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Ravi,
Our compensation for summer interns is very generous. It's more than what an
engineering student expects.
Vince
P.S. Any progress on the resumes in electronic form? I want to send a
package to Charlene today.
Vince
Ravi Thuraisingham@ENRON COMMUNICATIONS on 02/17/2000 02:34:01 PM
To: Vince Kaminski, Stinson Gibner/HOU/ECT@ECT
cc:
Subject: EBS Research Telecom Rercruiting Effot
Hi, Vince please put your best effort in making sure that we differentiate
summer interns and associates that EBS Research will be hiring. I am talking
about compensation here. Ken Rice mentioned that EBS is in the process of
developing a technical equivalent of our AA pool. EBS research people can
potentially rotate through this pool in the future. I just don't want to
risk losing people like Giuseppe (& get the word out that we are low-ballers)
because we have to fit them into certain set of categories that was designed
for the energy business. I realize that you have estabilished such
differentiation for research as a whole, but I think that would have to be
moved up a notch in the case of EBS.
Ravi.
|
Krishna,
It looks like a long shot. It will take a long time to bring this person
here.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000
03:00 PM ---------------------------
Youyi Feng@ENRON
12/19/2000 11:21 AM
To: Pinnamaneni Krishnarao/HOU/ECT@ECT
cc: [email protected]
Subject:
Krishna,
Appended is the resume of my student, Mr. Zhihao Song.
He currently has a multiple-entry business visa to the States expired Apr.
2001.
Has a wonderful trip back to India!
Youyi
|
Kevin,
I shall need 50 cards. Thanks for ordering.
Vince
Kevin G Moore
11/02/2000 05:58 AM
To: Mike A Roberts/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Stephen
Bennett/NA/Enron@ENRON, William Smith/Corp/Enron@ENRON, Elena
Chilkina/Corp/Enron@Enron, V Charles Weldon/HOU/ECT@ECT, Joseph
Hrgovcic/HOU/ECT@ECT, Joseph Basile/ENRON@enronxgate, Vince J
Kaminski/HOU/ECT@ECT
cc: Stinson Gibner/HOU/ECT@ECT
Subject: Christmas Cards
Goodmorning ,
It's almost that time again.
We have Christmas Cards available for you to send out
to whomever you feel you would like to extend a Enron
Christmas Cheer.
For the newcomers this is one way we share the Christmas
spirit and stay in touch with those we work with daily or
occasional.
Please inform as too how many cards you think well be
needed and if by chance you need assistance getting
them out in time , please contact me and I will take care
of this for you.
Remember , Christmas is right around the corner.
Thanks
Kevin Moore
|
Steve,
No problem.
Grant will speak in place, but RISK may not be aware of it yet.
You can just register as my guest.
Vince
Steven Leppard
03/03/2000 06:03 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Risk European Energy 2000
Hi Vince
Do you get your regular freebie "ticket" for the Risk conference in
Amsterdam? (You know what I'm going to ask next...) It looks like there's
some interesting stuff, and attending would certainly broaden my horizons.
Would you kindly consider bringing me along?
Cheers,
Steve
|
Hi David,
It was nice meeting you and Jana again. I hope you will have terrific
vacation.
It's likely to be very hot, wherever you go.
Vince
P.S. Our e-mail addresses are [email protected] and ludkam @aol.com
"David Phillips" <[email protected]> on 08/04/2000 08:48:07 AM
To: <[email protected]>
cc:
Subject: Dinner
Dear Vince:
Jana and I really enjoyed having dinner with you and Ludmila last Saturday
night. It was very nice getting to meet and visit with Ludmila.
We will call you later this month after we get back from vacation.
Sincerely,
David Phillips
Bank United
(713) 543-5528
P.S.: As we discussed at dinner, please send me your home e-mail address.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/30/2000
03:35 PM ---------------------------
Zimin Lu
09/28/2000 04:46 PM
To: Vince J Kaminski/HOU/ECT@ECT, William Smith/Corp/Enron@ENRON
cc: Stinson Gibner/HOU/ECT@ECT
Subject: Technical Corner Paper
Vince,
As you suggested, I splited the paper into two parts, the first one
devotes to the FX market and second one to gas market. Attached
is the first part.
Let me know if there is any mistakes in there, thanks.
Sam,
Vince wants to publish this article in the next Monday edition of the
research intelligence.
Thanks.
Zimin
|
Vincent,
Sorry for a delay in responding to your message.
I shall be very glad to write a letter of recommendation.
Please, send me the forms.
I hope you are doing OK.
Vince
Vincent Tang <[email protected]> on 02/28/2001 01:10:33 PM
To: [email protected]
cc:
Subject: Recommendation letter
Dear Vince,
How are you?
I am just wondering whether you have received the
email I sent to you a couple of weeks back. In that
email, I asked whether you would have time to write me
a recommendation letter to support my application for
a Master Program (Mathematical Finance) in Columbia
University this coming fall. If you will be able to
write the letter, would you please let me know?
Thanks a lot.
Best Regards,
Vincent Tang
__________________________________________________
Do You Yahoo!?
Get email at your own domain with Yahoo! Mail.
http://personal.mail.yahoo.com/
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/30/2001
11:39 AM ---------------------------
"Scarbeko" <[email protected]> on 01/30/2001 02:35:27 AM
To: <[email protected]>
cc:
Subject: praca dyplomowa
Dzie? dobry Panie Doktorze,
?
W nawi?zaniu do wczorajszej rozmowy dotycz?cej min. pracy dyplomowej z
finans?w przesyam swoj? pracc do oceny przez Pana Doktora. Bardzo bym ?prosi o potwierdzenie dotarcia tej_e pracy do Pana. Praca jest zapisana w
rozsze_eniu rtf.
?Pod koniec tygodnia postaram dostarczy+ Panu Doktorowi informacji na temat
inwestycji w sektor eneergetyczny na Ukrainie.
?
Tomasz Bach - V Edycja MBA WSHiFM Warszawa? - praca dyplomowa T. Bach.rtf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/22/2001
09:43 AM ---------------------------
"Allison Wright" <[email protected]> (by way of Kathy Spradling <spradlin
on 02/20/2001 08:31:58 AM
To: (Recipient list suppressed)
cc:
Subject: 3rd Annual Jones School Wine Tasting Event on 3/9
SAVE THE DATE!
Mark your calendars now for the 3rd Annual Jones School Wine Tasting Event,
to be held this year on Friday, March 9, at Christopher's Wine Warehouse in
Rice Village. Students, faculty, staff, and their guests are invited to
come sample a few of the finest red, white and champagne wines Christopher's
has to offer. This event also provides a great networking opportunity as
corporate sponsors and alumni recruiting contacts will be in attendance.
Open to all members of the Jones School community, The Jones School Wine
Tasting Event has become a fun tradition. Don't miss it! Mark your calendars
now, and be on the lookout for event sign-up details next week.
Allison Wright and Charlotte Linn
2001 Wine Tasting Co-Chairs
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/06/2001
09:04 AM ---------------------------
Fabienne <[email protected]> on 02/06/2001 08:44:19 AM
To: [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected]
cc:
Subject:
- Marketincompleteness_typese.pdf
|
Anita
OK
Vince
Anita DuPont@ENRON
04/18/2001 04:58 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: Attendees at Energy Power 2001 at the Houstonian Hotel May 14 - May
16, 2001
Vince:
Lance, Martin and Sandeep want to attend both the conference and the seminar
days. Let me know if this is OK. The cost for each will be $2598 less 10%.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/22/2000
03:46 PM ---------------------------
[email protected] on 05/22/2000 02:03:51 PM
To: [email protected]
cc:
Subject: Re: trip
Vince,
Call or email me next week to firm up our plans. Hope you have a good week.
jana
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/01/2000
01:11 PM ---------------------------
Christie Patrick
12/01/2000 12:55 PM
To: [email protected], [email protected]
cc: Vince J Kaminski/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Mark
Palmer/Corp/Enron@ENRON, Greg Whalley/HOU/ECT@ECT, Kristin
Gandy/NA/Enron@Enron, Paul LeBeau/NA/Enron@Enron, Jeff
Skilling/Corp/Enron@ENRON
Subject: Enron/GLOBE
Dear Drs. Roberts and Benjamin,
Vince Kaminski and I enjoyed and appreciated the opportunity to speak with
you this morning. Enron is very happy to agree to participate in Stanford's
GLOBE project (being conducted in partnership with McKinsey & Company).
Attached please find my business card with all of my contact information.
I look forward to hearing from Dr. Benjamin in the near future to begin
Enron's involvement.
Thank you!
--Christie.
|
Stinson,
I think the gamma will flow into V@R.
Vince
Stinson Gibner
11/30/2000 06:14 PM
To: Alex Huang/Corp/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT
Subject: Compound Model for Reedy Creek
Alex,
Paulo and I have continued to look at the model and have come up with a
couple of additional changes.
1. The cash flow calculations need to include the overlying option strike
payment. Also, Paulo is trying to clarify if the cashflows should be
discounted to the valuation date or reported as notional future values.
2. I would suggest trying changing the option valuation from a binomial tree
approach to a one-dimensional integration, perhaps using a quadrature
method. This may allow us to minimize the size of the delta discontinuities.
3. Edith is supposed to check and see if the theoretical gamma is used for
anything. If it is, we will probably need to revisit the gamma calculation
since we are not currently including any cross terms for gamma.
Thanks,
Stinson
|
Ken,
Please, watch out.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 05/07/2001
03:21 PM ---------------------------
jgshelp <[email protected]> (by way of Suzana Gamez-Vazquez <ramos on
05/07/2001 02:22:35 PM
To: (Recipient list suppressed)
cc:
Subject: Fwd: VIRUS WARNING from Rice Network Management
URGENT MESSAGE FROM IT STAFF:
---------------------------
Peggy's machine could have been infected.? DO NOT open any email attachment
from her or
??????????????? Yuxing Yao <[email protected]>
??????????????????????? and
??????????? Chemistry <[email protected]>
X-From_: [email protected] Mon May? 7 10:20 CDT 2001
X-Sender: [email protected]
X-Mailer: QUALCOMM Windows Eudora Version 5.0.2
Date: Mon, 07 May 2001 10:22:05 -0500
To: [email protected]
From: Peggy Shaw <[email protected]>
Subject: Fwd: VIRUS WARNING from Rice Network Management
I stupidly open one of the files mentioned below. Could someone come down and
check out my computer.
Peggy
X-From_: [email protected]? Mon May? 7 09:54:19 2001
Delivered-To: [email protected]
X-foo-then-bar-then: baz
Date:???????? Mon, 7 May 2001 09:53:39 -0500
Reply-To: Glenn Forbes Fleming Larratt <[email protected]>
Sender: Fondren Library Staff Information <[email protected]>
Comments:???? To: [email protected]
From: Glenn Forbes Fleming Larratt <[email protected]>
Subject:????? VIRUS WARNING from Rice Network Management
X-To:???????? [email protected]
To: [email protected]
Two messages distributed via the ALLDEPTS mailing list in the last two
hours have contained virus-infected attachments, probably because of
mail-oriented virus rather than any knowing behavior on the part of the
nominal senders. Please delete *unread* the messages from
??????? Yuxing Yao <[email protected]>
and
??????? Chemistry <[email protected]>
.
As an emergency measure, our mailing list software has been configured
to prohibit e-mail with attachments from being distributed.
If you have inadvertently opened one of the infected files, please consult
your local IT divisional support or the Consulting Center at x4983 as
soon as possible.
As always: *never* open attachments unless your virus protection is
up-to-date, and you're 100% sure that the attachment is what it appears
to be.
??????????????????????????????? Glenn Forbes Fleming Larratt
??????????????????????????????? Rice University Network Management
??????????????????????????????? [email protected]
|
Britta,
Thanks for your message.
I have several commitments at the time of the conference
and have to decline with regret.
Vince
"Britta Bothe" <[email protected]> on 04/12/2000 03:52:46 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: Infocast's Valuing Electric Power Assets and Companies: A Real
Options Perspective
Dear Mr. Kaminsky,
As I mentioned on your voice mail, Infocast is going to host an &Valuing
Electric Power Assets and Companies: A Real Options Perspective8 conference
to be held on July 31- August 2, 2000, in Chicago, IL - I would like to
explore your or your organization's possible participation at this event
with you. This conference has been designed to bring together industry
professionals, like you, to provide the latest details on a "Real Options"
approach to electric power asset valuation.
I have attached a draft program outline for your review. If you or someone
else at your company is interested in presenting on one of the topics please
let me know.
I truly appreciate your taking the time to review the conference schedule
and hope that you will consider participating. I am running behind schedule
in finalizing this program. I will call you on tomorrow to follow up with
you on this invitation. In the meantime, if you have any questions or
suggestions, please do not hesitate to contact me at (818) 888-4445, ext.
30. I hope you can join us for this event.
Sincerely,
Britta Bothe
INFOCAST
Conference Manager
- EA&CV, Program Outline, Scenario 1.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/12/2001
06:37 PM ---------------------------
Hill Huntington <[email protected]> on 03/12/2001 06:19:41 PM
To: [email protected]
cc:
Subject: Re: possible RTP conference
I look forward to seeing you at 10 AM on Thursday March 15. My office is
408 Terman Center. You can find a searchable campus map under "contact
information" on our homepage (address below).
At 05:24 PM 3/12/01 -0600, you wrote:
>Dear Professor Huntington,
>
>Thursday 10 a.m. works for me.
>Please, let me know where I can meet you.
>
>I am attaching my itinerary, so that you can contact me
>if necessary
>.
>My cell phone number is 713 410 5396.
>
>Vince Kaminski
>(See attached file: VK-SF-Stanford-3-14-01.doc)
*******************************************************************
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/
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/17/2000
05:37 PM ---------------------------
Shirley Crenshaw
11/15/2000 02:48 PM
To: [email protected], [email protected], [email protected],
[email protected] @ Enron, Kayla Crenshaw/Enron Communications@Enron
Communications, Anita DuPont/NA/Enron@ENRON, [email protected], Vince J
Kaminski/HOU/ECT@ECT, Kelly Summers/HOU/ECT@ECT
cc:
Subject: Palm Beach County Ballot Revision
This is so funny! We all need a good laugh after this past week!
- Ballot.doc
|
Stinson,
We can offer him a job. The problem is, he has about 2 more years to go.
Vince
Stinson Gibner
07/26/2000 04:12 PM
To: Shelly Butler/HOU/ECT@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Zimin Lu/HOU/ECT@ECT
Subject: Re: Evaluation for Summer Associate
Shelley,
One question. For the summer associates who we would be interested in as
permanent hires, how do we proceed? Is there a way of communicating to
them that we have an intention of extending an offer? Cantekin Dincerler
would be one person who would be an excellent addition to our group. He is
debating about going to industry or trying to find an academic position after
he finishes his Ph.D. Giving him some incentive to seriously consider
Enron now might have an effect on his plans for next year.
Regards,
Stinson
|
Philip,
Thanks for keeping me in mind. Yes, I would be interested.
Vince
"Philip Merrill" <[email protected]> on 11/30/2000 04:47:20 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: GARP Credit Derivatives Discussion Group
Vince
We are starting a credit derivatives discussion group in New York.
Is this something you would be interested in?
Like FAS 133 an 800-Call-IN number will be provided for Houston
participants.
Our first meeting will be in a week or so.
Regards,
Philip Merrill
Garp Regional Director, New York
973-258-1540
|
Shirley,
No problem.
Vince
Shirley Crenshaw
03/10/2000 07:25 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Kevin G Moore/HOU/ECT@ECT, William Smith/Corp/Enron@ENRON
Subject: Re: Vacation
Vince:
I just found out that it is Friday, April 7 and not Friday, March 31st
that I want to take for vacation. Is this alright?
Thanks!
Shirley
Vince J Kaminski
03/08/2000 06:18 PM
To: Shirley Crenshaw/HOU/ECT@ECT
cc:
Subject: Re: Vacation
Shirley,
No problem.
Vince
Shirley Crenshaw
03/08/2000 03:56 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Kevin G Moore/HOU/ECT@ECT, William Smith/Corp/Enron@ENRON
Subject: Vacation
Vince:
I would like to take the following days as vacation:
Wednesday, March 15th
Friday, March 31st.
Please let me know if this is ok with you.
Thanks!
Shirley
|
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
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/17/2000
04:58 PM ---------------------------
"[email protected]" <webmaster on 03/15/2000 04:51:55 PM
To: undisclosed-recipients:;
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: CERA Multimedia Presentation: Wednesday, March 15, 2000
**********************************************************************
CERA Multimedia Presentation Replay Now Available! March 15, 2000
**********************************************************************
Title: Northeast US Energy Markets: Implications of the Winter Price Spikes
Author: CERA
E-Mail Category: Conference Call, Multimedia
Product Line: North American Gas, North American Power, Refined Products
** URL for North American Gas Clients:
http://www.cera.com/client/nag/media.cfm
** URL for North American Power Clients:
http://www.cera.com/client/nap/media.cfm
** URL for Refined Products Clients:
http://www.cera.com/client/rp/media.cfm
In a March 8, 2000 CERA multimedia conference call and web presentation, Joe
Sannicandro, CERA Director, Bill Veno, CERA Director, and Demetri Karousos,
CERA Associate Director discuss:
Northeast US Energy Markets and the Implications of the Winter Price Spikes:
* Understanding the Winter Price Spikes in Electric Power, Natural Gas, and
Oil Products Markets in the Northeast US & the Interplay Between Fuels
* Disentangling Short-term Demand and Inventory Forces From Longer Run
Regional Energy Supply Needs
* Was This Winter Unique or an Indicator of Building Long-term Pressures? A
Look at Next Year's Market
To view and listen to a replay of this presentation, please click on one of
the links above.
**end**
**********************************************************************
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 2000. Cambridge Energy Research Associates
- att1.htm
|
Shalesh,
Grtant Masson looked into it.
Vince
From: Shalesh Ganjoo@ENRON COMMUNICATIONS on 07/14/2000 11:19 AM PDT
To: Vasant Shanbhogue/HOU/ECT@ECT
cc: Anjam Ahmad/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Solar flare insurance derivatives
Vasant,
Anjam and I were just discussing that the telecommunications industry might
be interested in some type of "solar flare" insurance derivatives. Please
let us know if you would be interested in meeting us next week sometime to
discuss this further or if you have some ideas about it already. Thank you.
Shalesh Ganjoo
|
Donna,
Thanks.
Vince
Enron North America Corp.
From: Donna Dye 01/11/2000 03:35 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Congrats
Congratulations on your promotion! That is really good.
|
Shirley,
Please, rescheduule.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/29/2001
08:15 AM ---------------------------
Clayton Vernon @ ENRON
01/29/2001 12:38 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Stinson Gibner/HOU/ECT@ECT, Tom Barkley/NA/Enron@Enron
Subject: reschedule
Vince-
I apologize, but something has come regarding this afternoon. My server's OS
is acting up, and is affecting all of my apps right now.
Can we think about later this week? I promise it will be worth it to you. The
EOL stuff is nice.
Again, my apologies.
Clayton
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/10/2000
05:34 PM ---------------------------
[email protected] (Michael Tomczyk) on 10/05/2000 04:54:56 PM
To: [email protected], [email protected]
cc:
Subject: Confirming your attendance-Oct.19/20-Wharton
Vince,
We are delighted that you, Christie (and possibly Mark Palmer) will be
attending our upcoming Wharton Impact Conference on October 19-20. The
final agenda is enclosed (below) - PLEASE NOTE - unless we hear otherwise
from you, we will assume that you will be attending both the DINNER on Oct.
19 and the CONFERENCE on Oct. 20.
This VERY timely event has generated enormous interest. We look forward to
your participation, and hope you will find this to be a valuable
insight-building experience.
Please call or e-mail if you have any questions about any aspect of the
conference.
Also - I'll look forward to hearing some stories of your exploits during
your recent trip to Poland. Must have been extremely interesting!
best regards,
Michael Tomczyk
_________________
******************************************************
WINNERS AND LOSERS IN THE E-COMMERCE SHAKEOUT
THURS. OCT. 19 (dinner) and FRI. OCT. 20 (conference)
******************************************************
AGENDA
WINNERS AND LOSERS IN THE E-COMMERCE SHAKEOUT
Thursday, October 19, 2000 (dinner)
Friday, October 20 (conference)
The Wharton School - Philadelphia, PA
__________________________________________________
Jointly sponsored by the
William and Phyllis Mack Center on Managing Technological Innovation,
Wharton School
Marketing Science Institute
Wharton E-Business Initiative (WEBI)
__________________________________________________
CONFERENCE THEMES & OBJECTIVES
E-Commerce is heading inextricably and rapidly toward an inevitable
shakeout and consolidation that tends to characterize every major new
industry. This impact conference bringstogether a distinguished group of
industry and academic leaders to discuss what is required to survive the
E-Commerce shakeout, and what it takes to be a "winner" when the shakeout
hits, full-force.
Shakeouts are spawned in the boom-and-bust environment of hot emerging
markets. An unsustainable glut of competitors is attacted by the
contagious enthusiasm for the emerging technology. As competition
intensifies and falling prices put pressure on margins there is a wave of
ailures and mergers that removes the weaker players.
Few eCommerce markets--whether e-tailing online exchanges or others---will
be exempted from the forces that cause shakeouts. This conference will
combine lessons from markets that have experienced shakeouts, with the
latest thinking about the unique features of E-commerce, to identify
successful strategies for surviving a shakeout.
Questions to be addressed include:
- Are the patterns seen in previous shakeouts of high technology markets
applicable to eCommerce? What are the early warning signs of an impending
shakeout?
- Which eCommerce markets are most susceptible to a shakeout? Will there
be single or multiple winners?
- Which companies are likely to survive? What strategies will the winners
use?
There is controversy and uncertainty about which factors will most
contribute to prospects for survival. How important are first mover
advantages and building brand equity? What do incumbents have to do to
prevail? Which business models are most robust? How important is the
ability to manage strategic partnerships?
These issues will be addressed with a program that encourages active
dialogue and interaction and includes speakers from industry, academia and
Wall Street.
_____________________________________
AGENDA
*************************************
DINNER & REGISTRATION - THURSDAY, OCTOBER 19
5:30 - 6:30p
Registration and Reception
6:30 - 9:00p
Dinner
SURVIVING THE SHAKEOUT: FUNDAMENTALS, FADS AND THE FUTURE
(John Hagel of 12 Entrepreneuring; co-author of the best-selling books NET
GAIN and NET WORTH)
*************************************
CONFERENCE - RIDAY, OCTOBER 20
8:00 - 8:30a
Continental Breakfast & Informal Networking
8:30 - 9:15
INTRODUCTION: UNDERSTANDING THE BOOM AND BUST OF EMERGING TECHNOLOGIES
(George Day, Co-Director of the Mack Center for Technological Innovation and
Boisi Professor of Marketing, the Wharton School and co-editor of WHARTON
ON MANAGING EMERGING TECHNOLOGIES)
9:15-10:00
APPLYING THE LESSONS OF THE PAST TO THE eCOMMERCE FUTURE
(Adam Fein, President, Pembroke Consulting)
10:00-10:30 BREAK
10:30-11:30
IDENTIFYING WINNING AND LOSING INTERNET BUSINESS MODELS
(Raffi Amit, Goergen Professor of Entrepreneurship and Director, Wharton
E-Business Initiative (WEBI); and
David Reibstein, Woodside Prof. of Marketing, Wharton School and Director,
Marketing Science Institute)
11:30-12:15p
TECHNOLOGY INVESTING, 15 THINGS THAT SHOULD BE TRUE
(Stephen J. Andriole, Senior Vice President and Chief Technology Officer,
Safeguard Scientifics)
12:15-1:30
WORKING LUNCH
Participants will work in small groups. Half the group will be asked to
select an eCommerce firm with a strong likelihood of winning and identify
the most important reasons for success; the other half will be asked to do
the same for a firm that is likely to fail.
1:30-2:15
SMALL GROUP REPORTS
2:15-3:00
FINDING A WINNING STRATEGY
(Norman Drapeau, Chief Executive Officer of MRO.com)
3:00-3:15 BREAK
3:15-4:00
LIVING THROUGH A CONSOLIDATION
(Harry Smilow, previously Chief Executive Officer of Telebank which is now
part of E*Trade)
4:00-4:45
A VIEW FROM WALL STREET
(Henry Blodget, First Vice President and Senior Internet/E-Commerce
Analyst, Merrill Lynch)
4:45-5:00
SUM UP-WHAT HAVE WE LEARNED? WHAT DO WE NEED TO LEARN?
5:00 ADJOURN
______________________________________
DIRECTIONS TO THE EVENT & ACCOMMODATIONS:
The dinner will be held at The Inn At Penn which is located at 3600 Sansom
Street. There is also an entrance on Walnut Street between 36h and 37th.
The conference will be held in Steinberg-Dietrich Hall which is located on
Locust Walk on the Wharton campus in Philadelphia. From the airport or
train station take a taxi to the intersection of 37th Street and Walnut,
walk LEFT onto the campus (there is a broad paved walkway leading into the
campus from that intersection). At the first intersection you will see a
life sized bronze status of Ben Franklin sitting on a park bench reading a
newspaper. Turn LEFT at this intersection and Steinberg-Dietrich Hall is
the first building on the Right. There is a broad entrance with several
doors. Also, any student can direct you to this building. Go inside and
take the staircase DOWN to the right -- ROOM 350 is on the LOWER (basement)
level.
ACCOMMODATIONS
Overnight accommodations are available at the Inn At Penn which is across
the street from the campus (tel 215-222-0200 - mention you are here for
the Emerging Tech conference on E-Commerce Shakeouts, to receive the
$164/night Wharton room rate). Please make your reservations EARLY because
the Inn is often fully booked. We have reserved a set of rooms for this
event.
If you stay at another hotel in Center City, most hotels (Rittenhouse,
Latham, Ritz Carlton) are approximately 15 minutes by taxi from the campus.
There is also a Sheraton approximately 3 blocks from the campus, on
Chestnut St.
Michael S. Tomczyk
Managing Director
Emerging Technologies Management Research Program
1400 SH-DH/6371
The Wharton School
Philadelphia, PA 19104-6371
Tel 215-573-7722
Fax 215-573-2129
website: http://emertech.wharton.upenn.edu
|
Mike,
The later hour works perfectly for me.
Vince
Mike Fowler@ENRON
04/25/2001 12:08 PM
To: Vince J Kaminski/HOU/ECT@ECT, Craig Chaney/HOU/ECT, Stephen Stock/HOU/ECT
cc:
Subject:
Could we move the time for dinner Friday from 7 to 7:30 ? (Veronica might be
going on a field trip for the kids which will run until late in the day.)
Steve, I think Veronica already mentioned this time to Debbie.
Thanks.
Mike
|
Louise,
It would be a good commercial for Enron. What can we do to help him and
get free publicity?
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/18/2000
01:40 PM ---------------------------
ekrapels <[email protected]> on 01/18/2000 12:00:12 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Risk report on "Guide to Electricxity Hedging" and Request for Gu
est Access to Enrononline
Dear Vince,
Greetings from Boston, where we're doing all we can to help keep the price
of gas high.
As I may have told you earlier, I'm writing a "Guide to Electricity Hedging"
for Risk Publications similar to the report on Oil. I had planned to write a
significant section on Enrononline, and in the midst of my research on the
topic was denied access by Enron's gatekeeper. Can you help get me in?
As always, the best from here.
Ed Krapels
-----Original Message-----
From: Donna Greif [mailto:[email protected]]
Sent: Tuesday, January 18, 2000 12:37 PM
To: [email protected]
Subject: Request for Guest Access
Dear Mr. Krapels:
Thank you for requesting guest access to EnronOnLine. Unfortunately, we are
unable to give you quest access at this time.
EnronOnLine is exclusively for those companies who can transact wholesale
energy
commodities and related products.
In addition, you had indicated within the comments section of your email
that
you are preparing a "Guide to Electricity Hedging"
for Risk Publications. I have forwarded your inquiry to our Public
Relations
Department along with your contact information.
Should you not hear back from anyone within a reasonable amount of time,
please
feel free to contact our Call Center at
713 853-HELP (4357).
Sincerely,
Donna Corrigan Greif
EnronOnline Help Desk
713/853-9517
- att1.htm
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/28/2000
09:36 AM ---------------------------
Li Sun@ENRON
11/22/2000 08:40 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Happy Thanksgiving!
Hello, Vince!
Happy Thanksgiving!
Per our talk, here is a master list of Total Return Swap deals. I am giving
it a shot to compile everything in a spreadsheet ("Trigger Event"), please be
advised whether it is helpful.
Thanks!
Li
|
Shirley,
Can you, please, arrange a phone interview:
Alex, Lance, Vasant and myself.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/28/2000
09:30 AM ---------------------------
"Frank A. Wolak" <[email protected]> on 11/28/2000 09:04:42 AM
To: [email protected]
cc:
Subject:
Vince,
Sorry about the delay in responding. It's the end
of the quarter and I'm teaching 3 courses, so things are
very busy, plus I had to work on a response to the FERC
Proposed Order for California. Here is my student's CV.
Please let me know if you need more information.
Frank Wolak
- jmyan_cv_new1.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/12/2001
04:07 PM ---------------------------
"Julie" <[email protected]> on 01/11/2001 02:07:20 PM
Please respond to "Julie" <[email protected]>
To: "VinceJKaminski" <[email protected]>
cc: <[email protected]>
Subject: update on energy book
Vince,
?
Just to let you know, the books will be shipped to both you and Rice
University tomorrow by express mail, which means the books should arrive
within 5 days (depending on customs).
?
Rice has purchased 25 books, and I informed them that if they don't sell
them all, we will?credit their account?with the amount of unsold copies.?
I've asked them to?give you?any extra copies instead of returning them.
?
Please find attached the invoice for the 50 books.
?
Thanks again, and if you need anything further, please let me know.
?
Julie
- Enron 224_10_01_01.doc
|
Dale,
I have passed on the information you gave me but you have to realize that
I acted just as a go-between. I shall be glad to remind our new business unit
about your proposal. I have already asked a few times.
I shall be traveling this week, Wed - Fri. I shall be back in the office on
Monday.
Vince
"Dale Nesbitt" <[email protected]> on 06/06/2000 02:03:18 AM
To: "Vincent Kaminski" <[email protected]>
cc:
Subject: Follow up
Vince:
Just wanted to make sure you know we are still vitally interested in getting
together with you and the key Enron people. Thanks so much for all your
help. I understand how busy you and the new person are, but I hope you are
interested enough to find a slot for us. I think it will benefit you as
well as us.
Dale
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/29/2001
06:00 PM ---------------------------
Darrell Duffie <[email protected]> on 03/28/2001 08:07:38 AM
To: Vince J Kaminski <[email protected]>
cc:
Subject: Re: Enron default swaps
Vince: According to a Bank of America
publication, your (Enron) default swap spreads
are consistently trading about 80
basis points wider than your asset swaps.
Any idea of what is going on here?
Thanks for any guidance, Darrell
_____________________________________________
Darrell Duffie
mail GSB Stanford CA 94305-5015 USA
phone 650 723 1976
fax 650 725 7979
email [email protected]
web http://www.stanford.edu/~duffie/
_____________________________________________
|
Ashley,
Thnaks. I shall attend the reception. I shall ask Shirley to set up a meeting
with you to discuss
spring events on campus.
Vince
Ashley Baxter@ENRON on 01/04/2001 04:01:01 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Invitation...Welcome New Analyst Reception
Hello Vince
I wanted to forward the following invitation to you. We are putting the
Technologists through an orientation which includes a few days with the
Analyst program - and the following is one of the events that they have
scheduled on Jan. 16th. I wanted to forward to you as more of an FYI since
we do not have any Cal Berkeley candidates starting on Jan. 8th. Also - we
are starting to set some of the events on campus for the Spring - so we
should probably get together soon. Please let me know what works best for
you!
Thanks,
Ashley
|
Keith,
It was a great pleasure to work you with on this project.
The entire Enron team was impressed by the quality of the students
and commitment of the School to exploring new and creative
ways of exposing students to business problems.
Vince
Weigelt <[email protected]> on 04/10/2001 12:05:25 PM
To: "'[email protected]'" <[email protected]>
cc:
Subject: Enron project
Vince;
I just wanted to tell you how much I enjoyed working with Enron on the Tiger
Project. I found the interaction with you and your colleagues very
stimulating. The ideas we covered (like whether there are network
externalities in these markets) was more like a workshop than a project. I
wish all businessmen had your interests and capabilities.
Thanks
Keith
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/09/2001
11:13 AM ---------------------------
Institutional Investor Journals <[email protected]> on 04/08/2001
10:54:18 PM
To: "[email protected]" <[email protected]>
cc:
Subject: Institutional Investor Journals Profile Update Confirmation
Thank you for updating your II Journals profile information. Changes to your
User ID, Password and E-mail Address have been made. Please allow 24 hours
for any other changes you've made to take effect in our system. Here is the
profile information we have for you:
Account Number: 12973228
First Name: Vince
Last Name: Kaminski
Company Name: Enron Corp
Position: Managing Director
Department:
Address 1: 1400 Smith St EB 1962
Address 2:
City: Houston
State: TX
Zip Code: 77002-7327
Country: USA
Phone: (713) 853-3848
Extension:
Fax: (713) 646-2503
Foreign Phone:
Foreign Fax:
EMail: [email protected]
User ID: VKAMINSKI
Password: ITALIA
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000
03:07 PM ---------------------------
"The Alliance of Energy Suppliers" <[email protected]>@ls.eei.org on
12/18/2000 12:19:56 PM
Please respond to "The Alliance of Energy Suppliers" <[email protected]>
Sent by: [email protected]
To: "Generation and Power Marketing Executives" <[email protected]>
cc:
Subject: Alliance Info Alert: Richardson and FERC Orders
Dear Generation/Power Marketing Executive:
The following are summaries of two significant activities that occurred
Friday, December 15
1. Energy Secretary Richardson issuance of an emergency order.
(Richardson's statement and FPA Section 202(c) order is posted on DOE's
Web site at:
http://www.energy.gov/HQPress/releases00/decpr/pr00309.html )
2. FERC's 12/15/00 final order to fix California wholesale markets
(FERC's Order can be viewed at
http://www.eei.org/issues/news/cal1215order.pdf)
California Supplies Ordered by Richardson
o Richardson orders listed entities to supply excess power to California ISO
o Order is effective as soon as ISO certifies shortage, but ends 12/21/00,
unless extended
o Prices to be agreed to by supplier and ISO, or FERC will set rate later
o FPA emergency power authority transferred to DOE in 1977
As he said he would on December 13, U.S. Department of Energy Secretary Bill
Richardson found "an emergency exists in California by reason of the shortage
of electric energy" and issued an emergency order under section 202 (c) of
the Federal Power Act (FPA) requiring listed generators and marketers to
provide any power in excess of the needs of their firm customers to the
California ISO. In a statement, Richardson said the threat to the
reliability of the California grid requires a long-term solution, but that in
the short-term power must keep flowing to the state to avert blackouts.
The 76 listed suppliers have 12 hours after the ISO certifies to DOE that it
has been unable to acquire adequate supplies in the market to begin providing
requested service to the ISO. The ISO must inform each supplier subject to
the order of the amount and type of energy or services required by 9:00 PM,
Eastern Standard Time, the day before the services are needed. The order
directs the ISO to allocate, to the extent feasible, requested services among
subject entities in proportion to each supplier's available excess power.
The order is effective immediately and will terminate at 3:00 AM, Eastern
Time, December 21, 2000, unless extended. To continue to obtain supplies
under this emergency authority, the ISO must re-certify the shortage to DOE
headquarters every 24 hours.
The terms of the provision of electric energy and other services by suppliers
to the ISO "are to be agreed to by the parties." If no agreement is reached,
then under the FPA's emergency authority Secretary Richardson "will
immediately prescribe the conditions of service and refer the rate issue to
the Federal Energy Regulatory Commission for a determination at a later date
by that agency in accordance with its standards and procedures, and will
prescribe by supplemental order such rates as it finds to be just and
reasonable." The authority of FERC to set rates for power supplied under
emergency order at just and reasonable levels where the parties themselves do
not agree to a rate is explicitly included in FPA Section 202(c). The DOE
Organization Act of 1997 transferred the emergency powers of this section
from FERC to DOE.
The 76 entities identified in the order's attachment are all the entities
that have provided power to the ISO over the last 30 days. Those entities
are ordered "to make arrangements to generate, deliver, interchange, and
transmit electric energy when, as, and in such amounts as may be requested by
the" ISO, "acting as agent for and on behalf of Scheduling Coordinators."
[Source: DOE Secretary Richardson's December 14, 2000 statement and order;
Electric Power Daily, December 15, 2000]
FERC De-Federalizes California Markets, Adopts Other Structural
Reforms
A summary of the December 15 Order and Commission Discussion
At its special meeting today, FERC unanimously approved its eagerly awaited
final order reforming the California wholesale markets, adopting the major
outlines of its November 1 proposed order and sending back to California the
responsibility for addressing state-related matters, as discussed below. At
the same time, FERC deferred consideration of retroactive refund issues as
well as the imposition of region-wide price caps.
FERC reiterated the November 1 conclusions that under certain circumstances,
California ratepayers were subjected to unjust and unreasonable power rates
due to California's "seriously flawed" market structure and rules in
conjunction with tight demand and supply conditions throughout the West.
While all four commissioners supported the order as a consensus-based outcome
that appropriately balanced all competing interests, each commissioner
expressed reservations with particular aspects of the order. Chairman
Hoecker and Comm. Breathitt expressed the strongest endorsement, while Comms.
Hebert and Massey laid out their positions where they believed the Commission
had either "over-reached" or not gone far enough, just as they did on
November 1, as discussed below.
Highlights of key actions:
(1) FERC adopted the November 1 proposal to eliminate, effective immediately,
the state's mandatory requirement that the state's investor-owned utilities
buy and sell electricity through the PX, and allow these utilities to
purchase electricity through forward contracts and other alternative
mechanisms to manage supply risks. FERC terminated the PX's rate schedules
effective at the close of business on April 30, 2001. In effect, as Chairman
Hoecker stated, the order de-federalizes 60 percent of the California
wholesale market established under the state's restructuring law, returning
ratemaking authority over company-owned generation to the California Public
Utilities Commission (CPUC).
(2) FERC modified the effective period of the November 1 $150/MWh "soft cap"
proposal, limiting its application through April 2001, whereupon a
"comprehensive and systematic monitoring and mitigation program which
incorporates appropriate thresholds, screen and mitigation measures" must be
in place. In a related move, FERC ordered a technical conference early next
year to develop such a program by March 1, 2001, so that these measures can
be place by the May 1, deadline.
In a major modification, FERC revised the refund conditions to clarify that
while certain refund conditions will continue to apply, unless FERC issues
written notification to the seller that its transaction is still under
review, refund potential on a transaction will close after 60 days.
As proposed, however, supply bids in excess of $150 will be prohibited from
setting the market-clearing price for all bidders and sellers bidding above
$150/MWh will be required to report their bids to FERC on a confidential,
weekly basis and provide certain cost support.
(3) FERC adopted the November 1 proposal to require the establishment of
independent, non-stakeholder governing board for the ISO. The ISO Governing
Board must relinquish their decision-making power and operating control to
the ISO management on January 29, 2001. A future order will set procedures
for discussion with state representatives on the board selection process.
(4) In a major modification, FERC adopted a $74/MWh "price benchmark" for
assessing prices of five-year energy supply contracts. This benchmark will
be used in assessing any complaints regarding justness and reasonableness of
pricing long-term contracts.
To facilitate prompt negotiation of longer term power contracts at reasonable
rates, FERC announced that it will hold a settlement conference with market
participants.
(5) FERC adopted the November 1 proposal to require market participants to
schedule 95 percent of their transactions in the day-ahead market and
instituting a penalty charge for under-scheduling (in excess of five percent
of hourly load requirements), in order to discourage over-reliance on the
real-time spot market.
(6) FERC directed the ISO and the three investor-owned utilities to file
generation interconnection standards.
(7) FERC affirmed the longer-term measures proposed in the November 1 order,
including submission of a congestion management design proposal by April 2,
2001.
(8) FERC deferred resolving key issues, including establishing new ISO board
selection procedures, developing appropriate market monitoring measures and
negotiating protective orders associated with data collection.
(9) FERC reiterated its November 1 call to California policy makers there to
resolve state issues, such as: (1) immediately implementing the availability
of day ahead markets for power purchases; (2) development of demand
responses; (3) siting of generation and transmission; and (4) assurance of
sufficient reserve requirements.
Commissioner Responses
Comm. Hebert reluctantly concurred, calling the final order a "missed
opportunity" to, among other things, send appropriate signals for new
generation siting and conservation. Reiterating his November 1 concerns,
Hebert recounted the remedial remedies that he maintained the Commission
should and should not have adopted. While expressing pleasure at the tone of
the order ("balanced and considerate"), the bid certainly reversal, and the
role reserved for the state in the selection of the new ISO board, Hebert
nonetheless objected to the benchmark prices established in the order, which
he maintained appeared to be unreasonably low. Hebert faulted the Commission
for not attempting to reconcile the instant order with the November 8 order
approving the CA ISO's emergency $250/MWh "soft cap" proposal. Hebert ended
by challenging the CPUC to do what it can to encourage utilities there to
forward contract, including easing the existing prudence review requirements.
Comm. Breathitt endorsed the Order, reiterating her support for progress
towards open and competitive markets. She noted that the Order properly
"walked the line" by taking all of the competing interests into account,
calling it less than ideal, but a step in the right direction. She also
concentrated her remarks on the importance of creating stability which will
be accomplished by encouraging long term contracts and the implementation of
the $150/MWh breakpoint. Additionally she mentioned that any price below the
$74/MWh benchmark will be presumed just and reasonable.
Comm. Massey concurred, but prefaced his remarks by expressing sympathy for
California ratepayers, stating that he felt that market power had been
exercised, that prices were not just and reasonable and that the marketers
had profited too much at the expense of others in the market. He warned
that, as he understood the legal precedents, the Federal Courts were poised
to grant cost recovery relief to the retailers which would then be passed on
to consumers. On the positive side, he approved of the de-federalization of
60% of the market and the creation of long term contracts. However, he
emphasized that California regulators must now take the responsibility of
creating more generation and transmission. In the long term, Comm. Massey
hoped that solutions could be reached starting with a technical conference
and that the market would have rules more like PJM.
Finally, Comm. Massey articulated what he would have liked to have done
differently. He stated that he disagreed with the fact that there is not
enough evidence to show that market power existed and he pointed to the
on-going investigation. He also disagreed with the $150/MWh breakpoint,
preferring instead a hard price per generator. The Commissioner said he
would have set the long term benchmark for only two years instead of five and
that he would have opened a section 206 investigation in the West. Finally,
he stated that he would have liked to address the issue of refunds.
Chairman Hoecker began his comments by saying that the Commission was forced
to act and act quickly because the stakes are so high. He feels that it is
now time for the state regulators and markets to act. He noted that by
shrinking the Cal PX, the responsibility is now with the CPUC to fashion the
long term contracts and that hopefully we will exit this situation with the
least amount of damage to the utilities. In regards to suggestions for a
regional price cap, the Chairman stated that this would not work due to the
fact that the Commission has no jurisdiction over Bonneville, WAPA and the
public power producers and that there is no spot market in the Northwest.
However, he did urge Secretary Richardson to convene a conference in order to
address regional issues. Finally, in conceptually addressing the California
situation, the Chairman stated that competition or "deregulation" did not
fail in California, but that there never was competition in California.
|
Dale,
I can reserve 2 to 2:30 time slot but there is really not much that
I can tell you at this point.
The commercial groups are still interested and are moving
towards the test of the package. As soon as they will decide
to move ahead, we (Research) shall be involved, helping to evaluate the
product. As I have said, we are not the
decision makers in this case.
I think that we should allow simply the process to run its course.
Vince
"Dale M. Nesbitt" <[email protected]> on 04/30/2001 05:59:30 PM
Please respond to <[email protected]>
To: <[email protected]>
cc:
Subject: RE: Get Together This Coming Tuesday?
Vince:
I will call tomorrow in the morning. Lunch or right after lunch would be
great. How would 100 pm work for you?
Dale
-----Original Message-----
From: [email protected] [mailto:[email protected]]
Sent: Monday, April 30, 2001 3:07 PM
To: [email protected]
Cc: [email protected]; [email protected]
Subject: Re: Get Together This Coming Tuesday?
Dale,
Please, call me on Tuesday. My morning schedule is full but I am open in
the afternoon.
Vince
"Dale M. Nesbitt" <[email protected]> on 04/30/2001 01:51:21
AM
Please respond to <[email protected]>
To: "Vincent Kaminski" <[email protected]>, "Kimberly S. Watson"
<[email protected]>
cc:
Subject: Get Together This Coming Tuesday?
Vince/Kim:
I am flying to Houston tonight and wondered if it would fit one or both of
your schedules to get together this coming Tuesday sometime for 1/2 hour or
so. I really want to reinitiate the conversations MarketPoint was having
with John Goodpasture and you, and he said either or both of you were the
right people to continue after his responsibility shift. John was quite
positive about the idea of Enron acquiring MarketPoint NARG through
license,
and he implied that one or both of you would be carrying the ball in that
direction after he handed it to you.
Would this coming Tuesday morning at 930 am be a good time for you guys?
If
so, please give me an email shout at the above address or leave a message
on
my voicemail at (650)218-3069. I think you will be truly impressed with
the
scope and progress we have been able to make with both the short run NARG
and the long run NARG in which you were interested (not to mention our
power
model). The progress is noticeable since you saw it. Both long and short
term NARG are having quite an impact on a number of gas decisions at the
moment ranging from Venezuelan LNG, North American LNG import terminals and
term, gas basis calculations, trading support, power plant development,
gas-to-power price spreads in key markets, veracity of heat rate trades,
bank financings, storage field evaluation, and which new pipelines we can
expect to see enter and which are dogs.
I really hope we can fit it in and get our discussions moving in a mutually
productive direction again. I think NARG can help you become even more
successful, and I look forward to working with you.
We have a new office address and new phone number as well. (We move in May
1.)
Altos Management Partners
95 Main Street, Suite 10
Los Altos, CA 94022
(650)948-8830 voice
(650)948-8850 FAX
(650)218-3069 Cellular
Give the phones a week or so to get "debugged" and then switch over.
Dale
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 10/27/2000
04:46 PM ---------------------------
Shirley Crenshaw
10/24/2000 10:19 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Ameriflash Newsletter
Michell Vitrella called and wanted to know if the "Research Group" would
like to submit an article for the next issue of the ENA Newsletter
("Ameriflash)
They need to have the article by tomorrow.
Thanks!
Shirley
---------------------- Forwarded by Shirley Crenshaw/HOU/ECT on 10/24/2000
10:15 AM ---------------------------
From: Michelle Vitrella 10/24/2000 09:53 AM
To: Shirley Crenshaw/HOU/ECT@ECT
cc:
Subject: Ameriflash Newsletter
---------------------- Forwarded by Michelle Vitrella/HOU/ECT on 10/24/2000
09:54 PM ---------------------------
Enron North America Corp.
From: ENA Public Relations @ ENRON 10/19/2000
08:25 PM
Sent by: Enron Announcements@ENRON
To: All_ENA_EGM_EIM
cc:
Subject: Ameriflash Newsletter
NOTE FROM MARK FREVERT
With the wide and varied activities of our three organizations, we created
this e-mail newsletter to keep everyone better informed about our various
businesses. I hope you find it informative and more importantly, that you
will use this newsletter to help spread the word about the successes in your
group.
To provide content for future e-mails, contact Michelle Vitrella in our
Public Relations group via e-mail or call her at ext. 3-9767. Communication
is one of the core Enron values and I believe this is a great way to improve
communication across our wholesale businesses.
Additionally, I would like to again encourage everyone to take a few minutes
to complete &The Pulse8 survey. This annual survey regarding the work
experience at Enron and how we can make it better is an important part of the
two-way communication process at Enron. Please go to the Enron intranet and
type survey.enron.com. It only takes a few minutes, it,s confidential and
your comments will help make Enron a better place to work.
BUSINESS HIGHLIGHTS
Natural Gas
Middle Marketing,s biggest trade of the year so far occurred this month. The
significant transaction was a five year, multimillion dollar restructuring
with a subsidiary of Formosa Plastics, one of the world,s largest producers
of polyvinyl chloride.
Additionally, Continental Airlines, the fifth largest US carrier, has hedged
a considerable amount (1.2 million barrels/month) of crude oil. Winter
Nymex hedges were put in place for the undisputed heavyweight chip champ of
the world, Frito Lay.
Pulp & Paper
With the acquisition of Garden State Paper and launch of Clickpaper.com,
Enron is creating an efficient spot physical market for pulp and paper
commodities. Buyers and sellers will benefit from improved price
transparency and reliability and access to Enron,s online financial markets.
Improved price transparency and the ability to imbed financial derivatives
into physical trading flows will facilitate the growth of Enron,s trading
business. To date, Clickpaper.com has traded over 1 millions tons of pulp
and paper product with a notional value of over $675 million.
Upstream Origination
Upstream Origination, headed by Julie Gomez and Jean Mrha, focuses on natural
gas products to optimize commercial value associated with the natural gas
grid on the continent and in the Gulf of Mexico (GOM). Through products such
as storage, electric compression and producer services & outsourcing, ENA
creates value for its customers and reconfigures the natural gas
infrastructure to be more efficient. In addition, Upstream Origination
transactions exploit the unique relationship between development of strategic
assets through sophisticated financing structures and the utilization of the
market information created by those assets.
&THE PULSE8 SURVEY RESULTS
As of Wednesday, October 18, the total responses to &The Pulse8 from
ENA/EGM/EIM are 689. This is approximately 30% of all employees. Since our
goal is a 100% response rate, we have a long way to go! Please take a few
minutes to log on and give Enron your thoughts. The Pulse is located at
survey.enron.com on the Enron intranet page.
If you like competition, here are the results by group:
Commercial - Origination 131
Energy Operations 126
Risk Management and Trading 106
Other/None of the Above 91
Bus. Analysis & Rep./Fin. Ops. 90
Legal 46
Gas Assets 37
Human Resources 30
Tax 18
Technology/IT 14
WELCOME
Transferred Into ENA/EIM/EGM
ENA - Kathleen Neal/HR, Suzanne Kelly/Infocentral, Tobias Monk/Finance Direct
EIM - Eric Connor/Industrial Energy Group
EGM - Eric Calub/Global Product Mgmt
New Hires ENA/EIM/EGM
ENA - Lance Cunningham/CTS Research, Anita Dupont/CTS Research, Yvette
Hales/Gas Logistics ) East, Angela Howell/Equity Trading, Farid Mithani/Power
Risk-Credit
EGM - Heather Purcell/Enron Global Markets
IN THE NEWS
&No company illustrates the transformative power of innovation more
dramatically than Enron. Over the past decade Enron,s commitment to the
invention*and later domination*of new business categories has taken it from a
$200 million old-economy pipeline operator to a $40 billion new-economy
trading powerhouse.8
From &The World,s Most Admired Companies,8 Fortune, Monday, October 2
NUGGETS & NOTES
&What,s the message we,re trying to get across?8 ) Ray Bowen, COO EIM
&I,m not a micro-manager8 - John Lavorato, COO ENA
&Make it so, number one8 ) Jeff Shankman, COO EGM
CONTEST
Enron is & The Most Innovative Company8 based on Fortune Magazine,s Most
Admired Survey. ENA Public Relations is ready to put Enron North America,
Industrial Markets and Global Markets to the test. We need your creative
minds to help name the NEW Electronic Newsletter we now call AmeriFlash. Put
on your thinking caps and submit your ideas for a new name to
[email protected]. The ENA Public Relations Team will narrow the
list to the TOP TEN and then send it to our official judge, Mark Frevert, to
make the final decision. The winner will receive a gift certificate to any
Pappas restaurant. GOOD LUCK!
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99
03:01 PM ---------------------------
Enron North America Corp.
From: Enron NA Office of the Chairman 12/16/99
01:15 AM
To: All Enron North America
cc:
Subject: Organizational Changes
To: Enron North America Corp.
From: Cliff Baxter and Kevin Hannon
In July, as part of the Enron North America (ENA) reorganization, the
implementation of several objectives were highlighted as critical to the
continued growth of ENA including: 1) accelerate the development of our
people, 2) significantly expand our customer network and associated markets,
and 3) accelerate and enhance the information flow between groups, both
within ENA and across Enron. Consistent with these objectives and with the
corporate goal of fostering &One Enron8, we would like to announce the
following organizational changes in the Coverage/Origination Groups and the
Commercial Transactions Group within ENA.
1) Coverage/Origination:
To ensure a consistent strategy, the free flowing of resources and product
technology and the appropriate focus in the midstream and downstream
businesses, the following coverage/origination groups will be consolidated
under the leadership of Dave Delainey :
a) power development solutions for electric and gas utilities, municipals,
co-ops, energy service companies and IPP,s;
b) the Downstream Coverage/Origination groups which focus on delivering a
broad range of products and services to the heavy industrial customers
including pulp and paper, chemicals, plastics, refined products, metals and
mining, heavy manufacturing, industrial gases, fertilizers, transportation,
textiles and glass manufacturing the Eastern and Western U.S. Midstream
Coverage/ Origination groups which focus on energy, finance and industries.
Downstream Coverage/Origination
As energy deregulation continues in North America, it is becoming clear that
the heavy industrial segment will be an important customer market for both
ENA and Enron Corp. Further, it is clear that ENA can significantly expand
its industrial customer network and create more innovative industrial
solutions by having a group that can deploy all the capabilities of Enron
Corp. Against this backdrop, the Downstream Coverage/Origination function
will expand its product offering to include not only ENA,s existing energy
commodities, energy services, finance, assets and pulp and paper capabilities
but also EES,s energy outsourcing capability and Global Fuel,s chemicals,
plastics and refined products risk management capability. These additional
capabilities will be offered in conjunction with EES and the Global Fuels
groups. Given the size and importance of this Enron initiative, Greg Piper
will be returning from Portland to manage this business. Under Greg,s
leadership, the Downstream Origination effort will be segmented into three
sub-groups given the nature of these industries and our product offering:
a) Pulp and Paper ) Edward Ondarza will continue to manage the coverage
activities in the Pulp and Paper business. This group will be responsible for
the provision of innovative
products and services in the pulp and paper industry including the provision
of paper risk management products;
b) Chemicals, Plastics and Refined Products ) We have asked Jim Ajello to
lead the coverage activities in this business. This group will be
responsible for the provision of innovative products and services in the
chemicals and refined products industries;
c) Non-Integrated Industrials ) Bruce Garner, formerly leader of Bankers
Trust,s global metals and mining group in London, has joined ENA to lead the
coverage activities in this business. This group will be responsible for the
provision of innovative products and services for the metals and mining,
heavy manufacturing, industrial gases, fertilizers, transportation, textiles
and glass manufacturing industries.
Midstream Coverage/Origination
a) Eastern Coverage/Origination ) This group, activities will focus on
energy, finance and power development solutions for electric and gas
utilities, municipals, co-ops and energy service companies in the Eastern
Interconnect. We have asked Janet Dietrich to assume the leadership of this
group;
b) Western Coverage/Origination ) This group,s activities will focus on
energy, finance and power development solutions for electric and gas
utilities, municipals, co-ops and energy service companies in the WSCC. They
will also continue to manage all Qualified Facilities (QF) restructuring
opportunities in the Western U.S. We have asked Chris Calger to assume the
leadership of this coverage group. Chris will relocate to Portland from
Calgary where he currently leads the Canadian downstream origination efforts;
c) IPP Merchant Coverage/Origination ) This group,s activities will focus on
the provision of structured energy, finance and asset solutions for the
emerging merchant power generators who control large portfolio,s of merchant
power generation either through development or acquisition. We have asked
Mike Miller to assume the leadership of this group. In addition, Mike will
continue to manage the power development activities in the Eastern
Interconnect;
d) Eastern QF Restructuring ) This group will focus on the QF restructuring
opportunities in the Eastern Interconnect including the existing
restructuring and re-capitalization of the East Coast Power assets. We have
asked Dave Duran to assume the leadership of this business. Greg Blair,
formerly of Enron Asia,s development group, Doug Clifford, formerly of
Citizens power, and Dick Lydecker, formerly of Cogen Technology, will join
this newly formed business.
2) Commercial Transactions:
The Commercial Transactions Group (CTG), co-headed by Ray Bowen and Jeff
Donahue, was formed to provide a centralized resource for the execution of
transactions within ENA ) and thereby, improve ENA,s efficiency in executing
transactions and free-up the origination groups to increase their intensity
of client coverage. CTG consists of six primary functions: Transaction
Development, Capital Structuring and Portfolio Management, Commodity
Structuring and Transportation, Transactional Support/Accounting, Technical
Analysis and Upstream Asset Management.
The Transaction Development Group will be responsible for deal leadership,
execution and optimization of all aspects of a transaction in conjunction
with the originator. The function will be divided into four teams, each of
which will be dedicated to between two and four origination groups. This
dedication to specific groups should provide a closer link, better service
and greater accountability with the origination groups; however, the CTG
resources are designed to be a fungible and flexible resource allocated to
the highest value transactions across the coverage functions:
a) Midstream Transaction Development will be dedicated to the Eastern and
Western Coverage/Origination Groups. The senior members of this group
include Billy Lemmons, George McCormick, Erin Norris and Russ Porter. Billy
Lemmons joined Enron in 1992. Most recently, he was the Vice-President of
Capital Structuring and Risk Management for EES. Russ Porter joins us today
from Dynegy where he was a manager with responsibilities for power
origination.
b) Downstream Transaction Development will be dedicated to ENA,s industrial
origination efforts in Pulp and Paper, Petrochemicals and Refining,
Environmental Energy, Metals and Mining and other industries as coverage is
established. The senior members of this team include Rodney Malcolm, Jay
Boudreaux, Finley Biggerstaff and Chris Helfrich. We anticipate announcing
two to four more additions to this team within the next few weeks.
c) Generation Transaction Development will be dedicated to the IPP Merchant
Services and power plant development and QF Restructuring groups. The senior
members of this team include Thomas Suffield, Andy Kelemen, Kelly Mahmoud and
John House. Thomas Suffield joined Enron in 1996. Most recently, he was the
Vice-President of Origination for the Latin American group in Azurix. We
anticipate announcing two more additions to this team within the next few
weeks.
d) Upstream Transaction Development will be dedicated to the Producer
Finance, Coal and Gas Assets groups. The senior members of this team include
Brad Dunn, John Curtin and Chris Hilgert. We hope to announce the addition
of at least one VP to this group prior to yearend.
Ray Bowen will have primary oversight responsibilities for the Upstream and
Downstream Transaction Development teams with Jeff Donahue having primary
responsibilities for the Midstream and Generation teams. Andrea Reed will
continue to head Capital Structuring and Portfolio Management: all junior
commercial resources within the Transaction Development teams will have dual
responsibilities to both their Transaction Development teams and to the
Capital Structuring Group. The remaining four groups within CTG will remain
largely unchanged. In addition, the Origination and the Transaction
Development teams and their respective origination groups will be located
together.
We believe that these changes will significantly enhance our market coverage
and industry knowledge in all ENA,s markets particularly in the industrial
markets. It will also provide a closer partnership and accountability between
the Coverage/Origination Groups and the CTG Groups.
Please help us in continuing to build on the success we have enjoyed in North
America by working with us to implement these changes.
|
Stinson-san & Co,
We may become famous in Japan. Please, see the message below.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 06/26/2000
10:45 AM ---------------------------
Masayuki Fujita <[email protected]> on 06/26/2000 10:27:51 AM
To: Conrad Gardner <[email protected]>
cc: Vince J Kaminski <[email protected]>
Subject: [Fwd: MEPR2]
Dear Mr. Gardner,
It is very kind you to spare your very busy time to
help me try to publish a Japanese version of RISK book
"Managing Energy Price Risk, 2nd Edition."
I would like to report you that a Japanese financial
publication company "KINZAI" last week agreed to try to
make direct contact with you about the specification of
Japanese edition of the book. So they will offer more
precise condition than my last email below. Please
take trouble to let me know if any unclear point exist
on the process.
Thanks again for your kindness.
Best regards,
Masayuki Fujita
Financial Technology
Research Group
Research Center for
Policy and Economy
Mitsubishi Research
Institute, Inc.
Tel: +81-3-3277-0583
Fax: +81-3-3277-0521
Email: [email protected]
Masayuki Fujita wrote:
> Dear Mr. Gardner,
>
> I would like to show you our draft proposal. It is
> first time for me to create such document, so
> please help me to complete it. Especially in '6.
> Copyright fee and terms of condition' how I can
> create detail for further negotiation ?
>
> Best regards,
>
> Masayuki Fujita
> Financial Technology Research Group
> Mitsubishi Research Institute, Inc.
>
> ---------------------------------------------------
>
> Proposal of Japanese edition of MERP2(Draft)
>
> Masayuki Fujita
> Mitsubishi Research
> Institute, Inc.
>
> 1. Translation
> Mitsubishi Research Institute, Inc.
> ( 6 members including me)
>
> 2. Supervisor
> Kenichiro Yamaguchi
> Tokyo Mitsubishi International, PLC.
>
> 3. Publishing
> Kinzai Institute for Financial Affairs, Inc. (not
> yet decided)
>
> 4. Spectification
> Hard Cover
> A5 600p ( including our original foot-note)
> Price ?? (50 STG)
> Volume of First Copy 3,000 ( not yet decided )
>
> 5. Publishing Date
> January, 2000
>
> 6. Copyright fee and terms of condition
> Created between Risk and Kinzai
>
> eof
>
> ------------------------------------------------
|
Shirley,
We want to invite him for an interview,
THU, 1-5. Interviews with KP, SG, VK, GK, BR, Molly, CS, Dan Rack.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/26/2001
05:10 PM ---------------------------
Johan Dahl <[email protected]> on 01/26/2001 05:04:50 PM
To: [email protected]
cc:
Subject: Re: Fwd: Re: ENRON-Resume Interview of James Valverde
Vince,
James Valverde is confirmed for a Face-to-Face interview with you on Thursday
February 1st at 1.00 PM to 5.00 PM.? When you have an interview itinerary,
please share it with me so James know who he is interviewing with.? Please
also tell me where you want him to show up, what floor, suite etc.? I am
assuming you are in the building on 1400 Smith St., right?
We have not discussed yet the details regarding what key skills and
qualifications you are looking for in a candidate, other than that they are
bright and talented. Could you please share, via email or over the phone,
what you are looking for in candidate for your organization.? If you want me
to put a search together, I can only do it by knowing what you want.? Thank
you.
If there is anything else I can do for you before the interview on Thursday,
please let me know.
Respectfully,
Johan
At 04:39 PM 1/26/01 -0600, you wrote:
Johan,
Please, confirm the interview on Thursday next week, 1-5.
Vince
Johan Dahl <[email protected]> on 01/24/2001 12:04:42 PM
To:?? [email protected]
cc:
Subject:? Fwd: Re: ENRON-Resume Interview of James Valverde
JOHAN C. DAHL
Director Energy Staffing Group
Management Recruiters of Portland, Inc.
Phone: 503 -290-1153
Phone: 800-979-8701
Fax: 503-282-4380
E-mail: [email protected]
Web: www.mrportland.com/html/energy.htm
|
Alison,
My group needs generally people with advanced skills in mathematics and
programming.
I shall try to help you by forwarding your resume (with your permission) to
other
units of Enron. Please, let me know if it's OK with you.
Vince
Enron North America Corp.
From: Mary Alison Bailey 11/21/2000 09:42 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Interest in a Position
Dear Vince,
When we talked last, you mentioned you were considering making additions to
your office staff. If you are still considering these additions, I would
like to talk to you and see if there might be a place for me. It would be
wonderful to work with a group such as yours.
It has been great working in recruiting, but the time has come for me to try
something else. I am beginning to look around, but wanted to talk to you
first. If my skill sets match a position you might be adding, please
consider me. I have attached my resume so that you will have an idea of what
I have done.
Thank you for your consideration. Have a great Thanksgiving!
Alison Bailey
713-853-6778
|
Gilian,
No, we don't additional need more data. I understand Stinson Gibner has
already sent you a reply with
his findings.
Vince
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Arthur Andersen model validation request
Vince,
Was the data we provided sufficient to determine whether the Global Markets
book administrator correctly utilized the spread option model? Please let me
know if there are any additional data requirements.
Thank you again for your assistance.
Gillian Boyer
x30968
---------------------- Forwarded by Gillian Boyer/AA/Corp/Enron on 12/18/2000
01:39 PM ---------------------------
Gillian Boyer
11/27/2000 10:25 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Arthur Andersen model validation request
Vince,
Our goal is to validate that the Enron Global Market book
administrators are accurately using the "spread option model" as developed by
the Research Group. To determine this, we would like to provide you with
the inputs for a particular deal (as provided by a Global Markets book
administrator) and have you recalculate the deal value. We will then
compare your results to the values calculated by Global Markets.
Two Koch deals have been chosen due to their substantial P/L effect. I have
attached the deal data in two forms: (1) the spread option model that Kara
Boudreau, Book Administrator EGM, provided and (2) an excel spreadsheet that
isolates the 2 deals.
If there is anything more that we could provide, please don't hesitate to
call me at x30968.
Thank you so much for all of your help.
Gillian
1.
2.
|
Jeff,
I don't think this transaction makes sense. We should not keep increasing our
exposure
in one area, given that we can deploy our capital in a more efficient way
elsewhere,
without taking illiquid, long-term positions.
Vince
From: Jeffrey A Shankman 08/29/2000 10:30 AM
To: Eric Gonzales/LON/ECT@ECT, Joe Gold/LON/ECT@ECT, Vince J
Kaminski/HOU/ECT@ECT
cc:
Subject: Hyundai Merchant Marine LNG Draft DASH
Has any of you seen this? Ideas, comments, feedback? Thanks for the timely
response. Jeff
---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/29/2000
10:21 AM ---------------------------
From: Rick Buy
08/29/2000 08:37 AM
To: Jeffrey A Shankman/HOU/ECT@ECT
cc:
Subject: Hyundai Merchant Marine LNG Draft DASH
This is a draft of the dash we are putting together. Michael Tribolet works
in my group and feel free to contact him if you have specific questions. I
also spoke with Frevert re Lng and he informed me that if project Summer
happpens, Lng goes with Summer, if not, it is transferred to you. What
happens in the mean time is anyone's guess. Lets discuss . Rick
---------------------- Forwarded by Rick Buy/HOU/ECT on 08/29/2000 08:32 AM
---------------------------
Michael Tribolet@ENRON
08/28/2000 08:15 PM
To: Rick Buy/HOU/ECT@ECT
cc:
Subject: Hyundai Merchant Marine LNG Draft DASH
Here is the draft of the DASH. While having a positive NPV, many of the
trials run are negative due to defaults.
|
Sam,
Thanks. I shall write one.
Vince
Enron North America Corp.
From: William Smith @ ENRON 06/29/2000 08:27 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Technical Corner for a week from Monday (10 Jul.)
Good Morning, Vince!
This is just a reminder that I will need some sort of technical article for
the newsletter by the morning of 10 Jul. (since we won't have an issue this
coming Monday). I'd like to get a little earlier start and see if we can get
one or two pieces by then. What do you think?
By the way, I have Gwyn Koepke lined up as the "personality of the week" so
we're okay there.
Best Regards,
Sam
|
Cantekin,
Can you figure out the reason for cocoa beans VaR fluctuations?
The same is true of aluminum. I assume this is the position change.
Vince
Cantekin Dincerler
07/26/2000 09:28 AM
To: Anjam Ahmad/LON/ECT@ECT, Kirstee Hewitt/LON/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject:
Anjam and Kirstee,
As I have suspected the position as of 6/30 vs 7/19 makes the difference. The
first table first column is my VAR number with 6/30 position and gold&silver
prices, the second column is your VAR with 7/19 position and dummy
gold&silver prices. The second table first column is my VAR with 7/19
position and 6/30 gold&silver prices, the second column is as before.
I would ask you to plug the gold and silver prices and see what kind of
numbers you get in order to verify we are on the same page. Please refer to
MODELVAR2000.xls that I have sent you for gold & silver prices and
volatilities.
Thank you,
Cantekin
TABLE 1
TABLE 2
|
Christie,
Thanks for taking initiative on the trip so quickly. Let's meet with Jeff
Shankman
to discuss the agenda. I shall try to organize a meeting next week after PRCs
are over.
I agree with your assessment of the group. I was greatly impressed with the
caliber of the students.
Vince
Christie Patrick@ECT
12/07/2000 06:33 PM
To: FAP <[email protected]> @ ENRON
cc: Clay DeGiacinto <[email protected]>@ENRON, Deepa
Mallik <[email protected]>@ENRON, Dennis Feerick
<[email protected]>@ENRON, Edson Otani
<[email protected]>@ENRON, Gustavo Palazzi
<[email protected]>@ENRON, "Heather N. Thorne (E-mail)"
<[email protected]>@ENRON, Jack Rejtman
<[email protected]>@ENRON, Jaideep Singh
<[email protected]>@ENRON, Jason Cummins
<[email protected]>@ENRON, Joshua Leventhal
<[email protected]>@ENRON, Kim Whitsel
<[email protected]>@ENRON, "LOUIS A THOMAS (E-mail)"
<[email protected]>@ENRON, Murat Camoglu
<[email protected]>@ENRON, Nick Levitt
<[email protected]>@ENRON, Omar Bassel
<[email protected]>@ENRON, Pat Henahan
<[email protected]>@ENRON, Ram Vittal
<[email protected]>@ENRON, Steve Lessar
<[email protected]>@ENRON, Tulika Bhalla
<[email protected]>@ENRON, Vincent Chen
<[email protected]>@ENRON, Weigelt
<[email protected]>@ENRON, FAP
<[email protected]>@ENRON, "'[email protected]'"
<[email protected]>@ENRON, "'[email protected]'"
<[email protected]>@ENRON, Jeffrey A Shankman/HOU/ECT@ECT
Subject: Re: Enron Contact info
Hi evryone!
Vince, Vasant and I are very excited about the Tiger Project! We all
thoroughly enjoyed the opportunity to meet with such an incredibly
interesting, enthusiastic and intelligent group. Thank you for your time!
For those interested in the Houston trip on January 18-19th, please let me
know by the 15th of December so that I can get the best deal on air fare
(one-month in advance).
Also, I'll be forwarding the Enron information packages to Donna Piazze for
your receipt next week. I am including Jeff Shankman in this reply, as Jeff
is a Wharton grad, leader of one of our Enron business units, and one of the
most enthusiastic Enron/Wharton cheerleaders.
Please feel free to individually contact me if there is anything I can do for
any of you.
Thanks again for your enthusiastic interest in Enron!
--Christie.
|
Beth,
I have a favor to ask. Do we have copies of Harvard Business School
case studies about Enron? We use these case studies during Super Saturdays.
I need a few copies. This is for Prof. John Martin.
Vince
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/17/2001
04:18 PM ---------------------------
Pamela Vande Krol Castro <[email protected]> on 01/17/2001 04:05:36 PM
To: [email protected]
cc:
Subject: Re: MGMT 656 (Rice University)
This list is just a basic excel document with names, id's and e-mail
addresses. - Pam (713-348-6223)
At 03:36 PM 1/17/01 -0600, you wrote:
>Pam,
>
>Thanks. The list of E-mail addresses would be useful as well.
>
>Vince
>
>
>
>
>
>Pamela Vande Krol Castro <[email protected]> on 01/17/2001 03:05:01 PM
>
>To: [email protected]
>cc:
>Subject: MGMT 656 (Rice University)
>
>
>Here are your rosters for MGMT 656. Let me know if you need a list of
>e-mail addresses as well. I will update you as student schedules change.
>- Pam
>(713-348-6223)
>(See attached file: 656.doc)
>
>
- 656.xls
|
Andrea,
It's fine with me. Few points:
1. As a courtesy to Maureen Raymond, please, discuss the timing with her.
2. Yana is not a member of the Analyst/Associate pool. THIS IS NOT A ROTATION.
She was hired directly and this means that we transfer her
permanently to your unit.
Vince
Andrea V Reed
12/05/2000 01:14 PM
To: Vince J Kaminski/HOU/ECT@ECT, Maureen Raymond/HOU/ECT@ECT
cc: Yana Kristal/Corp/Enron@ENRON
Subject: Yana Kristal's Rotation
I spoke to Yana today and understand that you are supportive of Yana rotating
through our group, EIM Fundamental Analysis. We are very pleased that Yana
will be joining us. Her skill set will be particularly helpful as we build
the steel business.
I was hoping that Yana could begin working with us mid December. Does a
start date in EIM of Dec. 18 work for you? Please let me know.
Once again, thank you for your support.
Andrea
|
Ken,
I shall be glad to join you for lunch with MEC.
Vince Kaminski
Kenneth Lay@ENRON on 06/20/2000 04:23:31 PM
Sent by: Rosalee Fleming@ENRON
To: Philippe A Bibi/HOU/ECT@ECT, Jay Fitzgerald/Corp/Enron@ENRON, Steven J
Kean/HOU/EES@EES, Joe Hirko/Enron Communications@Enron Communications, David
Berberian/Enron Communications@Enron Communications, Rex Shelby/Enron
Communications@Enron Communications, Mike McConnell/HOU/ECT@ECT, Greg
Whalley/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Mark Lay/HOU/ECT@ECT
cc: Vanessa Groscrand/Corp/Enron@ENRON
Subject: Molecular Electronics Corp. Working Lunch
On Tuesday, July 25, I am meeting with Molecular Electronics Corp. (MEC) to
discuss the opportunity for establishing this newly formed company in
Houston. For those of you that are not familiar with MEC, they are
considered one of the premier companies in the area of molecular computing.
MEC has approached Enron to discuss a possible alliance that would facilitate
their development and, in particular, location in the Houston area. MEC
represents the frontier of computing technology.
I would like to invite you to participate in a working lunch discussion of
the opportunities and obstacles facing a company that is seeking to change an
industry. I would appreciate it if you could join us on July 25 from 11:30
to 1:30 in EB49C1 for this informal roundtable with the CEO of MEC, Harvey
Plotnick and one of the founders, Jim Tour.
Will you please let Vanessa Groscrand know if you can attend at 713-853-1769
or please reply by e-mail to me.
Ken Lay
|
David,
Can you use my MM funds to cover thislast purchase?
I need to request another check from PWJ
and it takes always time.
Vince
"Walkup, David C (HOUSTONAS AS 582)" <[email protected]> on 06/29/2000
10:52:54 AM
To: "'Vincent Kaminski'" <[email protected]>
cc:
Subject: Purchase
We made the CD purchase for you today. Don't forget to mail the check. I
mailed you the receipt from the deposit. I will call you towards the end of
July and we can discuss your stock option exercise on 8/12.
Thanks for coming by the office yesterday and have a great trip to
Australia.
David C. Walkup
Senior Financial Consultant
713-658-1685
800-456-9712
____________________________________________________________
CAUTION: Electronic mail sent through the Internet is not secure and could
be intercepted by a third party. For your protection, avoid sending
identifying information, such as account, Social Security or card numbers to
us or others. Further, do not send time-sensitive, action-oriented
messages, such as transaction orders, fund transfer instructions, or check
stop payments, as it is our policy not to accept such items electronicall
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/27/2000
04:59 PM ---------------------------
Vince J Kaminski
03/27/2000 04:55 PM
To: Kevin Hannon/Enron Communications@Enron Communications
cc: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Dennis
Brown/HOU/ECT@ECT
Subject: Enron Research and EBS Engineering and Operations Group Technical
Forum
Kevin,
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 Joe Hirko to this meeting. We would appreciate
if you could
speak, together with Joe 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
|
FYI
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/17/2000
02:52 PM ---------------------------
Vince J Kaminski
02/17/2000 11:25 AM
To: [email protected]
cc: Vince J Kaminski/HOU/ECT@ECT, Ravi Thuraisingham/Enron
Communications@Enron Communications
Subject: Re: Visiting Enron
Giuseppe,
Thanks a lot. I would appreciate if you could set up a meeting with Prof.
Bambos.
We talked to him during our last visit and we would like to follow up with
some
specific proposals regarding research projects Enron could sponsor.
Vince
Giuseppe Andrea Paleologo <[email protected]> on 02/14/2000 03:20:52 PM
Please respond to [email protected]
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Visiting Enron
Dr. Kaminski, I would like to thank you very much for taking care of Amy and
me
during our trip to Houston. What I saw at Enron Communication was nothing
short
of revolutionary. More than that, I was impressed with the drive of the
people,
their kindness, and their proficiency. I look forward to meeting you again in
Stanford during the last weekend of February. I will send you an email next
week, so that we can arrange a meeting between you and Prof. Bambos.
All the best wishes,
Giuseppe
--
::Giuseppe A Paleologo:: http://www.stanford.edu/~gappy
________________________________________________________________________
"What a waste it is to lose one's mind. Or not to have a mind is being
very wasteful. How true that is."
- Vice President Dan Quayle winning friends while
speaking to the United Negro College Fund, 5/9/89 -
|
Steve,
Yes. I shall try to call you later this morning. I had a schedule from hell
the last few days.
Vince
Steven Leppard
10/26/2000 08:45 AM
To: John Sherriff/LON/ECT@ECT, Michael R Brown/LON/ECT@ECT, Richard
Lewis/LON/ECT@ECT, Joe Gold/LON/ECT@ECT, Tani Nath/LON/ECT@ECT
cc: Vince J Kaminski/HOU/ECT@ECT, Sarah Jane White/LON/ECT@ECT, Lauren
Urquhart/LON/ECT@ECT, Kirsten Nelz/LON/ECT@ECT, Sarah Knott/LON/ECT@ECT,
Fiona Stewart/LON/ECT@ECT
Subject: Research meeting
All
John Sherriff has suggested we all get together in the near future to discuss
the demands being placed on the Research Group. I will be making a request
for additional resources, and the aim of the meeting is to determine the most
appropriate size for the team.
Assistants: Can we aim for week commencing 6th November?
Vince: Would you like to teleconference in?
Many thanks
Steve
|
Mike,
Just got it this morning. An area to focus on.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/21/2000
07:15 AM ---------------------------
[email protected] on 01/20/2000 04:04:48 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Briefing Note: Demand Overtakes Hydro in 2000 - CERA Alert
**********************************************************************
CERA Alert:Thu, January 20, 2000
**********************************************************************
Title: Briefing Note: Demand Overtakes Hydro in 2000
Author: Moritzburke, Zenker, Snyder
E-Mail Category: Alert
Product Line: California Energy ,
URL: http://www.cera.com/cfm/track/eprofile.cfm?u=5166&m=1054 ,
Western energy markets are starting the new year with precipitation
conditions that suggest a repeat of 1999's hydroelectric conditions:
near-normal snowpacks in the Pacific Northwest and Canada and low snowpacks
in California. More significantly, even if snowpacks remain high in the
Pacific Northwest, normal demand growth coupled with normal runoff patterns
in the second and third quarters of 2000 would
* reinforce the likelihood that gas prices will again set the floor for
on-peak power prices
* keep differentials across western power markets narrow
* support higher power prices and increase volatility as gas-fired
generation is run more intensively to meet demand in a market with tightening
capacity margins
From 1999 to 2000, natural gas demand will swing upward by nearly 1,200
million cubic feet (MMcf) per day in the third quarter in response to a
return to normal hydroelectric output and demand growth. Gas price increases
will follow from this increased demand. Although differentials between Topock
and the Henry Hub during the third quarter of last year averaged only $0.05
per MMBtu above the Henry Hub price, CERA expects to see differentials this
year averaging around $0.25 per MMBtu above Henry. This stronger western
demand should also narrow differentials between the Henry Hub and the San
Juan Basin, and to a lesser extent, between Henry and the Permian Basin.
Western Snowpack and Hydro Capacity: A Subregional Story
Since the beginning of winter the Pacific Northwest has received normal
precipitation, with greater snowpacks in the northern part of that region
than in the southern part. California currently lags behind historical
precipitation levels at roughly 26 percent of average (see Figure 1). Given
current conditions, it is possible that California will end winter at
below-average hydroelectric conditions.
Western hydroelectric facilities are concentrated in Oregon, Washington, and
British Columbia, which contain over 75 percent (roughly 46,500 megawatts
[MW]) of the Western Systems Coordinating Council's (WSCC's) hydroelectric
capacity, producing 80 percent (roughly 253,500 gigawatt-hours [GWh]) of the
region's total hydroelectric generation in an average year (see Figure 2).
Because of this high concentration of facilities, above-average precipitation
in the Pacific Northwest can help to offset below-average precipitation in
California and other parts of the West, although transfer capabilities limit
the amount of energy exported from those regions.
Power Markets for 2000: Building on 1999 Dynamics
Despite hydroelectric output that was 15 percent higher than average in 1999,
western power prices reflected the cost of gas-fired generation resources
during nearly all periods of the year. This was a greater proportion of the
year than in 1998 even though hydroelectric production in 1998 was only 95
percent of 1999 levels.* CERA expects several factors to strengthen this
dynamic in 2000, assuming normal weather conditions:
* Western demand growth. Normal weather and economic growth will increase
regional demand by roughly 2 percent in 2000. Growth will be strongest in the
second and third quarters, at 6 percent and 3.5 percent, respectively, adding
9,000 GWh of demand in the second quarter, followed by 6,000 GWh in the third.
* Return to normal hydroelectric production levels and patterns. Not only
was 1999 hydroelectric production above normal, but 1999 Pacific Northwest
runoff was prolonged by cool weather in the second and third quarters. Normal
runoff dynamics in 2000 would remove roughly 6,500 MW of hydro capacity from
the Pacific Northwest resource stack from the second to the third quarters
(see Figure 3). By contrast, Pacific Northwest hydroelectric capacity was
depleted by an estimated 3,000 MW from the second to the third quarters in
1999 as a result of slower snowpack melt. This provided unseasonably high
hydroelectric availability in the Pacific Northwest through the third and
fourth quarters. The combination of reduced hydroelectric availability in a
normal-weather year in 2000, a shifting of hydroelectric production back to a
second quarter peak, and higher West-wide demand will increase the pull on
nonhydroelectric generation resources (see Figure 4).
* Energy exports to California. Sustained hydroelectric availability in 1999
in the Pacific Northwest allowed exports from the region to California to
remain strong through the third and fourth quarters, with exports at 150 and
290 percent of normal, respectively. Exports added roughly 1,400 average
megawatts (aMW) above average--and as much as 2,000 aMW in August--to
California's resource base throughout the year. For 2000, CERA expects normal
hydroelectric exports to average roughly 2,000 aMW (total of 17,500 GWh)
during the year and 2,400 aMW (total of 5,300 GWh) in the third quarter (see
Figure 5).
In 2000 the combination of normal load growth, normal spring and summer
weather, and reduced hydroelectric availability will cause capacity margins
to shrink, particularly in California (see Figure 6). The impact on power and
gas prices will be
* Higher average power prices. Lower average streamflows will diminish the
output of run-of-river hydroelectric facilities during peak summer demand
periods. As runoff dwindles into the summer, production from reservoir-fed
facilities is available for a decreasing period of the on-peak hours. Other
generation resources, particularly gas-fired, will be used to meet demand
during a growing number of shoulder and off-peak hours in 2000. On-peak power
prices will be driven higher by the increased use of gas-fired generation
during shoulder hours. Off-peak power prices will respond to the greater
reliance on gas-fired generation during those hours.
* Higher average gas prices. Gas demand for power generation is expected to
increase by 600 MMcf per day on average in 2000 and by up to 1,200 MMcf per
day in the third quarter. This will contribute to price strength in western
gas markets and to the higher costs of generating power.
Natural Gas Market
Although the effects of a return to normal hydro conditions become most
evident in the third quarter as overall generation loads increase, CERA
expects that some decline in hydroelectric output relative to last year is
already causing a modest increase in gas demand in California. Although
January West Coast weather has been comparable to last year, flows into
California are up by 300 MMcf per day so far this month; storage withdrawals
are up on a year-over-year basis as well. Based on the lower snowpack and
lower average precipitation in California this month relative to last
January, in-state hydroelectric generation explains approximately 400 MMcf
per day of increased gas demand.
Normal hydroelectric generation this year will likely bring a 250 MMcf per
day increase in western gas demand for power generation during the first
quarter. Early indications of normal-to-above-normal snowpack and
precipitation in the Pacific Northwest should center these increases in
California.
This modest demand increase has helped support prices in the western markets,
with regional weather differences contributing to western strength as well.
Weather in both the United States as whole and the West averaged 10 percent
warmer than normal during December, but during January temperatures in the
West averaged only 8 percent warmer than normal while temperatures in the
United States averaged 30 percent below normal.
Western Regional Prices
Over the next two months as seasonal heating loads within the West begin to
tail off and hydroelectric generation increases modestly, differentials
between western producing basins and the Henry Hub should widen. At the same
time, as required flows into California decline, the Topock premium above
Henry Hub prices should decline, with prices eventually falling below the Hub
price. However, with normal weather in the West, that general weakening in
western prices will likely take place toward the end of February and into
March. Given the warm January, CERA expects heating load to decline by only
400 MMcf per during February. Loads look sufficient to sustain western
differentials near current levels.
California
As more normal winter weather takes hold in the East, prices should increase
in that market relative to California. So far this month, strong flows into
the state have held Topock differentials around $0.10 per MMBtu relative to
the Henry Hub. During February flows into the state are expected to decline
somewhat as heating demand begins to decline. Table 1 shows expected flows
into California for winter 1999/2000 compared with winter 1998/1999. That
weakening in the Topock differential is limited, however. Expected lower
storage inventories in California relative to last year, as well as a low
upside to eastern prices, should keep Topock prices from falling more than
$0.05 per MMBtu below the Henry Hub during February. Topock prices are
expected to maintain a $0.03 per MMBtu premium to the Henry Hub price (see
Table 2).
Pacific Northwest
Although some cold weather in the Pacific Northwest has held Malin prices
close to Topock prices during January, CERA expects the Malin price to weaken
relative to Topock during February--and more dramatically in March. Two
factors are expected to contribute to this weakening:
* Hydroelectric output. Although February will bring a decline in heating
load in both the Pacific Northwest and California regions, gas will receive
some support from decreased hydroelectric generation relative to last year in
California. In the Pacific Northwest gas demand is limited during spring even
in normal hydroelectric generation conditions.
* Canadian flows. Flows to the West Coast on Pacific Gas Transmission during
the first quarter of 1999 dropped from an average of 2.6 Bcf per day during
1998 to 2.4 Bcf per day as Canadian supplies headed into the Midwest on the
Northern Border expansion. This year, given the year-over-year increase in
Canadian supply, those flows into the Pacific Northwest should rebound to
1998 levels.
The Topock-Malin differential so far this month has averaged only $0.06 per
MMBtu. During the first quarter of 1999, that differential averaged $0.09 per
MMBtu. Because of the forces described above, CERA expects a wider
differential--$0.13 per MMBtu--this February.
Rocky Mountains
Similar forces will drive a widening in Rocky Mountain prices relative to
prices in the south. Regional Rockies supplies are likely to increase as
regional demand declines--although warm January weather will limit declines
to 100 MMcf per day during February. The decline in heating load in the
Pacific Northwest, with continued strong Canadian imports, will allow
increased exports from the Pacific Northwest into the Rocky Mountain region
on Northwest pipeline--similar to 1998 conditions. Within the Rockies, supply
builds continue in the Powder River Basin; the new Fort Union and Thunder
Creek gathering systems are now delivering a total of approximately 100 MMcf
per day into the Rocky Mountain interstate pipeline system. Rockies
differentials to the Henry Hub should average $0.25 per MMBtu during February.
Southwest
As demand declines and supply builds in the Rocky Mountains, CERA expects the
spread between Rocky Mountain and San Juan Basin prices to increase slightly,
but for February, Rockies heating load will likely keep the prices close.
Although the differential between the two basins has averaged $0.03 this
month and held at less than $0.05 during December, a $0.05 per MMBtu spread
appears likely for February. This slight increase marks only the beginning of
a wider divergence. CERA expects the differential between the two basins to
widen to over $0.15 per MMBtu this summer as San Juan prices gain support
from strong demand in California power markets.
**end**
Follow URL for PDF version of this Alert with associated tables and graphics.
Please note: should a link not occur using the above URL, please use the
following:
http://www.cera.com/client/ce/alt/012000_16/ce_alt_012000_16_ab.html
**********************************************************************
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://eprofile.cera.com/tos.html
Questions/Comments: [email protected]
Copyright 2000. Cambridge Energy Research Associates
|
Shirley,
Please, set up a phone interview with him. I think both Zimin and
Stinson should talk to him.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/12/2001
02:52 PM ---------------------------
From: Pavel Zadorozhny on 01/12/2001 01:40 PM
To: Vince J Kaminski/HOU/ECT@ECT, John L Nowlan/HOU/ECT@ECT
cc:
Subject: asking for advice regarding Summer Associate position at Enron
Gentlemen,
Here is a guy who is looking for a summer associate position. I looked at his
resume and think that he may be worth talking to.
Pavel
---------------------- Forwarded by Pavel Zadorozhny/HOU/ECT on 01/12/2001
01:37 PM ---------------------------
Dmitri Villevald <[email protected]> on 01/03/2001
06:56:54 PM
To: "Pavel Zadorozhny (E-mail)" <[email protected]>
cc:
Subject: asking for advice regarding Summer Associate position at Enron
Dear Mr. Zadorozhny:
Maxim Philippov suggested that I write you. Being a first-year MBA student
at Owen Graduate School of Management (Vanderbilt University) with a Finance
concentration, I am looking for a Summer Associate position at Enron.
The area of my particular interest is Enron's risk management products
(commodity derivatives research and trading). Graduating from Novosibirsk
State University with major in physics, I am eager to apply my experience
with the use of theoretical and statistical physics techniques to the
managing of modeling processes and creating complex financial and trading
models. I strongly believe that my graduate education coupled with
undergraduate background in physics, solid work experience in finance and
proven entrepreneurial spirit will allow me to contribute to Enron as a
Summer Associate.
I would really appreciate your advice regarding employment opportunities at
Enron and would like to find out more about Enron Capital & Trade Resources
Corp. I will call you within this week to follow up on my request.
Thank you very much for your time.
Sincerely,
Dmitri Villevald
Enclosure: resume
<<Resume.doc>>
P.S. Looking through an example of margin risk hedging at Enron's Web site,
I think I found a small mistake there. URL of this page is
<http://www.ect.enron.com/products/risk/margin_intro.fset.html> (producer
application)
The second sentence of the paragraph beginning with "Paradigm and Enron
exchange..."
states the following.
For example, if the actual margin is $1.25/MMBtu for a given month, then
Paradigm will pay Enron $0.13/MMBtu. Alternatively, if the actual margin is
$2.00/MMBtu, then Enron will pay Paradigm $0.62/MMBtu.
I believe, if I am reading it correctly, the money should flow in the
opposite direction, namely:
For example, if the actual margin is $1.25/MMBtu for a given month, then
Enron will pay Paradigm $0.13/MMBtu. Alternatively, if the actual margin is
$2.00/MMBtu, then Paradigm will pay Enron $0.62/MMBtu.
Am I right?
Again, thank you very much for your time.
- Resume.doc
|
Strickland Chris
227,Black Prince Ave,
Coventry
CV3 5JH
UK
Phone: 61 2 9514 7754
61 2 9460 3079 (h)
Phone: 44 793 927 3746
|
George,
Let's move the meeting to 3:30 on Tuesday,
December 19.
Vince
George Hopley
12/07/2000 05:38 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Clayton Vernon/Corp/Enron@ENRON
Subject: Re: seminar on beyond ols
Vince -
I certainly appreciate the opportunity to have our group attend
a session given by Enron Research. While afternoons are typically
the best time to meet, we do have a trader's meeting each Mon & Wed
at 3:30. If we can accomodate this regular meeting either by scheduling
an earlier meeting on Monday or going for Tue/Thurs, that would be
great. Otherwise we can go ahead with the Mon @ 3:30 with an audience
that might be a bit smaller.
Thanks again
George
---------------------- Forwarded by Clayton Vernon/Corp/Enron on 12/07/2000
05:20 PM ---------------------------
Vince J Kaminski@ECT
12/07/2000 03:24 PM
To: Clayton Vernon/Corp/Enron@ENRON
cc: Vasant Shanbhogue/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
Subject: Re: seminar on beyond ols
Clayton,
We can offer the seminar / discussion session on Monday, December 18,
at 3:30. Please, let me know if this would work.
Vince
|
Michael,
Sorry, Thursday schedule is full. What about Fri, 1 to 2?
Vince
Michael Guerriero@ENRON_DEVELOPMENT
01/06/2000 08:23 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Argentina Modelling
1pm does not look good. How about between 3-5 pm. Is there something there
that works for you?
MFG
Vince J Kaminski@ECT
01/05/2000 08:21 PM
To: Michael Guerriero/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Vince J Kaminski/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT
Subject: Re: Argentina Modelling
Michael,
What about 1:00 p.m. Thursday?
Vince
Michael Guerriero@ENRON_DEVELOPMENT
01/05/2000 05:47 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Argentina Modelling
Could we meet tomorrow afternoon?
MFG
Vince J Kaminski@ECT
12/30/99 06:41 PM
To: Michael Guerriero/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Argentina Modelling
Michael,
Sorry, I was out around the holidays.
I shall be glad to meet with you in the 1st week
of January. Please call me (3-3848) or my assistant,
Shirley Crenshaw, 3-5290.
Vince
Michael Guerriero@ENRON_DEVELOPMENT
12/20/99 02:31 PM
To: Vince J Kaminski@ECT
cc:
Subject: Argentina Modelling
I am responsible for our Argentina operation and would like to discuss some
modelling issues with you. Could you be available Wednesday for a meeting.
Thanks
MFG
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/15/2000
04:14 PM ---------------------------
Enron North America Corp.
From: William Smith @ ENRON 09/11/2000 08:33 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Tech Corner - Country Risk Case Study
Vince,
Here is a copy of the article I received from Maureen/Gwyn a couple of weeks
ago. When you get back from your vacation, would you please let me know if
it is usable?
Thank You!
Sam
---------------------- Forwarded by William Smith/Corp/Enron on 09/11/2000
08:29 AM ---------------------------
Gwyn Koepke
08/31/2000 05:22 PM
To: William Smith/Corp/Enron@ENRON
cc: Maureen Raymond/HOU/ECT@ECT
Subject: Tech Corner - Country Risk Case Study
Sam,
Attached is a tech corner article on the british pound sterling for the next
issue of the weekly newsletter. I will be out of the office on Friday Sept
1st. If you have any questions or issues to address with the article, please
refer to Maureen Raymond Castaneda or Yana Kristal in my absense. Thanks.
Gwyn
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/31/2000
11:54 AM ---------------------------
Jim Dyer <[email protected]> on 03/30/2000 09:49:01 AM
To: "'[email protected]'" <[email protected]>
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: Class speaker
Vince,
As a reminder, I am hoping that you can identify a speaker for my
class at UT on real options (perhaps you!). I look forward to hearing from
you.
Jim
James S. Dyer
Fondren Centennial Chair in Business
Department of Management Science and Information Systems
CBA 5.202
The University of Texas at Austin
Austin, Texas 78712-1175
Email: [email protected]
Telephone: 512-471-5278
Fax: 512-471-0587
|
Jens,
Thanks a lot.
Vince
Jens Gobel@ENRON
04/03/2000 11:35 AM
To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT
cc:
Subject: Carla diCastro
Hi there,
I brought Carla's CV to Jay's attention. He forwarded it to George Wasaff who
is responsible for "e-procurement".
Jens
|
Joe,
I am forwarding you the information about the student from Stanford of
Japanese ancestry interested in Enron.
He lives currently in California.
Vince Kaminski
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/17/99
03:23 PM ---------------------------
Vince J Kaminski
10/20/99 07:07 AM
To: [email protected]
cc: Celeste Roberts/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Greg
Whalley/HOU/ECT@ECT
Subject: Re: Thank you for the e-mail.
Taiichi,
Thank you for your messsage. I shall forward to our Analyst/Associate
program and a few other units of Enron.
Vince Kaminski
[email protected] on 10/19/99 09:14:05 AM
Please respond to [email protected]
To: Vince J Kaminski/HOU/ECT@ECT, [email protected]
cc:
Subject: Thank you for the e-mail.
Dear Vince Kaminski
Thank you so much for the kind invitation for the meeting.
I have been always inspired by and having respect for the
recent revolutionary achievements of Enron in the energy markets
My former employer McKinsey Tokyo in fact featured
your company*s success in the last Quarterly, and it clearly states
(in Japanese though) that the quantitative research capability at Enron
is now at the world*s top level, which has been always behind the scene.
I am extremely honored to receive the email from you and in fact
interested in knowing the opportunity of working in the energy field;
However, very unfortunately I will have to come back to Japan, or at
least to the East Asian region, upon graduation due to an inevitable
family reason. My wife*s father passed away recently and an old
mother-in-law is now left alone without relatives. I understand that
Enron has not yet embarked on the next big project of freeing
the outdated Japanese energy market, (which by the way I strongly
hope ) so I may not have a very good chance of making contribution
at your company right now.
Lastly, if you need a staff in Tokyo in some future who understands
both the risk management analytics at the F622 level and the local
language and business custome better than average, please contact
me any time. I will be happy to assist as much as possible.
Yours sincerely,
/~/~/~/~/~/~/~/~/~/~/~/~/~/~/~
Taiichi Hoshino
Ph.D. Candidate
Engineering Economic Systems & Operations Research
Graduate School of Engineering
Stanford University
The Shadows APT#171
750 North Shoreline Blvd.
Mountain View CA94043
TEL/FAX)650-960-1993
/~/~/~/~/~/~/~/~/~/~/~/~/~/~/~
|
Tony,
Thanks. Let's go out one night and have a few drinks.
Vince
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Congratulations
Your Majesty,
Congratulations on your well deserved promotion to Managing Director. I am
very happy for you and a little sad as well because this was so long overdue.
The list every year was not complete without your name on it. We shall need
to celebrate this sometime.
All the best,
Tony.
|
Roman,
I shall type in English (faster).
I was trying to locate you for some time after you left SCEM. I shall be glad
to
meet for dinner/coffee and chat. Please, send me your phone number.
I have just come back from Poland and go through my mail. I shall try to
reach you later
this week.
Vince
Roman Kosecki <[email protected]> on 09/25/2000 12:06:12 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject:
Hello Vince,
NIe bardzo wiem czy pisac po polsku czy po angielsku :)
Co u Ciebie slychac ?
U mnie troche zmian jak ze juz nie pracuje w SCEM , a przenioslem sie do
MIECO ( a small Marubeni backed energy-america trading company ) . Bardzo
rozne od SCEM. Najbardzij przypomina mi SCEM na poczatku z Joe, jak bylo
20-30 osob. Sa i minusy i plusy. Troche structure i research ale przede
wszystkim weather. TRrovhe latam miedzy East i West bo sa officy w obydwu
miejscach. California jest ok w zimie :).
Na bardziej personalnym froncie; pamietasz dinner na ktory poszlismy
kiedys na conferencji w NY z Catherine ( she used to work for Williams-
works for Morgan Stanley now ) , we are dating ( for a while) . It is a
good story how we met. So we owe you dinner :)
Jak bylem w Atlancie to pracowala dla mnie Christa Grey. Bedzie teraz
konczyla grad school in international relations ( with Eastern European
slant ), i zastanawia sie czy sa jakies mozliwosci polaczenia tego co robila
ze "Wschodem". Co robila to bylo przede wszystkim VB implementations modeli
, ( roznego rodzaju) , Web based data collections, basic research , teraz
jest w gas structuring etc. She speaks russian and was in Ukraine/Poland
few times on Peace Corp assingments. She is very bright and dedicated.
Myslalem zeby ja zwabic do Californii ale ten Eastern European pociag jest u
niej silniejszy niz u mnie :). I have here resume, wiec jak bys myslal ze
jest jakis fit I will foreward it to you.
Troche tak mieszanka pisze, przepraszam
Bede chyba w Houston w pazdzierniku to moze bysmy sie mogli spotkac.
Latwiej pewnie by bylo w NY ( mieszkam po NJ stronie ( rent jest inny niz w
Atlancie :) (201) 222-0435), wiec daj mi znac jakbys mial czas i ochote.
Thanks
Roman
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 11/21/2000
09:27 AM ---------------------------
Enron North America Corp.
From: Corporate Benefits @ ENRON 11/15/2000 09:09
PM
Sent by: Enron Announcements@ENRON
To: All Enron Employees United States
cc:
Subject: Open Enrollment 2001 Deadline Extension
OPEN ENROLLMENT 2001 DEADLINE EXTENDED
Due to a very heavy, last minute influx of employees trying to make elections
and/or changes to their 2001 benefits, the open enrollment 2001 deadline has
been extended until 5pm Central Time on Friday, November 17th.
Please continue to access the web at www.enron.benefitsnow.com or the IVR at
1-800-425-5864.
You must have your 2001 open enrollment personal worksheet that contains your
personal identification number (PIN - located in the upper right hand corner
of your worksheet) in order to access the web or IVR.
|
Sam,
Let's go for Giuseppe amd Sean first.
Vince
Enron North America Corp.
From: William Smith @ ENRON 08/11/2000 01:31 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Re: Monday's Newsletter
Yes. We have Youyi. Also, I noticed Hector, Giuseppe, and Sean? Are they
going to be with us awhile?
Sam
Vince J Kaminski@ECT
08/11/2000 01:16 PM
To: William Smith/Corp/Enron@ENRON
cc:
Subject: Re: Monday's Newsletter
Sam,
Do we have a new person to cover?
Vince
Enron North America Corp.
From: William Smith @ ENRON 08/11/2000 10:20 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Monday's Newsletter
Good morning, Vince!
Would you mind doing a Kaminski Column for Monday? If you'd rather not, I
can probably get a "new person" piece by then. Also, will Maureen have Part
2 ready for this coming week? I hesitate to ask her myself, because I think
it is a sore subject now.
Sincerely,
Sam
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/09/2000
04:43 PM ---------------------------
Zimin Lu
08/09/2000 01:08 PM
To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Stinson
Gibner/HOU/ECT@ECT
cc:
Subject: TRANSPORTATION MODEL
The Friday meeting is set at 11:15 in 30C1.
Zimin
---------------------- Forwarded by Zimin Lu/HOU/ECT on 08/09/2000 01:04 PM
---------------------------
Enron North America Corp.
From: Colleen Sullivan 08/09/2000 12:11 PM
To: Keith Holst/HOU/ECT@ect, Andrew H Lewis/HOU/ECT@ECT, Fletcher J
Sturm/HOU/ECT@ECT, Larry May/Corp/Enron@Enron, Kate Fraser/HOU/ECT@ECT, Zimin
Lu/HOU/ECT@ECT, Greg Couch/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron,
Sandra F Brawner/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Hunter S
Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT,
Thomas A Martin/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT
cc: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON
Subject: TRANSPORTATION MODEL
Please plan to attend a meeting on Friday, August 11 at 11:15 a.m. in 30C1 to
discuss the transportation model. Now that we have had several traders
managing transportation positions for several months, I would like to discuss
any issues you have with the way the model works. I have asked Zimin Lu
(Research), Mark Breese and John Griffith (Structuring) to attend so they
will be available to answer any technical questions. The point of this
meeting is to get all issues out in the open and make sure everyone is
comfortable with using the model and position manager, and to make sure those
who are managing the books believe in the model's results. Since I have
heard a few concerns, I hope you will take advantage of this opportunity to
discuss them.
Please let me know if you are unable to attend.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/06/2000
01:51 PM ---------------------------
[email protected] on 09/06/2000 11:01:23 AM
To: [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected]
cc:
Subject: **Get together**
Dear Friends:
Fall Happy Hour
Friday, September 15, 2000
after work: 5:30 pm -- 8:00 pm
Ragin Cajun--on the patio
(the new location)
Westheimer at Gessner
(the Randalls shopping center on the corner)
832-251-7171
Feel free to bring friends!
Hope to see you there!!
Jana
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 08/04/2000
04:52 PM ---------------------------
"Paul Bristow" <[email protected]> on 08/03/2000 05:14:43 AM
Please respond to "Paul Bristow" <[email protected]>
To: <[email protected]>
cc:
Subject: Enterprise risk management
Dear Vince,
?
Thanks for your call the other day regarding EPRM's upcoming enterprise risk
management conference. We seem to be making progress and are pulling
together some interesting subjects for inclusion this year. I am currently
at a stage where there are plenty of possible sessions and over the next
week I will be able to decide of which will stay and which will go.
?
I have attached a file that gives an indication of the topics that have been
identified so far. Although I have bullet points for the sessions I would
first like to identify interested parties and then work with them to develop
a session that reflects their particular expertise and experience. I also
think that by continuously developing the points we can make greater
allowances for continuity between each participant.
?
Based on our discussion I would be extremely interested in inviting you to
lead a session on the main conference. You seemed to have an interesting
view on operational risk and the particular challenges that are presented
within the energy industry. This session will run on Thursday, November
16th. The title is reasonably broad at this stage and any suggestions are
welcome.
?
Your overall views on the current conference content is also welcome and if
you feel that another session is more suited to your work do not hesitate to
contact me. I look forward to speaking with you soon.
?
Yours sincerely,
?
Paul Bristow
Senior Course and Conference Producer, Energy & Power Risk Management
+44 (0) 20 7484 9883
- maildoc.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/10/2001
05:21 PM ---------------------------
Vince J Kaminski
01/08/2001 01:10 PM
To: Sandeep Kohli/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT
cc: Vince J Kaminski/HOU/ECT@ECT
Subject: Re: Reminder
Sandeep,
I am meeting Jeff on Tuesday, 1:30.
The best number to reach me (outside the office) is my cell phone
(always on): 713 410 5396.
My home number is 281 367 5377.
Vince
Sandeep Kohli@ENRON_DEVELOPMENT
01/06/2001 08:30 PM
To: Vince J Kaminski@ECT
cc:
Subject: Reminder
Vince,
Before leaving for India I just wanted to jot you this small reminder to talk
to Jeff Shankman on Monday.
Aside from myself, I wanted to remind you to talk about Anshuman Shrivastava,
who is currently Assistant Manager in India, and has my recommendation for
promotion to Manager. He is our point person on many DPC matters, and is
also the person I have used on most fuel related issues. He will be a real
asset to Jeff when located in HOuston. Sinc he is single, and quite young,
it will not be a problem to move him here at short notice.
I will call you from India as soon as I get in. It will be Monday evening in
Houston at that time, so could you please jot me a note telling me what would
be a good number to call you on.
I look forward to working with the team in Research.
Thanks again,
Regards,
Sandeep.
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/22/2001
09:31 AM ---------------------------
From: Todd Kimberlain/ENRON@enronXgate on 02/21/2001 02:26 PM
To: Kyle Berryman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bob
Beyer/ENRON@enronXgate, Reno Casimir/ENRON@enronXgate, Huy
Dinh/ENRON@enronXgate, Partho Ghosh/ENRON@enronXgate, "Gil, Eduardo"
<[email protected]>@SMTP@enronXgate, D Todd Hall/ENRON@enronXgate, Joseph
Hrgovcic/ENRON@enronXgate, Michael Nguyen/ENRON@enronXgate, Timothy M
Norton/ENRON@enronXgate, Sandeep Ramachandran/ENRON@enronXgate, Claudio
Ribeiro/ENRON@enronXgate, Rajib Saha/ENRON@enronXgate, Valter
Stoiani/ENRON@enronXgate, Mark Tawney/ENRON@enronXgate, Gary
Taylor/ENRON@enronXgate, Yannis Tzamouranis/ENRON@enronXgate, Steven
Vu/ENRON@enronXgate, Catherine Woolgar/ENRON@enronXgate, Stephen
Bennett/NA/Enron@ENRON, Todd DeCook/Corp/Enron@Enron, Vince J
Kaminski/HOU/ECT@ECT, Jose Marquez/Corp/Enron@ENRON, Andy
Pace/NA/Enron@Enron, Mike A Roberts/HOU/ECT@ECT, David Ryan/Corp/Enron@ENRON
cc:
Subject: web site
To All:
I forgot to send along the web site in my last e-mail. Sorry about that.
Todd
http://garnet.acns.fsu.edu/~jelsner/www/
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/08/2000
04:58 PM ---------------------------
Steven E Shreve <[email protected]> on 09/07/2000 04:44:33 PM
To: [email protected]
cc: [email protected]
Subject: Visit to Carnegie Mellon
Dear Dr. Kaminski:
Pierre Ste-Marie tells me he has invited you to visit Carnegie Mellon. I
would just like to emphasize how much we hope you can arrange a visit. We
have had the good fortune of attracting outstanding students into our
Master's program in Computational Finance, and I think you will enjoy
meeting them. Last year Alexander Eydeland visited, and at the conclusion
of the year hired one of the students. I look forward to meeting you.
Sincerely yours,
Steve Shreve
Steven E. Shreve
Department of Mathematical Sciences
Carnegie Mellon University
Pittsburgh, PA 15213-3890
E-mail: [email protected]
Direct Telephone: 412-268-8484
Department Telephone: 412-268-2545
Fax: 412-268-6380
|
Vernon,
Please, take a look at it.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/20/2000
05:45 PM ---------------------------
Robert Brooks <[email protected]> on 01/03/2000 12:44:40 PM
Please respond to "[email protected]" <[email protected]>
To: "'GPCM Distribution'" <[email protected]>
cc: (bcc: Vince J Kaminski/HOU/ECT)
Subject: Capacity Release Data Service Available
Happy New Year, GPCM Licensees and Evaluators!
Today I've returned to my office to find our computers working just fine,
thank you. I hope yours are likewise operational.
In today's e-mail, I received a note from Skipping Stone about a new
service that would be possibly of interest to your traders.
The service seems to involve consolidation of the various pipeline EBBs
continuous updates of capacity release information into a comprehensive
report of available, biddable capacity deals.
Though this information might not be particularly crucial for GPCM users,
it very well might be of interest to your trading organizations.
Here's the website info: http://www.capacitycenter.com/.
By the way, we are working on a new website dedicated to GPCM. We would
like to get some feedback on what we have currently and what you would like
to see there to help you improve your GPCM operation.
It's not been "prettified" yet, but you can see a pre-release version at
http://gpcm.rbac.com.
Bob Brooks
|
Erik,
I regret to inform you I had to cancel my presentation.
I am working on another presentation on the same topic for
a different audience, and I shall send you the slides.
Vince Kaminski
Erik Pruyt <[email protected]> on 11/28/2000 08:39:11 AM
To: [email protected]
cc:
Subject: Paper-request (INFORMS Meeting in San Antonio)
Brussels, 28/11/2000
Ref: MD29 Price Volatility and Probabilistic Methods
in the Energy Market:Current challenges
Dear Sir,
Unfortunately I could not attent the INFORMS 2000
meeting in San Antonio. Since I am very interested in
the topic you presented there, I would really like to
read the paper you presented or have a look at the
slides you showed.
Could you please be so kind as to send me a copy of
the paper? Or could you tell me where I might find
your paper (already published)?
Thank you so much.
Yours sincerely,
Erik Pruyt
Free University of Brussels
=====
Erik Pruyt [email protected] OR [email protected]
Vrije Universiteit Brussel, Faculteit ESP, Dienst STOO-CSOO
Pleinlaan 2, 1050 Brussel, Belgium, Tel: +32/ (0)2 629 20 64
Private Address: Stockemstraat 14, B-3040 Huldenberg, Belgium
Tel:(+32)2/6875257 Handy:(+32)496185687 Fax:(+32)2/6883760
__________________________________________________
Do You Yahoo!?
Yahoo! Shopping - Thousands of Stores. Millions of Products.
http://shopping.yahoo.com/
|
Rick,
I could not open the message.
Vince
Richard B Jones@EES
01/31/2001 11:40 AM
To: Vince J Kaminski/HOU/ECT@ECT
cc: Mark S Muller/HOU/EES@EES, Marty Sunde/HOU/EES@EES
Subject: Insurance Simulation Model Development
|
Rose,
I could not open the attachments.
Vince Kaminski
[email protected] on 03/17/2000 11:03:19 AM
To: [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected],
[email protected],
[email protected], [email protected],
[email protected],
[email protected], [email protected],
[email protected],
[email protected],
[email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
Eileen.O'[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], "scr"
<scr%[email protected]>, [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected], [email protected],
[email protected], [email protected],
[email protected], [email protected], [email protected]
cc:
Subject: ERMA Meeting Notice & Membership Application
Please find attached the ERMA meeting notice and annual application for
membership information.
(See attached file: ERMA Meeting Letter.doc)
(See attached file: ERMA Meeting Letter 03-28-00.doc)
*******************Internet Email Confidentiality Footer*******************
Privileged/Confidential Information may be contained in this message. If you
are not the addressee indicated in this message (or responsible for delivery
of
the message to such person), you may not copy or deliver this message to
anyone.
In such case, you should destroy this message and kindly notify the sender by
reply email. Please advise immediately if you or your employer do not consent
to
Internet email for messages of this kind. Opinions, conclusions and other
information in this message that do not relate to the official business of my
firm shall be understood as neither given nor endorsed by it.
- ERMA Meeting Letter 03-28-00.doc
|
Alyse,
2 more names.
Please, let Kristin know we can take all these Wharton students.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/05/2001
11:07 AM ---------------------------
FAP <[email protected]> on 02/05/2001 10:58:50 AM
To: "'[email protected]'" <[email protected]>
cc: "'[email protected]'" <[email protected]>, FAP
<[email protected]>
Subject: Reliant Tigers interested in Enron
Vince:
Below, please find 2 names of Wharton students who are interested in
internships this summer.
Thanks,
Donna
-----Original Message-----
From: Chen, Vincent [mailto:[email protected]]
Sent: Sunday, February 04, 2001 11:24 PM
To: 'FAP'
Subject: RE: Call from Enron
Donna, I had also passed along the resumes of two Reliant Energy Tiger Team
members, David Gershenson and James Iker, who were both interested in
working for Enron this summer. I had spoken to Vince about these candidates
when we were in Houston, and he said he would arrange internships for them
as well.
He should already have copies of their resumes and cover letters. Please let
me know if you have any questions or need clarification.
Thanks!!
Vincent
--------End of Unsent Message
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/23/2001
06:24 PM ---------------------------
Enron North America Corp.
From: Kathie Grabstald 03/23/2001 03:55 PM
To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Osman
Sezgen/HOU/EES@EES
cc: Shirley Crenshaw/HOU/ECT@ECT
Subject: ENSIDE Draft
Good Afternoon!
Attached, please find the combined interview notes for the first draft of the
article for the ENSIDE Newsletter. Read and review your sections - they are
divided by color. Vince, please check 'everything' for content and accuracy.
Feel free to make corrections and delete anything as you see fit.
Please make changes and then send back to me. I need it by Wednesday, April
4, if possible.
Call me if you have any questions!
Kathie Grabstald
EWS Public Relations
x 3-9610
P.S. I am looking forward to the photo shoot on Friday, March 30 at 2:30 PM.
I will meet you all in front of the building at the big E !
|
I am forwarding for your attention the resume of Peter Percell
who has an extensive experience in modeling physical flows
of natural gas in pipeline systems. Peter is looking currently for a job.
I met him last week at the meeting of the Science and Industry Advance with
Mathematics
society at the University of Houston.
The application of recent developments in optimization theory
and numerical methods can help Enron to improve further
efficiency of our pipeline system and reduce the consumption of compressor
fuel.
Please, let me know if you interested in introducing Peter to executives
in your organization. I shall be glad to make arrangements for an interview.
Vince Kaminski
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/30/2001
02:17 PM ---------------------------
Peter Percell <[email protected]> on 04/30/2001 11:16:58 AM
To: Vincent Kaminski <[email protected]>
cc:
Subject: Follow-up on SIAM Workshop
I enjoyed your presentation, and meeting you briefly afterwards, at the
SIAM Workshop last Friday.
I have extensive experience as a technical leader in the design and
development of modeling and simulation software products, mostly
for the oil and gas pipeline industry.
I am looking for a position that can utilize my software development and
mathematical skills. Getting out of the narrow confines of the pipeline
simulation industry would be a plus.
Please consider whether I might fit in your group. Your answer to a
question indicated that I have several of the skills you look for.
Also, please let me know, by email, the names and contact information of
other managers within Enron who might benefit from having someone with
my qualifications in their group.
Attached are my resume and an addendum covering academic & consulting
experience. Publications are available on request.
I will call you in a couple of days to follow up on this email.
Thank you for your time.
Peter Percell 10030 Doliver Drive
[email protected] Houston, TX 77042-2016
(713) 532-3836 voice & fax
- Percell, Peter Resume Only.doc
- Percell, Peter A&C Exp.doc
|
Kevin,
The donuts are a great idea. I think we should add Jeff and John as well
(baskets).
Vince
Kevin G Moore
11/07/2000 11:14 AM
To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT
cc:
Subject: Re: Christmas List
While the thought is still on my mind,so you want think I'm
being selfish .
What I am thinking we could do is send the Move Team , Help Desk and
Facilities
complimentary donuts from the Research Group during the holiday season.
---------------------- Forwarded by Kevin G Moore/HOU/ECT on 11/07/2000 12:07
PM ---------------------------
Kevin G Moore
11/07/2000 11:02 AM
To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@E
cc:
Subject: Re: Christmas List
I sent the last e- mail before asking this question .
Vince,
What about Dave Delainey, John Lavorato and Jeff Shankman.
Please inform................
Kevin G Moore
11/07/2000 10:57 AM
To: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT
cc:
Subject: Christmas List
Hello Vince and Mike
I want to keep you informed.
This year all baskets will be done in a timely manner.
On last year we were going through a major move therefore
many people played key roles in keeping us together.
This year however , is a little different , as it is always nice
to give unfortunately we can not give to everyone.
I am sending a lists of who we have so far.
There are a few names on the list that I feel we should do something else
for this year .
under Shirley's list of names.
(not so expensive)
They are : Move Team who?
Mail Room who?
Facilities Help Desk who?
There are other tokens of appreciation that we can get for them.
Please note that you two are the only ones that have seen this e-mail so far
I will need your approval for all baskets, however your input on the matter
will be
greatly appreciated.The list is not completed I am still waiting for
additions.
Thanks
Kevin Moore
|
Stinson,
Can you coordinate these visits?
Vince
[email protected] on 08/17/2000 10:34:28 AM
To: Vince J Kaminski/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT,
[email protected]
cc: [email protected], [email protected], [email protected], Barbara
G Dillard/HOU/ECT@ECT, [email protected]
Subject: Load Forecasting Project Schedule
Based on the discussions we had on Monday, August 14th, the preliminary
project timeline shown below, and your request that some Gas Supply Planning
Personnel be available to review and assist with the work:
Data Collection: August 15 to September 14
Model Design and Building: September 15 to October 14
Interface Design and Building: October 15 to November 15
Gas Supply Planning proposes the following schedule for visits to Houston:
Ketra Schmitt: September 18, 19, 20 (Model structure)
John Wirick: October 23, 24, 25 (Model test and interface basics)
Jake Norment: November 6, 7, 8 (Interface refinement)
We understand that we should fly into Houston International and stay at
either the Hyatt Downtown or the Doubletree to be near the Enron office at
1400 Smith Street.
Looking forward to an interesting and successful project.
John P. Wirick, Jr.
ext. 4910
----------------------------------------------------------------
The information transmitted is intended only for the person
or entity to which it is addressed and may contain confidential
and/or privileged material. Any review, retransmission,
dissemination or other use of, or taking of any action in
reliance upon, this information by persons or entities other than the
intended recipient is prohibited. If you received this in error, please
contact the sender and delete the material from any computer.
|
Jean-Pierre,
Sorry. I have previous commitments on these days.
Vince
"Jean-Pierre Doggett" <[email protected]> on 11/07/2000 10:14:05 AM
Please respond to "Jean-Pierre Doggett" <[email protected]>
To: "Risk Conferences" <[email protected]>
cc:
Subject: Invitation to present at Risk's advanced stress testing course
I would like to invite you to present a section on Risk's course entitled,
"Practical application of advanced stress testing" which will be held in
London (5 & 6 February 2001) and New York (12 & 13 February 2001).
?
You have been recommended to me in the course of my research as an authority
in this field so I would be delighted for you to present any of the sections
that are still available on the attached programme:
For London: sections 1, 2.1, 2.2, 3, 4 and
For New York: sections 1, 2.1, 2.2, 4 and 8
My market research indicates that advanced stress testing is a highly
interesting theme for a wide range of senior quantitative analysts and risk
managers. I anticipate the course to be technical and practical in nature
and assume a high level of knowledge from the delegates. It aims to extend
the scope of accepted practices into the new areas of liquidity and credit
risk stress testing and complement VaR methods by introducing new risk
measurement techniques that can be applied in an integrated context.
?
Please contact me as soon as possible with an indication of which section is
most suitable for your current interests. If you feel that you will not be
able to participate on this occasion, I would welcome any speaker
suggestions you may have. Please call me if you have any questions.
?
Many thanks,
?
Jean-Pierre Doggett
RISK Conference Producer
RISK Waters Group
Phone: + 44 (0) 20 7484 9813
Fax + 44 (0) 20 7484 9800
e-mail: [email protected]
www.riskwaters.com
- Stress testing draft.doc
- Stress testing draft.txt
|
David,
No problem. We shall send the required fire power.
The person who will attend is Amitava Dhar.
Vince
P.S. Amitava, Please, take note.
David Oxley
09/26/2000 11:38 AM
To: Andrea Yowman/Corp/Enron@ENRON, Bob Sparger/Corp/Enron@Enron, Gerry
Gibson/Corp/Enron@Enron, Tim O'Rourke/Corp/Enron@Enron, Ted C
Bland/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
cc: Daniel Brown/NA/Enron@Enron, Tana Cashion/NA/Enron@ENRON, Rhonna
Palmer/HOU/ECT@ECT, Cindy Olson/Corp/Enron@ENRON
Subject: Mission Impossible - HR Associate Groups Recommendation and next
steps
Rhonna,
Please arrange a meeting later this week for all of those addressed by this
message (Vince, it would great if one of your team could attend since we will
need some heavy statistical and analytical help to complete this project).
The prupose of the meeting will be to discuss and delegate next steps
required to implement the HR Associate groups recommendations for the
development of an HR "value index" at Enron.
I would anticipate we will need approx 45minutes.
David
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 02/16/2001
05:27 PM ---------------------------
"Btu" <[email protected]> on 02/16/2001 04:21:08 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
- wp021901.pdf
|
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
- 61900_WSIESAI_Energycast.doc
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/06/2001
08:19 AM ---------------------------
Shirley Crenshaw
03/06/2001 07:54 AM
To: [email protected], [email protected], [email protected] @ Enron,
Kayla Crenshaw/Enron Communications@Enron Communications, Anita
DuPont/NA/Enron@ENRON, Vince J Kaminski/HOU/ECT@ECT, [email protected],
[email protected], Kelly Summers/HOU/ECT@ECT, [email protected]
cc:
Subject: Clintons leaving the Whitehouse...
Subject: Clintons leaving the Whitehouse...
<akClintons leaving White House jpeg (1).jpg>
- akClintons leaving White House jpeg (1).jpg
|
Kevin,
I have followed up on your request to identify a potential hire
from Akamai (a person familiar with their technology). We can start
discussions with the targets in a few days.
Please, let me know which unit in EBS is a potential hiring agent.
If it's Research, who inside EBS can sponsor this position? We have to
discuss
the responsibilities and job description.
Vince
|
Shirley,
Here it comes.
Vince
Shirley Crenshaw
01/04/2001 02:22 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: 1ST CHAPTER OF TRAINING BOOK
Vince:
Several of the guys are asking for this chapter so they can read it. Do you
have it electronically or hard copy. I will be glad to send. Please let me
know.
Thanks!
Shirley
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 01/10/2001
06:39 PM ---------------------------
"Walkup, David C (HOUSTONAS AS 582)" <[email protected]> on 01/10/2001
11:39:57 AM
To: "'Vincent Kaminski'" <[email protected]>
cc:
Subject: 2000 U.S. Collective Wisdom Portfolio (http: //psm20.mlpc.privnet.
us.ml.com/logi
<<2000 U.S. Collective Wisdom Portfolio.htm>>
____________________________________________________________
CAUTION: Electronic mail sent through the Internet is not secure and could
be intercepted by a third party. For your protection, avoid sending
identifying information, such as account, Social Security or card numbers to
us or others. Further, do not send time-sensitive, action-oriented
messages, such as transaction orders, fund transfer instructions, or check
stop payments, as it is our policy not to accept such items electronicall
- 2000 U.S. Collective Wisdom Portfolio.htm
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/19/2000
08:32 PM ---------------------------
"John D. Martin" <[email protected]> on 12/19/2000 03:25:19 PM
To: [email protected]
cc:
Subject: Latest
Vince,
I appologize for shipping another version of the paper so soon after the
last. However, my wife picked me up for some last minute shopping at noon
and I wasn't sure I would get back to this before leaving tomorrow. The
only changes in the two documents related to a sentence or two in the intro
plus the addition of "Unused information" at the end of the document. The
unused stuff is made up of notes I made from Hamel, some news stories,
press releases, and random thoughts. We probably won't use any of this
stuff but I wanted you to have it just in case it might prove useful.
The challenge we face at this stage (and where I can most use your help) is
in documenting Enron's risk management functions in a meaningful way. This
may be best done through examples or in some other way. I think that our
audience would appreciate our including some numerical and detailed
examples (even if they are to be placed in boxes or sidebars that don't
interrupt the flow of the article. If you'll make a pass at what you feel
is appropriate I'll gladly polish on the words as i try to learn about what
you are doing myself.
Vince, I really am enjoying this learning experience. You guys make a
wonderful "lab".
Sally and I are driving to Louisiana to pick up her mom tomorrow and then
driving to New Orleans and back to Waco by Saturday. However, I will check
in my e-mail regularly.
Your friend,
John
- Enron Transformation Paper12_19_00.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
|
John,
Thanks.
Vince
"John H Herbert" <[email protected]> on 07/14/2000 11:00:18 AM
To: "Vince J Kaminski" <[email protected]>
cc:
Subject: See page 1
Best regards,
JHHerbert
- gd.pdf
|
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 03/22/2001
07:28 AM ---------------------------
From: Mike A Roberts 03/14/2001 01:21 PM
To: Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: The QUIZ
Vince,
maybe we could use this to screen prospective new research group members!
- Mike
---------------------- Forwarded by Mike A Roberts/HOU/ECT on 03/14/2001
01:14 PM ---------------------------
Kaye Davenport @ EES 03/14/2001 01:05 PM
To: Bruce N Stram/HOU/EES@EES, <[email protected]>, Mike A Roberts/HOU/ECT@ECT
cc:
Subject: The QUIZ
Just checking you all out!!!
---------------------- Forwarded by Kaye Davenport/HOU/EES on 03/14/2001
01:04 PM ---------------------------
"Blair Hodges" <[email protected]> on 03/14/2001 12:29:51 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]
cc:
Subject: The QUIZ
The following short quiz consists of 4 questions and tells whether you are
qualified to be a "professional". Scroll down for each answer. The questions
are not that difficult.
1. How do you put a giraffe into a refrigerator?
The correct answer is: Open the refrigerator, put in the giraffe and close
the door. This question tests whether you tend to do simple things in an
overly complicated way.
2. How do you put an elephant into a refrigerator?
Wrong answer: Open the refrigerator, put in the elephant and close the
refrigerator.
The correct answer is: Open the refrigerator, take out the giraffe,
put in the elephant and close the door. This tests your ability to
think through the repercussions of your actions.
3. The Lion King is hosting an animal conference. All the animals
attend except one. Which animal does not attend?
The correct answer is: The Elephant. The Elephant is in the refrigerator.
This tests your memory. Okay, even if you did not answer the first three
questions correctly, you still have one more chance to show your abilities.
4. There is a river you must cross, but it is inhabited by crocodiles. How
do you manage it?
The correct answer is: You swim across. All the Crocodiles are attending
the Animal Meeting. This tests whether you learn quickly from your mistakes.
According to Andersen Consulting Worldwide, around 90% of the professionals
they tested got all 4 questions wrong. But many preschoolers got several
correct answers. Anderson Consulting says this conclusively disproves the
theory that most professionals have the brains of a four year old.
Send this out to frustrate all of your friends
_________________________________________________________________
Get your FREE download of MSN Explorer at http://explorer.msn.com
|
Al,
Thanks for the update. I hope that you and Mark
will come up with a good plan of attack.
I can only regret that my workload does not allow me to participate
in this project.
Vince
Al Arfsten <[email protected]> on 01/25/2001 05:45:54 PM
To: [email protected]
cc:
Subject: M Lay Response
Vince: I forwarded Mark Lay's reply to update you. Al
Received: from outbound5.enron.com (192.152.140.9) by
mail06a.intermediahosting.com (RS ver 1.0.58s) with SMTP id 09075930 for
<[email protected]>; Thu, 25 Jan 2001 18:34:37 -0500 (EST)
Received: from nahou-msmsw01px.corp.enron.com ([172.28.10.37]) by
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<[email protected]>; Thu, 25 Jan 2001 23:34:36 GMT
From: [email protected]
Received: from nahou-lnint01.corp.enron.com (unverified) by
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<[email protected]>; Thu, 25 Jan 2001 17:34:36 -0600
To: [email protected]
X-Priority: 3 (Normal)
Importance: Normal
Date: Thu, 25 Jan 2001 17:34:16 -0600
Subject: RE: [Fwd: New Commodity Marketplace Opportunity]
Message-ID: <[email protected]>
X-MIMETrack: Serialize by Router on NAHOU-LNINT01/Enron(Release 5.0.2b
(Intl)|16 December 1999) at 01/25/2001 05:34:34 PM
MIME-Version: 1.0
Content-type: text/plain; charset=us-ascii
X-Loop-Detect: 1
X-Mozilla-Status2: 00000000
I did understand that you were still at the concept stage. It is a very
interesting proposal and I would like to think about it.
Thanks,
Mark
-----Original Message-----
From: Al Arfsten <[email protected]>@ENRON
[mailto:IMCEANOTES-Al+20Arfsten+20+3Carfsten+40bflassociates+2Ecom+3E+40ENRON@
ENRON.com]
Sent: Thursday, January 25, 2001 10:45 AM
To: Lay, Mark
Subject: [Fwd: New Commodity Marketplace Opportunity]
Mark: Per our brief conversation this morning, the attached email was
sent to you yesterday. I hope that you might understand that I am
conceptually looking for "founders" and at the "pre" business plan
stage. There is an enormous problem existing with a very attractive
economic reward and willing participants needing this solution. I need
help. Al Arfsten 713 965 2158
Content-Transfer-Encoding: 7bit
X-Mozilla-Status2: 00000000
Message-ID: <[email protected]>
Date: Wed, 24 Jan 2001 15:49:37 -0600
From: Al Arfsten <[email protected]>
Organization: BFL Associates, Ltd.
X-Mailer: Mozilla 4.7 [en]C-CCK-MCD NSCPCD47 (Win98; I)
X-Accept-Language: en
MIME-Version: 1.0
To: [email protected]
Subject: New Commodity Marketplace Opportunity
Content-Type: text/plain; charset=us-ascii
Mark Lay: I shared confidentially with Vince Kaminski my developing
concept of a highly inefficient not-for-profit enterprise with
dramatically increasing costs. I believe that a for-profit economic
model is possible that should reverse these skyrocketing costs and
ultimately lower the commodity thereby having a national, if not, global
impact of health care costs. Vince seems to also believe in the
concepts potential. The CEO of one of the biggest U.S. blood banks has
already asked to become involved. I would like involve more people
with vision, means and desire to help make this a reality. I would look
forward to meeting with you to talk further. Al Arfsten 713 965 2158
|
Jeff,
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 also inviting to this off-site senior management of EBS and plan to
have
on the agenda several presentations about strategic directions of EBS. The
effort
of network design and construction currently under way is unprecedented in
terms
of its scope and complexity and it is important for technical people, who
often have
highly specialized technical skills, to understand the broad picture.
I would appreciate if you could join us for Friday afternoon (April 28) and
Saturday (April 29). I understand that you have commitments on Thursday and
Friday
morning. We have reorganized the tentative agenda of the meeting to devote
Friday afternoon to more general topics.
Vince
|
It's OK to delay the materials for Duffie. He is very busy anyway and is not
going to complain.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 04/24/2001
05:23 PM ---------------------------
Scott Salmon@ENRON
04/24/2001 01:23 PM
To: Amitava Dhar/Corp/Enron@ENRON
cc: Vince J Kaminski/HOU/ECT@ECT, Vasant Shanbhogue/Enron@EnronXGate, Ben
Parsons/LON/ECT@ECT, George Albanis/LON/ECT@ECT, Tomas Valnek/LON/ECT@ECT,
Bryan Seyfried/LON/ECT@ECT
Subject: Having Iris visit London
Hi Amitava,
We've been doing some thinking and discussing here regarding the information
on our modelling process we'll provide to Darryl Duffie. We think it would
be extremely valuable for Iris to come out to London for a couple weeks to
gain a better understanding of the how the models integrate and are truly
employed. I think this would greatly enhance the "product" we'll send to
Duffie as well as giving Iris a firm view of Enron Credit. In addition, she
could also explore some of the data sources such as Amadeus and others that
might be helpful in private firm modelling. If we're extremely
efficient/lucky in receiving data from D&B or Experian, she might be able to
begin analysis on that for the private model efforts.
I would recommend she plan on coming out for 2 weeks starting the week of 30
Apr perhaps. Depending on the progress with the private firm data sources,
it probably makes sense to send her back to Houston to work on calibration
sets with a likely return visit to London as required.
Please let me know your thoughts.
Cheers,
Scott
|
Kevin,
Can you join us? I may be 5 minutes late, coming from another meeting.
Vince
---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 12/15/2000
07:59 AM ---------------------------
Wenyao Jia
12/14/2000 06:24 PM
To: Debbie R Brackett/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT
cc:
Subject: Meeting at 2:00pm Friday
We will meet at Debbie's office at 2:00pm tomorrow afternoon. We will talk
about asset liability project from treasury dept.
See you there.
Winston
|
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