleless
pay for it.
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
push the summer down about $.03-.04 so I can get one of my deals done and we
could celebrate!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 4 | 515 |
arnold-j
|
436.
|
db87a633-e49c-47fb-af94-7573c50f9d3c
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 07:25:00 -0700 (PDT)
|
RE:
|
drinks on tickleknees if you do
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
you're killing me!!! I WILL close two of the three!!! and I predict that I
will make $500,000 - on two tiny little gas deals.
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 2:04 PM
To: Ward, Kim S.
Subject: RE:
maybe we need a closer in that seat
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
he's a cheapskate - I am just sitting here on the edge of my seat with three
customers that won't pull the trigger!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:53 PM
To: Ward, Kim S.
Subject: RE:
how about we celebrate the near completion of your deal and have tickleless
pay for it.
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
push the summer down about $.03-.04 so I can get one of my deals done and we
could celebrate!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 11 | 399 |
arnold-j
|
437.
|
838a77b8-63ad-4130-9576-a1a7ad952df2
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 07:03:00 -0700 (PDT)
|
RE:
|
maybe we need a closer in that seat
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
he's a cheapskate - I am just sitting here on the edge of my seat with three
customers that won't pull the trigger!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:53 PM
To: Ward, Kim S.
Subject: RE:
how about we celebrate the near completion of your deal and have tickleless
pay for it.
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
push the summer down about $.03-.04 so I can get one of my deals done and we
could celebrate!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 8 | 266 |
arnold-j
|
438.
|
aa18fd3f-f525-4f62-90f8-ef05f2e67cae
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 06:53:00 -0700 (PDT)
|
RE:
|
how about we celebrate the near completion of your deal and have tickleless
pay for it.
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
push the summer down about $.03-.04 so I can get one of my deals done and we
could celebrate!
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 21 | 123 |
arnold-j
|
439.
|
fa851327-39b7-4a55-85e0-1cf20aa49ac8
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Tue, 8 May 2001 06:50:00 -0700 (PDT)
|
RE:
|
is that with or without two snoozes?
|
From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:24 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
and get up at 5:07 a.m.?
-----Original Message-----
From: Arnold, John
Sent: Tuesday, May 08, 2001 1:07 PM
To: Ward, Kim S.
Subject:
wanna get sauced after work?
|
Jarnold.nsf
|
[] | 10 | 109 |
arnold-j
|
44.
|
377cfa60-7b1e-4271-b948-7094ffb9b7e0
|
[
"john.arnold@enron.com"
] |
[
"smithf@epenergy.com"
] |
Wed, 8 Nov 2000 09:10:00 -0800 (PST)
|
Re:
|
I almost forget about your debt, but then your BMW 315ia reminded me of it.
|
Jarnold.nsf
|
[] | 18 | 0 |
arnold-j
|
|
441.
|
2d70228e-8311-4fa3-9ac4-36749ea9358d
|
[
"john.arnold@enron.com"
] |
[
"jennifer.walker@enron.com"
] |
Mon, 7 May 2001 08:50:00 -0700 (PDT)
|
Re: RISK Magazine Interview
|
Jennifer:
I don't think we have much interest in doing this interview since it
primarily pertains to our views of the market. I would speak in such
generalities that it probably wouldn't be a good interview.
John
|
Jennifer Walker@ENRON
05/07/2001 08:57 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RISK Magazine Interview
John:
Kevin Foster with Risk Magazine is working on an article for the June issue
regarding Gas Markets in the U.S. Basically, he is interested in Enron's
opinion of:
1. Physical Supply/Demand of gas and how this is affecting financial trades
2. Where do we anticipate gas prices going over the summer?
3. The state of the industry--any major issues that may affect the market?
If this sounds like a story we would be interested in doing, please let me
know and I will coordinate a short phone interview with Kevin Foster. I know
it usually works best for your schedule to do this after 4pm, so please let
me know if Tuesday after 4 would be good for you.
Thanks for your help and please call me with any questions.
Jennifer Walker
Public Relations
x3-9964
|
Jarnold.nsf
|
[] | 52 | 230 |
arnold-j
|
442.
|
3b3a93cd-b610-4035-af7e-3c87e9612d91
|
[
"john.arnold@enron.com"
] |
[
"steve.lafontaine@bankofamerica.com"
] |
Mon, 7 May 2001 01:21:00 -0700 (PDT)
|
RE: you shudda been in vegas
|
that night i had so much brain damage i couldnt function.
as opposed to ????
|
"Lafontaine, Steve" <steve.lafontaine@bankofamerica.com> on 05/07/2001
06:29:44 AM
To: John.Arnold@enron.com
cc:
Subject: RE: you shudda been in vegas
was a great time-sat at bo collins dinner table spoke briefly. by that nite
i had so much brain damage i couldnt function.
-----Original Message-----
From: John.Arnold@enron.com [mailto:John.Arnold@enron.com]
Sent: Friday, May 04, 2001 11:31 AM
To: LaFontaine, Steve
Subject: Re: its never gonna break
your guys are probably seeing this as well, but, 50 cents higher our
customer biz was 95/5 from buy side. now it's 50/50. can almost smell
blood among the producers. only problem is trade is sooooo short they cant
see straight. were the market still not so fundamentally overvalued right
now i'd be looking for a 25 cent move up. just can't see that happening at
this level though.
********************Legal Disclaimer**************************
This email may contain confidential information and is
only for the use of the intended or named recipient. It
has been prepared solely for informational purposes
from sources believed to be reliable, and is not a
solicitation, commitment or offer. All information is
subject to change without notice, and is provided
without warranty as to its completeness or accuracy. If
you are not the intended recipient, you are hereby
notified that any review, dissemination, distribution,
copying or other use of this email and its attachments
(if any) is strictly prohibited and may be a violation of
law. If you have received this email in error, please
immediately delete this email and all copies of it from
your system (including any attachments), destroy any
hard copies of it, and notify the sender. Thank you.
|
Jarnold.nsf
|
[] | 21 | 456 |
arnold-j
|
443.
|
9f54143d-b91c-45b0-8d84-9cdb6fc3743f
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Mon, 7 May 2001 01:19:00 -0700 (PDT)
|
Re: ng
|
i guess i have to keep my 395 price target. just nothing bullish in the near
term except crude. and that's not enough now. need to get to a new price
regime to pick up more demand quickly.
|
From: Jennifer Fraser/ENRON@enronXgate on 05/06/2001 05:47 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng
what do you think this week and next 3 weeks-----june expiry 4.20?
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 25, 2001 7:00 PM
To: Fraser, Jennifer
Subject: Re: please fill in--i lost the scrap of paper
my numbers from mar 15. would raise jun-augy by 10 cents because of the
supportive weather we had from mar 15-apr 15
From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: please fill in--i lost the scrap of paper
arnold
May-01 455
Jun-01 395
Jul-01 370
Aug-01 350
Sep-01 350
Oct-01 360
Nov-01 360
Dec-01 325
Jan-02 280
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 51 | 280 |
arnold-j
|
444.
|
8b1f61da-295f-45b0-b454-49f38e4007bc
|
[
"john.arnold@enron.com"
] |
[
"john.lavorato@enron.com"
] |
Mon, 7 May 2001 01:12:00 -0700 (PDT)
|
Re:
|
none
|
From: John J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM
To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Harry
Arora/ENRON@enronXgate, Berney C Aucoin/HOU/ECT@ECT, Edward D
Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Christopher F
Calger/ENRON@enronXgate, Derek Davies/CAL/ECT@ECT, Mark Dana
Davis/HOU/ECT@ECT, Joseph Deffner/ENRON@enronXgate, Paul Devries/TOR/ECT@ECT,
W David Duran/HOU/ECT@ECT, Chris H Foster/ENRON@enronXgate, Chris
Gaskill/ENRON@enronXgate, Doug Gilbert-Smith/Corp/Enron@ENRON, Rogers
Herndon/HOU/ECT@ect, Ben Jacoby/HOU/ECT@ECT, Scott Josey/ENRON@enronXgate,
Kyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/ENRON@enronXgate, John J
Lavorato/ENRON@enronXgate, Eric LeDain/CAL/ECT@ECT, Laura
Luce/Corp/Enron@Enron, Thomas A Martin/ENRON@enronXgate, Jonathan
McKay/CAL/ECT@ECT, Ed McMichael/HOU/ECT@ECT, Don Miller/ENRON@enronXgate,
Michael L Miller/ENRON@enronXgate, Rob Milnthorp/CAL/ECT@ECT, Jean
Mrha/ENRON@enronXgate, Scott Neal/HOU/ECT@ECT, David Parquet/SF/ECT@ECT,
Kevin M Presto/HOU/ECT@ECT, Brian Redmond/ENRON@enronXgate, Hunter S
Shively/ENRON@enronXgate, Fletcher J Sturm/HOU/ECT@ECT, "Swerzbin, Mike"
<Mike.Swerzbin2@ENRON.com>@SMTP@enronXgate, C John Thompson/ENRON@enronXgate,
Carl Tricoli/Corp/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Frank W
Vickers/NA/Enron@Enron, Lloyd Will/HOU/ECT@ECT, Greg Wolfe/ENRON@enronXgate,
Max Yzaguirre/NA/Enron@ENRON, John Zufferli/CAL/ECT@ECT
cc:
Subject:
I asked everyone for their A/A needs and received very little feedback.
Please respond promptly.
Thanks
John
|
Jarnold.nsf
|
[] | 1 | 654 |
arnold-j
|
445.
|
1c1d4985-32a7-4c30-809c-5cb32d5440c4
|
[
"john.arnold@enron.com"
] |
[
"steve.lafontaine@bankofamerica.com"
] |
Fri, 4 May 2001 03:30:00 -0700 (PDT)
|
Re: its never gonna break
|
your guys are probably seeing this as well, but, 50 cents higher our customer
biz was 95/5 from buy side. now it's 50/50. can almost smell blood among
the producers. only problem is trade is sooooo short they cant see
straight. were the market still not so fundamentally overvalued right now
i'd be looking for a 25 cent move up. just can't see that happening at this
level though.
|
Jarnold.nsf
|
[] | 101 | 0 |
arnold-j
|
|
446.
|
bbd523b4-7ac7-4ad7-822a-e1a7404ba652
|
[
"john.arnold@enron.com"
] |
[
"matthew.arnold@enron.com"
] |
Fri, 4 May 2001 03:27:00 -0700 (PDT)
|
Re:
|
only if you promise to post regular updates on the trucking market.
call chris gaskill to get the password.
|
From: Matthew Arnold/ENRON@enronXgate on 05/04/2001 10:22 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
sign me up for the gas message board
|
Jarnold.nsf
|
[] | 29 | 51 |
arnold-j
|
447.
|
3dc7e14d-65e8-451f-ac3e-fa046bf83b5a
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Fri, 4 May 2001 03:26:00 -0700 (PDT)
|
RE:
|
will see you there (most probably)
|
From: Kim Ward/ENRON@enronXgate on 05/04/2001 10:18 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE:
My floor looks good - now i just have to paint. Have fun in San Antonio.
Monday morning?
-----Original Message-----
From: Arnold, John
Sent: Friday, May 04, 2001 9:38 AM
To: Ward, Kim S.
Subject: Re:
i like that feeling...as long as someone doesnt punch you in the gut. i'm
going to san antonio at lunch today to play soccer so i just took the day
off. catching up on 2 weeks of email. i know how to relax don't i
From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Every single muscle in my stomach is sore.
|
Jarnold.nsf
|
[] | 8 | 230 |
arnold-j
|
448.
|
0ab3ab84-51f9-4ad1-b4db-e8e47ef2f04e
|
[
"john.arnold@enron.com"
] |
[
"adam.r.bayer@vanderbilt.edu"
] |
Fri, 4 May 2001 03:19:00 -0700 (PDT)
|
Re: Hi
|
Hey Adam:
sorry for the delay. just been very busy. congrats on joining enron. think
you made the right chioce. i would recommend structuring. it's a good way
to understand how enron works, how we look at and manage risk, and you get
close to the trading component. a friend of mine, ed mcmichael runs the gas
|
structuring group. try emiling him probably at emcmich@enron.com. keep in
touch,
john
"Bayer, Adam Ryan" <adam.r.bayer@vanderbilt.edu> on 04/10/2001 03:06:34 PM
To: John.Arnold@enron.com
cc:
Subject: Hi
Hi John,
I hope your gas markets are moving nicely this week. Its
been a long time since we talked, but a lot has happened.
But the most important thing has been my decision to join
Enron. At this point, I am looking around for a rotation,
and I have received a lot of advice pointing me towards
Gas/Power Structuring and RAC rotations. I am wondering if
you know some people in these areas who might be looking
for analysts. I have heard that traders work closely with
the structured finance and RAC guys, true? If you have
time please let me know if you know of anything.
Thanks,
Adam Bayer
|
Jarnold.nsf
|
[] | 89 | 240 |
arnold-j
|
45.
|
a46e96f9-c31f-45d3-b3ae-13c478ba5af2
|
[
"john.arnold@enron.com"
] |
[
"kendrick.brown@eia.doe.gov"
] |
Wed, 8 Nov 2000 09:07:00 -0800 (PST)
|
Hello:
I am not able to pull up the link for the short term outlook for natural
gas. Can you please make sure the link is updates.
Thanks,
John
|
Jarnold.nsf
|
[] | 39 | 0 |
arnold-j
|
||
450.
|
fe78c1f0-fabc-4193-bffa-d4013260e59a
|
[
"john.arnold@enron.com"
] |
[
"sarah.wesner@enron.com"
] |
Fri, 4 May 2001 03:04:00 -0700 (PDT)
|
Re: Fimat (Soc Gen Line)
|
yes i will
|
From: Sarah Wesner/ENRON@enronXgate on 05/04/2001 09:50 AM
To: John Arnold/HOU/ECT@ECT
cc: Joseph Deffner/ENRON@enronXgate
Subject: Fimat (Soc Gen Line)
John - I got a call from Warren Tashnek today. He is concerned about the
usage of the Fimat line because the trading volume is not covering its
costs. He wanted to know how to increase business with Enron. I referred
him to you. As you know, he is so nice and not trying to start a fight with
us but needs more trades to justify the cost of the line. Will you please
address this with him?
Thanks, Sarah
|
Jarnold.nsf
|
[] | 3 | 178 |
arnold-j
|
452.
|
6264db02-63ce-4f35-8a51-2f4e54be9646
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Fri, 4 May 2001 02:38:00 -0700 (PDT)
|
<<Concur Expense Document>> - Quigley050401
|
do you know what my user id and password are?
|
---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:33
AM ---------------------------
eserver@enron.com on 05/04/2001 10:37:18 AM
To: "john.arnold@enron.com" <john.arnold@enron.com>
cc:
Subject: <<Concur Expense Document>> - Quigley050401
The following expense report is ready for approval:
Employee Name: Henry Quigley
Status last changed by: Automated Administrator
Expense Report Name: Quigley050401
Report Total: $107.45
Amount Due Employee: $107.45
To approve this expense report, click on the following link for Concur
Expense.
http://xms.enron.com
|
Jarnold.nsf
|
[] | 11 | 183 |
arnold-j
|
453.
|
4063f214-51d2-4de4-a15f-ee4b219ecde0
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Fri, 4 May 2001 02:38:00 -0700 (PDT)
|
Re:
|
i like that feeling...as long as someone doesnt punch you in the gut. i'm
going to san antonio at lunch today to play soccer so i just took the day
off. catching up on 2 weeks of email. i know how to relax don't i
|
From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
Every single muscle in my stomach is sore.
|
Jarnold.nsf
|
[] | 62 | 53 |
arnold-j
|
454.
|
f50f5a82-34da-4958-9745-c4a3d600c0dc
|
[
"john.arnold@enron.com"
] |
[
"kevin.mcgowan@enron.com"
] |
Fri, 4 May 2001 02:36:00 -0700 (PDT)
|
Re:
|
absolutely...though i'm not sure how you do it. call chris gaskill and he
should be abl to help.
|
From: Kevin McGowan/ENRON@enronXgate on 05/04/2001 09:33 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject:
John,
Could I get access to the gas message board?
KJM
|
Jarnold.nsf
|
[] | 29 | 63 |
arnold-j
|
455.
|
b8c64cd6-8dc4-4d41-93dc-e29b77de6932
|
[
"john.arnold@enron.com"
] |
[
"jeffrey.shankman@enron.com"
] |
Wed, 2 May 2001 07:35:00 -0700 (PDT)
|
Jeff:
To explain the P&L of -349,000 :
We executed the trade when you gave the order (the delta anyway), first thing
in the morning. The market rallied 8 cents from the morning, with the back
rallying about 2.5 cents. On 904 PV contracts, curve shift was -226,000.
The balance, $123,000, is almost exactly $.01 bid/mid, which I think is
pretty fair considering the tenor of the deal and that it included price and
vol. Cal 3 straddles, for instance, are $1.39 / $1.45.
Looking out for you bubbeh:
John
|
Jarnold.nsf
|
[] | 158 | 0 |
arnold-j
|
||
456.
|
b338f3a1-2b1c-4a1d-bed1-a24c780993dd
|
[
"john.arnold@enron.com"
] |
[
"mike.roberts@enron.com"
] |
Tue, 1 May 2001 08:56:00 -0700 (PDT)
|
Re: No Cracks
|
almost forgot about you....
will take care of . we'll keep you guys together close to the traders.
|
From: Mike A Roberts 05/01/2001 09:48 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: No Cracks
Johnny,
Please don't let my group fall through the cracks!
We'd like to be as close to your desk in the new building as possible (8
seats)
unless you think we should focus on one of the geographical desks
- Mike
|
Jarnold.nsf
|
[] | 23 | 126 |
arnold-j
|
457.
|
a469f2d5-fa9a-45cb-85c6-77c61a32da73
|
[
"john.arnold@enron.com"
] |
[
"soblander@carrfut.com"
] |
Tue, 1 May 2001 05:40:00 -0700 (PDT)
|
Re: Please respond
|
no
|
SOblander@carrfut.com on 05/01/2001 11:44:40 AM
To: soblander@carrfut.com
cc:
Subject: Please respond
Carr is hosting an enymex presentation at our office in New York this
Monday, May 7th from 2-4 PM. We are double checking our head count to make
sure that we will be ready for the people attending the presentation.
If you would, please reply to this email with a yes or a no to indicate
your intentions of attending this enymex presentation.
Thank you.
Carr Futures
150 S. Wacker Dr., Suite 1500
Chicago, IL 60606 USA
Tel: 312-368-6149
Fax: 312-368-2281
soblander@carrfut.com
http://www.carrfut.com
|
Jarnold.nsf
|
[] | 1 | 196 |
arnold-j
|
459.
|
037d30fd-6004-47c6-9195-3b08a16da4c9
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Mon, 30 Apr 2001 14:29:00 -0700 (PDT)
|
Stranger:
Any interest in getting a drink or dinner Tuesday? havent seen you in
forever.
|
Jarnold.nsf
|
[] | 25 | 0 |
arnold-j
|
||
46.
|
f6377094-99d3-46da-9331-cc2ceb02d7bf
|
[
"john.arnold@enron.com"
] |
[
"stephanie.sever@enron.com"
] |
Wed, 8 Nov 2000 08:57:00 -0800 (PST)
|
Stephanie:
Please set up Mike Maggi for trding on Intercontinental Exch.
Thanks,
John
|
Jarnold.nsf
|
[] | 25 | 0 |
arnold-j
|
||
460.
|
4bafbf81-18a1-46d1-8e90-b3b18fdc2e4f
|
[
"john.arnold@enron.com"
] |
[
"jean.mrha@enron.com"
] |
Mon, 30 Apr 2001 13:58:00 -0700 (PDT)
|
RE: Your note
|
my email as far as i know
|
is jarnold@enron.com. not on msn though.
i made space for your 8 people as well as ferries, roberts, and the other
person (??) you requested. Come down tomorrow and i'll show you the layout
again.
john
From: Jean Mrha/ENRON@enronXgate on 04/30/2001 08:34 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: Your note
Arnold,
I am trying to talk via MSN messenger service and it will not accept
jarnold@enron.com or any other reasonable email path. What is your official
email path? I am assuming that you are using Outlook. I am here at work
trying to close a deal.
I will forward your message to Grass, but I want to visually see the layout
of the floor. I will end up having spots on five and six. Also, Nelson
Ferries' and Linda Roberts' location are very important to the
Wellhead/Ecommerce effort. And yes, John will need room to grow.
What did you think of the article?
Mrha
-----Original Message-----
From: Arnold, John
Sent: Monday, April 30, 2001 8:23 PM
To: Mrha, Jean
Subject:
Jean:
I think the location i talked about before is actually better for you. The
area towards the edge of the building borders the northeast gas group,
long-term originators, and mid-market orig group. not exactly who you need
to be around. the location in the center is much closer to the east gulf
group, specifically sandra, and the same distance to the central and texas
trading groups. most importantly, it provides room for both your group and
the trading group to expand. call me if you want to talk further....
thanks for the article.
john
|
Jarnold.nsf
|
[] | 7 | 460 |
arnold-j
|
461.
|
4af44c7d-1f39-46be-b4bc-1e3ada701883
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Mon, 30 Apr 2001 13:29:00 -0700 (PDT)
|
Advisory invoice
|
can you take care of this...
|
---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 08:26
PM ---------------------------
"Mark Sagel" <msagel@home.com> on 04/27/2001 10:14:42 AM
To: "John Arnold" <jarnold@enron.com>
cc:
Subject: Advisory invoice
John:
?
Attached is the invoice covering the current period.
?
Hope all is well. No changes on analysis.? Market will have occasional
rallies (not significant) but all evidence shows lower levels to be seen.?
Most bearish case shows decline until late May or first two weeks of June.?
Prices from 420 - 380.
- invoice enron 9943.doc
|
Jarnold.nsf
|
[] | 7 | 175 |
arnold-j
|
462.
|
13b23857-83dd-4aef-9995-19f91233c86e
|
[
"john.arnold@enron.com"
] |
[
"jean.mrha@enron.com"
] |
Mon, 30 Apr 2001 13:22:00 -0700 (PDT)
|
Jean:
I think the location i talked about before is actually better for you. The
area towards the edge of the building borders the northeast gas group,
long-term originators, and mid-market orig group. not exactly who you need
to be around. the location in the center is much closer to the east gulf
group, specifically sandra, and the same distance to the central and texas
trading groups. most importantly, it provides room for both your group and
the trading group to expand. call me if you want to talk further....
thanks for the article.
john
|
Jarnold.nsf
|
[] | 137 | 0 |
arnold-j
|
||
463.
|
45ab873e-1d62-4778-8200-c2bf4dc16463
|
[
"john.arnold@enron.com"
] |
[
"edie.leschber@enron.com"
] |
Mon, 30 Apr 2001 13:13:00 -0700 (PDT)
|
Re: March 2001/1Q 2001 Reporting Package
|
would like to meet to review to make sure i understand. may only take a
couple minutes. are you free at 330 on tuesday?
|
From: Edie Leschber/ENRON@enronXgate on 04/30/2001 10:28 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: March 2001/1Q 2001 Reporting Package
John,
I have the reporting package for March 2001 and 1Q 2001 for the Financial
Team for you.
Would you like to meet to review or would you prefer that I just deliver it
to you for your review?
Thank you,
Edie Leschber
X30669
|
Jarnold.nsf
|
[] | 33 | 118 |
arnold-j
|
464.
|
f9a44a5c-18b4-44d0-bc54-b53a53ac86f8
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Mon, 30 Apr 2001 10:09:00 -0700 (PDT)
|
Re: pulaski
|
remind jim how the h/j/k spread acted this year. granted it won't behave
that way again until close to expiry, but i like the j/k outright much moreso
than the condor.
|
Caroline Abramo@ENRON
04/30/2001 12:24 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: pulaski
---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/30/2001
01:23 PM ---------------------------
Jim Pulaski <Jim.Pulaski@tudor.com> on 04/30/2001 12:17:09 PM
To: "Caroline. Abramo (E-mail)" <Caroline.Abramo@enron.com>
cc:
Subject:
btw, that wasnt me buying the f-g/j-k on friday at 4
|
Jarnold.nsf
|
[] | 51 | 162 |
arnold-j
|
466.
|
96242e13-33b3-42bf-b7cc-dfab60bb5e72
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Sun, 29 Apr 2001 12:45:00 -0700 (PDT)
|
can you get me the number of our contact at the Delano. I have a personal
favor to ask them.
john
|
Jarnold.nsf
|
[] | 29 | 0 |
arnold-j
|
||
467.
|
b6104d69-ab60-473a-851d-aa569e6b8cd6
|
[
"john.arnold@enron.com"
] |
[
"epao@mba2002.hbs.edu"
] |
Sun, 29 Apr 2001 12:15:00 -0700 (PDT)
|
pookie:
check this out:
www.sailmainecoast.com/index.html
|
Jarnold.nsf
|
[] | 22 | 0 |
arnold-j
|
||
469.
|
a0fe41cc-8635-48c4-ab74-553b01ed8219
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Thu, 26 Apr 2001 10:32:00 -0700 (PDT)
|
kimberly:
any interest in accompanying me to maggi's bd party sat nite?
|
Jarnold.nsf
|
[] | 22 | 0 |
arnold-j
|
||
47.
|
9cfe0ee2-21c9-442f-a28b-76299290c5f7
|
[
"john.arnold@enron.com"
] |
[
"smithf@epenergy.com"
] |
Wed, 8 Nov 2000 03:55:00 -0800 (PST)
|
Re:
|
welcome to the world of electronic market making. .. it's fun ,huh?
|
"Smith, Foster" <SmithF@EPEnergy.com> on 11/08/2000 08:44:36 AM
To: "'jarnold@enron.com'" <jarnold@enron.com>
cc:
Subject:
Hey dickhead....quit arbing me on ice. When are we going to another
Rocket's game so I can when my fucking money back?
******************************************************************
This email and any files transmitted with it from El Paso
Energy Corporation are confidential and intended solely
for the use of the individual or entity to whom they are
addressed. If you have received this email in error
please notify the sender.
******************************************************************
|
Jarnold.nsf
|
[] | 23 | 152 |
arnold-j
|
470.
|
03a7c5e4-dd05-46cc-9ab2-f5397586e510
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Thu, 26 Apr 2001 04:12:00 -0700 (PDT)
|
Re: PIRA
|
sure
|
From: Jennifer Fraser/ENRON@enronXgate on 04/26/2001 10:37 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: PIRA
They are coming in Sunday night obviously ( the 13th of May)
We may do a dinner around 8pm -- if this is a yes --are you in you? wanna
pick their brains with a one on one?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 1 | 112 |
arnold-j
|
471.
|
f5920579-ecc5-410f-9a50-3f1f682227c9
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@ubspainewebber.com"
] |
Wed, 25 Apr 2001 12:08:00 -0700 (PDT)
|
RE: Receipt of Hedge Fund Information
|
may be looking to sell some naked calls soon. can you check that i would be
approved to sell 200 of either 65 or 70's expiring somewhere between jul-jan.
also, if i sell naked calls with a tenor of more than one year that expire
worthless, do the gains get counted as LT cap gains?
|
Jarnold.nsf
|
[] | 74 | 0 |
arnold-j
|
|
472.
|
4c2e12e0-90e2-4cb3-8cf9-df392e53c474
|
[
"john.arnold@enron.com"
] |
[
"jonathan.whitehead@enron.com"
] |
Wed, 25 Apr 2001 12:02:00 -0700 (PDT)
|
Re: LNG
|
sure, how about thursday at 3:30? would like to get update on ENE's lng
projects as well.
Jonathan Whitehead @ ENRON
|
04/24/2001 07:28 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: LNG
John, I have just arrived in Houston, and will be running the LNG Trading &
Shipping business. I worked for Louise for many years, and took over the
European Gas business from her when she came over here a few years ago. I'd
like to meet you and discuss a few issues. Do you have any time over the next
few days?
Thanks,
Jonathan
|
Jarnold.nsf
|
[] | 39 | 119 |
arnold-j
|
473.
|
9b490d7c-79f3-4557-a34e-3b77a06fcd3b
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 25 Apr 2001 11:59:00 -0700 (PDT)
|
Re: please fill in--i lost the scrap of paper
|
my numbers from mar 15. would raise jun-augy by 10 cents because of the
supportive weather we had from mar 15-apr 15
|
From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: please fill in--i lost the scrap of paper
arnold
May-01 455
Jun-01 395
Jul-01 370
Aug-01 350
Sep-01 350
Oct-01 360
Nov-01 360
Dec-01 325
Jan-02 280
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 33 | 132 |
arnold-j
|
474.
|
7ced3734-416d-4e0e-ae9b-d516b663efd1
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 25 Apr 2001 11:55:00 -0700 (PDT)
|
Re: PIRA Global Oil and Natural Outlooks- Save these dates.
|
are we first? if not, when does the road show start and/or when does the
basic theme get distributed around the industry?
|
From: Jennifer Fraser/ENRON@enronXgate on 04/20/2001 09:10 AM
To: Cathy Phillips/HOU/ECT@ECT, Mark Frevert/ENRON@enronXgate, Mike
McConnell/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Doug
Arnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Alan Aronowitz/HOU/ECT@ECT,
Pierre Aury/LON/ECT@ECT, Sally Beck/HOU/ECT@ECT, Rick
Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephen H
Douglas/ENRON@enronXgate, Shanna Funkhouser/ENRON@enronXgate, Eric
Gonzales/LON/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Vince J
Kaminski/HOU/ECT@ECT, Larry Lawyer/ENRON@enronXgate, Chris
Mahoney/LON/ECT@ECT, George Mcclellan/ENRON@enronXgate, Thomas
Myers/ENRON@enronXgate, John L Nowlan/HOU/ECT@ECT, Beth
Perlman/ENRON@enronXgate, Brent A Price/ENRON@enronXgate, Daniel
Reck/ENRON@enronXgate, Cindy Skinner/ENRON@enronXgate, Stuart
Staley/LON/ECT@ECT, Mark Tawney/ENRON@enronXgate, Scott
Tholan/ENRON@enronXgate, Lisa Yoho/NA/Enron@Enron, Neil
Davies/ENRON@enronXgate, Per Sekse/NY/ECT@ECT, Stephen H
Douglas/ENRON@enronXgate, Scott Vonderheide/Corp/Enron@ENRON, Jonathan
Whitehead/AP/Enron@Enron, Michael K Patrick/ENRON@enronXgate, Chris
Gaskill/ENRON@enronXgate, John Arnold/HOU/ECT@ECT
cc: Nicki Daw/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, DeMonica
Lipscomb/ENRON@enronXgate, Yvonne Francois/ENRON@enronXgate, Angie
Collins/ENRON@enronXgate, Donna Baker/ENRON@enronXgate, Helen Marie
Taylor/HOU/ECT@ECT, Chantelle Villanueva/ENRON@enronXgate, Betty J
Coneway/ENRON@enronXgate, Patti Thompson/HOU/ECT@ECT, Cherylene
Westbrook/ENRON@enronXgate, Candace Parker/LON/ECT@ECT, Sharon
Purswell/ENRON@enronXgate, Gloria Solis/ENRON@enronXgate, Brenda J
Johnston/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Susan McCarthy/LON/ECT@ECT,
Paula Forsyth/ENRON@enronXgate, Shirley Crenshaw/HOU/ECT@ECT, Kathleen D
Hardeman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stuart
Cichosz/ENRON@enronXgate, Judy Zoch/NA/Enron@ENRON, Sunita
Katyal/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cherry Mont/NY/ECT@ECT, Lydia
Reeves/HOU/ECT@ECT, Kristy Armstrong/ENRON@enronXgate, Nita
Garcia/NA/Enron@Enron, Christina Brandli/ENRON@enronXgate, Yolanda
Martinez/Corp/Enron@ENRON, Michele Beffer/ENRON@enronXgate, Shimira
Jackson/ENRON@enronXgate
Subject: PIRA Global Oil and Natural Outlooks- Save these dates.
PIRA is coming in May to do their semi-annual energy outlook.
Greg Shuttlesworth- North American Natural Gas --- May 14th 3-5 pm (30 C1)
? New Production Outlook
? Price Direction
? Demand Fundamentals
Dr. Gary Ross - World Oil Outlook --- May 16th 7-8:30 am --32C2
? OIl/ Demand/ supply Outlook
? Regional balances
? OPEC Rhetoric
Jen Fraser
34759
|
Jarnold.nsf
|
[] | 30 | 1,038 |
arnold-j
|
475.
|
7ec6a143-9bb1-4efe-807d-3840a4dd022d
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 25 Apr 2001 11:54:00 -0700 (PDT)
|
Re: Understanding the natural view
|
1. don't know. some industrial shutdown is not gas price dependent. some
will not come back at the same prices it went off. residential conservation
i think is underestimated and has a severe lag effect that will not come back
as prices fall. as far as switching i dont think #2 is the floor some people
think it is. maybe #6 is the floor.
2. you know my outlook for xh, with slightly above normal weather jan goes
out at 2.75 and that is not constrained by a #6 floor. next jv, too far away
to really run the numbers but think natty reestablishes itself as a
$2.50-3.50 commodity.
3. the obvious
4. yes. believe if we end at 2.6 in the ground, the current nymex forward
curve may be fairly priced. my belief is that at the current prices we will
end up with much more than 2.6 and that $5 is not value if we have 2.8 in the
ground and gaining y on y. circular argument that leads to my belief that
prices must fall.
5. not necessarily. will loss of demand with normal weather cancel the fact
that there will be much less demand destruction. probably.
|
From: Jennifer Fraser/ENRON@enronXgate on 04/22/2001 05:54 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Understanding the natural view
1- The above spreadsheet looks at HO-NG seasonally. It gives perspective on
'normal relationships'.
Things I need to clarify about your ng view
1- As gas plummets are you assuming that it regains all demand (industrial
shutdowns and fuel switchers)?
2-What is your outlook for Nov-Mar 01 and Ap-oct 02
3- How does your view change with a normal, cold or warm winter ?
4- Is your view predicated on getting to 2.6 is easy and that world did not
end this past winter a storage level of 2.6?
5- Do you believe that we will need to price some demand out again this
winter?
Thanks
|
Jarnold.nsf
|
[] | 299 | 205 |
arnold-j
|
476.
|
519253d6-5ca3-4713-a8d2-d72382a3b858
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Wed, 25 Apr 2001 11:39:00 -0700 (PDT)
|
Sixth Floor Layout
|
can you send jean a list of her seat numbers
|
---------------------- Forwarded by John Arnold/HOU/ECT on 04/25/2001 06:38
PM ---------------------------
From: Jean Mrha/ENRON@enronXgate on 04/18/2001 03:03 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Sixth Floor Layout
John,
I heard from Wes Colwell that you had been appointed by Lavorato to layout
the sixth floor for gas. This morning I spoke to Wes regarding the placement
of the Upstream/Ecommerce desk on six. I have taken 6 spaces but I need two
more. The two I would like to use (e29 & e30) are currently being occupied
by the Central Region. I would like to move these individuals to two spots
right across from their current location (e35 & e36).
For your information, the current six spots that I have are : e17, e18, e21,
e22, e23 and e24.
Please call when you can. Good luck trading...
Regards, Mrha
|
Jarnold.nsf
|
[] | 11 | 249 |
arnold-j
|
479.
|
85498811-dd68-4364-bac6-3bfe031b31ca
|
[
"john.arnold@enron.com"
] |
[
"ina.rangel@enron.com"
] |
Tue, 24 Apr 2001 04:41:00 -0700 (PDT)
|
Re: Power Group
|
yes
Ina Rangel
|
04/23/2001 05:04 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Power Group
John,
Have you cleared everything with Presto about having to move over one row to
make room for Fred's group?
-Ina
|
Jarnold.nsf
|
[] | 8 | 65 |
arnold-j
|
48.
|
2759ed27-c879-4e41-a507-c05e85614f29
|
[
"john.arnold@enron.com"
] |
[
"brian.hoskins@enron.com"
] |
Mon, 6 Nov 2000 07:07:00 -0800 (PST)
|
Re:
|
yep
|
Brian Hoskins@ENRON COMMUNICATIONS
11/06/2000 11:08 AM
To: John Arnold/HOU/ECT@ECT
cc: Fangming Zhu/Corp/Enron@ENRON
Subject:
John,
Are you available to install the Enron Messenger application today at 4pm?
Brian
Brian T. Hoskins
Enron Broadband Services
713-853-0380 (office)
713-412-3667 (mobile)
713-646-5745 (fax)
Brian_Hoskins@enron.net
|
Jarnold.nsf
|
[] | 2 | 128 |
arnold-j
|
481.
|
aaa32c18-c411-49b2-8d88-a37d11d77cd9
|
[
"john.arnold@enron.com"
] |
[
"bartonbarile113@cutey.com"
] |
Mon, 23 Apr 2001 00:20:00 -0700 (PDT)
|
Re: Overwhelmed By Debt? [qenld]
|
fuck you
|
1sm2qs1@msn.com on 04/23/2001 10:48:39 AM
Please respond to bartonbarile113@cutey.com
To: tv7hmcd5@msn.com
cc:
Subject: Overwhelmed By
Debt? [qenld]
Debt got you down?
You're not alone....
Consumer debt is at an all-time high.
If you are in debt more that $10,000, please read on.
Whether your debt dilemma is the result of illness,
unemployment, or overspending, it can all seem overwhelming.
Don't despair.
We can help you regain your financial foothold.
We invite you to find out what thousands
before you have already discovered. Fill out
our simplified form below for your free
consultation and see how much you can save!
Let us show you how to become debt free without
borrowing or filing bankruptcy.
[][][][][][][][][][][][][][][][][][][][][][][][][]
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size($10,000 Min):
(No information ever provided to any third party sources)
[][][][][][][][][][][][][][][][][][][][][][][][][]
This request is totally risk free.
No obligation or costs are incurred.
Thank you for your time.
To unsubscribe please hit reply and send a message with remove in the subject.
|
Jarnold.nsf
|
[] | 2 | 426 |
arnold-j
|
482.
|
fe9976fa-ef6f-454a-8fa7-2542ff832d29
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Fri, 20 Apr 2001 08:17:00 -0700 (PDT)
|
Re: Henry "scuba" called
|
do you mind if i go out with the boys from work tonight?
|
Jarnold.nsf
|
[] | 14 | 0 |
arnold-j
|
|
483.
|
233a2bda-d201-450b-b12e-f36e7d044723
|
[
"john.arnold@enron.com"
] |
[
"wine@bassins.com"
] |
Fri, 20 Apr 2001 00:43:00 -0700 (PDT)
|
Hello, I noticed you carried several of the 98 Zoom Zins. Any chance you
have the 33 year old vines version? Please advise,
John
|
Jarnold.nsf
|
[] | 34 | 0 |
arnold-j
|
||
484.
|
b96e91e0-85ff-42a4-9075-4a54a61e64cf
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Thu, 19 Apr 2001 09:33:00 -0700 (PDT)
|
Re: please fill in--i lost the scrap of paper
|
you think i'm going to put this in ellectronic form? no way.
|
From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: please fill in--i lost the scrap of paper
arnold
May-01
Jun-01
Jul-01
Aug-01
Sep-01
Oct-01
Nov-01
Dec-01
Jan-02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 18 | 121 |
arnold-j
|
486.
|
89918ab8-7593-4352-9bdf-ae3d3d16cb7b
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@ubspainewebber.com"
] |
Wed, 18 Apr 2001 14:13:00 -0700 (PDT)
|
RE: Receipt of Hedge Fund Information
|
Mike:
Please resend the forms needed although I may have sent the necessary docs
with the courier that delivered the check. Do not believe we've seen the
worst yet.
Will not be looking to put more money to work on the long only side for a
while. Even with the rally today I do not believe we've seen the worst yet.
|
"Gapinski, Michael" <michael.gapinski@ubspainewebber.com> on 04/17/2001
08:48:53 AM
To: "'John.Arnold@enron.com'" <John.Arnold@enron.com>
cc: "Herrera, Rafael J." <rafael.herrera@painewebber.com>
Subject: RE: Receipt of Hedge Fund Information
John -
Yes, we received your check and forms. The check has been deposited and the
forms have been processed. The actual debits for hedge fund subscriptions
will begin on April 24th.
As for naked options, I believe we sent the paperwork for naked options to
you in February, but I don't believe we got it back. Also, I'm concerned
about the margin requirements for naked options interfering with funds
available for the hedge fund subscriptions on April 24th.
I also have an ACCESS manager portfolio presentation for you to review
concerning the long-stock portion of your portfolio. I'm thinking we could
knock out the paperwork, discuss protecting your liquidity for the hedge
funds vs. naked option margin requirements, and walk you through the ACCESS
manager proposal in about 30-45 minutes if you're available around 5 PM
tonight or tomorrow night. With regards to the marginable equity for naked
options question, are the stocks at Fidelity held in joint name?
Thanks,
Mike
-----Original Message-----
From: John.Arnold@enron.com [mailto:John.Arnold@enron.com]
Sent: Monday, April 16, 2001 3:59 PM
To: Gapinski, Michael
Subject: RE: Receipt of Hedge Fund Information
mike:
just want to confirm you received my money and forms.
also, checking to see if i am set up to sell naked calls on ENE. may be
looking to do something this week. probably 100-200 contracts.
john
Notice Regarding Entry of Orders and Instructions: Please
do not transmit orders and/or instructions regarding your
PaineWebber account(s) by e-mail. Orders and/or instructions
transmitted by e-mail will not be accepted by PaineWebber and
PaineWebber will not be responsible for carrying out such orders
and/or instructions. Notice Regarding Privacy and Confidentiality:
PaineWebber reserves the right to monitor and review the content of
all e-mail communications sent and/or received by its employees.
|
Jarnold.nsf
|
[] | 80 | 564 |
arnold-j
|
487.
|
2db77e42-ceb9-4323-b7f4-24beb0a067b7
|
[
"john.arnold@enron.com"
] |
[
"julie.pechersky@enron.com"
] |
Wed, 18 Apr 2001 14:09:00 -0700 (PDT)
|
Re: FW: bloomberg
|
Please send it to me.
john
|
From: Julie Pechersky/ENRON@enronXgate on 04/17/2001 09:33 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: FW: bloomberg
John,
We are trying to transfer your bloomberg account and need to know who within
Enron North America can sign-off on this
contract. Would that be you? Or do you have a legal department that we
should forward it to? We initially changed the
name on it and had it signed under Enron Corp which is where the majority of
our Bloomberg contracts lie, but because
you can actually execute trades from the system that you are now using, it
has to be under your departments name
and we need someone to sign the contract.
Let me know.
Thanks,
Julie
-----Original Message-----
From: "ALLYSON FELLER, BLOOMBERG/ NEW YORK" <AFELLER@bloomberg.net>@ENRON
[mailto:IMCEANOTES-+22ALLYSON+20FELLER+2C+20BLOOMBERG_+20NEW+20YORK+22+20+3CAF
ELLER+40bloomberg+2Enet+3E+40ENRON@ENRON.com]
Sent: Monday, April 16, 2001 12:03 PM
To: JPECHER@ENRON.COM
Subject: bloomberg
Hi Julie. I noticed the contracts have been received. However, "North
America"
has been crossed off the contract. That is the name it was signed under and
still the current trading name for Emissions and Natural gas. Not sure if it
was a mistake or not. Anyway - please get back to me when you can. I am going
to try to set up a meeting with the gas guys for tomorrow 4/17. Thanks
|
Jarnold.nsf
|
[] | 8 | 423 |
arnold-j
|
489.
|
eb1c00f5-468d-4abe-9bbf-a38323f920e4
|
[
"john.arnold@enron.com"
] |
[
"jeanie.slone@enron.com"
] |
Wed, 18 Apr 2001 04:49:00 -0700 (PDT)
|
jeanie:
i really need the docs on both phantom stock and options.
please
please
please
john
|
Jarnold.nsf
|
[] | 29 | 0 |
arnold-j
|
||
490.
|
4ef05ed6-7da7-4757-9050-0aa57da10cc5
|
[
"john.arnold@enron.com"
] |
[
"jeanie.slone@enron.com"
] |
Tue, 17 Apr 2001 14:14:00 -0700 (PDT)
|
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178
1&mid=11711
|
Jarnold.nsf
|
[] | 43 | 0 |
arnold-j
|
||
491.
|
556ac7ff-9f35-48f1-815a-c3cbeb92fe4e
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Tue, 17 Apr 2001 14:03:00 -0700 (PDT)
|
RE: ng views + wager
|
7:2 at 2:1
|
From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
new odds
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Monday, April 16, 2001 7:44 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
i'll take 10:1 this morning
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 7 | 1,120 |
arnold-j
|
492.
|
cd6f66d6-3623-4d6c-935c-c2f5b9a7ec87
|
[
"john.arnold@enron.com"
] |
[
"epao@mba2002.hbs.edu"
] |
Tue, 17 Apr 2001 00:27:00 -0700 (PDT)
|
Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler
Auditorium!
|
That's what I'm talking ABOUT !!!!
|
"Eva Pao" <epao@mba2002.hbs.edu> on 04/16/2001 09:35:14 PM
Please respond to <epao@mba2002.hbs.edu>
To: <jarnold@enron.com>
cc:
Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
?
-----Original Message-----
From: owner-mbaevents@listserv.hbs.edu
[mailto:owner-mbaevents@listserv.hbs.edu]On Behalf Of David Margalit
Sent: Monday, April 16, 2001 10:38 PM
To: mbaevents@listserv.hbs.edu
Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium!
You've read?the Innovator's Dilemma.? Now learn?the latest.??
Clay??Christensen?
?How can I know in advance if something is a high-potential disruptive
market opportunity?
?
3:30pm,?Wednesday,?April?18th
Spangler Auditorium
Come watch?Clay Christensenshare his?most recent?thoughts on?disruption,
innovation?and business.
Part of the HBS Student Association's Thought Leadership Speaker Series
Be sure not to miss:
Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday,
April?17th?Spangler Auditorium
Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet
3:00pm, Thursday, April 19th Aldrich 110
Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow
4:30pm, Thursday, April 19th Aldrich 109
|
Jarnold.nsf
|
[] | 9 | 430 |
arnold-j
|
493.
|
caffb1be-d82f-45df-8697-07bd3f183770
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@painewebber.com"
] |
Mon, 16 Apr 2001 08:59:00 -0700 (PDT)
|
RE: Receipt of Hedge Fund Information
|
mike:
just want to confirm you received my money and forms.
also, checking to see if i am set up to sell naked calls on ENE. may be
looking to do something this week. probably 100-200 contracts.
john
|
Jarnold.nsf
|
[] | 57 | 0 |
arnold-j
|
|
494.
|
89c1ff0a-5ae8-41b5-ad3d-44dc0c293600
|
[
"john.arnold@enron.com"
] |
[
"chris.abel@enron.com"
] |
Mon, 16 Apr 2001 07:53:00 -0700 (PDT)
|
Re: Loss Limit Notification for April 11th and 12th
|
the 14 mm loss was due to a booking mistake that could not be corrected
before the books were posted and is being corrected tonight
Chris Abel
|
04/16/2001 01:08 PM
To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT
cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona
Wilson/NA/Enron@Enron
Subject: Loss Limit Notification for April 11th and 12th
Mike, can you please provide an explanation for the $71mm loss on the 11th
and the $31mm loss on the 12th, for reporting purposes?
John, can you please provide an explanation for the $14mm loss on the 12th,
for reporting purposes?
Thanks,
Chris Abel
Manager, Risk Controls and Consolidated Risk Reporting
|
Jarnold.nsf
|
[] | 32 | 167 |
arnold-j
|
495.
|
b947aea6-54c2-4e3b-aff7-e46db5a7c62d
|
[
"john.arnold@enron.com"
] |
[
"francielou3224@comic.com"
] |
Mon, 16 Apr 2001 04:43:00 -0700 (PDT)
|
Re: Pay all bills with just 1 monthly payment! [y5i64]
|
fuck you
|
<mn49@msn.com> on 04/16/2001 11:09:55 AM
Please respond to francielou3224@comic.com
To: uo2fnw@msn.com
cc:
Subject: Pay all bills with just 1 monthly
payment! [y5i64]
Got debt? We can help using Debt Consolidation!
If you owe $10,000 USD or more, consolidate your debt
into just 1 payment and let us handle the rest!
Wouldn't it be nice to have to worry about just 1
fee instead of half a dozen? We think so too.
- You do not have to own a home
- You do not need another loan
- No credit checks required
- Approval within 3 business days
- Available to all US citizens
For a FREE, no obligation, consultation, please fill
out the form below and return it to us. Paying bills
should not be a chore, and your life should be as easy
and simple as possible. So take advantage of this
great offer!
-=-=-=-=-=-=-=-=-=-=-
(All fields are required)
Full Name :
Address :
City :
State :
Zip Code :
Home Phone :
Work Phone :
Best Time to Call :
E-Mail Address :
Estimated Debt Size :
-=-=-=-=-=-=-=-=-=-=-
Thank You
To receive no further offers from our company regarding
this matter or any other matter, please reply to this
e-mail with the word 'Remove' in the subject line.
|
Jarnold.nsf
|
[] | 2 | 481 |
arnold-j
|
496.
|
ddf8e51b-eea0-471f-8bbf-335182b45a18
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Mon, 16 Apr 2001 00:43:00 -0700 (PDT)
|
RE: ng views + wager
|
i'll take 10:1 this morning
|
From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
thats pleasant
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Sunday, April 15, 2001 3:29 PM
To: Fraser, Jennifer
Subject: RE: ng views + wager
eat my shorts
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 8 | 993 |
arnold-j
|
497.
|
80e2dfee-c561-4a07-bd94-c540575385b7
|
[
"john.arnold@enron.com"
] |
[
"cwomack@rice.edu"
] |
Sun, 15 Apr 2001 13:36:00 -0700 (PDT)
|
Re: EnronOnline competitor questionnaire
|
schedule 30 min to sit down with me either mon or tues after 430. if you
want to get info, sending out an email survey is not the right way. much
easier to respond to a question in voice rather than typing it out.
|
<cwomack@rice.edu> on 04/09/2001 04:17:59 PM
To: jarnold@enron.com
cc: cwomack@rice.edu
Subject: EnronOnline competitor questionnaire
Hello Mr. Arnold,
Thank you for speaking with me today with Kenneth Parkhill. Unfortunately,
none of my teammates are available to meet with you today. Would you please
review our questionnaire and reply back to me with your comments about the
questionnaire and answers to any questions that apply to your work.
We will follow up with you later this week if we have questions. Thank you
for your help.
Charles Womack
2002 Rice MBA Candidate
281-413-8147
cwomack@rice.edu
- Questionnaire.doc
|
Jarnold.nsf
|
[] | 57 | 180 |
arnold-j
|
498.
|
590bd81c-b51e-413e-81a1-689beb383b0e
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Sun, 15 Apr 2001 08:29:00 -0700 (PDT)
|
RE: ng views + wager
|
eat my shorts
|
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
3:1 and your on
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Thursday, April 12, 2001 11:04 AM
To: Fraser, Jennifer
Subject: RE: ng views + wager
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 3 | 870 |
arnold-j
|
499.
|
aab28106-45e1-4d6d-bff3-177f21fa45ec
|
[
"john.arnold@enron.com"
] |
[
"leehouse211@asia.com"
] |
Sun, 15 Apr 2001 08:21:00 -0700 (PDT)
|
Re: I need your phone # to help your debt problem. [h7gmu]
|
fuck you
|
239b3989d@msn.com on 04/14/2001 05:42:02 AM
Please respond to leehouse211@asia.com
To: 6na10@msn.com
cc:
Subject: I need your phone # to help your debt
problem. [h7gmu]
How would you like to take all of your debt, reduce
or eliminate the interest, pay less per month,and
pay them off sooner?
We have helped over 20,000 people do just that.
If you are interested, we invite you request our free
information by provide the following information.
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size:
(All information is kept securely and never
provided to any third party sources)
This request is totally risk free.
No obligation or costs are incurred.
To unsubscribe please hit reply and send a message with
remove in the subject.
|
Jarnold.nsf
|
[] | 2 | 283 |
arnold-j
|
50.
|
e720110e-9999-49ca-9943-b8b2325beb2f
|
[
"john.arnold@enron.com"
] |
[
"jeanie.slone@enron.com"
] |
Sun, 5 Nov 2000 08:58:00 -0800 (PST)
|
Re: Final Gas and Power Trading PRC meeting
|
Is it possible to reschedule the commercial meeting from Wednesday.
Wednesday is the busiest day of the week for the gas floor. Please advise,
John
Jeanie Slone
|
11/02/2000 03:56 PM
To: Fred Lagrasta/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott
Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT,
Phillip K Allen/HOU/ECT@ECT
cc:
Subject: Final Gas and Power Trading PRC meeting
Mark you calendars for the Gas and Power Trading PRC meetings to be held
Wed. November 29 (Commercial) and Mon. December 4(Commercial Support) You
will receive specific information regarding times and locations soon.
If you would like additional members of your staff to attend the meeting to
provide feedback, please submit their names to me by November 10.
A formal Gas pre-ranking meeting is not scheduled. However, if you are
interested in conducting a pre-PRC meeting, please contact me by November 10.
Best regards,
Jeanie
X5-3847
|
Jarnold.nsf
|
[] | 43 | 224 |
arnold-j
|
500.
|
900e0d6a-68a6-4285-a08d-ee9aba946f71
|
[
"john.arnold@enron.com"
] |
[
"korydegan4034@publicist.com"
] |
Sun, 15 Apr 2001 08:20:00 -0700 (PDT)
|
Re: Need help with your bills this month? [swbij]
|
fuck you
|
8aya1r@msn.com on 04/15/2001 07:41:06 AM
Please respond to korydegan4034@publicist.com
To: fb753z@msn.com
cc:
Subject: Need help with your bills this
month? [swbij]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
If you are interested, we invite you to request free
information at the end of this form.
What we can do to help YOU!
* Stop harrassment by creditors.
* Reduce your principal balance up to 50%
* Consolidate your debts into one low monthly payment
* Improve your credit rating
* Lower your monthly payments by 40% - 60%
Things to keep in mind:
* There is no need to own property
* There is no need to own any equity
* This is not a loan
This is a program that has helped thousands just like YOU!
If you are interested, we invite you to read our free
information please provide the following information:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
(All information is kept securely and never
provided to any third party sources)
To unsubscribe please hit reply and send a message with
remove in the subject.
This request is totally risk free.
No obligation or costs are incurred.
|
Jarnold.nsf
|
[] | 2 | 398 |
arnold-j
|
501.
|
6e71d4dd-e150-4e3e-a7b1-8be410c8c3e4
|
[
"john.arnold@enron.com"
] |
[
"annamaedicastro2195@witty.com"
] |
Sun, 15 Apr 2001 08:20:00 -0700 (PDT)
|
Re: Stop harrassment by creditors, today! [amfos]
|
fuck you
|
y6qa@msn.com on 04/15/2001 07:41:11 AM
Please respond to annamaedicastro2195@witty.com
To: bib28@msn.com
cc:
Subject: Stop harrassment by creditors,
today! [amfos]
Are you behind in bills?
Late on a payment?
Let us help you get out of debt NOW!
If you are interested, we invite you to request free
information at the end of this form.
What we can do to help YOU!
* Stop harrassment by creditors.
* Reduce your principal balance up to 50%
* Consolidate your debts into one low monthly payment
* Improve your credit rating
* Lower your monthly payments by 40% - 60%
Things to keep in mind:
* There is no need to own property
* There is no need to own any equity
* This is not a loan
This is a program that has helped thousands just like YOU!
If you are interested, we invite you to read our free
information please provide the following information:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
Full Name:
Address:
City:
State:
Zip Code:
Home Phone:
Work Phone:
Best Time to Call:
E-Mail Address:
Estimated Debt Size:
-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-
(All information is kept securely and never
provided to any third party sources)
To unsubscribe please hit reply and send a message with
remove in the subject.
This request is totally risk free.
No obligation or costs are incurred.
|
Jarnold.nsf
|
[] | 2 | 399 |
arnold-j
|
502.
|
4645e726-e664-4ede-8e91-c3a2a3be6035
|
[
"john.arnold@enron.com"
] |
[
"dutch.quigley@enron.com"
] |
Thu, 12 Apr 2001 06:01:00 -0700 (PDT)
|
i dont remember if we fixed these yet.
|
---------------------- Forwarded by John Arnold/HOU/ECT on 04/12/2001 01:00
PM ---------------------------
herve.duteil@americas.bnpparibas.com on 04/10/2001 04:05:06 PM
To: john.arnold@enron.com
cc:
Subject:
John,
Sorry again... my last 2 trades (EOL # 1112587 & 1112596 - I sell 1/2 day
twice
@5.55 on May) were done again by mistake on US Gas Daily instead of NYMEX.
I have called your help desk to try to remove US Gas Daily from my NYMEX
screen
which we cannot do so far unless I select each quote individually. However
this
would run the additional problem of not showing up new tenors you may
introduce
over time.
Thank you and best regards,
Herve
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
|
Jarnold.nsf
|
[] | 9 | 569 |
arnold-j
|
|
503.
|
41dea791-207a-4f76-8110-ae8e3f7deb30
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Thu, 12 Apr 2001 04:03:00 -0700 (PDT)
|
RE: ng views + wager
|
the implied market on that from put spreads is 5.3:1. I'll take 4:1.
that's all the juice i'll pay.
|
From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views + wager
Most import - the wager - I will take the over on May NG (4.95). 2:1 is
okay--- $5 per penny okay?
Agree - Products
Rally is not different for products. 92% of heating oil is made ondemand
(storage is not as important as in nat gas) Heat will get ugly this October
and then give it up (unless we have 7 blizzzards in the Northeast very
early).
SOme things to consider :
1- in the next 3-4 weeks we will finish the very heavy maintenance season and
be in full blown gasoline season.
- yields will be preferentially shifted for HU
3- nobody will pay any attention to HO
2-HO will have incremental demand due to utlity switching and will quietly
build slower than last year
4- therefore by September everyone will freak out
5- After the OCtober contract expires (HO) , everyone will realize (similar
to NG) that the world will not end.
Where does this get us:
1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind
will have been taken out of HU sails - plus you can do it month
avg--therefore less noise)
2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng
puts nov-jan
Ng-Disagree:
I think prices stay high through June. The big drop off come some where in
July 15 to Aug 15 and downhill from there. (Looks like 1998)
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 10:41 PM
To: Fraser, Jennifer
Subject: Re: ng views
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 39 | 709 |
arnold-j
|
504.
|
63a43e1a-edcb-41a0-9ea3-4f4f9c112211
|
[
"john.arnold@enron.com"
] |
[
"caroline.abramo@enron.com"
] |
Thu, 12 Apr 2001 03:18:00 -0700 (PDT)
|
Re: SUNRISE CAPITAL
|
Average volume is 35,000-40,000 on nymex of which about half is spreads. So
around 20,000 outrights trade. We trade more than that on EOL. Today's
conditions 1000 lot market would be 3-4 cents wide. have executed trades as
large as 10,000 across a longer term and 1000 lot clips in the front
frequently.
|
Caroline Abramo@ENRON
04/12/2001 06:48 AM
To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron
cc:
Subject: SUNRISE CAPITAL
John/ Mike- could you give me a sense of the below on nat gas..
thanks,
ca
---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/12/2001
07:46 AM ---------------------------
Caroline Abramo
04/11/2001 12:22 PM
To: Russell Dyk/Corp/Enron@ENRON, Robyn Zivic/NA/Enron@Enron, Mog
Heu/NA/Enron@Enron, Stephen Plauche/Corp/Enron
cc: Per Sekse/NY/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT
Subject: SUNRISE CAPITAL
This is a program trader in San Diego with about 1 Billion in Capital. They
concentrate on front month trading- both swaps and options. they are looking
for liquidity and want to know:
1. size of the financial markets- what is the daily trading volume like?
2. bid/offer on size.. like 10,000 to start and then 5,000..1,000 - only for
the front month on swaps and options?
3. what kind of size we have seen go through directly from anyone?
They want to know this for nat gas: I can talk to John and Mike on this
Rus- can you please get this on WTI, heat, and unleaded.
I want to try to get this to them today... we'll be getting a lot of these
inquiries.
Also, they trade through Carr futures, Merrill, Morgan Stanley, and
JPM/Chase.. What they want to do is trade with us and then we'll give-up the
trades to the above counterparties.. in effect, we will not have any credit
exposure..I can explain this in our meeting.
Thanks,
CA
|
Jarnold.nsf
|
[] | 89 | 468 |
arnold-j
|
505.
|
9190aa95-36c8-4b4d-abb3-3d2bc09bbdd4
|
[
"john.arnold@enron.com"
] |
[
"david.forster@enron.com"
] |
Thu, 12 Apr 2001 01:31:00 -0700 (PDT)
|
Dave:
I need a favor. I'm trying to create an internal only Cal 2002 product for
our power guys. Product controls is saying it will take a week from monday
to get it created. any way to speed it up?
|
Jarnold.nsf
|
[] | 55 | 0 |
arnold-j
|
||
506.
|
d1f8189b-a20f-48a6-829e-54eb7ebaad88
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 11 Apr 2001 15:40:00 -0700 (PDT)
|
Re: ng views
|
the only change that's happened to my long term outlook has been that the
weather in the short term has been more bullish and we'll have 30 or so bcf
less storage than i was anticpating in two weeks. so yea, my curve is a
touch higher, but it doesnt change my longer term view. most of the move
this week was a short sqeeze of spec shorts combined with a strong heat
market. a little concerned about heat, but also saw products very strong
going into the season this past winter only to stage a huge failure. not
convinced this rally in products is different.
|
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 141 | 90 |
arnold-j
|
507.
|
e29e0d82-a2a9-4326-a20a-7681c4cd8284
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 11 Apr 2001 15:35:00 -0700 (PDT)
|
RE: ng views
|
what kind of odds. the market is saying it's 8:1 chance. I'm saying there
is a much better chance than that. i think it's 2:1
|
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
wanna wager on that?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 41 | 218 |
arnold-j
|
508.
|
3cc0394c-6f23-4bc2-8164-0bd122bc9ea9
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 11 Apr 2001 15:33:00 -0700 (PDT)
|
RE: ng views
|
2.75 ... but yea
|
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: RE: ng views
2.50 fir jan02?
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
-----Original Message-----
From: Arnold, John
Sent: Wednesday, April 11, 2001 3:57 PM
To: Fraser, Jennifer
Subject: Re: ng views
may = 495 the rest is the same
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 6 | 218 |
arnold-j
|
509.
|
bd04d957-21fa-46f4-a12c-d7d7bc816b13
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 11 Apr 2001 08:56:00 -0700 (PDT)
|
Re: ng views
|
may = 495 the rest is the same
|
From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: ng views
where's your curve now?
MAy
June
Jul
Aug
Sep
Oct
Nov
Dec Jan 02
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 10 | 90 |
arnold-j
|
51.
|
bd5ec01f-12c9-4446-b055-025715fd4d61
|
[
"john.arnold@enron.com"
] |
[
"errol.mclaughlin@enron.com"
] |
Sun, 5 Nov 2000 08:43:00 -0800 (PST)
|
ACCESS Trades 11/03/00
|
Errol:
I did not write up these access trades from Friday. Please make sure they
are in.
John
|
---------------------- Forwarded by John Arnold/HOU/ECT on 11/05/2000 04:42
PM ---------------------------
"Mancino, Joseph (NY Int)" <JMANCINO@edfman.com> on 11/03/2000 08:26:02 AM
To: "'jarnold@enron.com'" <jarnold@enron.com>
cc:
Subject: ACCESS Trades 11/03/00
Greg asked me send you the ACCESS trades you did last night/this morning.
B 37 Z 4720
B 13 Z 4810
B 5 Z 4815
S 20 H 4436
Thank you.
Joseph Mancino
E.D. & F. Man International
(212)566-9700
|
Jarnold.nsf
|
[] | 27 | 233 |
arnold-j
|
510.
|
543932c6-272f-4293-999f-f62a0bd08eaf
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 11 Apr 2001 07:47:00 -0700 (PDT)
|
Re:
|
looks good to me. have you sent for materials yet?
|
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I found a good place - Bay Area Sailing. When you have time, go to their
website - www.bayareasailing.com and let me know what you think.
John Arnold
04/11/2001 08:43 AM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject: Re:
australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
|
Jarnold.nsf
|
[] | 14 | 379 |
arnold-j
|
511.
|
c86b9173-333f-43b2-9dff-87a423a73c82
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Wed, 11 Apr 2001 03:48:00 -0700 (PDT)
|
Re: tonight
|
i went to get the tix this morn and couldnt get them. i'll probably go to
dinner. sorry
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 04/11/2001 08:42:45 AM
To: john.arnold@enron.com
cc:
Subject: tonight
So do your plans for tonight involve business or pleasure?
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
Jarnold.nsf
|
[] | 30 | 109 |
arnold-j
|
512.
|
eb394ff6-fda2-4cf8-9cad-fe8fe8813ab0
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Wed, 11 Apr 2001 03:43:00 -0700 (PDT)
|
Re:
|
australia definitely sounds cool. might be a little tough though.
i'd be in for keemah if you want to do that
|
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re:
I'm still going to do it. I found out about one trip/lessons - 7 days in
Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA
certified at the end. In other words, you could rent a sailboat anywhere in
the world when you are done. However, as fun and as cool as it sounds - it
may not be doable.
Also, got the name of a guy in Keemah that my friends took lessons from a few
years ago. I might give him a call - he may be expensive - they had their
own boat.
I will keep you posted -
John Arnold
04/08/2001 08:15 PM
To: Kim Ward/HOU/ECT@ECT
cc:
Subject:
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
|
Jarnold.nsf
|
[] | 34 | 238 |
arnold-j
|
516.
|
96ed8672-53f4-478b-bc6c-4364d5370717
|
[
"john.arnold@enron.com"
] |
[
"herve.duteil@americas.bnpparibas.com"
] |
Tue, 10 Apr 2001 00:27:00 -0700 (PDT)
|
Re: Henry Hub instead of NYMEX...
|
yes
|
herve.duteil@americas.bnpparibas.com on 04/10/2001 07:20:32 AM
To: john.arnold@enron.com
cc:
Subject: Henry Hub instead of NYMEX...
Hi John !
My mistake again early morning... I clicked on Gas Daily Henry Hub (EOL
#1107435, I buy 5,000 MMBtu/day May @ 5.51) instead of NYMEX.
Could you change it to NYMEX ?
Thank you and sorry again,
Herve
______________________________________________________________________________
_______________________________________________________
Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis
a l'intention exclusive de ses destinataires et sont confidentiels. Si vous
recevez ce message par erreur, merci de le detruire et d'en avertir
immediatement l'expediteur.
Toute utilisation de ce message non conforme a sa destination, toute
diffusion ou toute publication, totale ou partielle, est interdite, sauf
autorisation expresse.
L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS
(et ses filiales) decline(nt) toute responsabilite au titre de ce message,
dans l'hypothese ou il aurait ete modifie.
------------------------------------------------------------------------------
----
This message and any attachments (the "message") are intended solely for the
addressees and are confidential. If you receive this message in error, please
delete it and immediately notify the sender.
Any use not in accord with its purpose, any dissemination or disclosure,
either whole or partial, is prohibited except formal approval.
The internet can not guarantee the integrity of this message. BNP PARIBAS
(and its subsidiaries) shall (will) not therefore be liable for the message
if modified.
______________________________________________________________________________
_______________________________________________________
|
Jarnold.nsf
|
[] | 1 | 492 |
arnold-j
|
519.
|
a2326a47-5323-494f-8a97-f5e88fc54063
|
[
"john.arnold@enron.com"
] |
[
"kim.ward@enron.com"
] |
Sun, 8 Apr 2001 15:15:00 -0700 (PDT)
|
hey:
just wondering if you're still up for sailing lessons and if you've found out
anything???
|
Jarnold.nsf
|
[] | 23 | 0 |
arnold-j
|
||
52.
|
5afb79b3-85d1-45ea-b57b-d9732c5b7978
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Fri, 3 Nov 2000 04:27:00 -0800 (PST)
|
Re:
|
what time did you get in?
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 11/03/2000 12:22:23 PM
To: john.arnold@enron.com
cc:
Subject:
Everything worked out OK. I left your key at the concierge desk.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
Jarnold.nsf
|
[] | 7 | 118 |
arnold-j
|
520.
|
2abb745e-2f9b-4fc1-9242-4f5e8b303bf4
|
[
"john.arnold@enron.com"
] |
[
"michael.gapinski@ubspainewebber.com"
] |
Sun, 8 Apr 2001 12:00:00 -0700 (PDT)
|
RE: Monday Conference Call
|
Took the wrong checkbook to work Friday. Will call your courier on Monday
hopefully.
John
|
Jarnold.nsf
|
[] | 24 | 0 |
arnold-j
|
|
521.
|
b6eaebc9-f86c-49bc-ae83-309d5777e853
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Sun, 8 Apr 2001 11:42:00 -0700 (PDT)
|
what's your view of crude from here over next 1-4 weeks?
|
Jarnold.nsf
|
[] | 15 | 0 |
arnold-j
|
||
524.
|
b47b9f16-2e63-4c3b-bab9-bad2ab73e80b
|
[
"john.arnold@enron.com"
] |
[
"kristi.tharpe@intcx.com"
] |
Fri, 6 Apr 2001 00:55:00 -0700 (PDT)
|
Re: Deal Cancellation
|
agree
|
Kristi Tharpe <kristi.tharpe@intcx.com> on 04/06/2001 07:41:11 AM
To: "'john.arnold@enron.com'" <john.arnold@enron.com>,
"'jnnelson@duke-energy.com'" <jnnelson@duke-energy.com>
cc:
Subject: Deal Cancellation
Please reply to this correspondence to cancel deal id 131585680 between
John Neslon of Duke Energy Trading and Marketing LLC and John Arnold of
Enron North America Corp.
Product: NG Fin, FP for LD1 Henry Hub tailgate - Louisiana
Strip: May01-Oct01
Quantity: 2,500 MMBtus daily
Total Quantity: 460,000 MMBtus
Price/Rate: 5.57 USD / MMBtu
Effective Date: May 1, 2001
Termination Date: October 31, 2001
Please call the ICE Help Desk at 770.738.2101 with any questions.
Thanks,
Kristi Tharpe
IntercontinentalExchange, LLC
2100 RiverEdge Parkway, Fourth Floor
Atlanta, GA 30328
Phone: 770-738-2101
ktharpe@intcx.com
|
Jarnold.nsf
|
[] | 1 | 296 |
arnold-j
|
525.
|
7574c363-46af-48de-96da-3aceee151189
|
[
"john.arnold@enron.com"
] |
[
"jenwhite7@zdnetonebox.com"
] |
Thu, 5 Apr 2001 07:54:00 -0700 (PDT)
|
Re: NY hotels
|
good to me. get prices for the different types of rooms
|
"Jennifer White" <jenwhite7@zdnetonebox.com> on 04/05/2001 12:19:52 PM
To: john.arnold@enron.com
cc:
Subject: NY hotels
Look what I found: http://www.60thompson.com/
There aren't many photos, but it sounds nice. Travelocity.com shows
cheaper, promotional rates. And I'll find out from Paula where she made
her reservations.
I'm done. It's all up to you now.
Jen
___________________________________________________________________
To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax,
all in one place - sign up today at http://www.zdnetonebox.com
|
Jarnold.nsf
|
[] | 13 | 173 |
arnold-j
|
527.
|
82369840-5c7e-427d-8519-088ee6b2365d
|
[
"john.arnold@enron.com"
] |
[
"matthew.arnold@enron.com"
] |
Thu, 5 Apr 2001 00:47:00 -0700 (PDT)
|
assume we're driving the 328 up to mom this friday after work
|
Jarnold.nsf
|
[] | 15 | 0 |
arnold-j
|
||
528.
|
fa058d12-42c3-4d7c-bca9-0b88e0ec7cf2
|
[
"john.arnold@enron.com"
] |
[
"matthew.arnold@enron.com"
] |
Thu, 5 Apr 2001 00:31:00 -0700 (PDT)
|
assuming we're driving the car to dallas tomorrow after work...
|
Jarnold.nsf
|
[] | 13 | 0 |
arnold-j
|
||
529.
|
34b7521a-5597-4d4e-8a0d-4183b3f8cabd
|
[
"john.arnold@enron.com"
] |
[
"liz.taylor@enron.com"
] |
Thu, 5 Apr 2001 00:30:00 -0700 (PDT)
|
liz:
are the diamonds still available for tonight's game?
|
Jarnold.nsf
|
[] | 14 | 0 |
arnold-j
|
||
53.
|
2e7ef526-6940-4ead-8622-47aa4c254721
|
[
"john.arnold@enron.com"
] |
[
"margaret.allen@enron.com"
] |
Thu, 2 Nov 2000 01:35:00 -0800 (PST)
|
Re: NYC rocks
|
yea they were doing spoofs on the rules of business. i'll tell you about it
later. kind of funny. however, it took 2 hours for 30 seconds of film
|
From: Margaret Allen@ENRON on 11/02/2000 08:50 AM
To: John Arnold/HOU/ECT@ECT
cc:
Subject: Re: NYC rocks
Without me! I can't believe you...
Just kidding. What was it for -- the management conference?
|
Jarnold.nsf
|
[] | 42 | 69 |
arnold-j
|
531.
|
57bc16ab-6a20-487d-8e93-c694b7c3f7af
|
[
"john.arnold@enron.com"
] |
[
"klarnold@flash.net"
] |
Wed, 4 Apr 2001 15:41:00 -0700 (PDT)
|
Re: Friday??
|
arrive some time friday night.
leave some time sunday.
|
Karen Arnold <klarnold@flash.net> on 04/04/2001 09:36:32 PM
To: john.arnold@enron.com, Matthew.Arnold@enron.com
cc:
Subject: Friday??
Fax or email me your itinerary for the weekend. Fax 972-690-5151! Mom
|
Jarnold.nsf
|
[] | 17 | 83 |
arnold-j
|
532.
|
435d7796-978e-43cb-a793-647cb94ca85a
|
[
"john.arnold@enron.com"
] |
[
"fzerilli@powermerchants.com"
] |
Wed, 4 Apr 2001 15:40:00 -0700 (PDT)
|
Re: Jarnold
|
do you still have the magazine and if so can you send it to me?
|
"Zerilli, Frank" <fzerilli@POWERMERCHANTS.COM> on 03/23/2001 12:05:51 PM
To: "'jarnold@enron.com'" <jarnold@enron.com>
cc:
Subject: Jarnold
Jarnold
- Jarnold.jpg
|
Jarnold.nsf
|
[] | 16 | 80 |
arnold-j
|
533.
|
93646c7f-f003-4f99-a115-135ca1620ab3
|
[
"john.arnold@enron.com"
] |
[
"jennifer.fraser@enron.com"
] |
Wed, 4 Apr 2001 15:37:00 -0700 (PDT)
|
Re: Incremental Fuel Switching For Distillate-- Summer Estimate
|
i read this as though 1.5 bcf/d of more switching takes place in the summer
versus today. is that because of the forward curves are backwardated for 2
and contango for natty?
|
From: Jennifer Fraser/ENRON@enronXgate on 03/27/2001 06:55 PM
To: John Arnold/HOU/ECT@ECT
cc: Alex Mcleish/EU/Enron@Enron, Richard Lassander/ENRON@enronXgate
Subject: Incremental Fuel Switching For Distillate-- Summer Estimate
Given the shape of the curve, my guess for incremental substitution is
1.5Bcf/d for No2 oil.
So for the period May-Sep01 an extra 1.5Bcf/d will be put back into the
system due to No2 oil usage.
Futures Settlements Mar27-01
NG CL BRT HO GSL HU PN
$/Mmbtu $/BBL $/BBL Cts/Gal $/ MT Cts/Gal Cts/gal
APR1 5.621 27.75 25.40 0.7794 216.25 0.9395 0.5375
MAY1 5.661 27.84 25.50 0.737 213.75 0.9306 0.5375
JUN1 5.703 27.66 25.39 0.7235 212.25 0.9111 0.5400
JUL1 5.738 27.40 25.26 0.724 212.50 0.8853 0.5425
AUG1 5.753 27.12 25.09 0.727 213.00 0.8558 0.5450
SEP1 5.713 26.85 24.91 0.7325 213.00 0.819 0.5475
OCT1 5.708 26.58 24.73 0.739 213.50 0.7765 0.5575
NOV1 5.813 26.31 24.53 0.745 214.25 0.7525 0.5600
DEC1 5.913 26.03 24.27 0.7490 215.00 0.739 0.5600
Futures Settlements DIFFS VS NG (USD/ MMBTU) (CDTY-
NG)
NG CL BRT HO GSL HU PN
$/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu $/MMBtu
APR1 0.00 -0.86 -1.29 0.00 -0.64 2.19 0.28
MAY1 0.00 -0.88 -1.32 -0.35 -0.74 2.08 0.24
JUN1 0.00 -0.95 -1.38 -0.49 -0.81 1.87 0.22
JUL1 0.00 -1.03 -1.43 -0.52 -0.84 1.62 0.22
AUG1 0.00 -1.10 -1.48 -0.51 -0.84 1.36 0.23
SEP1 0.00 -1.10 -1.47 -0.43 -0.80 1.10 0.41
OCT1 0.00 -1.14 -1.50 -0.38 -0.79 0.75 0.44
NOV1 0.00 -1.30 -1.63 -0.44 -0.88 0.45 #REF!
DEC1 0.00 -1.44 -1.78 -0.51 -0.96 0.23 0.23
Date 27-03
Legend
NG NYMEX Nat Gas
CL NYMEX Crude Oil
BRT IPE Brent
HO NYMEX Heating Oil
GSL IPE Gasoil
HU NYMEX Gasoline
PN 1 BBL = 42 Gal
Date 27-03
Conversions
NG 1 BBL = 5.825 MMBtu
CL
BRT
HO 1 BBL = 42 Gal
GSL 1 BBL =0.134 MT
HU 1 BBL = 42 Gal
PN 1 BBL = 42 Gal
Jen Fraser
Enron Global Markets Fundamentals
713-853-4759
|
Jarnold.nsf
|
[] | 48 | 1,260 |
arnold-j
|
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.