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allen-p/sent/131.
subject: content: Lucy, Please open this excel file and input the rents and names due for this week. Then email the file back.
allen-p/sent/132.
subject: content: Open the "utility" spreadsheet and try to complete the analysis of whether it is better to be a small commercial or a medium commercial (LP-1). You will need to get the usage for that meter for the last 12 months. If we have one year of data, we can tell which will be cheaper. Use the rates described in the spreadsheet. This is a great chance for you to practice excel.
allen-p/sent/133.
subject: content: Mac, Thanks for the research report on EOG. Here are my observations: Gas Sales 916,000/day x 365 days = 334,340,000/year Estimated Gas Prices $985,721,000/334,340,000= $2.95/mcf Actual gas prices are around $1.00/mcf higher and rising. Recalc of EPS with more accurate gas prices: (334,340,000 mct X $1/mcf)/116,897,000 shares outst = $2.86 additional EPS X 12 P/E multiple = $34 a share That is just a back of the envelope valuation based on gas prices. I think crude price are undervalued by the tune of $10/share. Current price 37 Nat. Gas 34 Crude 10 Total 81 Can you take a look at these numbers and play devil's advocate? To me this looks like the best stock to own Also can you send me a report on Calpine, Tosco, and SLB? Thank you, Phillip
allen-p/sent/134.
subject: Daily Duties content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 05:39 PM --------------------------- "Lucy Gonzalez" <[email protected]> on 08/15/2000 02:32:57 PM To: [email protected] cc: Subject: Daily Duties Phillip, We have been working on different apartments today and having to listen to different, people about what Mary is saying should i be worried? ants seem to be invading my apartment.You got my other fax's Wade is working on the bulletin board that I need up so that I can let tenants know about what is going on.Gave #25 a notice about having to many people staying in that apt and that problem has been resolved.Also I have a tenant in #29 that is complaining about #28 using fowl language.I sent #28 a lease violation we will see how that goes call you tomorrow Thanx Lucy ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com
allen-p/sent/135.
subject: Daily Report content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 05:38 PM --------------------------- "Lucy Gonzalez" <[email protected]> on 08/16/2000 02:44:36 PM To: [email protected] cc: Subject: Daily Report Phillip, The a/c I bought today for #17 cost $166.71 pd by ck#1429 8/16/00 at WAL-MART.Also on 8/15/00 Ralph's Appliance Centerck#1428 frig & stove for apt #20-B IVOICE # 000119 AMT=308.56 (STOVE=150.00 (frig=125.00)DEL CHRG=15.00\TAX=18.56 TOTAL=308.56.FAX MACHINE FOR FFICE CK # 1427=108.25 FROM sTEELMAN OFFICE PRODUC TS. Thanxs, Lucy ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com
allen-p/sent/136.
subject: Daily Report content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/20/2000 05:38 PM --------------------------- "Lucy Gonzalez" <[email protected]> on 08/17/2000 02:37:55 PM To: [email protected] cc: Subject: Daily Report Phillip, Today was one of those days because Wade had to go pay his fine and I had to go take him that takes alot of time out of my schedule.If you get a chance will you mention to him that he needs to, try to fix his van so tht he can go get what ever he needs. Tomorrow gary is going to be here.I have to go but Iwill E-Mail you tomorrow Lucy ________________________________________________________________________ Get Your Private, Free E-mail from MSN Hotmail at http://www.hotmail.com
allen-p/sent/137.
subject: Re: enron close to 85 content: I checked into exercising options with Smith Barney, but Enron has some kind of exclusive with Paine Weber. I am starting to exercise now, but I am going to use the proceeds to buy another apartment complex. What do you think about selling JDSU and buying SDLI? Also can you look at EOG as a play on rising oil and gas prices. Thanks, Phillip
allen-p/sent/138.
subject: Re: content: I tried the new address but I don't have access. also, what do I need to enter under domain?
allen-p/sent/139.
subject: ENA Management Committee content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/16/2000 10:58 AM --------------------------- From: David W Delainey 08/15/2000 01:28 PM Sent by: Kay Chapman To: Tim Belden/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, W David Duran/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Scott Josey/Corp/Enron@ENRON, Rob Milnthorp/CAL/ECT@ECT, Max Yzaguirre/NA/Enron@ENRON, Beth Perlman/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT cc: Mollie Gustafson/PDX/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Kimberly Brown/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Christy Chapman/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Lillian Carroll/HOU/ECT@ECT, Tonai Lehr/Corp/Enron@ENRON, Nicole Mayer/HOU/ECT@ECT, Darlene C Forsyth/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Cherylene R Westbrook/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Nicki Daw/NA/Enron@Enron, Kimberly Hillis/HOU/ECT@ect Subject: ENA Management Committee This is a reminder !!!!! There will be a Friday Meeting August 18, 2000. This meeting replaces the every Friday Meeting and will be held every other Friday. Date: Friday August 18, 2000 Time: 2:30 pm - 4:30 pm Location: 30C1 Topic: ENA Management Committee If you have any questions or conflicts, please feel free to call me (3-0643) or Bev (3-7857). Thanks, Kay 3-0643
allen-p/sent/14.
subject: rent roll content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/28/2000 05:48 PM --------------------------- "Lucy Gonzalez" <[email protected]> on 11/28/2000 01:02:22 PM To: [email protected] cc: Subject: rent roll ______________________________________________________________________________ _______ Get more from the Web. FREE MSN Explorer download : http://explorer.msn.com - rentroll_1124.xls
allen-p/sent/140.
subject: Re: content: Cooper, This is the website I use: http://ectpdx-sunone/~ctatham/navsetup/index.htm Should I use a different address.
allen-p/sent/141.
subject: content: Cooper, Did you add some more security to the expost hourly summary? It keeps asking me for additional passwords and domain. What do I need to enter? Phillip
allen-p/sent/142.
subject: Re: Your approval is requested content: Stephanie Please grant Paul the requested eol rights Thanks, Phillip
allen-p/sent/143.
subject: tv on 33 content: Cash Hehub Chicago PEPL Katy Socal Opal Permian Gas Daily Hehub Chicago PEPL Katy Socal NWPL Permian Prompt Nymex Chicago PEPL HSC Socal NWPL
allen-p/sent/144.
subject: Re: Ad Hoc VaR model content: I tried to run the model and it did not work
allen-p/sent/145.
subject: TRANSPORTATION MODEL content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/09/2000 02:11 PM --------------------------- Enron North America Corp. From: Colleen Sullivan 08/09/2000 10:11 AM 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.
allen-p/sent/146.
subject: Re: TRANSPORTATION MODEL content: Colleen, I am out ot the office on Friday, but Keith Holst will attend. He has been managing the Transport on the west desk. Phillip
allen-p/sent/147.
subject: content: Lucy, Now that #44 is rented and you have settled in for a couple of months, we need to focus on expenses and recordkeeping. First, I want to implement the following changes: 1. No Overtime without my written (or email) instructions. 2. Daily timesheets for you and Wade faxed to me daily 3. Paychecks will be issued each Friday by me at the State Bank 4. No more expenditures on office or landscape than is necessary for basic operations. Moving on to the checkbook, I have attached a spreadsheet that organizes all the checks since Jan. 1. When you open the file, go to the "Checkbook" tab and look at the yellow highlighted items. I have questions about these items. Please gather receipts so we can discuss. Phillip
allen-p/sent/148.
subject: Your Approval is Overdue: Access Request for [email protected] content: Ina, How many times do you think Jeff wants to get this message. Please help Phillip ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 04:30 PM --------------------------- From: Jeffrey A Shankman 08/08/2000 05:59 AM To: Phillip K Allen/HOU/ECT@ECT cc: Paul T Lucci/DEN/ECT@Enron Subject: Your Approval is Overdue: Access Request for [email protected] Please have Phillip or John L approve. thanks. Jeff ---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 08/08/2000 07:48 AM --------------------------- [email protected] on 08/07/2000 07:03:23 PM To: [email protected] cc: Subject: Your Approval is Overdue: Access Request for [email protected] This request has been pending your approval for 8 days. Please click http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000000935&Email [email protected] to approve the request or contact IRM at 713-853-5536 if you have any issues. Request ID : 000000000000935 Request Create Date : 7/27/00 2:15:23 PM Requested For : [email protected] Resource Name : EOL US NatGas US GAS PHY FWD FIRM Non-Texas < or = 1 Month Resource Type : Applications
allen-p/sent/149.
subject: Request Submitted: Access Request for [email protected] content: Ina, I keep getting these security requests that I cannot approve. Please take care of this. Phillip ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/08/2000 04:28 PM --------------------------- [email protected] on 08/08/2000 07:17:38 AM To: [email protected] cc: Subject: Request Submitted: Access Request for [email protected] Please review and act upon this request. You have received this email because the requester specified you as their Manager. Please click http://itcApps.corp.enron.com/srrs/Approve/Detail.asp?ID=000000000001282&Email [email protected] to approve th Request ID : 000000000001282 Request Create Date : 8/8/00 9:15:59 AM Requested For : [email protected] Resource Name : Market Data Telerate Basic Energy Resource Type : Applications
allen-p/sent/15.
subject: Re: Nortel box content: How about 3:30
allen-p/sent/150.
subject: Re: trading opportunities content: What are your skills? Why do you want to be on a trading desk?
allen-p/sent/151.
subject: New Socal Curves content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 12:42 PM --------------------------- From: Jay Reitmeyer 08/07/2000 10:39 AM To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect cc: Subject: New Socal Curves
allen-p/sent/152.
subject: Re: Report on Property content: Lucy, I didn't get a fax with the July bank statement on Friday. Can you refax it to 713 646 2391 Phillip
allen-p/sent/153.
subject: Gas fundamentals development website content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 08/07/2000 07:05 AM --------------------------- Chris Gaskill@ENRON 08/04/2000 03:13 PM To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT cc: Hunter S Shively/HOU/ECT@ECT Subject: Gas fundamentals development website Attached is the link to the site that we reviewed in today's meeting. The site is a work in progress, so please forward your comments. http://gasfundy.dev.corp.enron.com/ Chris
allen-p/sent/154.
subject: content: Hunter, Are you watching Alberto? Do you have Yahoo Messenger or Hear Me turned on? Phillip
allen-p/sent/155.
subject: content: can you build something to look at historical prices from where we saved curves each night. Here is an example that pulls socal only. Improvements could include a drop down menu to choose any curve and a choice of index,gd, or our curves.
allen-p/sent/156.
subject: content: John, The only long term deal in the west that you could put prudency against is the PGT transport until 2023 Phillip
allen-p/sent/157.
subject: Re: Electric Overage (1824.62) content: Lucy, I will call you this afternoon to discuss the things in your email. Phillip
allen-p/sent/158.
subject: New Generation Update 7/24/00 content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 10:49 AM --------------------------- Enron North America Corp. From: Kristian J Lande 07/25/2000 02:24 PM To: Christopher F Calger/PDX/ECT@ECT, Jake Thomas/HOU/ECT@ECT, Frank W Vickers/HOU/ECT@ECT, Elliot Mainzer/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT, David Parquet/SF/ECT@ECT, Laird Dyer/SF/ECT@ECT, Jim Buerkle/PDX/ECT@ECT, Jim Gilbert/PDX/ECT@ECT, Terry W Donovan/HOU/ECT@ECT, Jeff G Slaughter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tim Belden/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Matt Motley/PDX/ECT@ECT, Robert Badeer/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT, Diana Scholtes/HOU/ECT@ECT, Tom Alonso/PDX/ECT@ECT, Mark Fischer/PDX/ECT@ECT, Tim Heizenrader/PDX/ECT@ECT cc: Phillip K Allen/HOU/ECT@ECT Subject: New Generation Update 7/24/00
allen-p/sent/159.
subject: Re: New Notice from Transwestern Pipeline Co. content: please add mike grigsby to distribution
allen-p/sent/16.
subject: Re: SM134 Proforma.xls content: George, I received the drawings. They look good at first glance. I will look at them in depth this weekend. The proforma was in the winmail.dat format which I cannot open. Please resend in excel or a pdf format. If you will send it to [email protected], I will be able to look at it this weekend. Does this file have a timeline for the investment dollars? I just want to get a feel for when you will start needing money. Phillip
allen-p/sent/160.
subject: Price for Stanfield Term content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/26/2000 10:44 AM --------------------------- Michael Etringer 07/26/2000 08:32 AM To: Keith Holst/HOU/ECT@ect, Phillip K Allen/HOU/ECT@ECT cc: Subject: Price for Stanfield Term I am sending off a follow-up to a bid I submitted to Clark County PUD. They have requested term pricing for Stanfield on a volume of 17,000. Could you give me a basis for the period : Sept -00 - May 31, 2006 Sept-00 - May 31, 2008 Since I assume you do not keep a Stanfield basis, but rather a basis off Malin or Rockies, it would probably make sense to show the basis as an adjustment to one of these point. Also, what should the Mid - Offer Spread be on these terms. Thanks, Mike
allen-p/sent/161.
subject: For Wade content: Wade, I understood your number one priority was to deal with your vehicle situation. You need to take care of it this week. Lucy can't hold the tenants to a standard (vehicles must be in running order with valid stickers) if the staff doesn't live up to it. If you decide to buy a small truck and you want to list me as an employer for credit purposes, I will vouch for your income. Phillip
allen-p/sent/162.
subject: Re: your address content: the merlin ct. address is still good. I don't know why the mailing would be returned.
allen-p/sent/163.
subject: content: Here is the 1st draft of a wish list for systems.
allen-p/sent/164.
subject: Interactive Information Resource content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/19/2000 10:39 AM --------------------------- Skipping Stone <[email protected]> on 07/18/2000 06:06:28 PM To: [email protected] cc: Subject: Interactive Information Resource skipping stone animation Have you seen us lately? Come see what's new www.skippingstone.com Energy Experts Consulting to the Energy Industry !
allen-p/sent/165.
subject: Re: lunch content: 11:15 today still works.
allen-p/sent/166.
subject: Comments on Order 637 Compliance Filings content: fyi CIG ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/17/2000 10:45 AM --------------------------- Enron North America Corp. From: Rebecca W Cantrell 07/14/2000 02:31 PM To: Julie A Gomez/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Chris Meyer/HOU/ECT@ECT, Judy Townsend/HOU/ECT@ECT, Theresa Branney/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron, Jane M Tholt/HOU/ECT@ECT, Steven P South/HOU/ECT@ECT, Frank Ermis/HOU/ECT@ECT, Susan W Pereira/HOU/ECT@ECT, George Smith/HOU/ECT@ECT, Randall L Gay/HOU/ECT@ECT, Jim Homco/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Ray Hamman/HOU/EES@EES, Robert Superty/HOU/ECT@ECT, Edward Terry/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Tori Kuykendall/HOU/ECT@ECT, Brenda H Fletcher/HOU/ECT@ECT, Jeff Coates/HOU/EES@EES, John Hodge/Corp/Enron@ENRON, Janet Edwards/Corp/Enron@ENRON, Ruth Concannon/HOU/ECT@ECT, Sylvia A Campos/HOU/ECT@ECT, Paul Tate/HOU/EES@EES, Phillip K Allen/HOU/ECT@ECT, Victor Lamadrid/HOU/ECT@ECT, Barbara G Dillard/HOU/ECT@ECT, Gary L Payne/HOU/ECT@ECT cc: Subject: Comments on Order 637 Compliance Filings FYI Attached are initial comments of ENA which will be filed Monday in the Order 637 Compliance Filings of the indicated pipelines. (Columbia is Columbia Gas.) For all other pipelines on the priority list, we filed plain interventions.
allen-p/sent/167.
subject: El Paso Blanco Avg product content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/14/2000 02:00 PM --------------------------- Enron North America Corp. From: Kenneth Shulklapper 07/14/2000 06:58 AM To: Phillip K Allen/HOU/ECT@ECT cc: Subject: El Paso Blanco Avg product, Please extend all internal gas traders view access to the new El Paso Blanco Avg physical NG product. Tori Kuykendahl and Jane Tholt should both have administrative access to manage this on EOL. If you have any questions, please call me on 3-7041 Thanks, Phillip Allen
allen-p/sent/168.
subject: Re: 65th BD for Nea content: Kay, I will be down that weekend, but I am not sure about the rest of the family. All is well here. I will try to bring some pictures if I can't bring the real thing. Keith
allen-p/sent/169.
subject: Project Elvis and Cactus Open Gas Position content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/13/2000 10:24 AM --------------------------- From: Andy Chen on 07/12/2000 02:14 PM To: Michael Etringer/HOU/ECT@ECT cc: Frank W Vickers/HOU/ECT@ECT, Saji John/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT Subject: Project Elvis and Cactus Open Gas Position Mike-- Here are the net open Socal border positions we have for Elvis and Cactus. Let's try and set up a conference call with Phillip and John to talk about their offers at the back-end of their curves. Roughly speaking, we are looking at a nominal 3750 MMBtu/d for 14 years from May 2010 on Elvis, and 3000 MMBtu/d on Cactus fromJune 2004 to April 2022. Andy
allen-p/sent/17.
subject: Re: West Gas Trading 2001 Plan content: Paula, I looked over the plan. It looks fine. Phillip
allen-p/sent/170.
subject: assoc. for west desk content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/12/2000 02:18 PM --------------------------- From: Jana Giovannini 07/11/2000 02:58 PM To: Phillip K Allen/HOU/ECT@ECT cc: Celeste Roberts/HOU/ECT@ECT Subject: assoc. for west desk Sorry, I didn't attach the form. There is one for Associates and one for Analyst. ---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 04:57 PM --------------------------- From: Jana Giovannini 07/11/2000 04:57 PM To: Phillip K Allen/HOU/ECT@ECT cc: Celeste Roberts/HOU/ECT@ECT Subject: assoc. for west desk Hey Phillip, I received your note from Celeste. I am the ENA Staffing Coordinator and need for you to fill out the attached Needs Assessment form before I can send you any resumes. Also, would you be interested in the new class? Analysts start with the business units on Aug. 3rd and Assoc. start on Aug. 28th. We are starting to place the Associates and would like to see if you are interested. Please let me know. Once I receive the Needs Assessment back (and you let me know if you can wait a month,) I will be happy to pull a couple of resumes for your review. If you have any questions, please let me know. Thanks. ---------------------- Forwarded by Jana Giovannini/HOU/ECT on 07/11/2000 04:50 PM --------------------------- From: Dolores Muzzy 07/11/2000 04:17 PM To: Jana Giovannini/HOU/ECT@ECT cc: Subject: assoc. for west desk I believe Phillip Allen is from ENA. Dolores ---------------------- Forwarded by Dolores Muzzy/HOU/ECT on 07/11/2000 04:17 PM --------------------------- From: Phillip K Allen 07/11/2000 12:54 PM To: Celeste Roberts/HOU/ECT@ECT cc: Subject: assoc. for west desk Celeste, I need two assoc./analyst for the west gas trading desk. Can you help? I also left you a voice mail. Phillip x37041
allen-p/sent/171.
subject: content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 04:59 PM --------------------------- From: Robert Badeer 07/11/2000 02:44 PM To: Phillip K Allen/HOU/ECT@ECT cc: Subject:
allen-p/sent/172.
subject: Systems Meeting 7/18 content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 04:23 PM --------------------------- Enron North America Corp. From: Kimberly Hillis 07/11/2000 01:16 PM To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Kristin Albrecht/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT cc: Barbara Lewis/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Cherylene R Westbrook/HOU/ECT@ECT, Patti Thompson/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT Subject: Systems Meeting 7/18 Please note that John Lavorato has scheduled a Systems Meeting on Tuesday, July 18, from 2:00 - 3:00 p.m. in EB3321. Please call me at x30681 if you have any questions. Thanks Kim Hillis
allen-p/sent/173.
subject: assoc. for west desk content: Celeste, I need two assoc./analyst for the west gas trading desk. Can you help? I also left you a voice mail. Phillip x37041
allen-p/sent/174.
subject: Re: Katy flatlands content: How about Tuesday at 11:15 in front of the building?
allen-p/sent/175.
subject: Re: New Notice from Transwestern Pipeline Co. content: please add mike grigsby to distribution list.
allen-p/sent/176.
subject: test content: testing
allen-p/sent/177.
subject: System Meeting 7/11 content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/11/2000 06:12 AM --------------------------- Enron North America Corp. From: John J Lavorato 07/10/2000 04:03 PM Sent by: Kimberly Hillis To: Jeffrey A Shankman/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Steve Jackson/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Kristin Albrecht/HOU/ECT@ECT, Thresa A Allen/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT cc: Subject: System Meeting 7/11 This is to confirm a meeting for tomorrow, Tuesday, July 11 at 2:00 pm. Please reference the meeting as Systems Meeting and also note that there will be a follow up meeting. The meeting will be held in EB3321. Call Kim Hillis at x30681 if you have any questions. k
allen-p/sent/178.
subject: Natural Gas Customers content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/10/2000 04:40 PM --------------------------- Scott Neal 07/10/2000 01:19 PM To: Phillip K Allen/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Elsa Villarreal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT cc: Subject: Natural Gas Customers ---------------------- Forwarded by Scott Neal/HOU/ECT on 07/10/2000 03:18 PM --------------------------- Jason Moore 06/26/2000 10:44 AM To: Scott Neal/HOU/ECT@ECT cc: Joel Henenberg/NA/Enron@Enron, Mary G Gosnell/HOU/ECT@ECT Subject: Natural Gas Customers Attached please find a spreadsheet containing a list of natural gas customers in the Global Counterparty database. These are all active counterparties, although we may not be doing any business with them currently. If you have any questions, please feel free to call me at x33198. Jason Moore
allen-p/sent/179.
subject: Re: EXECUTIVE IMPACT COURSE content: Ina, Please sign me up for this course whenever Hunter is signed up. Thanks
allen-p/sent/18.
subject: SM134 Proforma.xls content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/17/2000 08:27 AM --------------------------- "George Richards" <[email protected]> on 11/17/2000 05:25:35 AM Please respond to <[email protected]> To: "Phillip Allen" <[email protected]>, "Larry Lewter" <[email protected]> cc: Subject: SM134 Proforma.xls Enclosed is the cost breakdown for the appraiser. Note that the construction management fee (CMF) is stated at 12.5% rather than our standard rate of 10%. This will increase cost and with a loan to cost ratio of 75%, this will increase the loan amount and reduce required cash equity. Also, we are quite confident that the direct unit and lot improvement costs are high. Therefore, we should have some additional room once we have actual bids, as The Met project next door is reported to have cost $49 psf without overhead or CMF, which is $54-55 with CMF. It appears that the cash equity will be $1,784,876. However, I am fairly sure that we can get this project done with $1.5MM. I hope to finish the proforma today. The rental rates that we project are $1250 for the 3 ADA units, $1150-1200 for the 2 bedroom and $1425 for the 3 bedroom. Additional revenues could be generated by building detached garages, which would rent for $50-75 per month. - winmail.dat
allen-p/sent/180.
subject: Re: Katy flatlands content: Al, I am not in good enough shape to ride a century right now. Plus I'm nursing some injuries. I can do lunch this week or next, let's pick a day. Phillip
allen-p/sent/181.
subject: content: Brenda, The word document attached is a notice/consent form for the sale. The excel file is an amortization table for the note. You can use the Additional Principal Reduction to record prepayments. Please email me back to confirm receipt. Phillip
allen-p/sent/182.
subject: Re: Brenda Stones telephone numbers content: Jeff, I have spoken to Brenda and everything looks good. Matt Lutz was supposed to email me some language but I did not receive it. I don't have his # so can you follow up. When is the estimated closing date. Let me know what else I need to be doing. Phillip
allen-p/sent/183.
subject: Re: market intelligence content: gary, thanks for the info.
allen-p/sent/184.
subject: Re: Memory content: Anytime after 3 p.m.
allen-p/sent/185.
subject: Re: Thoughts on Presentation content: Tim, Matt sent you a email with his attempt to organize some of the cems and wscc data. Tim H. expressed concern over the reliability of the wscc data. I don't know if we should scrap the wscc or just keep monitoring in case it improves. Let me know what you think. Phillip
allen-p/sent/186.
subject: Executive Impact and Influence Course content: What are my choices for dates? ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 07/06/2000 03:44 PM --------------------------- David W Delainey 06/29/2000 10:48 AM To: Jeffery Ader/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Edward D Baughman/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Bryan Burnett/HOU/ECT@ECT, George Carrick/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott Josey/Corp/Enron@ENRON, Fred Lagrasta/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Edward Ondarza/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Bruce Sukaly/Corp/Enron@Enron, Colleen Sullivan/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Greg Wolfe/HOU/ECT@ECT cc: Billy Lemmons/Corp/Enron@ENRON, Mark Frevert/NA/Enron@Enron Subject: Executive Impact and Influence Course Folks, you are the remaining officers of ENA that have not yet enrolled in this mandated training program. It is ENA's goal to have all its officers through the program before the end of calendar year 2000. The course has received very high marks for effectiveness. Please take time now to enroll in the program. Speak to your HR representative if you need help getting signed up. Regards Delainey
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subject: Re: Notices content: Lucy, I got your email. I didn't have time to finish it. I will read it this weekend and ask my dad about the a/c's. I am glad you are enjoying the job. This weekend I will mark up the lease and rules. If I didn't mention this when I was there, the 4th is a paid holiday for you and Wade. Have a good weekend and I will talk to you next week. Phillip
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subject: (Reminder) Update GIS Information content: What is GIS info? Can you do this? ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/30/2000 12:53 PM --------------------------- Enron North America Corp. From: David W Delainey 06/30/2000 07:42 AM Sent by: Kay Chapman To: Raymond Bowen/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, George McClellan/HOU/ECT@ECT, Jere C Overdyke/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, Greg Hermans/Corp/Enron@Enron, Paul Adair/Corp/Enron@Enron, Jeffery Ader/HOU/ECT@ECT, James A Ajello/HOU/ECT@ECT, Jaime Alatorre/NA/Enron@Enron, Brad Alford/ECP/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Michael J Beyer/HOU/ECT@ECT, Brian Bierbach/DEN/ECT@Enron, Donald M- ECT Origination Black/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Brad Blesie/Corp/Enron@ENRON, Michael W Bradley/HOU/ECT@ECT, Craig Breslau/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Cary M Carrabine/Corp/Enron@Enron, George Carrick/HOU/ECT@ECT, Douglas Clifford/Corp/Enron@ENRON, Bob Crane/HOU/ECT@ECT, Joseph Deffner/HOU/ECT@ECT, Kent Densley/Corp/Enron@Enron, Timothy J Detmering/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Ranabir Dutt/Corp/Enron@Enron, Craig A Fox/HOU/ECT@ECT, Julie A Gomez/HOU/ECT@ECT, David Howe/Corp/Enron@ENRON, Mike Jakubik/HOU/ECT@ECT, Scott Josey/Corp/Enron@ENRON, Jeff Kinneman/HOU/ECT@ECT, Kyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, Billy Lemmons/Corp/Enron@ENRON, Laura Luce/Corp/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Randal Maffett/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, Michael McDonald/SF/ECT@ECT, Jesus Melendrez/Corp/Enron@Enron, [email protected], Rob Milnthorp/CAL/ECT@ECT, Gil Muhl/Corp/Enron@ENRON, Scott Neal/HOU/ECT@ECT, Edward Ondarza/HOU/ECT@ECT, Michelle Parks/Corp/Enron@Enron, David Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Steve Pruett/Corp/Enron@Enron, Daniel Reck/HOU/ECT@ECT, Andrea V Reed/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Cliff Shedd/NA/Enron@Enron, Hunter S Shively/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Thomas M Suffield/Corp/Enron@ENRON, Bruce Sukaly/Corp/Enron@Enron, Jake Thomas/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Carl Tricoli/Corp/Enron@Enron, Max Yzaguirre/NA/Enron@ENRON, Sally Beck/HOU/ECT@ECT, Nick Cocavessis/Corp/Enron@ENRON, Peggy Hedstrom/CAL/ECT@ECT, Sheila Knudsen/Corp/Enron@ENRON, Jordan Mintz/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Brent A Price/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, Alan Aronowitz/HOU/ECT@ECT, Edward D Baughman/HOU/ECT@ECT, Bryan Burnett/HOU/ECT@ECT, James I Ducote/HOU/ECT@ECT, Douglas B Dunn/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Barbara N Gray/HOU/ECT@ECT, Robert Greer/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Andrew Kelemen/HOU/ECT@ECT, Grant Masson/HOU/ECT@ECT, Jesse Neyman/HOU/ECT@ECT, Ozzie Pagan/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT, William Rome/HOU/ECT@ECT, Lance Schuler-Legal/HOU/ECT@ECT, Vasant Shanbhogue/HOU/ECT@ECT, Gregory L Sharp/HOU/ECT@ECT, Mark Taylor/HOU/ECT@ECT, Sheila Tweed/HOU/ECT@ECT, Greg Wolfe/HOU/ECT@ECT, Mark Dobler/NA/Enron@Enron, Thomas A Martin/HOU/ECT@ECT, Steven Schneider/Enron@Gateway cc: Cindy Skinner/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, David W Delainey/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley Tijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Stella L Ely/HOU/ECT@ECT, Kimberly Hillis/HOU/ECT@ect, Yolanda Ford/HOU/ECT@ECT, Donna Baker/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Carolyn George/Corp/Enron@ENRON, Kimberly Brown/HOU/ECT@ECT, Claudette Harvey/HOU/ECT@ect, Terrellyn Parker/HOU/ECT@ECT, Maria Elena Mendoza/NA/Enron@Enron, Ina Rangel/HOU/ECT@ECT, Debra Davidson/PDX/ECT@ECT, Jessica A Wentworth/DEN/ECT@Enron, Catherine DuMont/PDX/ECT@ECT, Betty J Coneway/HOU/ECT@ECT, Nicole Mayer/HOU/ECT@ECT, Sherri Carpenter/HOU/ECT@ECT, Susan Fallon/Corp/Enron@ENRON, Tina Rode/HOU/ECT@ECT, Tonai Lehr/Corp/Enron@ENRON, Iris Wong/CAL/ECT@ECT, [email protected], Maxine E Levingston/Corp/Enron@Enron, Lynn Pikofsky/Corp/Enron@ENRON, Luann Mitchell/Corp/Enron@Enron, Ana Alcantara/HOU/ECT@ECT, Deana Fortine/Corp/Enron@ENRON, Deborah J Edison/HOU/ECT@ECT, Lisa Zarsky/HOU/ECT@ECT, Angela McCulloch/CAL/ECT@ECT, Dusty Warren Paez/HOU/ECT@ECT, Cristina Zavala/SF/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Denys Watson/Corp/Enron@ENRON, Angie Collins/HOU/ECT@ECT, Tammie Davis/NA/Enron@Enron, Gerry Taylor/Corp/Enron@ENRON, Lorie Leigh/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Tina Tennant/HOU/ECT@ECT, Mollie Gustafson/PDX/ECT@ECT, Pilar Cerezo/NA/Enron@ENRON, Patti Thompson/HOU/ECT@ECT, Leticia Leal/HOU/ECT@ECT, Darlene C Forsyth/HOU/ECT@ECT, Rhonna Palmer/HOU/ECT@ECT, Irena D Hogan/HOU/ECT@ECT, Joya Davis/HOU/ECT@ECT, Erica Braden/HOU/ECT@ECT, Anabel Gutierrez/HOU/ECT@ECT, Jenny Helton/HOU/ECT@ect, Christine Drummond/HOU/ECT@ECT, Kevin G Moore/HOU/ECT@ECT, Dina Snow/Corp/Enron@Enron, Lillian Carroll/HOU/ECT@ECT, Taffy Milligan/HOU/ECT@ECT, Laura Harder/Corp/Enron@Enron, Nancy Hall/HOU/ECT@ECT, Tina Rode/HOU/ECT@ECT, Crystal Blair/HOU/ECT@ECT, Angie Collins/HOU/ECT@ECT, Donna Baker/HOU/ECT@ECT, Melissa Jones/NA/Enron@ENRON, Beth A Ryan/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Tamara Jae Black/HOU/ECT@ECT, Amy Cooper/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT Subject: (Reminder) Update GIS Information This is a reminder !!! If you haven't taken the time to update your GIS information, please do so. It is essential that this function be performed as soon as possible. Please read the following memo sent to you a few days ago and if you have any questions regarding this request, please feel free to call Ted Bland @ 3-5275. With Enron's rapid growth we need to maintain an ability to move employees between operating companies and new ventures. To do this it is essential to have one process that will enable us to collect , update and retain employee data. In the spirit of One Enron, and building on the success of the year-end Global VP/MD Performance Review Process, the Enron VP/MD PRC requests that all Enron Vice Presidents and Managing Directors update their profiles. Current responsibilities, employment history, skills and education need to be completed via the HR Global Information System. HRGIS is accessible via the HRWEB home page on the intranet. Just go to hrweb.enron.com and look for the HRGIS link. Or just type eglobal.enron.com on the command line of your browser. The target date by which to update these profiles is 7 July. If you would like to have a hard copy of a template that could be filled out and returned for input, or If you need any assistance with the HRGIS application please contact Kathy Schultea at x33841. Your timely response to this request is greatly appreciated. Thanks, Dave
allen-p/sent/189.
subject: West Power Strategy Materials content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 04:39 PM --------------------------- TIM HEIZENRADER 06/27/2000 11:35 AM To: John J Lavorato/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT cc: Tim Belden/HOU/ECT@ECT Subject: West Power Strategy Materials Charts for today's meeting are attached:
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subject: Re: West Gas 2001 Plan content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 02:51 PM --------------------------- To: Faith Killen/HOU/ECT@ECT cc: Subject: Re: West Gas 2001 Plan Faith, Regarding the 2001 plan, the members of the west desk are as follows: Name Title Trading Phillip Allen VP Mike Grigsby Director Keith Holst Manager(possible Director) Janie Tholt Director Steve South Director Frank Ermis Manager Tori Kuykendall Manager Matt Lenhart Analyst(possible associate) Monique Sanchez Commercial Support Manager Jay Reitmeyer Senior Specialist Ina Rangel Assistant (split costs with middle market) Marketing Barry Tycholiz Director Mark Whitt Director Paul Lucci Manager (possible Director) 2-3 TBD Do I need to give you the names of our operations group? Special Pays- I believe Mike Grigsby has a retention payment due this year. Also we should budget for another $150,000 of special payments. I know you have been working with Barry T. if his headcount is different on the Marketing staff use his numbers. Let me know if there is anything else you need. Phillip
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subject: gas storage model content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/27/2000 12:32 PM --------------------------- Zimin Lu 06/14/2000 07:09 AM To: Mark Breese/HOU/ECT@ECT cc: Stinson Gibner/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Colleen Sullivan/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Jim Schwieger/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT Subject: gas storage model Mark, We are currently back-testing the storage model. The enclosed version contains deltas and decision variable. You mentioned that you have resources to run the model. Please do so. This will help us to gain experience with the market vs the model. I am going to distribute an article by Caminus, an software vendor. The article illustrates the optionality associated with storage operation very well. The Enron Research storage model is a lot like that, although implementation may be different. Let me know if you have any questions. Zimin
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subject: Re: content: is your voice healed or are you going to use a real time messenger?
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subject: Re: content: no
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subject: Download Frogger before it hops away! content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/26/2000 01:57 PM --------------------------- "the shockwave.com team" <[email protected]> on 06/23/2000 10:49:22 PM Please respond to [email protected] To: [email protected] cc: Subject: Download Frogger before it hops away! Dear Phillip, Frogger is leaving shockwave.com soon... Save it to your Shockmachine now! Every frog has his day - games, too. Frogger had a great run as an arcade classic, but it is leaving the shockwave.com pond soon. The good news is that you can download it to your Shockmachine and own it forever! Don't know about Shockmachine? You can download Shockmachine for free and save all of your downloadable favorites to play off-line, full-screen, whenever you want. Download Frogger by noon, PST on June 30th, while it's still on the site! the shockwave.com team ~~~~~~~~~~~~~~~~~~~~~~~~ Unsubscribe Instructions ~~~~~~~~~~~~~~~~~~~~~~~~ Sure you want to unsubscribe and stop receiving E-mail from us? All right... click here: http://shockwave1.m0.net/m/u/shk/s.asp?e=pallen%40enron.com #27279
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subject: FT-Denver book on EOL content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/23/2000 11:45 AM --------------------------- Enron North America Corp. From: Michael Walters 06/21/2000 04:17 PM To: Phillip K Allen/HOU/ECT@ECT, Paul T Lucci/DEN/ECT@Enron cc: Tara Sweitzer/HOU/ECT@ECT Subject: FT-Denver book on EOL Phil or Paul: Please forward this note to Torrey Moorer or Tara Sweitzer in the EOL department. It must be sent by you. Per this request, we are asking that all financial deals on EOL be bridged over to the FT-Denver book instead of the physical ENA IM-Denver book. Thanks in advance. Mick Walters 3-4783 EB3299d
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subject: Re: The New Power Company content: Scott, I emailed your question to a friend that works for the new company. I think I know the answer to your questions but I want to get the exact details from him. Basically, they will offer energy online at a fixed price or some price that undercuts the current provider. Then once their sales are large enough they will go to the wholesale market to hedge and lock in a profit. The risk is that they have built in enough margin to give them room to manage the price risk. This is my best guess. I will get back to you with more. Phillip
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subject: Re: Wade content: Lucy, I want to speak to Wade myself. He can call me at work or home. Or if you email me his number I will call him. I would like Gary to direct Wade on renovation tasks and you can give him work orders for normal maintenance. I will call you tomorrow to discuss items from the office. Do you need Mary to come in on any more Fridays? I think I can guess your answer. I might stop by this Friday. Phillip
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subject: content: http://ectpdx-sunone.ect.enron.com/~theizen/wsccnav/
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subject: Thoughts on Presentation content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/12/2000 10:55 AM --------------------------- From: Tim Belden 06/11/2000 07:26 PM To: Phillip K Allen/HOU/ECT@ECT cc: Subject: Thoughts on Presentation It is a shame that the CAISO doesn't provide actual generation by unit. The WSCC data, which is dicey and we don't have until July 1999, and the CEMMS, which comes on a delay, are ultimately our best sources. For your purposes the CAISO may suffice. I think that you probably know this already, but there can be a siginificant difference between "scheduled" and "actual" generation. You are pulling "scheduled." If someone doesn't schedule their generation and then generates, either instructed or uninstructed, then you will miss that. You may also miss generation of the northern california munis such as smud who only schedule their net load to the caiso. That is, if they have 1500 MW of load and 1200 MW of generation, they may simply schedule 300 MW of load and sc transfers or imports of 300 MW. Having said all of that, it is probably close enough and better than your alternatives on the generation side. On the load side I think that I would simply use CAISO actual load. While they don't split out NP15 from SP15, I think that using the actual number is better than the "scheduled" number. The utilities play lots of game on the load side, usually under-scheduling depending on price. I think the presentation looks good. It would be useful to share this with others up here once you have it finished. I'd like to see how much gas demand goes up with each additional GW of gas-generated electricity, especially compared to all gas consumption. I was surprised by how small the UEG consumption was compared to other uses. If it is the largest marginal consumer then it is obviously a different story. Let's talk.
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subject: content: Check out NP Gen & Load. (aMW)
allen-p/sent/2.
subject: Enron Response to San Diego Request for Gas Price Caps content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 12/13/2000 11:28 AM --------------------------- From: Sarah Novosel@ENRON on 12/13/2000 10:17 AM CST To: James D Steffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON, Susan J Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Richard B Sanders/HOU/ECT@ECT, Stephanie Miller/Corp/Enron@ENRON, Christi L Nicolay/HOU/ECT@ECT, Mary Hain/HOU/ECT@ECT, [email protected], [email protected] cc: Subject: Enron Response to San Diego Request for Gas Price Caps Please review the attached draft Enron comments in response to the San Diego request for natural gas price caps. The comments reflect Becky Cantrell's comments (which are reflected in red line). Please respond to me as soon as possible with your comments, and please pass it on to anyone else who needs to see it. Thanks Sarah
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subject: Re: West Gas 2001 Plan content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 11/16/2000 02:50 PM --------------------------- To: Faith Killen/HOU/ECT@ECT cc: Subject: Re: West Gas 2001 Plan Faith, Regarding the 2001 plan, the members of the west desk are as follows: Name Title Trading Phillip Allen VP Mike Grigsby Director Keith Holst Manager(possible Director) Janie Tholt Director Steve South Director Frank Ermis Manager Tori Kuykendall Manager Matt Lenhart Analyst(possible associate) Monique Sanchez Commercial Support Manager Jay Reitmeyer Senior Specialist Ina Rangel Assistant (split costs with middle market) Marketing Barry Tycholiz Director Mark Whitt Director Paul Lucci Manager (possible Director) 2-3 TBD Do I need to give you the names of our operations group? Special Pays- I believe Mike Grigsby has a retention payment due this year. Also we should budget for another $150,000 of special payments. I know you have been working with Barry T. if his headcount is different on the Marketing staff use his numbers. Let me know if there is anything else you need. Phillip
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subject: content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 12:27 PM --------------------------- From: Phillip K Allen 06/06/2000 10:26 AM To: Robert Badeer/HOU/ECT@ECT cc: Subject: http://ecthou-webcl1.nt.ect.enron.com/gas/ All the gas reports are under west desk Call Brian Hoskins for a password
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subject: content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 06/06/2000 12:26 PM --------------------------- From: Phillip K Allen 06/06/2000 10:26 AM To: Robert Badeer/HOU/ECT@ECT cc: Subject: http://ecthou-webcl1.nt.ect.enron.com/gas/ All the gas reports are under west desk Call Brian Hoskins for a password
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subject: content: http://ecthou-webcl1.nt.ect.enron.com/gas/ All the gas reports are under west desk Call Brian Hoskins for a password
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subject: Re: Compaq M700 laptop content: Felix, Network: login pallen pw ke7davis Notes: pw synergi My location is 3210B. Phillip
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subject: content: Lucy, Click on this attachment to see the format to record expenses. You can keep a log on paper or on the computer. The computer would be better for sending me updates. What do you think about being open until noon on Saturday. This might be more convenient for collecting rent and showing open apartments. We can adjust office hours on another day. Phillip
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subject: RE: 91 acres content: Jeff, I will respond to the offer on Monday. There is a $35 Million expansion adding 250 jobs in Burnet. I am tempted to hold for $3000/acre. Owner financing would still work. Do you have an opinion? Phillip
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subject: Re: What's happening? content: Al, I was glad to hear from you. I hope we can put the past behind us. Sounds like you have been busy. Congratulations on the new baby. Judging from your email all is well with you. That's great. We did have another girl in December, (Evelyn Grace). Three is it for us. What's your target? The other two are doing well. Soccer, T-ball, and bike riding keeps them busy. They could use some of Cole's coordination. My fitness program is not as intense as yours right now. I am just on maintenance. You will be surprised to hear that Hunter is a fanatical cyclist. We have been riding to work twice a week for the last few months. He never misses, rain or shine. Sometimes we even hit the trails in Memorial Park on Saturdays. Mountain biking is not as hard as a 50 mile trip on the road. I would like to dust off my road bike and go for a ride some Saturday. I would like to hear more about your new job. Maybe we could grab lunch sometime. Phillip
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subject: Transport p&l content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/30/2000 01:32 PM --------------------------- From: Colleen Sullivan 05/30/2000 09:18 AM To: Phillip K Allen/HOU/ECT@ECT cc: Subject: Transport p&l Phillip-- I've noticed one thing on your intra-month transport p&l that looks strange to me. Remember that I do not know the Northwest at all, so this may not be an issue, but I'll point it out and let you decide. Let me know if this is O.K. as is, so I'll know to ignore it in the future. Also, if you want me to get with Kim and the Sitara people to change the mapping, let me know and I'll take care of it.. On PG&E NW, it appears that PGEN Kingsgate is mapped to a Malin Citygate curve instead of a Kingsgate curve, resulting in a total transport loss of $235,019. (If the mapping were changed, it should just reallocate p&l--not change your overall p&l.) Maybe there is a reason for this mapping or maybe it affects something else somewhere that I am not seeing, but anyway, here are the Deal #'s, paths and p&l impacts of each. 139195 From Kingsgate to Malin ($182,030) 139196 From Kingsgate to PGEN/Tuscarora ($ 4,024) 139197 From Kingsgate to PGEN Malin ($ 8,271) 231321 From Kingsgate to Malin ($ 38,705) 153771 From Kingsgate to Stanfield ($ 1,988) Suggested fix: Change PGEN Kingsgate mapping from GDP-Malin Citygate to GDP-Kingsgate. Clay Basin storage--this is really a FYI more than anything else--I see five different tickets in Sitara for Clay Basin activity--one appears to be for withdrawals and the other four are injections. Clay Basin is valued as a Questar curve, which is substantially below NWPL points. What this means is that any time you are injecting gas, these tickets will show transport losses; each time you are withdrawing, you will show big gains on transport. I'm not sure of the best way to handle this since we don't really have a systematic Sitara way of handling storage deals. In an ideal world, it seems that you would map it the way you have it today, but during injection times, the transport cost would pass through as storage costs. Anyway, here's the detail on the tickets just for your info, plus I noticed three days where it appears we were both withdrawing and injecting from Clay Basin. There may be an operational reason why this occurred that I'm not aware of, and the dollar impact is very small, but I thought I'd bring it to your attention just in case there's something you want to do about it. The columns below show the volumes under each ticket and the p&L associated with each. Deal # 251327 159540 265229 106300 201756 P&L $29,503 ($15,960) ($3,199) ($2,769) ($273) Rec: Ques/Clay Basin/0184 NWPL/Opal 543 NWPL/Opal Sumas NWPL/S of Gr Rvr Del: NWPL/S of Green River/Clay Ques/Clay Basin/0852 Ques/Clay Basin/0852 Ques/Clay Basin Ques/Clay Basin 1 329 8,738 2 1,500 3 2,974 11,362 4 6,741 12,349 1,439 5 19,052 3,183 9 333 13 30,863 2,680 14 30,451 15 35,226 16 6,979 235 17 17,464 18 9,294 20 10,796 771 21 17,930 22 10,667 23 14,415 9,076 25 23,934 8,695 26 3,284 27 1,976 28 1,751 29 1,591 30 20,242
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subject: Re: balance on truck/loan content: Mary, If we add both balances together the total is $1,140. I can spread it over 6 or 12 months. 6 month payout would be $190/month. 12 month payout would be $95/month. Your choice. I would like it if you could work 5/hrs each Friday for another month or so. Does $10/hr sound fair? We can apply it to the loan. Phillip
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subject: content: address: http://ectpdx-sunone.ect.enron.com/~ctatham/navsetup/index.htm id: pallen password: westgasx
allen-p/sent/21.
subject: Re: San Marcos Study content: George, The other files opened fine, but I can't open winmail.dat files. Can you resend this one in a pdf format.? Thanks, Phillip
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subject: Re: Todays update content: Lucy, I am going to be in Seguin this Saturday through Monday. We can talk about a unit for Wade then. I will call the bank again today to resolve authorization on the account. Lets keep the office open until noon on Memorial day. Philllip
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subject: content: Lucy, Did you get set up on the checking account? Try and email me every day with a note about what happened that day. Just info about new vacancies or tenants and which apartments you and wade worked on each day. Phillip
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subject: content: This note is authorization to make the following changes: 1. Set up a new book for Frank Ermis-NW Basis 2. Route these products to NW Basis: NWPL RkyMtn Malin PG&E Citygate 3. Route EPNG Permian to Todd Richardson's book FT-New Texas Call with questions. X37041 Thank you, Phillip Allen
allen-p/sent/213.
subject: Gas Transportation Market Intelligence content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/22/2000 11:43 AM --------------------------- "CapacityCenter.com" <[email protected]> on 05/18/2000 02:55:43 PM To: [email protected] cc: Subject: Gas Transportation Market Intelligence [IMAGE] Natural Gas Transporation Contract Information and Pipeline Notices Delivered to Your Desktop http://www.capacitycenter.com [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] [IMAGE] Register Now and Sign Up For A Free Trial Through The End Of May Bid Week Capacity Shopper: Learn about capacity release that is posted to bid. Pick up some transport at a good price or explore what releases are out there....it can affect gas prices! Daily Activity Reports: Check out the deals that were done! What did your competitors pick up, and how do their deals match up against yours? This offers you better market intelligence! System Notices: Have System Notices delivered to your desk. Don't be the last one to learn about an OFO because you were busy doing something else! [IMAGE] Capacity Shopper And Daily Activity Reports Have Improved Formats You choose the pipelines you want and we'll keep you posted via email on all the details! Check out this example of a Daily Activity Report. Coming Soon: A Statistical Snapshot on Capacity Release Don't miss this member-only opportunity to see a quick snapshot of the activity on all 48 interstate gas pipelines. This message has been sent to a select group of Industry Professionals, if you do not wish to receive future notices, please Reply to this e-mail with "Remove" in the subject line. Copyright 2000 - CapacityCenter.com, Inc. - ALL RIGHTS RESERVED
allen-p/sent/214.
subject: Re: 91 acres content: Jeff, I would consider owner financing depending on: Established developer/individual/general credit risk What are they going to do with the land Rate/Term/Downpayment 25% Let me know. Phillip
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subject: Large Deal Alert content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 05/19/2000 10:46 AM --------------------------- From: Jeffrey A Shankman 05/18/2000 06:27 PM To: Phillip K Allen/HOU/ECT@ECT, Keith Holst/HOU/ECT@ect, Mike Grigsby/HOU/ECT@ECT cc: Subject: Large Deal Alert ---------------------- Forwarded by Jeffrey A Shankman/HOU/ECT on 05/18/2000 08:23 PM --------------------------- Bruce Sukaly@ENRON 05/18/2000 08:20 AM To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron, Jeffrey A Shankman/HOU/ECT@ECT cc: Subject: Large Deal Alert To make a long story short. Williams is long 4000MW of tolling in SP15 (SoCal ) for 20 years (I know I did the deal) on Tuesday afternoon, Williams sold 1000 MW to Merrill Lynch for the remaining life (now 18 years) Merrill is short fixed price gas at So Cal border up to 250,000MMBtu a day and long SP15 power (1000 MW) a day. heat rate 10,500 SoCal Border plus $0.50. I'm not sure if MRL has just brokered this deal or is warehousing it. For what its worth........
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subject: Re: 5/08/00 content: Dawn, I received your email with p&l's. Please continue to send them daily. Thank you, Phillip
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subject: Re: DSL- Installs content: No one will be home on 5/11/00 to meet DSL installers. Need to reschedule to the following week. Also, my PC at home has Windows 95. Is this a problem? Call with questions. X37041. Thank you, Phillip Allen
Circuit Provisioning@ENRON
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subject: Re: SW Gas content: ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/28/2000 09:02 AM --------------------------- Laird Dyer 04/27/2000 01:17 PM To: Phillip K Allen/HOU/ECT@ECT cc: Christopher F Calger/PDX/ECT@ECT, Michael McDonald/SF/ECT@ECT Subject: Re: SW Gas Mike McDonald and I met with SW Gas this morning. They were polite regarding asset management and procurement function outsourcing and are willing to listen to a proposal. However, they are very interested in weather hedges to protect throughput related earnings. We are pursuing a confidentiality agreement with them to facilitate the sharing of information that will enable us to develop proposals. Our pitch was based upon enhancing shareholder value by outsourcing a non-profit and costly function (procurement) and by reducing the volatility of their earnings by managing throughput via a weather product. As to your other question. We have yet to identify or pursue other candidates; however, Mike McDonald and I are developing a coverage strategy to ensure that we meet with all potential entities and investigate our opportunities. We met with 8 entities this week (7 Municipals and SWG) as we implement our strategy in California. Are there any entities that you think would be interested in an asset management deal that we should approach? Otherwise, we intend to systematically identify and work through all the candidates. Laird
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subject: SW Gas content: Laird, Did you meet with SWG on April 27th. Are there any other asset management targets in the west? ---------------------- Forwarded by Phillip K Allen/HOU/ECT on 04/27/2000 01:53 PM --------------------------- Jane M Tholt 04/12/2000 08:45 AM To: Phillip K Allen/HOU/ECT@ECT cc: Subject: SW Gas ---------------------- Forwarded by Jane M Tholt/HOU/ECT on 04/12/2000 10:45 AM --------------------------- Laird Dyer 04/12/2000 08:17 AM To: Jane M Tholt/HOU/ECT@ECT cc: Subject: SW Gas Janie, Thanks for the fax on SW Gas. We are meeting with Larry Black, Bob Armstrong & Ed Zub on April 27th to discuss asset management. In preparation for that meeting we would like to gain an understanding of the nature of our business relationship with SW. Could you, in general terms, describe our sales activities with SW. What are typical quantities and term on sales? Are there any services we provide? How much pipeline capacity do we buy or sell to them? Who are your main contacts at SW Gas? We will propose to provide a full requirements supply to SW involving our control of their assets. For this to be attractive to SW, we will probably have to take on their regulatory risk on gas purchase disallowance with the commissions. This will be difficult as there is no clear mandate from their commissions as to what an acceptable portfolio (fixed, indexed, collars....) should look like. Offering them a guaranteed discount to the 1st of month index may not be attractive unless we accept their regulatory risk. That risk may not be acceptable to the desk. I will do some investigation of their PGA's and see if there is an opportunity. As to the asset management: do you have any preference on structure? Are there elements that you would like to see? Any ideas at all would be greatly appreciated. Thanks, Laird
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subject: content: Phillip, How are you today I am very busy but I have to let you know that #37 I.Knockum is pd up untill 11/17/00 because on 10/26/00 she pd 250.00 so i counted and tat pays her up untill 10/26/ or did i count wrong? Lucy says: she pays 125.00 a week but she'sgoing on vacation so thjat is why she pd more Lucy says: I have all the deposit ready but she isn't due on this roll I just wanted to tell you because you might think she didn't pay or something Lucy says: the amnt is:4678.00 I rented #23 aand #31 may be gone tonight I have been putting in some overtime trying to rent something out i didnt leave last night untill 7:00 and i have to wait for someone tonight that works late. phillip says: send me the rentroll when you can phillip says: Did I tell you that I am going to try and be there this Fri & Sat Lucy says: no you didn't tell me that you were going to be here but wade told me this morning I sent you the roll did you get it? Did you need me here this weekend because I have a sweet,sixteen I'm getting ready for and if you need me here Sat,then I will get alot done before then. phillip says: We can talk on Friday Lucy says: okay see ya later bye. Lucy says: I sent you the roll did you get it ? phillip says: yes thank you The following message could not be delivered to all recipients: yes thank you
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subject: Re: #30 content: Kay & Neal, Thanks for remembering my birthday. You beat my parents by one day. The family is doing fine. Grace is really smiling. She is a very happy baby as long as she is being held. It sounds like your house is coming along fast. I think my folks are ready to start building. We will probably visit in late June or July. May is busy. We are taking the kids to Disney for their birthdays. Good luck on the house. Keith