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Layla,
My associate's name is Tanya Tamarchenko. The
E-mail address is: [email protected].
Location is the same as mine, Enron, 1400 Smith, Houston.
Thanks
Vince
P.S. Shirley, please send my bio to Layla
"Layla O'Leary" <[email protected]> on 05/02/2001 10:33:00 AM
Please respond to <[email protected]>
To: <[email protected]>
cc: <[email protected]>
Subject: RE: EPRM 2001 Houston
Yes, That's fine. If you can please give me her full contact details
including e-mail and address I will have her registered as a co-speaker.
If you would like to bring your own copies to the event I would ask you to
send 200 copies directly to the venue. Although if you can get it to me on
Friday I can still insert it!
Could I please trouble you for a short biography?
Kind Regards
Layla
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: 02 May 2001 15:38
To: [email protected]
Cc: [email protected]
Subject: Re: EPRM 2001 Houston
Layla,
A few points.
I shall be glad to attend the reception.
I am falling behind in getting my presentation ready. Sorry for the delay.
I can commit to delivering the required number of copies on the day of my
presentation
(or a day before). I have done it on two occasions before (Power 2000 and
Power 1999):
the copies were produced by our company Copy Center at no cost to you.
My associate, Tanya Tamarchenko, is helping me with one aspect of the
presentation and
I would like her to deliver part of my speach. It's only fair to give her
the credit when the
credit is due. Is it OK to include her as an additional speaker?
Vince
"Layla O'Leary" <[email protected]> on 04/30/2001 09:04:52 AM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: EPRM 2001 Houston
Dear Speaker,
Pre-Congress Cocktail Reception - Sunday 13th May @ 5:30pm in the Juniper
Room
We would be delighted to have you attend our pre-congress cocktail
reception. We will be extending this invitation to all our sponsors,
exhibitors and EPRM/Risk Waters Group staff. We hope this will provide a
perfect opportunity for you to meet all our staff and clients before the
formal opening of EPRM 2001 USA
+ RSVP
I would also like to remind you that I need any missing presentations by
Thursday 3rd May. It is essential that I get these in as the delegates
rely
on these to make notes and get very upset if they are not included in the
packs.
If you still haven't informed me of your AV requirements, please do so as
quickly as possible. I also require a short biography.
I would like to point out that I will not be taking any presentations on
disk to the event. If you are using a laptop, your presentation should be
loaded onto the laptop that you bring with you. You must bring your own
laptop and disc, with connecting cables.
Any questions, please do not hesitate to contact me.
Kind Regards
Layla O'Leary
Event Co-ordinator
Risk Waters Group
Haymarket house
28-29 Haymarket
London
SW1Y 4RX
Tel: +44 (0) 20 7484 9871
Fax: +44 (0) 20 7484 9800
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/16/2001
04:28 PM ---------------------------
<[email protected]> on 04/12/2001 10:47:27 AM
To: "Vince J Kaminski" <[email protected]>
cc:
Subject: Southwestern Natural Gas Price and Price Volatility
Almost everything you need to know in less than 1000 words and 2 figures.
Best regards and have a Happy Easter.
JHHerbert
- gd010412rev.pdf
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/26/2000
09:14 AM ---------------------------
Enron North America Corp.
From: Lynn Pikofsky @ ENRON 04/25/2000 01:56 PM
To: Laura Luce/Corp/Enron@Enron, Barbara G Dillard/Corp/Enron@Enron, Kevin P
Radous/Corp/Enron@Enron, Cary M Carrabine/Corp/Enron@Enron, Tim
Hermann/Corp/Enron@ENRON, Gregg Penman/Corp/Enron@Enron, Paul
Burgener/Corp/Enron@ENRON, Roy Rodriguez/Corp/Enron@ENRON, Russell E
Murrell/Corp/Enron@Enron, Steve Richman/Corp/Enron@ENRON, Richard
Tomaski/Corp/Enron@Enron, Dave Wear/Corp/Enron@ENRON, [email protected],
[email protected], Fred Mitro/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT,
Stinson Gibner/HOU/ECT@ECT, Sheila Tweed/HOU/ECT@ECT, Rusty
Stevens/Corp/Enron@ENRON, Deirdre McCaffrey/HOU/ECT@ECT
cc:
Subject: Real Options Seminar
The Real Options Seminar which is scheduled on Thursday April 27th will be
held in EB46C1. The seminar will begin at 8:30 and will finish at 11:30.
Coffee and bagels will be served.
The baseball will begin at 3:05, and the ball park opens at 1:00. Food and
drinks will be provided in the suite at 2:00. There may be a tour of the
field scheduled at 1:00, I will let you know the details.
Dinner is to follow the game, place is still be determined.
For Chicago attendees, if you are on the 4:44 flight, please let me know if
you need transportation to the airport. Transportation will be provided in
Houston upon arrival to the hotel. Please let me know of your flight
itinerary if you are interested.
Please let me know if you have any questions.
Thanks,
Lynn
312) 541-1379
|
Thanks
Vince
Shirley Crenshaw
04/11/2000 12:08 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: ANTHONY HAS A NEW BABY BOY!!!
I sent a basket of flowers to Anthony, Mama and the new baby.
Signed:
Congratulations!
"Vince Kaminski and the Research Group"
|
Anita,
My version. Minor changes.
Vince
Anita DuPont@ENRON
07/26/2000 04:42 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Breckenridge Agenda - Complete
Here is the attachment with all bullet items. Anita
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/20/2000
08:27 AM ---------------------------
"NW on Linux" <[email protected]> on 04/20/2000 04:56:38 AM
Please respond to "Linux Help" <[email protected]>
To: <[email protected]>
cc:
Subject: Getting embedded with a penguin
NETWORK WORLD FUSION FOCUS: PHIL HOCHMUTH
on LINUX
Today's focus: Getting embedded with a penguin
04/19/00
Dear Wincenty Kaminski,
Announcing FREE, LIVE webcast with John
Gallant!
Introducing, "The Networked World," a FREE monthly webcast that
features Network World's John Gallant going head-to-head with network
industry movers and shakers. Premieres May 5 at 1:00 p.m. ET. Register
now at:
http://www.itworld.com/itwebcast/nw
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Copy and paste URLs that break in two lines and remove extra spaces.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Today's focus: Getting embedded with a penguin
---------------------------------------------
By Phil Hochmuth
Linux may be red-hot as a server operating system, but it's also
creating some heat in the embedded operating system market.
Developers have been putting Linux on small devices and cramming the
operating system into a space the size of a SIMM for some time, but
embedded versions of the operating system are on the verge of coming to
mainstream devices, such as slimmed-down Internet clients, handheld
devices and network appliances.
One of the major markets for embedded Linux systems lies in e-business
and enterprise networks. Last fall, Red Hat bought Cygnus Solutions,
which develops embedded Linux tools and embedded operating systems,
creating the biggest open-source company in the world. The merger
brought together the Red Hat development team's expertise in the
operating system (they are the leading Linux distribution company) and
the unique gadget-related technology of Cygnus, such as its embedded
configurable operating system (eCos), embedded Linux tools and
application programming interfaces.
Last month, Red Hat began offering eCos as its own product, coinciding
with the release of Red Hat Linux 6.2. Red Hat is banking on Linux to
emerge as the standard technology in enterprise handheld and server
connectivity. The leaders in server and handheld operating system
development are currently Microsoft and Palm Computing, but Red Hat
proclaims that having the same core operating system running on the
front and back ends of these post-PC, wireless handheld network
environments will lead to better performance and scalability. With
Linux running on the client and the server, business applications will
come to market more quickly as software can be written once for server
applications, then only slightly modified for compatibility for the
wireless handheld client, Red Hat says.
Lineo, of Lindon, Utah, has also made strides in embedded Linux
technology development recently. Lineo currently offers its own
embedded Linux distribution, Embedex, in addition to the Embedex
Browser - an embedded, graphical user interface-based microbrowser
and a software development kit. The Embedex operating system, browser
and development kit are aimed at the handheld and information appliance
markets. Lineo is currently compatible with X86 and PowerPC processors
and runs on less than 4M bytes of RAM and 2M bytes of read-only memory
or flash memory. The company last week announced a new development
partnership with MIPS Technologies, so look for embedded Linux running
on the MIPS architecture in the near future.
Also on the embedded bandwagon is Pennsylvania company Neoware Systems,
which just announced its NeoLinux embedded Linux distribution based on
Red Hat's Linux distribution. The company is offering NeoLinux for
small handheld devices but is focusing more on "information
appliances" - that is, network devices dedicated to a single task such
as firewalls, routers and security devices. To complement its own Linux
distribution, Neoware has also released its own hardware to run
NeoLinux - the Eon Anything Box - which lets users configure the
hardware to act as a variety of network devices.
With all these various flavors of embedded Linux sprouting up, embedded
system and network device companies recently formed an industry board
to help the technology's development. Created in March, the Embedded
Linux Consortium (ELC) - http://www.embedded-linux.org - comprises over
two dozen companies that specialize in embedded system hardware,
software and Linux, including Red Hat, Motorola and IBM. The goal of
the group is to spur "the advancement of Linux-based solutions in
embedded applications," the ELC says.
As information appliances, thin servers and handheld devices become
more prevalent in the enterprise, it appears that Linux will be a big
part of the post-PC networking era. As a result, network managers will
need to become more familiar with what makes these embedded devices
tick and with trends in the embedded Linux industry.
To contact Phil Hochmuth:
-------------------------
Phil Hochmuth is a writer and researcher for Network World, and
a former systems integrator. You can reach him at
mailto:[email protected].
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FOR RELATED LINKS -- Click here for Network World's home page:
http://www.nwfusion.com
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Red Hat:
http://www.redhat.com
Lineo:
http://www.lineo.com
Neoware:
http://www.neoware.com
Learn more about embedded Linux in general at the official embedded
Linux portal:
http://www.linuxdevices.com
Read white papers on Red Hat's embedded technology:
http://www.redhat.com/support/wpapers/cygnus_whitepapers.html
Archive of Network World Fusion Focus on Linux newsletters:
http://www.nwfusion.com/newsletters/linux/
Other Linux-related articles from Network World:
Rackspace offers customized Web servers, Network World, 04/17/00
http://www.nwfusion.com/archive/2000/93083_04-17-2000.html
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Copyright Network World, Inc., 2000
|
Jana,
I shall be glad to join you.
Vince
[email protected] on 09/12/2000 01:51:06 PM
To: [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected]
cc:
Subject: Simulated Trading
Dear Friends and Colleagues:
NYMEX is hosting a cocktail reception and a simulated open outcry trading
"class":
Thursday, Sept. 28, 2000
5:00 - 7:00 pm
Houston Center Club
(downtown-across from the 4 Seasons)
This is being held in conjuction with the Crude Oil Association. They charge
$25 at the door.
However, as a host I can have as many of my colleagues there for FREE!
But, I must know if you are coming by September 24, 2000 c.o.b., to give a
count to the Houston Center Club.
I hope you can all attend. Please feel free to invite someone to come with
you. The simulated trading will be held three times during the evening, and
is very interesting.
I look forward to hearing from you, and seeing you on 9/28!
Jana
ps-call me if you have any questions
|
Stinson,
I think I read one of his papers. Mechanical application of one
technique to power prices, no useful insights.
We can still invite him.
Vince
Stinson Gibner
11/09/2000 10:06 AM
To: Vince J Kaminski/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT
cc:
Subject: Resume: Dipak Agarwallah Ph.D. econ.
Here is a resume forwarded to our group. Dipak has some industry
experience, but does not seem to have programming skills. Any interest?
--Stinson
---------------------- Forwarded by Stinson Gibner/HOU/ECT on 11/09/2000
10:01 AM ---------------------------
Paulo Issler
11/07/2000 02:56 PM
To: Stinson Gibner/HOU/ECT@ECT
cc:
Subject: Resume and Cover Letter
Stinson:
Per our conversation I am forwarding you Dipak's resume.
---------------------- Forwarded by Paulo Issler/HOU/ECT on 11/07/2000 02:48
PM ---------------------------
Guido Caranti@ENRON_DEVELOPMENT
11/02/2000 01:44 PM
To: Paulo Issler@ECT
cc:
Subject: Resume and Cover Letter
Poulo, this is the info of the guy I talked to you about. Please let me know
what you think.
Thanks a lot
Guido
---------------------- Forwarded by Guido Caranti/ENRON_DEVELOPMENT on
11/02/2000 01:47 PM ---------------------------
"Dipak Agarwalla" <[email protected]> on 10/13/2000 11:36:22 AM
To: [email protected]
cc: [email protected]
Subject: Resume and Cover Letter
Hi Mr. Caranti,
Please find the attached cover letter and resume. Please let me know if you
need any further information and I look forward to talking to you on
saturday at 8:30 PM.
Thank you very much
Dipak
_________________________________________________________________________
Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com.
Share information about yourself, create your own public profile at
http://profiles.msn.com.
- Resume-Dipak Agarwalla.doc
- Cover Letter-Dipak Agarwalla.doc
|
Anita,
Two weeks I mentioned was just to indicate an approximate duration of the
stay.
I would leave the final decision to Iris, in coordination with Vasant and
Amitava, based
on the business need.
One week, with the possibility of extension if necessary is fine.
Vince
Anita DuPont@ENRON
04/25/2001 10:41 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Iris Mack/ENRON@enronXgate, Vasant Shanbhogue/HOU/ECT@ECT, Amitava
Dhar/Corp/Enron@ENRON
Subject: Iris's trip to London
Vince:
I am making reservations for Iris to leave for London on Monday, April 30,
2001. Iris said you want her to stay 2 weeks and Vasant wants her to stay 1
week. I can have her return on Friday, April 11, 2001 or Tuesday, May 15,
2001. Her only request is that she return before May 17, 2001 when
Professor Kulatilaka from Boston University is here. When do you want her
to return?
Thanks. Anita
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 07/07/2000
04:03 PM ---------------------------
Al Arfsten <[email protected]> on 07/07/2000 10:15:49 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Info
Vince: I very much enjoyed getting to know more about you yesterday
morning. When do you return from Australia? I would like to arrange
for you, I, and Tim Luehrman to meet so that you can learn more about he
and his vision and the possibilities laying ahead for PwC and its global
Financial Advisory Services practice. I briefly talked with Tim and he
very much would enjoy receiving a copy of the publication in which you
referenced his tomato field model. Can you send it to me by
"attachment" file? Also, your resume and other info you might provide?
I hope to see you again soon or at least upon your return from
Australia. Best regards, Al Arfsten
|
James,
I hall appreciate a copy of "A Brief History of the Future."
Vince Kaminski
Enron
"J.P. Rosenfield" <[email protected]> on 04/24/2000 12:16:25 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Energy and E-Business: A Brief History of the Future
Mr. Vincent J. Kaminski
Managing Director
Enron Capital & Trade Resources Corp.
Dear Mr. Kaminski:
In response to client requests we are pleased to provide "A Brief History of
the Future," by CERA's Julian West.
TO REQUEST YOUR COMPLIMENTARY COPY OF THIS REPORT, PLEASE REPLY TO THIS
MESSAGE.? We will forward an electronic (PDF) copy to you via email.
The report is based on Julian's remarks at the E-Business workshop at
CERAWeek2000 in which your participation was appreciated.? It lays out a
framework and identifies the key strategic challenges of e-business and
energy, as well as our approach in the "E-Squared: Energy and E-Business"
retainer service.? The "E-Squared" service is now up and running, and we hope
that you will consider enrolling to receive our on-going research.
Our next major event, the E-Business Summit, a senior level gathering
including strategy presentations and discussions, will take place on June 26
(evening) through 28th at the Sonesta Hotel in Cambridge, Massachusetts.
This outstanding program includes presentations by Clayton Christensen (of
"Innovator's Dilemma" fame); Dan Yergin, Joe Stanislaw and Julian West of
CERA; Andy Lippman of MIT's Media Lab; Susan DeSanti of the FTC; and others.?
Participation is limited.
For more details or to enroll in the Summit and/or the E-Squared retainer
service, please visit http://www.cera.com/offerings/ret/e2/ .
Please feel free to contact me, or my colleague Tim Fitzgerald at
617-441-2679; email to [email protected] if you have any questions or
further considerations
Sincerely,
James Rosenfield
Executive Vice President
*****************************************************************
Our relationship with you is very important to us.? If you wish not to
receive future e-mail notifications, please send a reply to this message with
"DoNotEmail" as the subject of your message. (
mailto:[email protected]?subject=DoNotEmail )
*****************************************************************
|
Zimin,
It seems that the academia is catching up.
Do you have a realistic case we can show them?
Something generic.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/06/2001
09:31 AM ---------------------------
[email protected] on 03/02/2001 09:39:43 AM
To: "Vince J Kaminski" <[email protected]>
cc:
Subject: A Request
Vince,
I am writing to ask for your help with some research I am doing with John
Lehoczky and a PhD student. We trying to apply recent advances in Monte
Carlo for American options to value Swing and other options with multiple
early exercise decisions that are important in energy markets. I know in
general that early exercise shows up in a wide range of energy contracts,
both real as welll as financial. Would it be possible for you, either via
email or on the phone, to give us some examples of typical terms for such
instruments? We would like our examples to look realistic. We also want to
make sure we are focusing on the right sorts of optionality.
Thanks in advance,
Duane
********
Duane Seppi
Graduate School of Industrial Administration
Carnegie Mellon University
Pittsburgh PA 15213-3890
tel. (412) 268-2298
fax (412) 268-8896
email [email protected]
|
Neil,
I would like to apologize for the confusion regarding Anshuman.
We have floated a number of possible scenarios regarding his
trip to Houston and there was a lot of confusion
regarding the terms (given that I was talking to Sandeep
every few days).
Currently, we expect Anshuman to come to Houston for one month
to work on the DPC project (at Jeff Shankman's request). The lawyers advised
me that we need an L1 visa for him, irrespective of the duration
of his stay.
Sorry for the confusion.
Vincent Kaminski
Managing Director - Research
Enron Corp.
1400 Smith Street
Room EB1962
Houston, TX 77002-7361
Phone: (713) 853 3848
Fax : (713) 646 2503
E-mail: [email protected]
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/13/2001
08:52 AM ---------------------------
"Btu" <[email protected]> on 04/12/2001 04:50:25 PM
To: "Btu's Weekly Power Report" <>
cc:
Subject: Btu's Weekly Power Report
Attached is the latest issue of Btu's Weekly Power Report
e-mail: [email protected]
phone: 732-758-8222
fax: 732-758-8286
- wp041601.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/24/2000
03:03 PM ---------------------------
Vasant Shanbhogue
08/21/2000 09:32 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: cost of equity analysis
Vince,
please call me if you need me to walk through the spreadsheet
Vasant
---------------------- Forwarded by Vasant Shanbhogue/HOU/ECT on 08/21/2000
09:28 AM ---------------------------
Vasant Shanbhogue
08/17/2000 06:59 PM
To: Jeff Nogid/HOU/ECT@ECT
cc:
Subject:
|
Ashley,
Another student who responded after my presentation.
What do you think? Should we talk to him (Research) directly?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/24/2000
04:37 PM ---------------------------
Jinbaek Kim <[email protected]> on 10/23/2000 07:25:36 PM
To: [email protected]
cc:
Subject: Resume,
Dear Mr. Kaminski,
Hi,
I am a Ph.D student at IEOR department at U.C.Berkeley.
Thanks for your presentation today.
It gave me knowledge and interest in electricity markets,
and your company.
As you mentioned in the presentation,
I send a resume to give me opportunity to learn more
about your company.
I hope I can join the super saturday event.
Jinbaek
- resume.doc
|
David,
I shall be in the office tomorrow (Fri) afternoon. I am working
with Maureen here to get some ammunition regarding
the Korean economic conditions and prospects.
Vince
|
Judy,
Sorry, I cannot help you on this one.
I already cover a number of campuses.
Vince
From: Judy Nyegaard 02/21/2001 02:15 PM
To: Vince J Kaminski/HOU/ECT@ECT, Danny McCarty/LON/ECT@Enron
cc: Paul LeBeau/NA/Enron@ENRON
Subject: HARVARD Recruiting
We've had a last minute cancellation of one of our 2nd round interviewers at
Harvard and wanted to know if you would be interested in interviewing. Our
offer/acceptance rate has been extremely dismal at Harvard and would like to
get you involved for the summer internships. We have a pre-interview
reception on Friday, 3/2/01and Interviews on Saturday, 3/3/01. 1st rounds in
the Morning and 2nd rounds in the PM. If you are unable to participate,
could you possibly recommend someone at a very senior level of management to
substitute? Thanks.
|
Stinson,
No problem.
Vince
Stinson Gibner
08/02/2000 12:51 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: Monday Aug. 7
Vince,
May I take a vacation day next Monday, Aug. 7th ?
Thanks,
Stinson
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/11/2001
06:08 PM ---------------------------
"John D. Martin" <[email protected]> on 01/11/2001 02:49:58 PM
To: [email protected]
cc:
Subject: Latest draft
Vince,
I have added a lot of material to "fill in the wholes" and would like your
reaction to the current draft. I am still not very happy with the risk
management segment (primarily as a result of my own lack of knowledge) so
please read it carefully and get me your comments.
I plan to let Don Chew (the editor) take a look at it to give us his
guidance toward a successful draft.
Hope you are having a great day and tremendous start to the new year.
Your friend
john
p.s. I really enjoyed your papers. those should definitely be part of a
class on risk management.
- Enron_Paper_1_11_01.doc
John D. Martin
Carr P. Collins Chair in Finance
Finance Department
Baylor University
PO Box 98004
Waco, TX 76798
254-710-4473 (Office)
254-710-1092 (Fax)
[email protected]
web: http://hsb.baylor.edu/html/martinj/home.html
|
Tanya, Naveen,
Just a thought. Changes in the portfolio values may combine both the changes
of prices and positions.
This happens if one tracks changes in the value of our historical gas
portfolio. A big jump in
the volumetric position from day to day, combined with a moderate price
movement may produce an
observation that looks artificially big.
If the volumetric position was frozen, it's just a scaling factor and there
should be
no discrepancy between your numbers. Of course, the correct approach
is to separate the price process from the position changes.
Vince
Tanya Tamarchenko
11/13/2000 08:38 AM
To: Naveen Andrews/Corp/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT
Subject: Re: looking for "Fat Tails" in time-series for NGI-SOCAL
Naveen,
I am trying to answer the question: what is the appropriate stochastic
process to model the behavior
of commodities' prices in our VAR model. So what I do care about is the
behavior of log-returns.
Any help is appreciated.
Tanya.
Naveen Andrews@ENRON
11/10/2000 04:35 PM
To: Tanya Tamarchenko/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT
Subject: Re: looking for "Fat Tails" in time-series for NGI-SOCAL
Tanya,
We care about PORTFOLIO VALUE CHANGES, not log-returns of a
single contract, which has extremes in the behavior and can be fit to a
fat-tailed distribution. A 1.20 basis move, with 500 BCF position, is an
extreme event, anyway you slice it.In the literature, as elsewhere, I agree
for a single contract log-returns, they don't divide by vols.
Regards
Naveen
Tanya Tamarchenko@ECT
11/10/2000 04:17 PM
To: Naveen Andrews/Corp/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT
Subject: Re: looking for "Fat Tails" in time-series for NGI-SOCAL
Naveen,
I got NGI-SOCAL prices for prompt, prompt+1,...,prompt+59 contracts.
For each contract I calculated moving average based on 21 log-returns as
well as moving volatility. Then I calculated normalized log-returns:
[ return(t)-ave(t) ] / vol(t)
and compared the results to normal distribution.
I COULD NOT FIND Fat Tails!
Volatility changes a lot from day to day, so when people look at
log-returns (not normalized) it seems that there fat tails (big spikes, large
returns more frequent than normal),
which comes from the fact that volatility is not constant (at all).
See the spreadsheet is under O:\_Dropbox\Tanya
Tanya
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/03/2001
10:32 AM ---------------------------
David Ikenberry <[email protected]> on 04/19/2001 12:41:10 PM
To: [email protected]
cc:
Subject: The National Forum on Corporate Finance
Mr. Fastow,
I'm writing all of our participants and confirming plans for the upcoming
corporate finance meetings on May 4-5 here. As a reminder, you are slated
to sit on the executive option/equity dilution panel on Saturday
morning. Dave Yermack from NYU, the number one expert on this issue, is
presenting at that session. (Again, serving as a panelist should require
little preparation on your behalf.)
Also, you and your wife are welcome to attend the dinner on Friday evening,
May 4. It will be held in the Baker Institute across from the business
school. Tom Copeland is our speaker - (I think he plans to focus his
remarks on real options). Vince Kaminski has told me he will be at the
dinner, however his wife is out of town and will not be.
Please call me direct if I can be of any help or assistance. I look
forward to seeing you soon. I've attached a copy of the program along with
a name rooster of those planning to attend.
Dave Ikenberry
***********************************
Prof. David Ikenberry
Jones Graduate School of Management
Rice University
713-348-5385
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/19/2001
07:48 AM ---------------------------
"Btu" <[email protected]> on 03/16/2001 04:18:51 PM
To: "Btu Weekly" <>
cc:
Subject: Btu Weekly
Attached is the latest issue of Btu Weekly.
e-mail: [email protected]
phone: 732-758-8222
fax: 732-758-8286
- wg031901.pdf
|
Martin,
Please, ask Steve to call your office.
I may be late on Friday. I don't have to be present at
this conference call. Please, talk about your potential
involvement and if takes a trip to London it's OK with me.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/11/2001
08:25 AM ---------------------------
Steven Leppard
01/10/2001 05:36 AM
To: Vince J Kaminski/HOU/ECT@ECT, Martin Lin/HOU/ECT@ECT
cc:
Subject: Phone conference
Guys
I've booked a room for a phone conference with you at 8am Friday. Please
advise of the number to call if not Vince's office.
Steve
|
Vince,
Interesting newsletters.
DAd
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/15/2000
08:34 AM ---------------------------
Paula Corey@ENRON COMMUNICATIONS
02/15/2000 07:31 AM
To: Anthony Mends/Enron Communications@Enron Communications, Vince J
Kaminski/HOU/ECT@ECT, Richard Weeks/Enron Communications@Enron Communications
cc:
Subject: FW: Internet Services - Bandwidth trading
---------------------- Forwarded by Paula Corey/Enron Communications on
02/15/2000 07:33 AM ---------------------------
[email protected] on 02/14/2000 07:16:06 PM
Please respond to [email protected]
To: Paula Corey/Enron Communications@Enron Communications, Steve Lovett/Enron
Communications@Enron Communications
cc:
Subject: FW: Internet Services - Bandwidth trading
See below for an article on EBS...
Alaina
-----Original Message-----
From: NWFusion Focus [mailto:[email protected]]
Sent: Monday, February 14, 2000 7:39 PM
To: Alaina Metz
Subject: Internet Services - Bandwidth trading
NETWORK WORLD FUSION FOCUS: DENISE PAPPALARDO on
INTERNET SERVICES
Today's focus: Bandwidth trading
02/14/00
Dear Alaina Metz,
Find out what's new in Access Services and Equipment at Network World's
free event, State of the WAN: Capitalizing on New Technologies and
Services. For complete program information and registration go to
http://www3.nwfusion.com/click;929112;0;0;2;0;?http://nww1.com/go/929112.htm
l
Coming in March -- 7 new Network World e-mail newsletters: Whitepapers
download; Application Service Providers; Product review of the week;
NetWare; Linux; Storage; Security and Bug Alert. Sign up today at
http://www.nwwsubscribe.com/newsletters/
~~~~~~~~~~~~~~~This newsletter sponsored by Cisco Systems~~~~~~~~~~~~~~
Cisco Systems is changing the way people live, work, and play with their
world-class technologies. For more information on high tech
opportunities visit our site. Cisco Systems. A better way to work.
Equal opportunity employer.
http://www3.nwfusion.com/click;939609;0;0;2;0;?http://nww1.com/go/939609.htm
l
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Copy and paste URLs that break in two lines and remove extra spaces.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Editor's note: Join Network World's Readers Forum on denial of service
attacks at
http://www.nwfusion.com/cgi-bin/WebX.cgi?forum-230@@.ee6e125
Today's focus: Bandwidth trading
--------------------------------
By Denise Pappalardo
Last week Enron Broadband Services held a press event to talk about the
company's trading of bandwidth.
While bandwidth trading, or intermediation, as Enron's CEO Joseph Hirko
prefers to call it, does not directly affect customers, it's something
they should be aware of.
Enron has developed "pooling points" in Los Angeles and New York, where
Enron and other serv-ice providers buy or sell bandwidth. Carriers
have been leasing capacity from each other for decades and ISPs have
been setting up private peering connections with each other for
several years, so the concept of using each other's bandwidth is not
new.
But Enron has set up a system that's based primarily on Lucent network
management gear, which Enron claims will allow it to do two important
things: Guarantee performance over multiple net-works; and change
circuits in a matter of seconds, as opposed to days or months.
Today, when carriers buy capacity from each other, they ink deals that
sometimes span 20 years. But Enron plans on changing that. The
company's idea is to treat bandwidth as a commodity. Instead of
signing a 20-year deal, the carrier signs up with carrier ABC because
it is offering a competitively low rate on T-3 connections for that
month. But next month carrier XYZ is expected to lower its rates, so
the carrier then switches its circuits from ABC to XYZ.
Enron has the capability to change circuits every five seconds, says Tom
Gros, vice president of global trading at Enron. So the idea is that
carriers are going to be able to get high-quality bandwidth at reduced
rates. Nothing wrong with that idea, but a few questions come up.
One: Will your carrier or ISP share those savings with you, the business
customer? Well, that's hard to say. This is a difficult question to
answer because most Enron's "intermediation" partner deals are
confidential. Global Crossings, a wholesale carrier, is the only deal
that's been announced because it was Enron's first.
So chances are you won't even know if your carrier is working with
Enron, who claims several other carriers are in fact working with
them.
Two: Doesn't constant circuit changes bring up monitoring issues for
business users? Gros says it should not, and in fact end users should
expect even better monitoring capabilities. Now while En-ron very well
might provide its carrier and ISP partners with high-end monitoring
tools, I would take the position that it's highly unlikely that
carriers are going to make those tools available to their cus-tomers.
Why? Well the answer gets back to the first issue. If all of the deals
are confidential, end us-ers aren't going to even know their circuits
are getting switched around.
Would you want to know if your carrier or ISP is participating in
bandwidth trading?
To contact Denise Pappalardo:
-----------------------------
Denise Pappalardo is a senior editor for Network World, covering ISPs,
VPNs and related topics. Reach her at mailto:[email protected].
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FOR RELATED LINKS -- Click here for Network World's home page:
http://www.nwfusion.com
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Enron inks deal with Sun to further broadband Net service, Network
World, 01/21/00
http://www.nwfusion.com/news/2000/0121enron.html
Bandwidth broker opens for business, Network World, 10/18/99
http://www.nwfusion.com/news/1999/1018bandtrade.html
Enron building bandwidth the IP way, Network World, 08/02/99
http://www.nwfusion.com/news/1999/0802carrier.html
Archive of Network World Fusion Focus on Internet Services newsletters:
http://www.nwfusion.com/newsletters/isp/
Other ISP-related articles from Network World:
Denise Pappalardo: ASPs to jam with Jamcracker, Network World, 02/14/00
http://www.nwfusion.com/archive/2000/87199_02-14-2000.html
New ASP twist: Mgmt. service providers, Network World, 02/14/00
http://www.nwfusion.com/columnists/2000/0214cooler.html
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Copyright Network World, Inc., 2000
|
Shelley,
My colleague, Clayton Vernon, who has a background in economics, wrote a
short summary of arguments
against the ROFR.
We are working on the second approach to the problem: we try to come up with
a numerical estimate of the
value of this option. The fact that an incumbent shipper has this option has
distributional consequences:
he has something of value he never paid for. Having a numerical estimate of
the value of this option
could help to argue against it. The value of such an option is case specific;
so we shall rather
produce a template you can use for valuation case by case.
Vince Kaminski
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/20/2000
08:34 AM ---------------------------
Clayton Vernon@ENRON
01/20/2000 08:29 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Stinson Gibner/HOU/ECT@ECT, zlu/HOU/ECT@ECT
Subject: auctions with an incumbent's right of first refusal
Vince-
Here is an essay on the issue you are discussing:
The Adverse Economic Impact of "Rights of First Refusal"
An option to "first refuse" to match a competitor's offer is a restraint of
free trade and an impediment to efficiency in the marketplace. This economic
conclusion is unambiguous.
If an "incumbent" has the right to match an offer made by a competitor, for
an item or service of value, then few competitors will invest the time and
expense necessary to prepare and submit offers, those offers will be lower
than they would have been otherwise, and the contract will often be awarded
to an inefficient incumbent instead of a more efficient challenger.
In a traditional auction, where all bids are sealed and the item up for
auction is awarded to the highest bidder, we can safely predict the item will
be awarded to the bidder who values it the most, at a price reflecting the
full value of the item up for auction. This is the efficient result in a
market economy, because the financing of the high bid reflects resources
freely allocated to the high bidder. If the auction has open bids, we can
again safely predict the item to be awarded to the correct bidder, albeit at
a slightly lower price to the donor of the item since the bidder with the
highest valuation can simply increment by an infinitesimal amount the
second-highest valuation.
Now, in a modified auction, where an incumbent bidder has the right to match
the highest bid and retain the item for himself, each competing bidder must
justify his own due diligence and bid preparation expenses against the
following, and likely, scenario: the incumbent does not spend himself for due
diligence, but instead uses these savings to help finance his matching the
top bid from a competitor.
Simply put, the incumbent with a "right of first refusal" can be safely
predicted to simply match their competitor's bid by "rule of thumb." But the
incumbent's valuation of the item up for auction can be less than the
valuation of the competitor, by the amount of the due diligence and
administrative expenses. And, the incumbent firm expropriates the expertise
of his competitors, not only in their valuations themselves, a nontrivial
financial exercise, but in any operational details required to be submitted
along with the bid.
Furthermore, in an esoteric concept known as the "Winner's Curse," a bidder
realizes that if his bid actually prevails, if the incumbent fails to match
it, he almost certainly overbid.
Given this, most competitors will not even bother to bid in an auction when
an incumbent has the right of first refusal, and those that submit a bid do
not rationally invest the time, expense and expertise necessary; they may
just "fire off" a "low-ball" bid. After all, in almost every conceivable
"state of the world" arising from the auction the competitors expect to lose
money. So, the incumbent almost always retains the contract at a
below-market price, despite the incumbent not necessarily placing the highest
value on the contract because the incumbent cannot put the contract to its
most efficient use.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/06/2000
04:44 PM ---------------------------
Mail Delivery Subsystem <[email protected]> on 11/06/2000
04:08:28 PM
To: <[email protected]>
cc:
Subject: Returned mail: User unknown
The original message was received at Mon, 6 Nov 2000 17:08:12 -0500 (CDT)
from [172.28.10.39]
----- The following addresses had permanent fatal errors -----
<[email protected]>
----- Transcript of session follows -----
... while talking to mail.9netave.com.:
>>> RCPT To:<[email protected]>
<<< 553 <[email protected]>... no such user
550 <[email protected]>... User unknown
----- Original message follows -----
Return-Path: <[email protected]>
Received: from nahou-msmsw03px.corp.enron.com ([172.28.10.39])
by postmaster.enron.com (8.8.8/8.8.8/postmaster-1.00) with ESMTP id RAA27573
for <[email protected]>; Mon, 6 Nov 2000 17:08:12 -0500 (CDT)
From: [email protected]
Received: from ene-mta01.enron.com (unverified) by
nahou-msmsw03px.corp.enron.com
(Content Technologies SMTPRS 4.1.5) with ESMTP id
<[email protected]> for <[email protected]>;
Mon, 6 Nov 2000 16:08:11 -0600
Subject: Re: Hello Vince
To: [email protected]
Date: Mon, 6 Nov 2000 16:08:05 -0600
Message-ID: <[email protected]>
X-MIMETrack: Serialize by Router on ENE-MTA01/Enron(Release 5.0.3 (Intl)|21
March 2000) at
11/06/2000 04:04:02 PM
MIME-Version: 1.0
Content-type: text/plain; charset=us-ascii
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/06/2000
04:15 PM ---------------------------
"John D. Martin" <[email protected]> on 11/06/2000 02:33:42 PM
To: [email protected]
cc:
Subject: Re: Hello Vince
Vince,
I'm here through Tuesday. My home phone number is 254-757-0852 if you
would like to talk Tuesday evening. However, I'm in Austin all day and
into the evening on Wednesday and off to New Orleans early thursday
morning. How about I call you Thursday afternoon from New Orleans?
John
p.s. I just got a case study written by some guys at Darden (U. of Va.) on
Enron that I am copying and shipping off to you. they have done all the
"heavy lifting" for details so all we need do is determine our focus and
write up our paper.
At 02:26 PM 11/6/00 -0600, you wrote:
>
>John,
>
>Another thought. Hoe can I contact you during the week
>to discuss the presentations?
>
>Vince
>
>
>
>
>"John D. Martin" <[email protected]> on 11/05/2000 05:55:41 PM
>
>To: [email protected]
>cc:
>Subject: Hello Vince
>
>
>Vince,
>
>A couple of things. First, I'm planning on your arrival at Baylor
sometime
>the afternoon of Monday, November 13. I want to set up a small seminar
for
>our faculty if you want to do it. I will schedule it for 4 pm so if you
>can arrive in Waco (Continental has several flights in each day) sometime
>in early afternoon I'll pick you up. The Ex MBA class begins at 6 p.m.
and
>I'll set you up to speak first for about an hour with q&a to follow. How
>about putting together some thoughts related to our paper? You can do the
>same talk for the faculty in the early afternoon. You and I can get then
>together on Tuesday morning to work on the paper. I have a 1 p.m. class
on
>Tuesday is my only constraint. If you have time to hang around we'll do
>the talk a third time in that class. By then I suspect we will have made
>some real progress.
>
>Next point, we have both Ken Lay and Jeff Skilling set up for Dec 4th in
>the afternoon. I plan to get some questions together for them based on
our
>discussions next Monday and Tuesday.
>
>I'm really looking forward to seeing you next week and to working on our
>paper.
>
>Have a great week. I'm off to Austin and New Orleans this week, thus the
>reason for the early message on the class a week from tomorrow.
>
>Take care.
>
>John
>
>p.s. Take a look at my web site for a review of the spring "new economy
and
>business education conference". By the by, I need a short bio-sketch on
>you for the site and for my introduction to the faculty and the class.
>
>
>John D. Martin
>Carr P. Collins Chair in Finance
>Finance Department
>Baylor University
>PO Box 98004
>Waco, TX 76798
>254-710-4473 (Office)
>254-710-1092 (Fax)
>[email protected]
>web: http://hsb.baylor.edu/html/martinj/home.html
>
>
>
>
John D. Martin
Carr P. Collins Chair in Finance
Finance Department
Baylor University
PO Box 98004
Waco, TX 76798
254-710-4473 (Office)
254-710-1092 (Fax)
[email protected]
web: http://hsb.baylor.edu/html/martinj/home.html
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/27/2000
05:01 PM ---------------------------
Vince J Kaminski
03/27/2000 04:51 PM
To: Ken Rice/Enron Communications@Enron Communications
cc: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Jewel
Meeks/Enron Communications@Enron Communications, Mercedes Estrada/Enron
Communications@Enron Communications
Subject: Enron Research and EBS Engineering and Operations Group Technical
Forum
Ken,
I would like to invite you to an off-site meeting of John Griebling's
organization
and the Research Group.
Date: April 27 - April 29
Location: Breckenridge, Colorado
As you know, John Griebling is managing the network design and construction
project
currently under way in EBS. The Research Group is actively involved in this
effort
which requires advanced quantitative skills in the area of stochastic
optimization and
stochastic processes (for modeling and forecasting Internet traffic flows).
The objective of this meeting is to develop common language and accomplish
transfer
of skills between the two groups, to facilitate cooperation on this project
in the future.
We are inviting Joe Hirko and Kevin Hannon to this meeting. We would
appreciate if you could
speak, together with Joe and Kevin, on strategic directions of EBS. It is
important for a group
of technical people, with relatively specialized technical skills, to
understand the big picture.
I am attaching the preliminary agenda for this meeting.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/02/2001
04:44 PM ---------------------------
"Btu" <[email protected]> on 02/02/2001 04:34:05 PM
To: "Btu Weekly" <>
cc:
Subject: Btu Weekly
Attached is the latest issue of Btu Weekly.
e-mail: [email protected]
phone: 732-758-8222
fax: 732-758-8286
- wg020501.pdf
|
Sam,
Yes, let's omit the guys who left the company, but we can include
the summer interns.
Vince
Enron North America Corp.
From: William Smith @ ENRON 01/09/2001 01:56 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Mike A Roberts/HOU/ECT@ECT
Subject: Re: Volume II of the Technical Corner Collection
Vince,
Sounds good! It will take two or three days for me to strip out, reformat,
and assemble the Kaminski columns(since we didn't do this last year, I'm
guessing you mean all columns since the beginning), so I envision us being
ready with the completed set the first part of next week. I assume that you
would like me to omit those people who have moved on?
Also, on page three of the first volume, you had written an introduction. I
have updated the content for volume two, but would you perhaps like to do a
new one?
Sam
Vince J Kaminski@ECT
01/09/2001 01:43 PM
To: William Smith/Corp/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT
Subject: Re: Volume II of the Technical Corner Collection
Sam,
This is a partial list of people to whom I would like to send the volumes:
Volume 1 & 2
Winokur (Enron Board member, Shirley has his address)
Jeff Skilling
Ken Lay
Mark Frevert
Greg Whalley
Rick Buy
Jeff Shankman
John Lavorato
Dave Delainey
I shall write the cover letter.
Also, we can add additional volume for Kaminski's columns (just 10 copies),
including bios and my contributions.
I would like to show the depth of talent we have in the group.
Vince
Enron North America Corp.
From: William Smith @ ENRON 01/09/2001 01:07 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Volume II of the Technical Corner Collection
Vince,
I have successfully integrated Martin's article into Volume II and am
following Mike's instructions for reproduction. I'm also having some
additional Volume I's printed, too. Would you mind disposing of the other
set I gave you? I wouldn't want things to get confused. Also, I'm doing 20
Volume I's and 60 Volume II's. Please let me know how many you personally
need and I will deliver them to your office.
Thank You,
Sam
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/10/2000
01:28 PM ---------------------------
Carrie Miller <[email protected]> on 11/10/2000 10:26:52 AM
To: (Recipient list suppressed)
cc: [email protected], [email protected]
Subject: Rice University ALP program -- December 1st deadline
On behalf of the Jones Graduate School at Rice University, we would like to
thank all of the company representatives who have submitted Action Learning
Project (ALP) proposals. Currently, the ALP faculty committee is reviewing
all proposals received.
We also want to remind those who are planning to submit proposals of our
December 1st deadline. Please keep us updated on the status of your
project. We are happy to answer any questions or provide assistance.
Our goal is to have a good mix of projects from a variety of companies, and
we are also pleased to accept multiple projects from one company. Thus far,
many of our proposals are marketing and/or strategy related. To increase
the diversity of projects, we are especially looking for ideas that give
our students the opportunity to utilize finance skills. Of course, an ideal
project is one that allows a student to use multiple skills.
Again, thank you for your continued interest in Rice University and the
Jones School ALP program.
Carrie Miller Pam
Castro
Director of MBA Program MBA Program Associate
Phone: (713) 348-5260 Phone: (713) 348-6223
Fax: (713) 348-5251 Fax: (713) 348-5251
E-mail: [email protected] E-mail:
[email protected]
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/27/2000
07:26 AM ---------------------------
"NW on Application Service Providers" <[email protected]> on
04/27/2000 03:30:09 AM
Please respond to "Application Service Providers Help"
<[email protected]>
To: <[email protected]>
cc:
Subject: Get ready for virtual businesses
NETWORK WORLD FUSION FOCUS: MIKE JUDE and NANCY MEACHIM
on APPLICATION SERVICE PROVIDERS
Today's focus: Get ready for virtual businesses
04/26/00
Dear Wincenty Kaminski,
~~~~~~~~~~~~~~~~~~This newsletter
sponsored by Citrix ~~~~~~~~~~~~~~~~~
Citrix is the world leader in application server software that ASPs
worldwide depend on to deliver mission-critical applications with
enterprise-class reliability and control. Citrix enables you to reach
more users, with more applications, in more locations - with record
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leading ASPs depend on Citrix to stand out from the competition.
Call 1-800-644-9358 or visit us at
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Subscribe to the "Whitepapers Download" newsletter from Network World!!
Keep up-to-date with summaries and links to the latest vendor-sponsored
whitepapers on Network World Fusion.
Subscribe to Whitepapers Download at
http://www.nwfusion.com/go/wppromo.html
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Today's focus: Get ready for virtual businesses
---------------------------------------------
By Mike Jude and Nancy Meachim
The ASP model as it is currently formulated is not really viable in the
long run.
Though hosting applications has opened a world of possibilities and
cost savings for end users, application service providers who simply
host applications don,t have much to offer. They also have the problem
of being the customer contact. If the network fails and customers can,t
access an application, they blame their ASP, not the network provider.
For these reasons, many ASPs are expanding to offer more value, such as
delivering network services along with their applications. Enterprise
Management Associates advocates this approach - but looking to the
future, as analysts are supposed to do, we see a much longer value
chain. Providing other services along with applications is one step up,
but beyond that, we see a huge potential in the virtual space ASPs have
created.
We are already beginning to see pioneering companies exploring the
possibilities. For example, Minnesota company Agiliti is building an
online suite of applications with a consistent front end. This
coordinated suite of business applications is accessed through third-
party partners who provide customer care and support. The value that
Agiliti offers is the integration and maintenance for a complete,
business-enabling software infrastructure. In a sense, this is an
online corporate back office.
As ASPs evolve into full-service providers, more of them will offer
service and support combinations similar to Agiliti,s. But what about
the front end of the business, the product development side of things?
We,ve found one ASP that has evolved quickly to become a full-service,
front-end infrastructure provider, offering product development,
fabrication and prototyping.
Toolwire, a Silicon Valley start-up, provides a complete, integrated
tool set for electrical engineers. This tool set incorporates state-of-
the-art design and fabrication software, as well as online information
and training in the latest tools and support from various electronic
suppliers and fabricators. Toolwire,s vision is to provide a virtual
space where engineers worldwide can collaborate on the design of
advanced electronic devices. Through an extensive partner network,
Toolwire provides not only tools but also collaborative space,
processing power, training and supplier support. In a nutshell, the
company sells a virtual corporation to any entrepreneur with a good
idea. Ultimately, Toolwire expects to expand to incorporate the supply-
and-distribution chain through its site as well.
As e-commerce speeds up, a significant advantage is gained by reducing
the latency involved in delivering new products to market. In the area
of electronics, latency is often due to the acquisition of new tools to
facilitate the design process. Toolwire,s approach dramatically reduces
latency for start-ups by eliminating the need to invest in highly
volatile and very expensive design tool sets. Likewise, Agiliti reduces
latency by off-loading the IT infrastructure support from an enterprise.
Breaking new ground, of course, carries with it the problem of
definition. What do you call this new virtual workplace, which combines
all the necessary tools to design, produce, market and deliver a
product without the need for any physical infrastructure? (Agiliti and
Toolwire haven,t reached this goal yet, but it is within their sights.)
The label we,ve come up with is &virtual business service provider.8
This entity transcends the full-service ASP by not only providing
access to the services and applications a company needs but also
actually providing the entire company itself.
Companies like Agiliti and Toolwire are commodifying the enterprise.
The day is coming, very shortly, when an entrepreneur with a good idea
will be able to sit down at a terminal; design a product; ship the
specs to a fabricator; order components; plug into the appropriate
accounting, billing and inventory systems; line up distribution
channels, sales and marketing resources; and obtain financing. And the
entrepreneur will be able to do all that without touching anything more
physical than a keyboard.
Welcome to the business in a box!
To contact Mike Jude and Nancy Meachim:
---------------------------------------
Senior consultant Michael Jude and research director Nancy Meachim are
with Enterprise Management Associates in Boulder, Colo.,
(http://www.enterprisemanagement.com), a leading analyst and market
research firm focusing exclusively on all aspects of enterprise
management. Jude has over 18 years of experience in the
telecommunications industry, most recently with US West, where he was a
manager of public policy. Mike can be reached at
mailto:[email protected]. Meachim focuses on e-business
management. She is currently conducting a research study on ASP
management that is due to be released in April. Nancy's email address
is mailto:[email protected].
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Agiliti:
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Agiliti turns to resellers for new ASP service, Network World, 03/24/00
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/07/2000
10:36 AM ---------------------------
"FT.com" <[email protected]> on 08/07/2000 05:48:50 AM
To: "FT.com Users":;
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: FT.com monthly update
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/26/2001
04:33 PM ---------------------------
Kristin Walsh
01/25/2001 11:23 AM
To: John J Lavorato/Corp/Enron
cc: Jeffrey A Shankman/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Richard
Shapiro/NA/Enron@Enron, Vince J Kaminski/HOU/ECT@ECT, James D
Steffes/NA/Enron@Enron, Michelle D Cisneros/HOU/ECT@ECT, Jeff
Kinneman/HOU/ECT@ECT, John Greene/LON/ECT@ECT, Jaime Gualy/NA/Enron@Enron,
Phillip K Allen/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Scott
Tholan/Corp/Enron@Enron, Robert Johnston/HOU/ECT@ECT
Subject: California Update 1/25/01
California Timeline:
February 2nd:
The state legislature has to pass the enabling laws to let the state pay for
the electricity from auction before the current emergency money runs out on
February 2. Republican leaders have vowed to block any additional emergency
funds.
The California courts gave Edison a two-week grace period (until February 2)
on demands by the California Power Exchange that Edison forfeit $215 million
in long-term low cost power contracts to the CPX for repayment of its debt.
Governor Davis told the Court that he may absorb that contract in favor of
taxpayers using his emergency "taking" powers.
February 7th:
President Bush, who had to intervene personally against his energy secretary
to extend the Energy Department order mandating electricity sales to
California by power generators, made it abundantly clear to all sides that
the two week deadline was hard and would not be extended.
February 13th:
Edison worked out a three-week grace period -- through February 13 -- with
all of its 32 banks and QFS to prevent from asking for accelerated repayment
during that period, but if the state has not figured out a way to bridge that
debt by then, this deadline could be a real trigger for bankruptcy.
Legislation
As mentioned in Tuesday's update, legislators are close to a long-term power
buying deal with the so-called "green" producers (wind, solar, hydro, cows)
of energy, accounting for 30% of California's total energy production. This
would allow the Department of Water Resources to buy power from them at 8
cents per kilowatt hour.
Bill AB1X--the key piece of legislation for setting long-term power
contracts--is still being mulled over in the Senate, but is expected to pass
this week. The keys issues is still the price, which will probably be
revised in accordance to the results of the auction. Other legislation has
been introduced, including three bills by Boxer that would increase federal
support and impose "windfall profits tax" for wholesalers that sell power at
"unfair and unreasonable" rates. The hydro legislation is still being
bantered about, however with going opposition from both Democrats and
Republicans.
Bail out scenarios
A new scenario is a market-oriented solution that would give the state of
California "warrants" on the PG&E and Edison stock in return for lending them
the money to get out of this current mess (still the problem of financing the
$6B vs. $12B). As the stock prices recovered, the state could cash in the
warrants and rebate to electricity users some of the emergency surcharge
needed to pay back the debt. This is exactly the plan used to bail out
Chrysler in the late 1970s and it worked wonders for taxpayers then. This
senario would also provide Davis with some political cover, as the idea of
rebates are far more appealing than price increases. Lots of details remain
to be worked out, but even the consumer activist groups threatening to create
propositions on fall ballots appeared to like this deal.
Bankruptcy
Socal is close to an agreement with 32 bank creditors and QFs to allow a
forbearance on debt payments through February 13th. However, it is not
expected that the bondholders would agree to this type of deal. The
bondholders could try to force the utilities into involuntary bankruptcy, but
would probably be unsuccessful. As long as Socal continues working with
their creditors and show "good faith" any bankruptcy at this time would have
to be voluntary. As this date (Feb. 13th) fast approaches, the state will
have to take quick action and draft and approve legislation between the
governor, the generators and the utilities to prevent Socal and PG&E from
bankruptcy. As part of the forbearance agreement, Edison has contracted
with around 400 QFs and negotiations have been directed toward separating the
rate schedules of generation facilities fuelled between renewables and gas
fired generation. Socal is attempting to shift gas fired QFs to longer term
schedules in light of the recent higher gas prices.
Auction
After a nervous night when only one bid had come to the state's Internet site
by midnight on Tuesday, California officials were happy to announce that they
had almost 40 bids at an average of 6.9 cents per kilowatt-hour, below the
7.4 cent real cap state officials had set internally as the threshold between
doable and impossible. This was well above the 5.5 cent ceiling the governor
had publicly stated as the preferred level. Davis will now turn the
negotiating process over to David Freeman, who heads the Los Angeles electric
agency and is generally considered the dean of public-private utilities in
the west. One thing to note, the State of California has no intention of
any credit guarantees for the bids with the Department of Water Resources.
Several California legislators have made it very clear that they do not want
the state to be ultimately responsible for these power purchases.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/19/2000
08:23 AM ---------------------------
<[email protected]> on 06/16/2000 07:19:46 PM
Please respond to "Reply-To" <[email protected]>
To: <[email protected]>, <[email protected]>
cc:
Subject: insiderSCORES.com Alert
insiderSCORES.com nightly commentary alert for June 16, 2000
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|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/06/2000
10:47 AM ---------------------------
"Kleindorfer, Paul" <[email protected]> on 11/04/2000 01:27:00 PM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>, >
Subject: Research Collaboration
Dear Vincent:
In anticipation of our meeting on December 6th at Wharton, I thought you
might find the attached paper of some interest. This relates primarily to
pricing of risk management instruments for energy (an area of some interest
to ENRON), but is applicable as well to a variety of other settings. I know
from our discussion that ENRON is interested in weather derivatives and other
exotic options that might apply across several economic sectors. The work
here could inform this context, but it is better thought of as work that
would inform risk management within a particular sector (e.g., electric
power, chemicals, plastics, etc.). It is related to some work that John
Birge of Northwestern has been undertaking, and I understand that some of
John's students may be working for you, so if you know any of these folks,
please share it with them.
<<OR-DKZ.pdf>> We are interested in calibrating the work presented here
empirically and we might have a discussion of this, among other topics, when
you are here on the 6th of December.
In the interim, if any of your staff wish to discuss this matter, please have
them give me a call.
Paul
Paul R. Kleindorfer
Universal Furniture Professor
Professor of Operations and Information Management
Professor of Public Policy and Management
The Wharton School of the University of Pennsylvania
(T) 1-215-898-5830
(F) 1-215-573-2130
- OR-DKZ.pdf
|
Maureen,
OK.
Vince
Maureen Raymond
10/11/2000 05:39 PM
To: Vince J Kaminski/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT
cc:
Subject: Conference: Monetary Policy in the New Economy
I would like to attend the following conference: "Monetary Policy in the New
Economy" on October 19th in Washington DC. This is the topic of an Annual
Conference on Monetary Policy. Fed Chairman Alan Greenspan is the keynote
speaker. Also, former Fed Vice Chairman Manuel Johnson and many prominent
monetary economists will be attending and participating in the debate on U.S.
monetary policy. The cost of the conference is $375. While in Washington,
I could also arrange meetings with the IIF economist on our largest
investment exposures. In addition, I could interview Mark Giancola and
possibly some other candidates from Johns Hopkins School of Advanced
International Studies for our group.
Regards,
Maureen
|
Julie,
Thanks for the invitation.
Tuesday would work better for me.
I came back from California this morning and I am quite exhausted.
What is the number at which I can reach you?
Vince
"Julie" <[email protected]> on 02/26/2001 11:00:46 AM
Please respond to "Julie" <[email protected]>
To: "VinceJKaminski" <[email protected]>
cc:
Subject: dinner
would you like to get together for dinner with us tonight (Monday) or
tomorrow night?
?
julie
|
Zimin, Stinson
I think I forwarded the message to you.
Did we act on it?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/06/2001
09:55 AM ---------------------------
Jim Meyn@ENRON
02/27/2001 03:53 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Robert Stalford/NA/Enron@Enron, Mason Hamlin/HOU/ECT@ECT
Subject: Constellation Delta Positions
Vince,
Rob and I would like to coordinate a meeting with one of your Research people
to review the Spread Option calculation from the Exotica options library.
We're pricing a spread option deal in NYC and have some questions related to
the formula, greeks, etc. Please let me know who might be available to sit
with us for about 1/2 hour. Thanks
- Jim
---------------------- Forwarded by Jim Meyn/NA/Enron on 02/27/2001 03:49 PM
---------------------------
From: Mason Hamlin @ ECT 02/27/2001 01:48 PM
To: Tom May/Corp/Enron@Enron, Robert Stalford/NA/Enron@Enron
cc: Jim Meyn/NA/Enron@Enron, Gautam Gupta/HOU/ECT@ECT
Subject: Constellation Delta Positions
Attached are the Delta positions for the NYC Constellation deal. If you have
any questions or would like to review the model, please call me.
Thanks,
Mason
|
Sam,
This is the paper by Sharad.
I shall Stinson to do some editing.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/13/2000
10:51 AM ---------------------------
Enron Capital & Trade Resources Corp. - Europe
From: Sharad Agnihotri 11/07/2000 04:22 PM
To: Stinson Gibner/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT, Vince J
Kaminski/HOU/ECT@ECT
cc: Steven Leppard/LON/ECT@ECT
Subject: Contstraints on the shape of a smile
Stinson ,Vince ,Zimin,
Here's a brief document on constraints on the shape of a smile for a fixed
expiry date.
the constraints are neccessary and sufficient for no arbitrage in this case.
I've used a template created by Dr. Leppard which is why it looks so scary.
If you need constraints in the time direction then I will have to think a
little bit more about it.
I think constraints in this direction are very model depenendent e.g.
stochastic volatility and local volatility models
will throw up different constraints.
Steve,
I am not sure if our traders (or quants for that matter) are aware of these
constraints
and some desks are beginning to build smiles...
Regards
Sharad
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/13/2000
05:07 PM ---------------------------
"Makiko Sato" <[email protected]> on 10/13/2000 03:58:56 PM
To: <[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>,
<[email protected]>, <[email protected]>, <[email protected]>
cc:
Subject: IEOR MONDAY SEMINAR - OCTOBER 23, 2000
?
?
INDUSTRIAL ENGINEERING AND OPERATIONS RESEARCH
MONDAY SEMINAR
IEOR 298-1 - FALL 2000
Monday, October 23, 2000
------------------------------------------------------------------------------
----------------------------
"Volatility of Electricity Prices - Measurement and Analysis of Underlying
Causes"
Dr. Vincent Kaminski
Managing Director and Head of Research for Enron Corp.
?
Abstract:
The last three years were characterized by exceptionally high volatility of
the power prices in the US markets. The market developments have created a
number of unique challenges for energy industry economists. One immediate
question we have to answer is how to measure volatility of energy prices.
Although we can all agree that the prices in the power markets are
characterized by high variability, the traditional measures used in
financial economics (annualized standard deviation of log price returns) may
not fit well electricity prices.
The second challenge is to explain the sources of high price volatility and
to answer the question to what extent it can be attributed to problems that
can be addressed in the long run. Such problems include flaws in market
design that allow some market participants to abuse market power, limited
availability and/or unequal access to transmission, temporary shortages of
generation capacity. Some factors underlying high volatility of electricity
prices may be of permanent nature and may be a necessary price to pay for
increased market efficiency and expanded customer choice.
TIME AND LOCATION: 3:30 - 5:00 P.M. - 3108 ETCHEVERRY
REFRESHMENTS: 3:00 P.M. - 4TH FLOOR HALLWAY
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/28/2000
02:37 PM ---------------------------
"Julie Haviland" <[email protected]> on 04/28/2000 12:57:40 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Some municipal bonds for you to look at.....
I called out muni desk to have them take a look at the current munis avaiable
that looked best at this time to invest $50,000 going out to 30 years for
you. The following is what they came up with....
Pecos Co TX Cert of Obl w/a Coupon 5.5% Matures in 02/01/11 callable at par
on 02/01/07 offered at $101.964 - AAA rated
Brownsville Util Rev w/a coupon of 5.25% maturing in 09/01/15 callable at par
on 09/01/05 offered at $97.425 - AAA rated
Alvin TX ISD PSF w/a coupon of 5.75% maturing in 08/15/22 callable at par on
08/15/10 offered at par - AAA rated
Houston TX Air Revs w/a coupon of 5.00% maturing in 07/01/28 callable at par
on 07/01/08 offered at 86.479 - AAA rated
Remember, these are subject to change, but if these interest you and they are
not still available, I will see if there is something comparable.
Talk to you soon. Please call me with any questions. Thanks, Julie
|
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected]@rice.edu,
[email protected], [email protected],[email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/13/2000
11:24 AM ---------------------------
"Piazze, Thomas" <[email protected]> on 10/13/2000 09:18:24 AM
To: "Amit, Raffi" <[email protected]>, "MacMillan, Ian"
<[email protected]>, "Stamer, Anne" <[email protected]>,
"Cieri, Emily Gohn" <[email protected]>, "Weigelt, Keith W"
<[email protected]>, "Piazze, Donna" <[email protected]>,
"Tyler, Cara" <[email protected]>, "Kunreuther, Howard"
<[email protected]>, "Wind, Yoram" <[email protected]>,
"Baltes, Michael" <[email protected]>, "Winter, Sidney G"
<[email protected]>
cc: "Roberts, Stacey" <[email protected]>, "Williams, Dorothy
(Wharton)" <[email protected]>, "Harker, Patrick"
<[email protected]>, "'kaminski, vince'" <[email protected]>,
"'Patrick, christie'" <[email protected]>, "'shankman, jeff'"
<[email protected]>
Subject: Visit by Enron, 19 October 2000
A team of key executives from Enron will be on campus on the 19th of October
for the purposes of meeting with key staff and faculty to learn more about
the School and how the firm can gain a greater presence here. Included in
this group will be:
Vince Kaminski, Director of Research
Christie Patrick, VP, University Relations
Mike Rosen, Director, University Affairs Group
I have developed a proposed agenda for the visit. Please review and confirm
that you are available to meet with one or more of the Enron Team at the
times specified. If so, please provide me a prefered meeting location. If
not, please alternate times and locations.
8:00-9:00 Breakfast with Donna Piazze and Keith Weigelt to discuss "Tiger
Team FAP Project" The Ivy Grill, Inn at Penn
9:00-10:30 Meeting with Raffi Amit, Ian MacMillan, Emily Cieri and Anne
Stamer to discuss the Sol C. Snider Entreprenuer Center and its related
programs, the Business Plan Competition and WeBI...4th Floor Conference Room,
Vance Hall???
10:30-12:00 Christie and Mike hold discussions with Cara Tyler, Bob Bonner
and Pat Rose regarding recruiting processes and procedures...CMS Conference
Room
10:30-??? Broadband executive meets with Gerry McCartney and other
university officials to discuss campus needs, future usage projections, etc.
10:30-11:30 Vince meets with Sid Winter reference Jones Center and related
research
11:30-12:00 Vince meets with Howard Kunruether to discuss Risk Management
12:00-1:15pm Group lunch with Jerry Wind at Faculty Club to discuss the
e-Fellows Program
2:00-3:00pm Christie and Mike meet with Mike Baltes to discuss Co-branding
issues with Wharton and UPenn
5:00pm All will attend the ET Conference Dinner event
Please confirm your willingness and availability to support this agenda.
Thanks for your help.
TOM
|
Gary,
Any interest in this candidate? His profile
does not exactly match my requirements.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/14/2000
04:37 PM ---------------------------
"Paul Rowady" <[email protected]> on 11/14/2000 04:09:43 PM
To: "Vince Kaminski" <[email protected]>
cc:
Subject: Seeking opportunity in computational finance
Dear Vince:
In following up on my voicemail message today, I attach my resume below for
your review and consideration.
It's ironic that you called while I was putting the message together. I
will keep it short and look forward to speaking to you at your convenience.
Best regards,
Paul
E. Paul Rowady, Jr.
2300 West Alabama, Suite 69
Houston, Texas 77098
713-807-8624 home / fax
713-539-4541 mobile
[email protected]
- Paul Rowady2.doc
|
Rick and Ted,
It looks more like foxes building chicken houses as opposed to foxes guarding
chicken houses.
I shall send a message to Bryan saying that the Research has to look under
the hood and examine the mechanics
of the model in order to sign off on it. A dog and pony show is not
sufficient. In any case, the decision to approve
the model should not be left to Ben and Kirstee.
Please, let me know what your thinking is.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/10/2000
01:31 PM ---------------------------
Bryan Seyfried
11/10/2000 03:20 AM
To: Vince J Kaminski/HOU/ECT@ECT, Steven Leppard/LON/ECT@ECT
cc: Ted Murphy/HOU/ECT@ECT
Subject: VaR for EnronCredit.com
Vince/Steve -- we are going to the Board in December to ask for formal
limits. As you know one of the key limits at the Board level is Value at
Risk. To that end, it is imperative that you are comfortable with our
approach for calculating VaR. We have implemented a third party risk system
which holds all of our positions and are in the process of putting the debt
positions in. The system has a VaR engine which is being demo'd by the
vendor today. Ben and Kirstee are attending the demo and if they find the
technology acceptable, I propose moving forward with implemantion of the
module. Pls. let me know if this sounds reasonable and how you would
envision implementing.
thanks
|
Jana,
Great attachment. Thanks.
Saturday, March 25 works for me. I shall call or E-mail you from California to
talk about the time. Early afternoon would be great.
Vince
[email protected] on 03/17/2000 10:58:54 AM
To: [email protected]
cc:
Subject: Fwd: Happy St. Patricks Day
Vince,
How about Saturday, March 25? Call or email me next week, to let me know what
time would be good for you. Have a good trip to California and a Happy St.
Patrick's Day today!
jana
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Date: Fri, 17 Mar 2000 08:57:53 +0000
From: [email protected]
Subject: Happy St. Patricks Day
To: Jana <[email protected]>
Reply-to: [email protected]
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---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/29/2000
05:53 PM ---------------------------
"Julie" <[email protected]> on 09/26/2000 08:18:33 AM
To: "VinceJKaminski" <[email protected]>, <[email protected]>
cc: <[email protected]>
Subject: chapter 3
Please find attached the final copy for chapter 3.
?
We have about a week before we begin printing, so if you do see?something
that needs changed, please let us know as soon as you can.??
?
Thanks,
Julie
- chap3.pdf
|
John,
I have received your message regarding Mike Roberts. I could not
agree more. Mike deserves to be compensated for his exceptional
contribution.
Additional recommendation. I think that all weather forecasting support
should be consolidated under Mike (including the weather guys supporting
power trading). In my view, it was a mistake to remove Mike from
power support. It would also mean a lot to him personally.
Vince
|
Christie,
This is one of the communications regarding Rice CFOs conference.
Andy requires some gentle persuasion.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/10/2001
08:20 AM ---------------------------
David Ikenberry <[email protected]> on 04/09/2001 01:27:24 PM
To: [email protected]
cc:
Subject:
Hi Vince,
I may have missed something, however don't believe I have received any
communication recently from Andy Festow about this upcoming May 4-5 corp.
fin. conference. I hope he is still planning to come, yet I don't know as
of now.
I have Andy penciled in as a participant on a "panel" that is discussing
equity dilution from stock option compensation (the role of panelist should
require little, if any, preparation time). Of course, I want Andy to
come, however he is concerned about his ability to attend, I probably
should identify another person or two to serve on the panel.
Dave.
***********************************
Prof. David Ikenberry
Jones Graduate School of Management
Rice University
713-348-5385
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/30/2001
02:05 PM ---------------------------
"Dennis W. Loughridge" <[email protected]> on 04/30/2001 10:49:10 AM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: ALP presentation
Vince
I will be attending the ALP presentation on May 7 and would be pleased to
join the team for dinner if it is not too late.
Thank you
Dennis Loughridge
Dennis W. Loughridge
Director of Energy Consortium
Rice University
713-348-2812
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Tuesday, April 10, 2001 8:16 AM
To: [email protected]
Cc: [email protected]
Subject: ALP presentation
Sorry, trying again. I probably got a wrong E-mail address and the original
message
was returned.
Vince Kaminski
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/10/2001
08:15 AM ---------------------------
Vince J Kaminski
04/10/2001 08:13 AM
To: [email protected], [email protected], [email protected],
[email protected], [email protected]
cc: Vince J Kaminski/HOU/ECT@ECT, Christie Patrick/HOU/ECT@ECT, Shirley
Crenshaw/HOU/ECT@ECT, Kenneth Parkhill/NA/Enron@ENRON
Subject: ALP presentation
On behalf of Enron Corp. I would like to invite you to an ALP Project
presentation by a group of students
of Jesse H. Jones Graduate School of Management, Rice University.
The students will present the results of a research project regarding
electronic trading
platforms in the energy industry.
The presentation will be held on May 7, at 4:00 p.m. at Enron, 1400 Smith.
We would also like to invite you to dinner, following the presentation.
Vince Kaminski
Vincent Kaminski
Managing Director - Research
Enron Corp.
1400 Smith Street
Room EB1962
Houston, TX 77002-7361
Phone: (713) 853 3848
(713) 410 5396 (cell)
Fax : (713) 646 2503
E-mail: [email protected]
|
Dave,
Thanks. I shall join you there.
Vince
David Ikenberry <[email protected]> on 03/12/2001 10:17:48 AM
To: George Kanatas <[email protected]>, "[email protected]"
<[email protected]>, [email protected]
cc: [email protected]
Subject: Karolyi dinner tonight
I'm writing to confirm our dinner plans with Andrew Karolyi for this evening.
We have reservations for 7 pm at Damian's, 3011 Smith St., 713.522.0439
Dave
***********************************
Prof. David Ikenberry
Jones Graduate School of Management
Rice University
713-348-5385
|
A quick update on the status of Sandeep Kohli.
He is working currently in my group. He is available on a very short notice
to help you with
any quantitative modeling that can be required in making decisions regarding
our DPC strategy. In case you need his help, he can also rely on the support
of other members of my group with skills in different areas.
Vince Kaminski
|
Mark,
Did you have a chance to review the E&P company model
(the old cash flow mode) and determine if it can be used
by Fred Lagrasta' group.
Please, let me know.
Vince
|
Ed,
Wednesday, July 12, 2:300 will work for me.
I shall be glad to review your website --
www.weathereffects.com. I shall invite some
people who work on electricity in
my group to join me.
Vince
"Edward Krapels" <[email protected]> on 06/29/2000 03:53:40 PM
Please respond to <[email protected]>
To: "'Vince J Kaminski'" <[email protected]>
cc: "Jeffrey Shorter \(E-mail\)" <[email protected]>
Subject: RE: Next visit to Houston
Vince,
Good to hear from you and I'm glad you're available. How is Wednesday at
2:30?
I did look at EOL and am not surprised to see its quality. I was unable to
say much about it in my Risk Electricity Hedging and Trading report because
of deadline pressures. How is the site doing? I am intrigued by the
competition for trading platforms and was astonished to hear that Goldman,
Morgan, BP and Shell were going to launch a site to compete with yours. Talk
about a shotgun marriage!
If we have time next week, I could step you through our website --
www.weathereffects.com. I'm very proud of what we've done. I can't give out
a password yet but would be happy to walk through the site with you over the
phone using my password. It's a very ambitious site -- with state-of-the-art
WSI weather (seasonal, 6-10, and day to day) driving a good load model for
PJM and NEPOOL. ESAI contributes oil and gas input price forecasts, capacity
judgments, and "herding" ideas to develop power price forecasts for same
time periods. After one month's full-bore effort, I'm pleased with the
results (e.g., we forecast Nepool onpeak to be $43 and it turned out $46).
Have a great weekend.
Ed
-----Original Message-----
From: Vince J Kaminski [mailto:[email protected]]
Sent: Wednesday, June 28, 2000 5:29 PM
To: [email protected]
Cc: Vince J Kaminski; Shirley Crenshaw
Subject: Re: Next visit to Houston
Ed,
I shall be available on both days. What about Wednesday,
July 12, between 1:30 and 4:00. Please, let me know
what time would work for you.
It will be nice to see you again.
Vince
P.S. By the way, did you have a chance to take a look at the EOL?
"Edward Krapels" <[email protected]> on 06/28/2000 02:49:41 PM
Please respond to [email protected]
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Next visit to Houston
Dear Vince,
I will be returning to Houston during the week of July 10.
ESAI and Weather Services International have launched -- after more than 18
months of R&D -- our service, called Energycast Power Trader and Energycast
Gas Trader, for power traders in Nepool and PJM. I would be happy to review
the service with you as well as take you on a tour of our web site. Are you
available on July 12 - 13?
Sincerely,
Ed Krapels
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/27/2000
05:03 PM ---------------------------
Vince J Kaminski
03/27/2000 04:58 PM
To: Joe Hirko/Enron Communications@Enron Communications
cc: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Shirley
Crenshaw/HOU/ECT@ECT, John Griebling/Enron Communications@Enron
Communications
Subject: Enron Research and EBS Engineering and Operations Group Technical
Forum
Joe,
I would like to invite you to an off-site meeting of John Griebling's
organization
and the Research Group.
Date: April 27 - April 29
Location: Breckenridge, Colorado
As you know, John Griebling is managing the network design and construction
project
currently under way in EBS. The Research Group is actively involved in this
effort
which requires advanced quantitative skills in the area of stochastic
optimization and
stochastic processes (for modeling and forecasting Internet traffic flows).
The objective of this meeting is to develop common language and accomplish
transfer
of skills between the two groups, to facilitate cooperation on this project
in the future.
We are inviting Ken Rice and Kevin Hannon to this meeting. We would
appreciate if you could
speak, together with Kevin and Ken, on strategic directions of EBS. It is
important for a group
of technical people, with relatively specialized technical skills, to
understand the big picture.
I am attaching the preliminary agenda for this meeting.
Vince Kaminski
|
Margaret,
Thanks.
Vince
Margaret Carson@ENRON
07/10/2000 08:20 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: CERA Alert--July 7, 2000
In case you have not yet seen.Margaret
---------------------- Forwarded by Margaret Carson/Corp/Enron on 07/10/2000
08:15 AM ---------------------------
"[email protected]" <alerts on 07/07/2000 03:37:55 PM
To:
cc:
Subject: CERA Alert--July 7, 2000
European Gas CERA Alert: Signposts to a High Demand Path for Natural Gas: The
Large Combustion Plant Directive and German Nuclear Phaseout
Abstract
Two unrelated developments at the end of June both point in the direction of
a long-term high demand growth path for natural gas in Europe, consistent
with CERA's Blue Gold scenario. Both the approval of the Large Combustion
Plant Directive by EU environment ministers and the agreement on German
nuclear phaseout between the German government and industry could involve the
early removal of existing, low-cost generating plants from the European power
capital stock in the 2010-15 time period and their subsequent replacement by
natural gas-fired turbines.
**end**
Please see attachment for complete Alert.
NOTE: The attached file is a PDF document.
To view this file, you need the Adobe Acrobat reader installed on your
computer.
This software is available free of charge at http://www.adobe.com
<<eg0707.pdf>>
- eg0707.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/12/2001
03:38 PM ---------------------------
From: Iris Mack/ENRON@enronXgate on 04/12/2001 02:44 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: FW: Parent - Subsidary Model
Hi,
I don't know if you have the attached document from Ben Parsons.
As we discussed earlier, Anita put me on your calendar for next Tuesday at 2
pm to discuss the Duffie project. I hope that is ok.
Thanks,
Iris
-----Original Message-----
From: Valnek, Tomas
Sent: Tuesday, April 10, 2001 9:10 AM
To: Fiala, Markus; Seyfried, Bryan; Salmon, Scott; Kirkpatrick, Eric;
Mumford, Mike; Fontaine, Jean-Sebastien; Brooks, Simon; Price, Nigel;
Diprose, Robert; Rezaeian, Reza; Gordon, Mike; Lee, Derek; Hershkovitz, Ilan;
Golden, Sally; Stephan, Nicholas; Albanis, George; Shanbhogue, Vasant; Mack,
Iris
Cc: Parsons, Ben
Subject: Parent - Subsidary Model
Attached is a description of the parent-subsidiary model that Ben and I have
been working on over the last few weeks.
Comments welcome!
TV
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000
08:43 PM ---------------------------
Li Sun@ENRON
12/04/2000 08:07 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Off-balance sheet Deal JEDI II
Hi, Vinice,
Please see attached the informaiton regarding JEDI II.
Li
---------------------- Forwarded by Li Sun/NA/Enron on 12/04/2000 07:03 AM
---------------------------
Shirley A Hudler @ ECT
11/30/2000 05:29 PM
To: Li Sun/NA/Enron@Enron
cc:
Subject: Information requested
See if this works for you. Let me know what else you might need.
|
David,
During today's VaR coordination meeting we had a discussion of issues
related to mapping of the forward price curves into core locations.
Mapping is a necessity dictated by the limitations of the computer system:
we have to reduce the dimensionality of the problem to stay within the bounds
of available CPU memory. Also, in some cases the quality of price discovery
is poor
and it's difficult to model the price curves independently: we solve the
problem by mapping
them into more liquid and better behaved core locations curves.
We have agreed on the following:
1. Winston will investigate the IT side and determine to what extent we can
increase the number
of forward price curves that are simulated as basic (core) curves. He will
investigate the impact of a larger
number of the core curves on the time required to complete the VaR run.
2. The curves associated with the biggest 10-20 positions in each commodity
should be
modeled as core curves (i.e. no mapping into other locations). It makes sense
to monitor
the biggest risks separately and avoid aggregating them into less
transparent aggregates.
3. The results of an automated clustering (mapping) procedures should be
systematically
monitored by a human and corrected if they misrepresent the risks of the
trading positions.
This responsibility should be vested with one person (right now the
responsibility is
dispersed through the organization and this means in practice that nobody
is responsible). Research can allocate one person to this task;
cooperation of trading and RAC will be critical.
Vince
|
Joe, Mike,
Please check with PR first if we want too talk to her
and run it by Mark. I think it is in our interest to be
quotes extensively in the press.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/12/2000
10:53 AM ---------------------------
[email protected] on 10/11/2000 10:54:39 AM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Report Research
I am writing a management report on weather risk management. The story
will discuss different weather risk management tools used by power
marketers in the energy industry. It also looks at weather prediction
and analysis services available to energy traders.
I am looking for a list and description of the weather risk management
products, and how each can benefit an energy trader. I would also like
to know what traders' reactions to significant weather are. And where
can I find a list of popular weather instruments with descriptions?
I appreciate any help you can give me. I would like to set up a chat
with you this week if you have the time, or simply email me your input.
Thanks in advance!
Barbara Drazga
Independent Journalist
PO Box 472401
Aurora, CO 80047
303-369-3533 tel.
303-369-3510 fax
|
Tanya,
Yes, we were talking about Wednesday. My mistake.
Wednesday, April 19 works for me. Let's do it then.
Vince
Tanya Tamarchenko
04/10/2000 02:13 PM
To: Shirley Crenshaw/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Lunch with IT and credit
Shirley,
here is the list of people who is going to attend this lunch:
Credit: Bill Bradford, Tanya Rohauer, Debbie Bracket (3);
Research: Vince Kaminski, Grant Masson, Vincent Tang, Tanya Tamarchenko (4);
IT: Jonathan Le, Ganapathy Ramesh, Winston Jia, Virendra Patel, Andrew
Champion
(and may be a few more, Jonathan promised to get back with me with the
headcount);
Risk Control: Rudi Zipter, Ted Murphy (2).
I understand that we were going to go not on 14th, but next week.
Vince: would you like to do it on Wednesday, April 19, or Friday, April 21?
Shirley, can you, please, make a reservation after Vince's reply?
Thank you,
Tanya.
Vince J Kaminski
04/05/2000 02:51 PM
To: Tanya Tamarchenko/HOU/ECT@ECT
cc: Shirley Crenshaw/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Lunch with IT and credit
Tanya,
Can you coordinate, in my absence, the lunch with IT
and credit.
We need the body count and reservation at the restaurant for the 14th.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/23/2001
01:19 PM ---------------------------
"Wydawnictwa Naukowo-Techniczne" <[email protected]> on 01/22/2001
05:07:53 AM
To: <[email protected]>
cc:
Subject: forma platnosci z "Inzynierie finansowa"
Uprzejmie informuje, ze przyjmujemy czeki, ale niechetnie. Wysokie koszty
przy realizacji czekow.
Gdyby rodziana Sz.Pana wplacila naleznosc w zlotowkach, to odpadna koszta
bankowe - 5$. Naleznosc w zl wynosi 81 zl lub 99 zl (LOT).
W liscie pomylilam sie? - zamiast 25,25$ napisalam 15,25 $. Przepraszam.
Wplacenie pieniedzy w Polsce znacznie przyspieszy wysylke.
Ewentualny czek prosze przyslac na sume 25,25$ lub 29,75 $
Pozdrawiam serdecznie
Grazyna Piesniewska
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/15/2001
01:35 PM ---------------------------
Roland Rodriguez <[email protected]> on
02/13/2001 03:53:36 PM
To: [email protected]
cc:
Subject: Track Deregulation Monthly on Your Desktop
The U.S power industry regulatory environment is fiercely dynamic: now
receive monthly "Deregulation Updates" and more with your Frost & Sullivan
Energy Market Services available online. Through this exclusive service, our
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Frost & Sullivan's Energy Market Services are excellent resources to discern
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Ehud,
I shall send a message to Jeff's secretary today.
Vince
"Ehud I. Ronn" <[email protected]> on 09/20/2000 11:12:46 AM
To: [email protected], [email protected]
cc:
Subject: Spring 2001 Conference Participation by Jeffrey K. Skilling
Rick / Vince,
Good morning.
In my 9/14 e-mail, I advised you of the practitioner-industry CEFER (Center
for Energy Finance Education and Research) Conference we are planning for
Spring 2001. As you know, we would like to invite Jeff Skilling to be the
keynote speaker at the Thur. evening dinner. The following day's four
topics consist of Risk management, Deregulation, Real options, and
International/globalization. The majority of invitees would be
(predominantly U. S.-based) energy-industry practitioners, as well as
several academics.
Given lead time issues in these matters, we have reserved hotel rooms in
Austin for Feb. 22, 2001. Could I ask you to ascertain Jeff Skilling's
availability for that evening?
Thanks,
Ehud Ronn
==============================================
Ehud I. Ronn
Professor of Finance and Jack S. Josey Professor in Energy Studies
Director, Center for Energy Finance Education and Research
McCombs School of Business
University of Texas at Austin
Austin, TX. 78712-1179
Voice: (512) 471-5853
FAX: (512) 471-5073
Internet: [email protected]
=================================================
|
Steve,
I shall talk to John Sherriff about such issues. My intention
is to vest you with maximum decision making powers. It makes most sense to
me to make decisions where the information resides.
Please, invite Anjam or alternatively make reservations for dinner and
let Shirley know. Shirley can send an invitation to everybody in the group
on my behalf. It would be really bad to exclude Anjam from the dinner.
It
Vince
Steven Leppard
09/20/2000 10:30 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re:
Thanks Vince.
Dinner on Sunday OK all round. Do you want Anjam along too? I can't really
ask him, given our current relationship.
One other thing, have you had thoughts on reporting lines, who signs
expenses, etc. etc., or are these issues to be resolved when you come over?
Cheers,
Steve
Vince J Kaminski
09/20/2000 04:14 PM
To: Steven Leppard/LON/ECT@ECT
cc:
Subject:
Steve,
Steve, this is the spreadsheet.
Also, please, let Shirley know if the dinner on Sun is OK.
Vince
|
Eric,
Mandeep Chahal, Ainsley Gaddis, Sofya Tamarchenko, Elena Chilkina, James
Aimone
should not count. M. Chahal was transferred to the New Company, the rest are
summer interns
(gone back to school), or part-time high school or college kids. I shall
walk around and remind the rest
of the crowd about the deadline.
Vince
Eric Thode@ENRON
08/25/2000 02:31 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Follow-up
Vince --
We have been working the last few days to get ENA's United Way participation
rate up as high as possible. I called earlier about your Cost Center because
the following 16 employees were listed in Power Trading, but I believe are
part of the Research organization.
If you have a chance, could you encourage them to log onto
http://unitedway.enron.com on the intranet and make a contribution to the
United Way. The deadline is today.
Thanks.
Eric
Employees in your Cost Center:
Ainsley Gaddis Elena Chilkina James Aimone Jose Marquez
Kevin Moore Mandeep Chahal Maureen Raymond Osman Sezgen
Paulo Issler Peyton Gibner Pinnamaneni Krishnarao Samer Takriti
Sofya Tamarchenko Thomas Halliburton William Smith Yana Kristal
|
Hill,
Yes, I think it can be done. I am in London
right now and I shall come back next week Thursday.
Please, give me call about it.
Vince
Vincent Kaminski
Managing Director - Research
Enron Corp.
1400 Smith Street
Room EB1962
Houston, TX 77002-7361
Phone: (713) 853 3848
(713) 410 5396 (cell)
Fax : (713) 646 2503
E-mail: [email protected]
Hill Huntington <[email protected]> on 03/22/2001 04:47:33 PM
To: vince kaminsky <[email protected]>
cc:
Subject: RTP conference
Vince,
Sounds like there are several Enron people very interested in our
seminar. Many thanks for passing the idea around.
Do you think that these groups might provide some sponsorship? I didn't
know whether you have already asked them and they are thinking about it or
whether I need to approach them directly. I would appreciate any
suggestions you have.
Regards,
Hill
*******************************************************************
Hillard G. Huntington
EMF - an international forum on
energy and environmental markets Voice: (650) 723-1050
408 Terman Center Fax: (650) 725-5362
Stanford University Email: [email protected]
Stanford, CA 94305-4026
EMF Website: http://www.stanford.edu/group/EMF/
|
Vasant
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/27/2001
10:59 AM ---------------------------
"Glenn Darrah" <[email protected]> on 04/25/2001 04:27:03 PM
Please respond to [email protected]
To: [email protected]
cc:
Subject: Contact Info
Vincent,
Congratulations on spearheading the Mind's Eye Madness event - it looks like
quite a success. My biggest disappointment is that I am leaving Enron this
week and have been too busy to participate as much as I would like. I have
had continued interest in the work and presentations that Amy Oberg has
done, so would have really enjoyed the workshop yesterday. I am still
considering doing some or all of the Motorcade Friday, however that may
work.
Separately, thanks for the update in the lobby today on the Enterprise Risk
project. Please keep in touch with me. As I mentioned, my redeployment
period ends tomorrow (April 26), but I currently do not have an outside job
lined up and still have a lot of interest in the project if something can be
worked out over the next few weeks. Although he is not in the same group as
David Port, I have worked a lot with Brad Larson in the RAC underwriting
group - he may be a good source of information on me also.
Contact information:
e-mail: [email protected]
phone: 713.668.4277
cell: 713.320.5615
Thanks,
Glenn Darrah
_________________________________________________________________
Get your FREE download of MSN Explorer at http://explorer.msn.com
|
Vincent,
I have forwarded the resume to our Analysts / Associate pool with
a recommendation to accept David as a summer intern.
I expressed interest in taking him into my group. He may, of course,
work for a different unit of Enron. It's up to him and I shall not be offended
if he would like to go into trading or deal origination.
Vince
|
Gerry,
The best time is morning, 7:30 to 8:30 Central.
Vince
"Sheble, G.B." <[email protected]> on 10/26/2000 05:43:28 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: FW: opportunities
Dear Sir:
I have attached my resume for your review. I have meetings from 8-9, and
10-2 tomorrow. When would it be best for me to call you?
Cordially,
Gerry
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, October 25, 2000 12:12 PM
To: [email protected]
Cc: [email protected]
Subject: RE: opportunities
Thanks Vince.
I have contacted him and have given him your phone number.
He will attempt to contact you Thursady or Friday.
Good luck.
Vince J Kaminski
10/24/2000 03:59 PM
To: Lloyd Will/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: RE: opportunities (Document link: Lloyd Will)
Lloyd,
Yes, I would be very interested.
Vince
Lloyd Will
10/24/2000 02:45 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: RE: opportunities
Vince would you be interested in this professional.
I would be glad to facilitate a conference call.
Thanks.
---------------------- Forwarded by Lloyd Will/HOU/ECT on 10/24/2000 02:43
PM ---------------------------
"Sheble, G.B." <[email protected]> on 10/17/2000 04:52:57 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE: opportunities
Loyd
I tried to call yesterday, but you were out of the office. My schedule
follows, would you want to pick a time for me to call you or send me a list
of times to pick?
Gerry
Fall 2000 Teaching Schedule
EE 553 MTWR 10 -11 AM Curtis Hall 308
ENGR 161 MW 2-4 Howe Hall 2228
Other Commitments
M 11-12 EP&ES
M 1-2 Office Hours
T 12-2 EP&ES Seminar
T 2-3 Office Hours
T 3-4 PSERC
T 5-6 EPRI-DOD
W 11-12 Office Hours
W 4-9 DSM
R 11-12 Office Hours
F 11-12 P&T
F 1-3 CAS
F 3-4 Departmental Meeting
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, October 16, 2000 8:00 AM
To: Sheble, G.B.
Subject: RE: opportunities
Give me a call any time to discuss things.
713-853-3383.
Thanks.
"Sheble, G.B." <[email protected]> on 10/15/2000 02:17:02 PM
To: Lloyd Will/HOU/ECT@ECT
cc:
Subject: RE: opportunities
Lloyd
I am attaching another resume for your review, please pass it along if
there
is any interest.
I would also like to discuss opportunities with you as I expect to graduate
with my MBA Summer 2001.
Cordially,
Gerry
===================================
Gerald B. Shebl,
Professor, Electrical and Computer Engineering
Director of Complex Adaptive Systems Program
1115 Coover Hall
Ames, Iowa 50011
voice: 515.294.3046
FAX: 515.294.4263
email: [email protected]
web: http://www.ee.iastate.edu/~sheble/
===================================
- short_resume.doc
|
Charlene,
Please, help. This is a son of a professor at Berkeley who helps me a lot in
the recruiting process.
His son goes to Cornell. Can we invite him (the son, not the professor) to a
Super Saturday? I really want
to repay the debt to his father who is very instrumental in my recruiting
efforts.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/24/2000
04:40 PM ---------------------------
"Shmuel Oren" <[email protected]> on 10/23/2000 04:37:25 PM
To: <[email protected]>
cc:
Subject: Yaron's Resume
?
- Yaron-RESUME3.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/26/2001
04:37 PM ---------------------------
"Wydawnictwa Naukowo-Techniczne" <[email protected]> on 01/25/2001
08:13:25 AM
To: <[email protected]>
cc:
Subject: dot. odpowiedzi na list
Mam nadzieje, ze moja odowiedz na list Sz.Pana z dn.19.01.01 doszla do Pana.
Byl on wysylany z niepewnego komputera.
Jezeli nie doszedl, to prosze dac znac (elektronicznie oczywiscie).
Serdecznie pozdrawiam
Grazyna Piesniewska
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/28/2000
12:12 PM ---------------------------
Rabi De <[email protected]> on 08/28/2000 11:14:03 AM
To: [email protected]
cc:
Subject: Re: Follow-up interview on 8/21/00
Dear Vince,
Thank you very much for updating me on the status of my job application.? I
got another good news last week.? I am happy to inform you I passed the 2000
CFA Level I examination. The pass rate for Level I examination this year is
52%. I look forward to hearing from you.
Sincerely,
Rabi De
?
?
? [email protected] wrote:
Rabi,
Thanks for your message.
Everybody who interviewed you was greatly impressed with your technical
skills and professional attitude.
We shall extend an offer to you within a day or two.
Vince
Rabi Deon 08/22/2000 02:57:37 PM
To: Vince Kaminsky
cc:
Subject: Follow-up interview on 8/21/00
Dear Dr. Kaminsky:
Thank you very much for arranging the follow-up interview with your
internal clients. I visited Mr. Ted Murphy and his staff at RAC and Mr.
Dennis Benevides at EES yesterday. I was impressed with level of risk
technology employed by Enron to achieve its business objectives. I want to
reiterate my strong interest in joining your group, which is held in very
high esteem both inside and outside of Enron.? I look forward to h! earing
from you.
Sincerely,
Rabi S. De
Do You Yahoo!?
Yahoo! Mail - Free email you can access from anywhere!
Do You Yahoo!?
Yahoo! Mail - Free email you can access from anywhere!
|
Zimin,
Please, take a look at it.
I think we should download the update.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/31/2001
11:21 AM ---------------------------
"Michelle Mendoza" <[email protected]> on 01/26/2001 02:33:14 PM
To: <[email protected]>
cc:
Subject: FEA announces the release of @ENERGY 2.0
January 26, 2001
Vince Kaminski
Enron North America Corp.
1400 Smith Street
30th Floor, Rm. 3036B
Houston, TX 77251-1188
1 713-853-3848
Dear Vince Kaminski,
This is to inform you of the release of @ENERGY 2.0. FTP download
instructions are available immediately. The download instructions are
included at the end of this email. Your CD's and manuals will be shipped to
you within 2 weeks. Please see below for more information regarding this new
release.
Please confirm that you are the correct recipient for this shipment and your
address above is correct by clicking reply and send. If any changes need to
be made, please make the changes above and reply.
**WARNING: PLEASE NOTE THAT IF YOU DID NOT RECEIVED A LICENSE KEY FOR
@ENERGY AFTER JUNE 2000, YOU WILL NEED TO CONTACT [email protected] OR CALL
510.548.6200 TO OBTAIN A NEW LICENSE KEY TO ENABLE THE NEW VERSION.**
**Swing users: @ENERGY/Swing now replaces the "SWING" product. See the
@ENERGY user manual for a discussion of the changes. Contact FEA for the
necessary license keys. You will be able to run both the new and old SWING
simultaneously.
Heres an overview of the new and changed features since version 1.6:
@ENERGY (Forward Curve)
Jump parameters are now calibrated for use in other @ENERGY functions.
Inputs and outputs to POWERCALIB and COMCALIB have changed. See the
corresponding function syntax in the User Guide for additional information.
35-40% speed improvement. The module is now out of beta.
@ENERGY (Basics)
Different interpolation schemes on forward prices are now supported. If you
use INDEXSWAP , EXOTICSWAP, or OPTINDEXSWAP with floating price linked to a
series of futures dates, such futures dates need not be close to dates
specified in the forward curve input. A new utility function, PATHUTIL,
allows you to simulate and visualize price paths consistent with the models
supported by @ENERGY. 25-30% speed improvement.
@ENERGY (Advanced)
Different interpolation schemes on forward prices are now supported. If you
use OPTDIFFSWAP or DIFFSWAP with floating price linked to a series of
futures dates, such futures dates need not be close to dates specified in
the forward curve input. CALSPREADOPT now allows for the specification of
two different mean reversion rates. 30-35% speed improvement.
@ENERGY (Swing)
SWINGOPT and STRIPSWINGOPT now allow for valuation of swing straddle
contracts with overall load constraints. 65-70% speed improvement. The
module is now out of beta.
@ENERGY (Weather)
30-35% speed improvement.
If you have any questions please feel free to contact us. We appreciate this
opportunity to be of continuing service to Enron North America Corp..
Regards,
Michelle Mendoza
[email protected]
+1-510-548-6200
Financial Engineering Associates, Inc. (FEA)
****************************************************************************
*****************************
To download @ENERGY 2.0 via FTP, follow the following instructions:
NOTE: Using EXPLORER leads to unpredictable results, so we suggest using
NETSCAPE or a DOS shell.
USING NETSCAPE:
In the Location box type: ftp://[email protected]
Password: 2rbzxgv5
energy-2.0-win32.exe is for Windows 95/98/2000/NT. Download and run on
a local drive.
USING A DOS SHELL:
At a DOS prompt type: ftp ftp.fea.com
User: energy
Password: 2rbzxgv5
Type "binary" and hit 'return'.
Type "ls" for a list of available files.
Type "get" energy-2.0-win32.exe and and wait for the ftp> prompt.
Type "quit".
The file will be downloaded into the directory at which you entered the ftp
site.
Double click on the exe and follow the instructions on the screen.
|
Shijie,
Thanks for your message. My assistant will call you to discuss the timing
of the visit.
Vince
Shijie Deng <[email protected]> on 06/29/2000 12:00:37 AM
To: [email protected]
cc:
Subject: Hello
Hi Vince,
How are you. It was really a pleasure meeting you and talking to you at
the Toronto energy derivative conference. Thank you for speaking with
me about the possibility of visiting your research group. It will be
great if I could have such opportunity whenever you see your schedule
fits. I am very much open for the last week of July and early August.
I'm looking forward to hearing from you soon.
Best,
Shijie
Shi-Jie Deng
Assistant Professor
School of ISyE
Georgia Institute of Technology
Office Phone: (404) 894-6519
E-mail: [email protected]
Home page: http://www.isye.gatech.edu/~deng
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/16/2000
09:17 AM ---------------------------
"NW on Linux" <[email protected]> on 03/16/2000 03:00:38 AM
Please respond to "Linux Help" <[email protected]>
To: <[email protected]>
cc:
Subject: Linux-- hit or miss?
NETWORK WORLD FUSION FOCUS: PHIL HOCHMUTH
on LINUX
Today's focus: Will Linux be a hit or miss on the corporate desktop?
03/15/00
Dear Wincenty Kaminski,
Today's focus: Will Linux be a hit or miss
on the corporate desktop?
---------------------------------------------
By Phil Hochmuth
So far this year, the buzz about Linux in enterprise networks has
focused on servers and embedded systems, with the growth of Linux
severs being most heralded. According to IDC, a research firm based in
Framingham, Mass., Linux was the fastest-growing server operating
system last year, with a 93% growth rate over the year before. Linux
was the second most-shipped operating system in 1999 after Windows NT,
capturing 24% of new licenses shipped.
As for the embedded market, Linux has emerged as an ideal platform for
network appliances, because the system can be modified to handle
specialized, dedicated tasks very well. Companies such as Cobalt
Networks, Picazo and Progressive Systems have announced Linux-based
appliances, ranging from Web servers to PBXs to firewalls.
But what of the open source hacker,s dream of &Linux on every desktop?8
Sure, Linux on the desktop has become more accessible than ever, with
colorful, shrink-wrapped boxes of Caldera, Red Hat and Corel Linux now
available at places like CompUSA. However, analysts have said that
Linux,s growth in the enterprise will be limited to the macro and micro
areas of network servers and embedded operating systems.
According to IDC, Linux currently runs on only 4% of U.S. desktops. The
hold Microsoft Windows has on the desktop market will remain strong,
analysts say, despite such factors as Microsoft,s antitrust problems
and the surging popularity of Linux.
Even some Linux executives are skeptical of their product,s desktop
future. Recently, SuSE CEO Roland Dyroff downplayed Linux,s future on
desktops. Dyroff said, &given the lack of applications available, we
really can't claim it as being competitive on the desktop yet.8
A recent survey by Survey.com gives more hope for Linux desktops.
According to the survey of 1,640 enterprise network managers, open
source operating systems are used on 10% of desktops, with the number
jumping to a surprising 23% of enterprise desktops by 2002.
Despite the mix of numbers being thrown around, two important factors
that will determine the success of Linux as an enterprise client
desktop are: a standardized, easy-to-use graphical user interface (GUI)
and available applications.
One company that is working to make Linux more user friendly is Palo
Alto-based Eazel, which is designing a next-generation file management
system and user interface to run on top of the Linux kernel. According
to Eazel,s Web site, the company,s goal is to bring Linux to the masses
and &do it in a way that appeals to today's Linux users and to mere
mortals.8
The company was founded by a group of former Apple executives, and is
allied with the Gnome project, which has been doing extensive Linux
desktop environment development for several years. Eazel is due to have
a product out by the middle of this year. With an intuitive, icon-based
file management environment, Eazel is hoping its user interface will be
an improvement over the two current Linux GUIs, Gnome and KDE, and will
help standardized the look and feel of Linux for ®ular8 users. For
enterprise mangers who have already embraced Linux on the server side,
this development will be worth keeping an eye on.
On the applications side, several office productivity suites have been
available for some time, such as Sun,s StarOffice suite and KOffice for
the KDE desktop. Corel has also ported its office products, such as
WordPerfect, over to Linux to complement its own distribution of the
operating system. While there have been recent rumors (started by Linux
Care Vice President Arthur Tyde) that Microsoft is working on a port of
MS Office to Linux, Microsoft officials deny this.
While Linux may never supplant Windows as the industry-standard desktop,
there should be plenty of opportunity for Linux PCs in enterprise nets
in the future.
To contact Phil Hochmuth:
-------------------------
Phil Hochmuth is a writer and researcher for Network World, and a former
systems integrator. You can reach him at mailto:[email protected].
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FOR RELATED LINKS -- Click here for Network World's home page:
http://www.nwfusion.com
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Staroffice Software from Sun
http://www.sun.com/staroffice
Corel Linux OS
http://www.corel.com/freedom/freedom.htm
Eazel
http://www.eazel.com
GNOME -- the GNU Network Object Model Environment
http://www.gnome.org
KOffice -- the integrated office suite for KDE, the K Desktop
Environment
http://koffice.kde.org/
Cobalt Networks, Inc.
http://www.cobaltnetworks.com
Progressive Systems
http://www.progressive-systems.com
Picazo
http://www.picazo.com
Other Linux-related articles from Network World:
Active Directory upgrade requires strong game plan, Network World,
03/13/00
http://www.nwfusion.com/archive/2000/89629_03-13-2000.html
*********************************************************
Subscription Services
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at: mailto:[email protected]
Network World Fusion is part of IDG.net, the IDG Online Network.
IT All Starts Here:
http://www.idg.com
Copyright Network World, Inc., 2000
|
Test message
Vincent Kaminski
Managing Director - Research
Enron Corp.
1400 Smith Street
Room EB1962
Houston, TX 77002-7361
Phone: (713) 853 3848
Fax : (713) 646 2503
E-mail: [email protected]
|
Jim,
This is my write-up on enetrprise Wide Risk Management.
Vince
James L Bouillion
09/15/2000 03:42 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Enterprise Risk Management
Would it be possible to get the information from you before close today?
|
Frank,
Thanks a lot. Are you planning to make a general presentation on your work
in the weather area? If this is the case, I would
invite to our lunch meeting the traders from the Weather Derivatives
desk.
Vince
"Francis X. Diebold" <[email protected]> on 11/04/2000 08:47:41 AM
To: [email protected]
cc: Vince Kaminski <[email protected]>
Subject: Re: Your visit to Enron
Shirley,
The 21st is perfect. I will go ahead and purchase my plane tickets. Would
you
please make me a hotel reservation for the night of the 21st?
Many thanks,
Frank Diebold
[email protected] wrote:
> Good morning Professor Diebold:
>
> I am Vince Kaminski's assistant and he has forwarded your emails to me
> for scheduling purpose. Unfortunately, we have a conflict on December
> 14th. Can you possibly come on the 21st?
>
> I hope you have not already made your reservations. If I can do anything
> to assist you, please let me know.
>
> Best regards,
>
> Shirley Crenshaw
> Administrative Coordinator
> Enron Research Group
> 713-853-5290
>
> ---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 11/03/2000
> 09:29 AM ---------------------------
>
> Vince J Kaminski
> 11/02/2000 04:30 PM
>
> To: "Francis X. Diebold" <[email protected]> @ ENRON
> cc: Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT
> Subject: Re: visit? (Document link: Shirley Crenshaw)
>
> Frank,
>
> Dec 14 would be better for us. We have already scheduled
> an internal presentation on December 7. Please, go ahead and make a
> reservation.
> The best place to stay is Hyatt Regency Downtown or Doubletree Downtown
> (within a walking distance to Enron). It is important to specify the
> downtown
> location for both hotels.
>
> Vince
>
> "Francis X. Diebold" <[email protected]> on 11/02/2000 03:00:49 PM
>
> To: [email protected]
> cc:
> Subject: Re: visit?
>
> Sounds good, Vince. How about Dec 7? The roundtrip coach fare, regardless
> of
> airline, is about $1900. I hope that won't break the bank. Once I have
> your
> approval, I'll go ahead and book it. Best, Frank
>
> [email protected] wrote:
>
> > Frank,
> >
> > Yes, I would be very interested in meeting with you in Houston in
> December.
> > The best day for visit would be Thursday when my group has a lunch
> meeting
> > and you could meet the rest of the research unit.
> >
> > Please, let me know what day would work for you. We shall be very glad to
> > cover the cost of your trip.
> >
> > Vince
> >
> > I
> >
> > "Francis X. Diebold" <[email protected]> on 10/31/2000 01:01:11 PM
> >
> > To: Vince Kaminski <[email protected]>
> > cc:
> > Subject: visit?
> >
> > Hi Vince,
> > Are you still interested in my visiting for a day, perhaps in Dec or
> > Jan? I have begun a project on unobserved-components modeling of
> > weather patterns, so it would be productive and fun to compare notes.
> > Best,
> > Frank
> >
> > --
> > Francis X. Diebold
> > WP Carey Professor
> >
> > Department of Economics
> > University of Pennsylvania
> > 3718 Locust Walk
> > Philadelphia, PA 19104-6297
> >
> > [email protected]
> > http://www.ssc.upenn.edu/~diebold
> >
> > (215) 898-1507 telephone
> > (215) 573-4217 fax
>
> --
> Francis X. Diebold
> WP Carey Professor
>
> Department of Economics
> University of Pennsylvania
> 3718 Locust Walk
> Philadelphia, PA 19104-6297
>
> [email protected]
> http://www.ssc.upenn.edu/~diebold
>
> (215) 898-1507 telephone
> (215) 573-4217 fax
--
Francis X. Diebold
WP Carey Professor
Department of Economics
University of Pennsylvania
3718 Locust Walk
Philadelphia, PA 19104-6297
[email protected]
http://www.ssc.upenn.edu/~diebold
(215) 898-1507 telephone
(215) 573-4217 fax
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/28/2000
08:00 AM ---------------------------
Enron Technology
From: Ashley Baxter @ ENRON 08/26/2000 10:54 AM
To: [email protected], John Pavetto/Corp/Enron@Enron, Paulo
Issler/HOU/ECT@ECT, Radu Tutos/Enron Communications@Enron Communications,
Keith Couch/Corp/Enron@Enron, Michael Guadarrama/HOU/ECT@ECT, Randy
Matson/Corp/Enron@ENRON, Steve Nat/Corp/Enron@ENRON, Christopher
Funk/HOU/ECT@ECT, Clarissa Cooper/NA/Enron@Enron, Anthony
Rimoldi/Corp/Enron@Enron, Denise Rancour/Corp/Enron@Enron, Kevin
Lee/Corp/Enron@Enron, Osman Sezgen/HOU/EES@EES, Bryan Garrett/Enron
Communications@Enron Communications, Tim Belden/HOU/ECT@ECT
cc: Shelly Jones/HOU/ECT@ECT, Celeste Roberts/HOU/ECT@ECT, Donna
Jones/HOU/ECT@ECT
Subject: Cal Berkely Team Meeting - UPDATE
Please note that the Cal Berkeley Team Meeting location has been moved.
Tuesday, August 29th
2:00 p.m.
49C4
See you there!
Thank you,
Ashley
|
Steve,
Krishna from my group. Krishna can also advise you on Resco participation.
Vince
Steven R Meyers@EES
04/11/2000 04:51 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Resco Database and Customer Capture
Vince,
I was not going to be involved directly in the meeting. Who from either your
group or from Resco Marketing should participate?
Thanks,
Steve
Vince J Kaminski@ECT
04/11/2000 08:27 AM
To: Steven R Meyers/HOU/EES@EES
cc: Pinnamaneni Krishnarao/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Resco Database and Customer Capture
Steve,
It makes sense to meet with Abacus. Retail marketing is very data intensive.
If you set up a meeting with them,
please, let me know.
Vince
Steven R Meyers@EES
04/11/2000 08:17 AM
To: Timothy Edward Vail/HOU/EES@EES
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Resco Database and Customer Capture
Tim,
I hope things are going well in Resco. I think somebody from Resco (or
Research) may be interested in the email I received below from Brad Davids.
Brad is now working at Abacus who works with residential customer patterns as
well as predictive modelling. He's going to be here the 25 and 26 of this
month. I'm not sure who is responsible for Resco Marketing, but I think they
would find this interesting. Who should I send this to? Please let me know
if anybody in Resco may have any interest.
Thanks,
Steve
PS: Vince, simply an FYI since they do focus on modelling and research.
---------------------- Forwarded by Steven R Meyers/HOU/EES on 04/11/2000
08:14 AM ---------------------------
Bradley Davids <[email protected]> on 04/10/2000 08:35:32 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: RE: Possible Meeting?
Steve:
I'll see if I can get in on the 25th . . . will let you know, but I think
it'll work.
Just to give you a very brief overview so you can think about who might be
interested, Abacus has the largest transactional database of consumer buying
behavior in the world (89 million US households, 3 billion+ purchases),
along with sophisticated modeling capabilities to help predict customer
response to various offers at the household level. Given the critical need
to reduce customer acquisition costs in retail energy markets, we believe
that our data and modeling can help energy retailers target their direct
marketing efforts toward the residential customers most likely to respond to
whatever the offer is--improving the efficiency of mailings and other
promotional campaigns (so there is an efficiency angle, see!)
Because our data allow the modeling of future buying behavior based on
actual purchases, our results tend to be significantly more predictive than
demographic-based models. So far, the the response from utilities and "new
entrants" I've been talking to so far has been quite positive, and we have
some tests of our data underway, but we're interested in talking to as many
players in the market as possible as we develop specific products to meet
utility needs.
I can provide more background if desired to whoever might be interested, but
I guess the key immediate question is whether it might be worthwhile to
arrange a short meeting sometime on the 25th of April with whoever at Enron
might have interest in hearing what we're up to, and (most importantly)
listening to what your data needs might be as you enter new markets.
Thanks very much for any help . . . I look forward to catching up and
hearing how things are going for you.
Regards,
Brad Davids
303-410-5531
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, April 10, 2000 12:13 PM
To: [email protected]
Subject: Re: Possible Meeting?
It'd be great to meet on the 25th in the afternoon. I have a flight in the
evening. I'm interested in hearing about life at abacus. I too have heard
that Enron is getting back into the residential market. What type of
database do you have? I might be able to find somebody for you to talk
with here.
-Steve
Bradley Davids <[email protected]> on 04/10/2000 12:04:00 PM
To: "Steve Meyers (E-mail)" <[email protected]>
cc:
Subject: Possible Meeting?
Steve:
Sorry we've been unable to hook up . . . I can probably get down there on
the 25th, if you're going to be in town that afternoon? Would love to catch
up--both on how things are going with EES and tell you about my new life.
Also, I'm hearing rumors that Enron is about to get back into the
residential market in a big way--you know anything about that? Anybody I
should talk to there about my huge database of consumer buying behavior?
Thanks--looking forward to connecting . . . I'll be travelling most of this
week, but you can leave a VM and let me know when I can call you, or try me
on the cell at 303-886-3458.
Best,
Brad Davids
--------------------------------------------
Bradley J. Davids
Associate Vice President, Utilities
Abacus Direct, a division of DoubleClick, Inc.
11101 West 120th Avenue
Broomfield, CO 80021 USA
e-mail [email protected]
tel 303.410.5531
fax 303.410.5300
www.doubleclick.net
www.abacus-direct.com
(See attached file: C.DTF)
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/17/2000
05:01 PM ---------------------------
Zimin Lu
11/17/2000 04:37 PM
To: Stinson Gibner/HOU/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: EOL WTI maket maker simulation model
Stinson,
I add the total P/L due to contract rollover. When the number of trades is
large
and the spread is not too small, the model prints a lot of money, dominated by
those trade earning the half of BO spread.
I also wrote an explaination about the model on the front page. I think we
are
ready to deliever the model V.1.
The next step is to incorporate the intra-day market movement by using high
and low
prices into the pricing. I will call you on Monday.
Happy Thanksgivings !
Zimin
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/14/2000
01:48 PM ---------------------------
[email protected] on 04/14/2000 12:19:58 PM
Please respond to [email protected]
To: Vince Kaminski <[email protected]>
cc:
Subject: Bonds
The difference is $4,391. You can send more if you would like to add to
the tax-free money fund.
Thank you
Keith Hazlewood
Edward Jones
P.O. Box 9479
The Woodlands, TX 77387
|
Tanya,
Please, look into it.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/20/2001
08:30 AM ---------------------------
"Mark B. Garman" <[email protected]> on 03/19/2001 05:24:02 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: VaRdelta and Watershed technologies
Vince,
FEA has arrived at a very simple, direct, and inexpensive approach to
licensing our two VaR-related patents as a package. I hope that you will
agree that our proposed license fee of $2,500 plus $1 per employee, with
licenses to go to all of your affiliates, would be an attractive offer. I
would love to sign up Enron for this package as an early customer. Do you
think you could forward the attached pdf license agreement to the
appropriate people at Enron, together with your recommendation? I am highly
motivated to get Enron as a licensee, and I strongly believe that it will be
a worthwhile effort for both parties.
Best regards,
Mark B. Garman
President, Financial Engineering Associates, Inc.
2484 Shattuck Avenue, Suite 225
Berkeley CA 94704-2029
Tel +1-510-548-6200
Fax +1-510-548-0332
http://www.fea.com/
- Microsoft Word - patent_lic.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/22/2000
08:13 AM ---------------------------
"iris mack" <[email protected]> on 11/21/2000 04:12:43 PM
To: [email protected], [email protected]
cc:
Subject: Re: F/U to Dr. Kaminski @ Enron from Iris Mack
Hi again,
I am visiting several family members and friends over the next few days.
Therefore it will be hard to contact me.
However, next week I will be easier to reach. My contact details in NYC are
as follows. I will be staying at the following hotels:
Washington Square Hotel
from November 28th for 3 nights (Tue, Wed and Thur)
212.777.9515
Marriott NYC Financial
December 1st for 1 night (Fri)
212.385.4900
At any rate, I will still try to reach you on tomorrow morning. If all
fails, we will try to reach each other next week.
Happy Thanksgiving,
Iris
>From: "iris mack" <[email protected]>
>To: [email protected]
>Subject: Re: F/U to Dr. Kaminski @ Enron from Iris Mack
>Date: Tue, 21 Nov 2000 22:07:09
>
>Hi,
>
>How are you? Seems like we have had a bit of difficulty contacting each
>other. Sorry I missed your call. I am now in NYC - until December 2nd.
>
>I will try to call you on tomorrow morning about 8 am Houston time.
>
>Take care,
>Iris
>
>
>
>
>>From: [email protected]
>>To: [email protected]
>>CC: [email protected]
>>Subject: Hello
>>Date: Tue, 21 Nov 2000 15:14:31 -0600
>>
>>Iris,
>>
>>We are trying to reach you but we are getting error messages.
>>Please, call me 713 853 3848.
>>
>>Vince
>>
>>
>
______________________________________________________________________________
_______
Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com
|
Michele,
I have defined the project for the students. It's one project that is
divided into three sections.
Feel free to stop by to talk about it.
Vince
From: Michele Nezi Marvin@ENRON COMMUNICATIONS on 01/03/2001 05:33 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Tiger Team Event
I understand that you have been involved with the Wharton Tiger Teams. I am
the commerical team lead for Wharton recruiting. Do you know the 3 projects
that the students are working on and who within Enron is working with them on
the projects?
Thanks for helping to facilitate this opportunity for Wharton students.
Michele Nezi Marvin
Manager
Enron Broadband Services
(713)853-6848
----- Forwarded by Michele Nezi Marvin/Enron Communications on 01/03/01 05:34
PM -----
Kristin Gandy@ENRON
01/02/01 11:30 AM
To: Michele Nezi Marvin/Enron Communications@ENRON COMMUNICATIONS
cc:
Subject: Re: Tiger Team Event
I will try to get that information from Christie.
From: Michele Nezi Marvin@ENRON COMMUNICATIONS on 01/01/2001 06:38 PM
To: Kristin Gandy/NA/Enron@ENRON
cc:
Subject: Re: Tiger Team Event
I can attend. Do you know any of the details of the Tiger Team project and
who they are working with? Also, names of the students would be helpful. so
we can see if any are applying for summer positions.
Michele Nezi Marvin
Manager
Enron Broadband Services
(713)853-6848
Kristin Gandy@ENRON
12/28/00 10:28 AM
To: Jeffrey A Shankman/HOU/ECT@ECT, William Keeney/HOU/ECT@ECT, Catherine
Clark/HOU/ECT@ECT, Rajesh Chettiar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tom
Dutta/HOU/ECT@ECT, Jayshree Desai/HOU/ECT@ECT, Colin Jackson/Enron
Communications@Enron Communications, Laura Howenstine/Enron
Communications@Enron Communications, Michele Nezi Marvin/Enron
Communications@Enron Communications, Jennifer Fraser/HOU/ECT@ECT, Natalie
Halich/Enron Communications@Enron Communications, Ranabir
Dutt/Corp/Enron@Enron, Teresa Dyar/NA/Enron@Enron, Jeff Golden/HOU/EES@EES,
Charles Ward/Corp/Enron@ENRON, Sarah Wesner/Corp/Enron@Enron, Li
Sun/NA/Enron@Enron, Gillian Johnson/NA/Enron@Enron, Lisa
Connolly/NA/Enron@Enron, Michael J Popkin/NA/Enron@Enron, Kevin
McGowan/Corp/Enron@ENRON, Evan Betzer/Enron Communications@Enron
Communications, Jebong Lee/Enron Communications@Enron Communications, Chu Chu
Wang/Corp/Enron@Enron, Brad Hitch/EU/Enron@Enron, Betsy Bassis/Enron
Communications@Enron Communications, Matthew Goering/HOU/ECT@ECT, Claude
Tellis/Enron@EnronXGate
cc: Christie Patrick/HOU/ECT@ECT
Subject: Tiger Team Event
Hello Team,
I hope that everyone had a wonderful and restful holiday season.
Down to business: The University Affairs group is putting together a tiger
team of students to do a project for Enron. Those students will be in town
on January 18th and will be having dinner at Churrasco's that night. I think
it would be a great opportunity for some of the Wharton alum to come out and
meet the participants, talk about Enron and eat some good food. :-) If you
are interested in participating please RSVP to me via email or at extension
53214 no later than 1/5/01.
Thank you and hope to see you soon,
Kristin Gandy
|
Krishna,
I have received two additional requests for help from EES.
1. Jeremy Blachman called and asked us to increase very significantly the
level of
our support of EES. It probably makes sense to set up a meeting with Jeremy
ASAP
and discuss specifics (you, me, and it probably makes sense to invite Marty
Sunde
as well).
2. George Posey called and asked fro help with statistical sampling of Dublin
customers. Please, give him a call to set up a meeting.
I shall call you tomorrow to discuss both requests.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/30/99
03:19 PM ---------------------------
"[email protected]" <webmaster on 12/20/99 11:35:46 AM
To: undisclosed-recipients:;
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: CERA Multimedia Presentation: Monday, December 20, 1999
**********************************************************************
CERA Multimedia Presentation Replay Now Available!
Monday, December 20, 1999
**********************************************************************
Title: The Merger and Acquisition Dilemma
Author: North Natural Gas Team
E-Mail Category: Conference Call, Multimedia
Product Line: North American Natural Gas
URL: http://www.cera.com/client/nag/media.cfm
This year's delayed heating season has provided much-needed breathing room
for gas markets. With significantly warm weather in November and December,
fourth quarter demand has dropped considerably below expectations, and
storage inventories have remained higher than projected. This has
temporarily eased the upward pressure on prices, but the fundamentals remain
aligned for tighter gas markets to come. In a December 14, 1999 Conference
Call, CERA's North American Natural Gas Team discussed the status of the
current market:
? Warm weather so far this winter released pressure in the North American
gas market - this pressure has already begun to resurface.
? Winter storage and supply appear adequate, injections next summer could
still challenge supply availability.
? Northeast price volatility will continue, with or without added pipeline
capacity.
? Canadian supply - meeting demand.
To view and listen to a replay of this presentation (an example of a new
technology we are using), please click on the link above.
**end**
Follow URL for playback.
**********************************************************************
This electronic message and attachments, if any, contain information
from Cambridge Energy Research Associates, Inc. (CERA) which is
confidential and may be privileged. Unauthorized disclosure, copying,
distribution or use of the contents of this message or any attachments,
in whole or in part, is strictly prohibited.
Terms of Use: http://www.cera.com/tos.html
Questions/Comments: [email protected]
Copyright 1999. Cambridge Energy Research Associates
- att1.htm
|
Steve,
Thanks.
Vince
Steven Leppard
08/25/2000 07:56 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: European Market Summary - trading day 24 August
Vince - I'm having you added to the circulation list.
Steve
---------------------- Forwarded by Steven Leppard/LON/ECT on 08/25/2000
07:58 AM ---------------------------
Homan Amiry
08/25/2000 03:51 AM
To: UK RAGS
cc:
Subject: European Market Summary - trading day 24 August
Please find below the European Market Summary. Now, also available via the
RAC Intranet site.
Homan Amiry
|
Kristin,
What about the visit to the campus on Nov. 3?
Any resolution?
Vince
Kristin Gandy@ENRON
08/28/2000 10:03 AM
To: Vince J Kaminski/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, Dorothy
McCoppin/FGT/Enron@ENRON, Kevin Kindall/Corp/Enron@ENRON, Andre
Beskrowni/Enron Communications@Enron Communications, Gaurav
Babbar/HOU/ECT@ECT, John Walt/Corp/Enron@ENRON, John B Gordon/NA/Enron@Enron,
Dave Cummings/ENRON@Gateway
cc: Judy Nyegaard/HOU/ECT@ECT
Subject: Carnegie Mellon Team Meeting
Greetings, Carnegie Mellon Recruiting Team!
Each of you has been chosen to represent Enron for our Fall 2000 recruiting
efforts at Carnegie Mellon University. As part of the team, you will be
challenged with choosing the best candidates from Carnegie Mellon's Graduate
School to join our Associate Program.
Our first campus event will be on September 15 and interviews will be held on
campus December 11 and 12. I hope you are all able to participate in the
exciting process of recruiting young talent.
We will be more formally organising ourselves in the next couple of weeks.
Currently, we are planning to have a brief team meeting in order to make
introductions, inform you about the Associate Program, and discuss the fall
recruiting calendar. To that end, please contact me with any questions or
comments you may have.
The team meeting date is set for August 31st at 10am in room 19C2.
Please RSVP to me as soon as possible.
I look forward to meeting you all soon.
Sincerely,
Kristin Gandy
Associate Recruiter
x 53214
|
Iris,
Please, check with Shirley. She keeps my calendar up to date.
Also, we got a 2nd desk for you with the credit group
on the 23rd floor. You can divide your time
bet the 19th floor and the 23rd floor to stay in touch with the
business unit. Please, check with Vasant and he will introduce you to the
credit team here in Houston (Jeff Kinneman, Craig Chaney).
Also, please plan for a trip to London in 3-4 weeks.
Vince
Vince
From: Iris Mack/ENRON@enronXgate on 04/02/2001 09:57 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Stinson Gibner/HOU/ECT@ECT
Subject: RE: FW: Possible visit to Enron by Professor Nalin Kulatilaka of
Boston University
Hi,
Thanks for your prompt response.
Nalin Kulatilaka wants to visit when you are in town. What are good
Thursdays for you?
Thanks,
Iris
-----Original Message-----
From: Kaminski, Vince
Sent: Monday, April 02, 2001 8:14 AM
To: Mack, Iris
Cc: Gibner, Stinson; Kaminski, Vince
Subject: Re: FW: Possible visit to Enron by Professor Nalin Kulatilaka of
Boston University
Iris,
I wrote an endorsement for his book on real options (it was on the cover
under Jeff Skilling's
name). Let's invite him to the Thursday lunch.
Vince
From: Iris Mack/ENRON@enronXgate on 03/29/2001 05:52 PM
To: Stinson Gibner/HOU/ECT@ECT, Stinson Gibner/Enron Communications
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: FW: Possible visit to Enron by Professor Nalin Kulatilaka of Boston
University
Hi Stinson,
A colleague of mine - Professor Nalin Kulatilaka of Boston University -
is interested in visiting Enron to give a talk on work he is doing in the
broadband area.
Please see the forwarded emails for further information and available
dates.
Can you let me know if we can give him a forum at one of our Thursday
Research lunches or a Friday brown bag lunch?
Thanks,
Iris
-----Original Message-----
From: Nalin Kulatilaka <[email protected]>@ENRON
[mailto:IMCEANOTES-Nalin+20Kulatilaka+20+3Cnalink+40bu+2Eedu+3E+40ENRON@ENRON.
com]
Sent: Thursday, March 29, 2001 5:40 PM
To: Mack, Iris
Cc: Lin, Martin
Subject: Re: Possible visit to Enron by Professor Nalin Kulatilaka of Boston
University
Hi Iris
I have two different hats to wear in talking to Enron. One is as a
financial economist. The other as the Director of the newly formed "Global
Mobility Innovation Initiative (GMII) -- this is the research project
funded by Lucent, involving BU, LBS, and INSEAD, to study various aspects
of the mobile Internet (read 3G).
On the former I am working with a couple of Ph.D. students in understanding
(a) details of how having physical supply (inventory) can be used by a
market maker. This is a problem that has been studies in the context of
specialists inventory in the stock market but I think really interesting in
the way Enron does it in some of the newer markets like bandwidth. I
think this is a big issue in lighting up all the dark fiber that is in the
ground.
(b) how Enron is disciplining the internal decision making process with
market. This is in many ways the critical aspect of real options that
most finance people miss -- having options is one thing but exercising them
and realizing their value is another. All of the incomplete contracting,
asymmetric information, and incentive issues are ignored in real options
valuation models. But they are real in practice. My impression is Enron's
real success is in putting place an organization that is able to mitigate
these problems by imposing a market disciplining.
(c) how Enron manages the various books that involve physicals, financials,
credit etc. This is specially important when many of the real assets have
options features and therefore, include non-linear risk profiles. The
story of gas is pretty well understood but not many of the others markets
Enron has been moving into over the last few years.
On the GMII front, I think that some interesting opportunities arise when
you think of the spectrum in a way similar to that of dark fiber. I am
working with several people at Lucent on this issue. I think it would be
wonderful to engage in a conversation with Enron and Lucent folks in the room.
I can do a lunch time talk on any of these issues. Perhaps we can discuss
some of these over a conference call. Clearly, having Vince Kaminski in the
room would be very important to me.
As for schedules, the first 3 weeks of April are horrible. April 26/27,
May 3/4 are good for me.
Regards
Nalin
At 06:56 PM 03/22/2001, Mack, Iris wrote:
>Hi,
>
> As we briefly discussed, I spoke with one of my colleagues (Dr.
>Martin Lin) about your visiting Enron to give a talk and to spend some
>time with us to discuss you work in telecommunications, real options,
>etc.
>
> Martin and I are working on various broadband related problems.
>
> We thought it might be helpful if you let us know a bit more about
>the following:
> * When you want to come (The research group has weekly
>catered lunch on Thursday and brown bag lunches on every other Friday).
>
> * A description of what you want to talk about with respect
>to telecoms, broadband, etc.
> * Who you would like to meet with me - Vince Kaminski (our
>boss), any other of our colleagues in research, broadband, etc.
> ................. etc.
>
>
>
>
> Look forward to hearing from you.
>
>Regards,
>Iris
|
Ted, please take a quick look at the outline of discussion notes for Friday.
Vince
|
Brian,
No problem.
Vince
"Brian Corbett Nelson" <[email protected]> on 04/26/2001 08:15:14 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: Term Project:
Vince, I finally joined a team that only had two members. It looks like our
paper will only be about 13 to 15 pages. We were wondering that since our
team is less than half the size of some of the other teams, if you could
possible relax the length requirement?
Thanks,
Brian Nelson
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, April 11, 2001 3:54 PM
To: [email protected]
Subject: RE: Term Project:
Brian,
The last class + plus a few days (depending on when I have
to submit the grades).
Vince
"Brian Corbett Nelson" <[email protected]> on 04/11/2001
03:35:14 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: Term Project:
Mr. Kaminski,
I had an interview last Thusday in Dallas and could not attend class. Did
you set a project deadline?
Thanks,
Brian Nelson
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Wednesday, April 11, 2001 3:22 PM
To: [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected];
[email protected]; [email protected]
Cc: [email protected]; [email protected];
[email protected]
Subject: Term Project:
This is the list of projects for the members of the "quant" team.
If you are working on different project, please, ignore this message.
Please, develop in a spreadsheet solutions/examples for the following:
1. Black-Scholes formula
2. Black's formula
3. Develop a spreadsheet to simulate price trajectory using:
a. GBM
b. GBM + jump (Formula 2.16 in the book, Figure 2.7)
c. Mean reversion + jump (Formula 2.17, Figure 2.8)
4. Schwartz Single Factor Model (Formula 6.12)
5. Develop models corresponding to the Figures 7.1, 7.3, 7.5, 7.6, 7.8
Vince
|
Pam,
We don't think Wendi has skills required for this job.
Vince
From: Pam Wilson@ENRON COMMUNICATIONS on 03/10/2000 12:27 PM
To: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Jonathan
Davis/HOU/ECT@ECT
cc:
Subject: Candidate Evaluation, Wendi Germani
Please complete the attached form and also let me know if you have an
interest in proceeding with Wendi.
Thanks!
Pam
|
Kohli, Sandeep
Phone: (713) 857 6826 (c)
(713) 965 0593 (h)
(713) 646 6282 (o)
(713) 646 6029 (sec)
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/19/2001
08:05 PM ---------------------------
[email protected] on 02/15/2001 09:10:22 PM
To: [email protected]
cc:
Subject: The Potential Impact of a Recession on US Gas and Power Markets -
CERA Multimedia Presentation
Title: The Potential Impact of a Recession on US Gas and Power Markets
URL: http://www20.cera.com/eprofile?u=35&m=2269
http://www20.cera.com/eprofile?u=35&m=2270
In a February 6, 2001 CERA multimedia conference call and web
presentation, Joe Sannicandro, CERA Director, Jone-Lin Wang, CERA
Associate Director, and Jennifer Snyder, CERA Associate Director,
discuss:
TOPIC: THE POTENTIAL IMPACT OF A RECESSION ON U.S. GAS & POWER
MARKETS
* How are gas and power demands affected?
* Will gas and power price volatility dampen?
To view and listen to a replay of this presentation,
please click on the link above.
**end**
E-mail Category: Multimedia Presentation
CERA Knowledge Area(s): North American Gas, North American Power,
**********************************************************************
To make changes to your cera.com account go to:
http://www20.cera.com/client/updateaccount
Forgot your username and password? Go to:
http://www20.cera.com/client/forgot
This electronic message and attachments, if any, contain information
from Cambridge Energy Research Associates, Inc. (CERA) which is
confidential and may be privileged. Unauthorized disclosure, copying,
distribution or use of the contents of this message or any attachments,
in whole or in part, is strictly prohibited.
Terms of Use: http://www20.cera.com/tos
Questions/Comments: [email protected]
Copyright 2001. Cambridge Energy Research Associates
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/18/2000
10:00 AM ---------------------------
Enron Capital & Trade Resources Corp. - Europe
From: Nick Mooney 04/18/2000 09:09 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Mark Tawney/HOU/ECT@ECT
Subject: Video Conference with Ross McIntyre
Vince,
you should have received an invitation through lotus notes which outlines the
VC location for the conference call tomorrow. It is schedule for 4:30pm UK
time (10:30am Houston time)
Ross's background is from Investment banking ex Dresner bank, he has a PhD in
Mathematical and is currently with speedwell weather derivatives where he has
been developing weather derivative pricing and portfolio optimisation tools
which they have been marketing to end-users with weather risks.
The attached word documents are articles that he has written for publication.
regards
Nick Mooney
- MCS.doc
- Analytic.doc
- PAR.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2001
10:11 AM ---------------------------
Tanya Tamarchenko
03/29/2001 01:49 PM
To: Frank Hayden/Corp/Enron
cc: Vince J Kaminski/HOU/ECT@ECT, Jaesoo Lew/NA/Enron@ENRON, Jason
Sokolov/HOU/ECT@ECT, Rakesh Bharati/NA/Enron@Enron, Rabi De/NA/Enron@ENRON
Subject: Re: implementing clustering and jumps for power
Frank,
our VAR team has been looking at different ways to implement clustering and
jumps for power prices simulation
in VAR.
I attached the suggestion we came up with and the results of clustering and
jump parameters estimation.
Would you like to discuss this methodology? We need your input.
Please, let me know,
Thank you,
Tanya.
|
John,
I am forwarding you a resume I have received today.
The document has been distorted in transmission
but it's still readable.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/04/2001
05:47 PM ---------------------------
dclarke4 <[email protected]> on 01/04/2001 10:59:28 AM
To: [email protected]
cc:
Subject: Energy/Power Trader
Vince:
Please find enclosed a copy of my resume. I am seeking a position
in Trading Energy/Power. Thank you in advance for your consideration.
If you require any other information, please contact me.
Regards,
Dwayne Clarke
- dcresume2a.doc
|
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