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arnold-j/_sent_mail/425.
subject: Option Advisory Committee Meeting May 31 content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 02:21 PM --------------------------- "Schaefer, Matthew" <[email protected]> on 05/10/2001 01:26:57 PM To: Brad Banky <[email protected]>, David Rosenberg <[email protected]>, James Haupt <[email protected]>, Jeff Frase <[email protected]>, Jeff Ong <[email protected]>, Jim Adams <[email protected]>, John Arnold <[email protected]>, Kayvan Scott Malek <[email protected]>, Michael Maggi <[email protected]>, Robert Collins <[email protected]>, Russ Knutsen <[email protected]>, Sanjiv Khosla <[email protected]>, William Coorsh <[email protected]> cc: Subject: Option Advisory Committee Meeting May 31 Please be advised that the Option Advisory Committee meeting will be at 4:00 eastern time, May 31, 2001. Matthew Schaefer New York Mercantile Exchange 212.299.2612
arnold-j/_sent_mail/426.
subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:18 AM --------------------------- [email protected] on 05/10/2001 07:50:19 AM To: [email protected] cc: Subject: (01-154) Implementation of New NYMEX Rule 9.11A (Give-Up Trades) IMPORTANT MEMO Notice # 01-154 May 7, 2001 TO: All NYMEX Division Members and Member Firms FROM: Neal L. Wolkoff, Executive Vice President RE: Implementation of New NYMEX Rule 9.11A ("Give-Up Trades") DATE: May 7, 2001 =========================================================== Please be advised that beginning on the trade date of Friday, June 1, 2001, new NYMEX Rule 9.11A ("Give-Up Trades") will go into effect. ! In the absence of an applicable give-up agreement, new Rule 9.11A will define the respective responsibilities/obligations to an order of executing brokers, customers and Clearing Members. ! The term "executing broker" as used in Rule 9.11A refers to the registered billing entity, Member Firm or Floor Broker to whom the order is transmitted. ! Rule 9.11 will provide that, in the absence of an applicable give-up agreement, a Clearing Member may reject a trade only if: (1) the trade exceeds trading limits established by the Clearing Member for that customer that have been communicated to the executing broker as provided by the rule or (2) the trade is an error for which the executing broker is responsible. ! The new rule also places affirmative obligations on executing brokers to confirm Clearing Member authorization for an account. For example, prior to an executing broker accepting and executing an initial order for any new customer account, such executing broker must confirm with the Clearing Member by telephonic, electronic or written means, that: (a) the customer has a valid account with the Clearing Member; (b) the account number; (c) the brokerage rate; (d) the customer is authorized by the Clearing Member to place orders with the executing broker for that account; and (e) a listing or summary of persons authorized to place orders for that account. Moreover, the executing broker must retain a copy of the authorization or the specifics of the telephonic confirmation, which includes: opposite party, date, time, and any other relevant information. The Compliance Department will conduct periodic audits of such records, and falsification of such information shall be the basis for disciplinary action. If you have any questions concerning this new rule, please contact Bernard Purta, Senior Vice President, Regulatory Affairs and Operations, at (212) 299- 2380; Thomas LaSala, Vice President, NYMEX Compliance Department, at (212) 299-2897; or Arthur McCoy, Vice President, Financial Surveillance Section, NYMEX Compliance Department, at (212) 299-2928, NEW RULE 9.11A ("Give-Up Trades") (Entire rule is new.) Rule 9.11A Give-Up Trades In the absence of a give-up agreement whose terms and conditions govern the responsibilities/obligations of executing brokers, customers and Clearing Members, the following rules shall define the respective responsibilities/obligations of those parties to an order. The "executing broker", as used in this rule, is the registered billing entity, Member Firm or Floor Broker to whom the order is transmitted. (A) Responsibilities/Obligations of Clearing Members (1). Limits Placed by Clearing Member. A Clearing Member may, in its discretion, place trading limits on the trades it will accept for give-up for a customer's account from an executing broker, provided however, that the executing broker receives prior written or electronic notice from the Clearing Member of the trading limits on that account. Notice must be received by the executing broker in a timely manner. A copy of such notice shall be retained by the Clearing Member. (2). Trade Rejection. A Clearing Member may reject ("DK") a trade only if: (1) the trade exceeds the trading limits established under Section I(A) of this rule for that customer and it has been communicated to the executing broker as described in Subsection (A); or (2) the trade is an error for which the executing broker is responsible. If a Clearing Member has a basis for rejecting a trade, and chooses to do so in accordance with the provisions of Rule 2.21(B), it must notify the executing broker promptly. (3). Billing. A Clearing Member will pay all floor brokerage fees incurred for all transactions executed by the executing broker for the customer and subsequently accepted by the Clearing Member by means of the ATOM system. Floor brokerage fees will be agreed upon in advance among the Clearing Member, customer and the executing broker. (B) Responsibilities/Obligations of Executing Brokers (1) Customer Order Placement. An executing broker will be responsible for determining that all orders are placed or authorized by the customer. Once an order has been accepted, a broker or the broker's clerk must: (a) confirm the terms of the order with the customer; (b) accurately execute the order according to its terms; (c) confirm the execution of the order to the customer as soon as practicable; and (d) transmit such executed order to the Clearing Member as soon as practicable in accordance with Exchange Rules and procedures. 2. Use of Other Persons. Unless otherwise agreed in writing, the executing broker is allowed to use the services of another broker in connection with the broker's obligations under these rules. The executing broker remains responsible to the customer and Clearing Member under these rules. 3. Executing Broker Responsibility for Verifying Clearing Member Authorization. Prior to a broker accepting and executing an initial order for any new customer account, the executing broker must confirm with the Clearing Member by telephonic, electronic or written means, that: (f) the customer has a valid account with the Clearing Member; (g) the account number; (h) the brokerage rate; (i) the customer is authorized by the Clearing Member to place orders with the executing broker for that account; and (j) a listing or summary of persons authorized to place orders for that account. The executing broker must retain a copy of the authorization or the specifics of the telephonic confirmation, which includes: opposite party, date, time, and any other relevant information. The falsification of such information shall be the basis for disciplinary action. 4. Rejection of Customer Order. Where an executing broker has confirmed Clearing Member authorization to execute orders on behalf of a customer in accordance with this Rule 9.11A, the broker may, in the broker's discretion, reject an order that the customer transmits to the broker for execution. The broker shall promptly notify the customer and the Clearing Member(s) of any such rejection. Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com
arnold-j/_sent_mail/427.
subject: FW: details for long term flat price swap on Nat Gas Houston Ship content: Russell: Just fyi, they're willing to take us for 20 years. ---------------------- Forwarded by John Arnold/HOU/ECT on 05/10/2001 08:17 AM --------------------------- From: Eric Bass/ENRON@enronXgate on 05/10/2001 07:42 AM To: John Arnold/HOU/ECT@ECT cc: Subject: FW: details for long term flat price swap on Nat Gas Houston Ship Channel Inside FERC John, Attached are the volumes associated with the 20 yr Soc Gen deal we talked about. I have yet to hear from credit. I will let you know the status as it becomes available. Eric -----Original Message----- From: [email protected]@ENRON [mailto:IMCEANOTES-Alexander+2EWERNER+40us+2Esocgen+2Ecom+40ENRON@ENRON.com] Sent: Thursday, May 10, 2001 7:34 AM To: Bass, Eric Subject: details for long term flat price swap on Nat Gas Houston Ship Channel Inside FERC Hi Eric, Please find below the detailed terms of a possible deal that we have been talking about during our phone conversation this morning. Nature of deal : If the transaction takes place, Societe Generale would sell a financial fixed price swap (flat price, not basis differential) to Enron. The monthly settlement would be financial. There would not be any exchange of physical product. Period of the deal : June 1st, 2001 to January 31st, 2021. Used Reference : Natural Gas-Houston Ship Channel Index Inside FERC , monthly settlement. Volumes of the financial swap transaction : Please find below the volumes given month by month in MMBTU. (See attached file: volumes-10-5-01-for-Enron.xls) Since there is a tiny chance that the deal trades today, could you please check if you have credit with SG for this period. If not, could you find out how much time it approximately takes to get the credit. In terms of credit, SG is good with Enron for this period. Thank you, Alexander Werner ************************************************************************** The information contained herein is confidential and is intended solely for the addressee(s). It shall not be construed as a recommendation to buy or sell any security. Any unauthorized access, use, reproduction, disclosure or dissemination is prohibited. Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates shall assume any legal liability or responsibility for any incorrect, misleading or altered information contained herein. ************************************************************************** ************************************************************************** The information contained herein is confidential and is intended solely for the addressee(s). It shall not be construed as a recommendation to buy or sell any security. Any unauthorized access, use, reproduction, disclosure or dissemination is prohibited. Neither SOCIETE GENERALE nor any of its subsidiaries or affiliates shall assume any legal liability or responsibility for any incorrect, misleading or altered information contained herein. ************************************************************************** - volumes-10-5-01-for-Enron.xls
arnold-j/_sent_mail/428.
subject: Re: reminder -pira dinner sund may 13 th 7.45 pm st regis content: i think the velocity of the down move will be much less severe from here. still dont think this is equilibrium. need to see aga coming in lower than expectations for a couple weeks signaling that we've moved down the demand curve. think a lot of spec shorts are looking to take profits as we get close to the psychological 400 target. market needs producer selling to get us through there. have seen some as williams is starting to hedge barrett : hence the weakness in the back of the curve recently. still going lower but it will be a tougher move from here. From: Jennifer Fraser/ENRON@enronXgate on 05/09/2001 02:12 PM To: John Arnold/HOU/ECT@ECT cc: Subject: reminder -pira dinner sund may 13 th 7.45 pm st regis what do you think now? see you sunday
arnold-j/_sent_mail/429.
subject: RE: content: maybe they're for more sophisticated palates From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:27 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: I pawned them off on my unsuspecting coworker - Phil. He liked them!! -----Original Message----- From: Arnold, John Sent: Wednesday, May 09, 2001 2:27 PM To: Ward, Kim S. Subject: Re: it's an aquired taste From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: those things are TERRIBLE!!!!
arnold-j/_sent_mail/43.
subject: Re: Resume content: Alan: I received your email. I'll make sure it goes through the proper channels. It may help if you give specific positions that interest you most as Enron is such a big place, it will help focus the resume to the right people. John
arnold-j/_sent_mail/430.
subject: Re: content: Hot like wasabi when I bust rhymes Big like Leann Rimes Because I'm all about value
arnold-j/_sent_mail/431.
subject: Re: content: it's an aquired taste From: Kim Ward/ENRON@enronXgate on 05/09/2001 02:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: those things are TERRIBLE!!!!
arnold-j/_sent_mail/432.
subject: content: i couldnt do it. it took 13 minutes for my alarm to wake me up.
arnold-j/_sent_mail/433.
subject: gas message board access content: is there a password or just knowing the address ---------------------- Forwarded by John Arnold/HOU/ECT on 05/08/2001 05:08 PM --------------------------- From: Alex Mcleish/ENRON@enronXgate on 05/08/2001 10:40 AM To: John Arnold/HOU/ECT@ECT cc: Subject: gas message board access John, is access to the board on a password basis now? If so, when you get a chance could you authorise access for myself and Andew Hill (a colleague in crude fundamentals) please? A similar board for crude and products should be ready within a couple of weeks. Thanks Alex
arnold-j/_sent_mail/434.
subject: RE: content: i'm just kidding. i'm getting a haircut from 530-600. i'll call you when i get out. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:49 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: I guess that's fair - considering the deal you worked out with Dean. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 4:48 PM To: Ward, Kim S. Subject: RE: you i guess. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: so who are the drinks on until I do ? . . . . . -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:25 PM To: Ward, Kim S. Subject: RE: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/435.
subject: RE: content: you i guess. From: Kim Ward/ENRON@enronXgate on 05/08/2001 04:23 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: so who are the drinks on until I do ? . . . . . -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:25 PM To: Ward, Kim S. Subject: RE: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/436.
subject: RE: content: drinks on tickleknees if you do From: Kim Ward/ENRON@enronXgate on 05/08/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: you're killing me!!! I WILL close two of the three!!! and I predict that I will make $500,000 - on two tiny little gas deals. -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 2:04 PM To: Ward, Kim S. Subject: RE: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/437.
subject: RE: content: maybe we need a closer in that seat From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:56 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: he's a cheapskate - I am just sitting here on the edge of my seat with three customers that won't pull the trigger! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:53 PM To: Ward, Kim S. Subject: RE: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/438.
subject: RE: content: how about we celebrate the near completion of your deal and have tickleless pay for it. From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:26 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: push the summer down about $.03-.04 so I can get one of my deals done and we could celebrate! -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/439.
subject: RE: content: is that with or without two snoozes? From: Kim Ward/ENRON@enronXgate on 05/08/2001 01:24 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: and get up at 5:07 a.m.? -----Original Message----- From: Arnold, John Sent: Tuesday, May 08, 2001 1:07 PM To: Ward, Kim S. Subject: wanna get sauced after work?
arnold-j/_sent_mail/44.
subject: Re: content: I almost forget about your debt, but then your BMW 315ia reminded me of it.
arnold-j/_sent_mail/440.
subject: content: wanna get sauced after work?
arnold-j/_sent_mail/441.
subject: Re: RISK Magazine Interview content: Jennifer: I don't think we have much interest in doing this interview since it primarily pertains to our views of the market. I would speak in such generalities that it probably wouldn't be a good interview. John Jennifer Walker@ENRON 05/07/2001 08:57 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RISK Magazine Interview John: Kevin Foster with Risk Magazine is working on an article for the June issue regarding Gas Markets in the U.S. Basically, he is interested in Enron's opinion of: 1. Physical Supply/Demand of gas and how this is affecting financial trades 2. Where do we anticipate gas prices going over the summer? 3. The state of the industry--any major issues that may affect the market? If this sounds like a story we would be interested in doing, please let me know and I will coordinate a short phone interview with Kevin Foster. I know it usually works best for your schedule to do this after 4pm, so please let me know if Tuesday after 4 would be good for you. Thanks for your help and please call me with any questions. Jennifer Walker Public Relations x3-9964
arnold-j/_sent_mail/442.
subject: RE: you shudda been in vegas content: that night i had so much brain damage i couldnt function. as opposed to ???? "Lafontaine, Steve" <[email protected]> on 05/07/2001 06:29:44 AM To: [email protected] cc: Subject: RE: you shudda been in vegas was a great time-sat at bo collins dinner table spoke briefly. by that nite i had so much brain damage i couldnt function. -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Friday, May 04, 2001 11:31 AM To: LaFontaine, Steve Subject: Re: its never gonna break your guys are probably seeing this as well, but, 50 cents higher our customer biz was 95/5 from buy side. now it's 50/50. can almost smell blood among the producers. only problem is trade is sooooo short they cant see straight. were the market still not so fundamentally overvalued right now i'd be looking for a 25 cent move up. just can't see that happening at this level though. ********************Legal Disclaimer************************** This email may contain confidential information and is only for the use of the intended or named recipient. It has been prepared solely for informational purposes from sources believed to be reliable, and is not a solicitation, commitment or offer. All information is subject to change without notice, and is provided without warranty as to its completeness or accuracy. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution, copying or other use of this email and its attachments (if any) is strictly prohibited and may be a violation of law. If you have received this email in error, please immediately delete this email and all copies of it from your system (including any attachments), destroy any hard copies of it, and notify the sender. Thank you.
arnold-j/_sent_mail/443.
subject: Re: ng content: i guess i have to keep my 395 price target. just nothing bullish in the near term except crude. and that's not enough now. need to get to a new price regime to pick up more demand quickly. From: Jennifer Fraser/ENRON@enronXgate on 05/06/2001 05:47 PM To: John Arnold/HOU/ECT@ECT cc: Subject: ng what do you think this week and next 3 weeks-----june expiry 4.20? -----Original Message----- From: Arnold, John Sent: Wednesday, April 25, 2001 7:00 PM To: Fraser, Jennifer Subject: Re: please fill in--i lost the scrap of paper my numbers from mar 15. would raise jun-augy by 10 cents because of the supportive weather we had from mar 15-apr 15 From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM To: John Arnold/HOU/ECT@ECT cc: Subject: please fill in--i lost the scrap of paper arnold May-01 455 Jun-01 395 Jul-01 370 Aug-01 350 Sep-01 350 Oct-01 360 Nov-01 360 Dec-01 325 Jan-02 280 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/444.
subject: Re: content: none From: John J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Harry Arora/ENRON@enronXgate, Berney C Aucoin/HOU/ECT@ECT, Edward D Baughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Christopher F Calger/ENRON@enronXgate, Derek Davies/CAL/ECT@ECT, Mark Dana Davis/HOU/ECT@ECT, Joseph Deffner/ENRON@enronXgate, Paul Devries/TOR/ECT@ECT, W David Duran/HOU/ECT@ECT, Chris H Foster/ENRON@enronXgate, Chris Gaskill/ENRON@enronXgate, Doug Gilbert-Smith/Corp/Enron@ENRON, Rogers Herndon/HOU/ECT@ect, Ben Jacoby/HOU/ECT@ECT, Scott Josey/ENRON@enronXgate, Kyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/ENRON@enronXgate, John J Lavorato/ENRON@enronXgate, Eric LeDain/CAL/ECT@ECT, Laura Luce/Corp/Enron@Enron, Thomas A Martin/ENRON@enronXgate, Jonathan McKay/CAL/ECT@ECT, Ed McMichael/HOU/ECT@ECT, Don Miller/ENRON@enronXgate, Michael L Miller/ENRON@enronXgate, Rob Milnthorp/CAL/ECT@ECT, Jean Mrha/ENRON@enronXgate, Scott Neal/HOU/ECT@ECT, David Parquet/SF/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Brian Redmond/ENRON@enronXgate, Hunter S Shively/ENRON@enronXgate, Fletcher J Sturm/HOU/ECT@ECT, "Swerzbin, Mike" <[email protected]>@SMTP@enronXgate, C John Thompson/ENRON@enronXgate, Carl Tricoli/Corp/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Frank W Vickers/NA/Enron@Enron, Lloyd Will/HOU/ECT@ECT, Greg Wolfe/ENRON@enronXgate, Max Yzaguirre/NA/Enron@ENRON, John Zufferli/CAL/ECT@ECT cc: Subject: I asked everyone for their A/A needs and received very little feedback. Please respond promptly. Thanks John
arnold-j/_sent_mail/445.
subject: Re: its never gonna break content: your guys are probably seeing this as well, but, 50 cents higher our customer biz was 95/5 from buy side. now it's 50/50. can almost smell blood among the producers. only problem is trade is sooooo short they cant see straight. were the market still not so fundamentally overvalued right now i'd be looking for a 25 cent move up. just can't see that happening at this level though.
arnold-j/_sent_mail/446.
subject: Re: content: only if you promise to post regular updates on the trucking market. call chris gaskill to get the password. From: Matthew Arnold/ENRON@enronXgate on 05/04/2001 10:22 AM To: John Arnold/HOU/ECT@ECT cc: Subject: sign me up for the gas message board
arnold-j/_sent_mail/447.
subject: RE: content: will see you there (most probably) From: Kim Ward/ENRON@enronXgate on 05/04/2001 10:18 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: My floor looks good - now i just have to paint. Have fun in San Antonio. Monday morning? -----Original Message----- From: Arnold, John Sent: Friday, May 04, 2001 9:38 AM To: Ward, Kim S. Subject: Re: i like that feeling...as long as someone doesnt punch you in the gut. i'm going to san antonio at lunch today to play soccer so i just took the day off. catching up on 2 weeks of email. i know how to relax don't i From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Every single muscle in my stomach is sore.
arnold-j/_sent_mail/448.
subject: Re: Hi content: Hey Adam: sorry for the delay. just been very busy. congrats on joining enron. think you made the right chioce. i would recommend structuring. it's a good way to understand how enron works, how we look at and manage risk, and you get close to the trading component. a friend of mine, ed mcmichael runs the gas structuring group. try emiling him probably at [email protected]. keep in touch, john "Bayer, Adam Ryan" <[email protected]> on 04/10/2001 03:06:34 PM To: [email protected] cc: Subject: Hi Hi John, I hope your gas markets are moving nicely this week. Its been a long time since we talked, but a lot has happened. But the most important thing has been my decision to join Enron. At this point, I am looking around for a rotation, and I have received a lot of advice pointing me towards Gas/Power Structuring and RAC rotations. I am wondering if you know some people in these areas who might be looking for analysts. I have heard that traders work closely with the structured finance and RAC guys, true? If you have time please let me know if you know of anything. Thanks, Adam Bayer
arnold-j/_sent_mail/449.
subject: Re: <<Concur Expense Document>> - Quigley050401 content: this is my idea of vacation...
arnold-j/_sent_mail/45.
subject: content: Hello: I am not able to pull up the link for the short term outlook for natural gas. Can you please make sure the link is updates. Thanks, John
arnold-j/_sent_mail/450.
subject: Re: Fimat (Soc Gen Line) content: yes i will From: Sarah Wesner/ENRON@enronXgate on 05/04/2001 09:50 AM To: John Arnold/HOU/ECT@ECT cc: Joseph Deffner/ENRON@enronXgate Subject: Fimat (Soc Gen Line) John - I got a call from Warren Tashnek today. He is concerned about the usage of the Fimat line because the trading volume is not covering its costs. He wanted to know how to increase business with Enron. I referred him to you. As you know, he is so nice and not trying to start a fight with us but needs more trades to justify the cost of the line. Will you please address this with him? Thanks, Sarah
arnold-j/_sent_mail/451.
subject: option candlesticks technical paper content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:40 AM --------------------------- [email protected] on 05/04/2001 09:31:27 AM To: [email protected] cc: Subject: option candlesticks technical paper Several people have asked how to read the Carr Futures option candlestick charts. Attached is a research note discussing tracking and trading option volatility. (See attached file: Tracking and Trading Nat Gas Vols.pdf) Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com - Tracking and Trading Nat Gas Vols.pdf
arnold-j/_sent_mail/452.
subject: <<Concur Expense Document>> - Quigley050401 content: do you know what my user id and password are? ---------------------- Forwarded by John Arnold/HOU/ECT on 05/04/2001 09:33 AM --------------------------- [email protected] on 05/04/2001 10:37:18 AM To: "[email protected]" <[email protected]> cc: Subject: <<Concur Expense Document>> - Quigley050401 The following expense report is ready for approval: Employee Name: Henry Quigley Status last changed by: Automated Administrator Expense Report Name: Quigley050401 Report Total: $107.45 Amount Due Employee: $107.45 To approve this expense report, click on the following link for Concur Expense. http://xms.enron.com
arnold-j/_sent_mail/453.
subject: Re: content: i like that feeling...as long as someone doesnt punch you in the gut. i'm going to san antonio at lunch today to play soccer so i just took the day off. catching up on 2 weeks of email. i know how to relax don't i From: Kim Ward/ENRON@enronXgate on 05/04/2001 09:34 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Every single muscle in my stomach is sore.
arnold-j/_sent_mail/454.
subject: Re: content: absolutely...though i'm not sure how you do it. call chris gaskill and he should be abl to help. From: Kevin McGowan/ENRON@enronXgate on 05/04/2001 09:33 AM To: John Arnold/HOU/ECT@ECT cc: Subject: John, Could I get access to the gas message board? KJM
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subject: content: Jeff: To explain the P&L of -349,000 : We executed the trade when you gave the order (the delta anyway), first thing in the morning. The market rallied 8 cents from the morning, with the back rallying about 2.5 cents. On 904 PV contracts, curve shift was -226,000. The balance, $123,000, is almost exactly $.01 bid/mid, which I think is pretty fair considering the tenor of the deal and that it included price and vol. Cal 3 straddles, for instance, are $1.39 / $1.45. Looking out for you bubbeh: John
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subject: Re: No Cracks content: almost forgot about you.... will take care of . we'll keep you guys together close to the traders. From: Mike A Roberts 05/01/2001 09:48 AM To: John Arnold/HOU/ECT@ECT cc: Subject: No Cracks Johnny, Please don't let my group fall through the cracks! We'd like to be as close to your desk in the new building as possible (8 seats) unless you think we should focus on one of the geographical desks - Mike
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subject: Re: Please respond content: no [email protected] on 05/01/2001 11:44:40 AM To: [email protected] cc: Subject: Please respond Carr is hosting an enymex presentation at our office in New York this Monday, May 7th from 2-4 PM. We are double checking our head count to make sure that we will be ready for the people attending the presentation. If you would, please reply to this email with a yes or a no to indicate your intentions of attending this enymex presentation. Thank you. Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com
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subject: option candlesticks as a hot link content: ---------------------- Forwarded by John Arnold/HOU/ECT on 05/01/2001 08:10 AM --------------------------- [email protected] on 05/01/2001 07:51:18 AM To: [email protected] cc: Subject: option candlesticks as a hot link The information contained herein is based on sources that we believe to be reliable, but we do not represent that it is accurate or complete. Nothing contained herein should be considered as an offer to sell or a solicitation of an offer to buy any financial instruments discussed herein. Any opinions expressed herein are solely those of the author. As such, they may differ in material respects from those of, or expressed or published by on behalf of Carr Futures or its officers, directors, employees or affiliates. , 2001 Carr Futures The charts are now available on the web by clicking on the hot link(s) contained in this email. If for any reason you are unable to receive the charts via the web, please contact me via email and I will email the charts to you as attachments. Option Candlesticks http://www.carrfut.com/research/Energy1/candlesticks48.pdf Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com
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subject: content: Stranger: Any interest in getting a drink or dinner Tuesday? havent seen you in forever.
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subject: content: Stephanie: Please set up Mike Maggi for trding on Intercontinental Exch. Thanks, John
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subject: RE: Your note content: my email as far as i know is [email protected]. not on msn though. i made space for your 8 people as well as ferries, roberts, and the other person (??) you requested. Come down tomorrow and i'll show you the layout again. john From: Jean Mrha/ENRON@enronXgate on 04/30/2001 08:34 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: Your note Arnold, I am trying to talk via MSN messenger service and it will not accept [email protected] or any other reasonable email path. What is your official email path? I am assuming that you are using Outlook. I am here at work trying to close a deal. I will forward your message to Grass, but I want to visually see the layout of the floor. I will end up having spots on five and six. Also, Nelson Ferries' and Linda Roberts' location are very important to the Wellhead/Ecommerce effort. And yes, John will need room to grow. What did you think of the article? Mrha -----Original Message----- From: Arnold, John Sent: Monday, April 30, 2001 8:23 PM To: Mrha, Jean Subject: Jean: I think the location i talked about before is actually better for you. The area towards the edge of the building borders the northeast gas group, long-term originators, and mid-market orig group. not exactly who you need to be around. the location in the center is much closer to the east gulf group, specifically sandra, and the same distance to the central and texas trading groups. most importantly, it provides room for both your group and the trading group to expand. call me if you want to talk further.... thanks for the article. john
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subject: Advisory invoice content: can you take care of this... ---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 08:26 PM --------------------------- "Mark Sagel" <[email protected]> on 04/27/2001 10:14:42 AM To: "John Arnold" <[email protected]> cc: Subject: Advisory invoice John: ? Attached is the invoice covering the current period. ? Hope all is well. No changes on analysis.? Market will have occasional rallies (not significant) but all evidence shows lower levels to be seen.? Most bearish case shows decline until late May or first two weeks of June.? Prices from 420 - 380. - invoice enron 9943.doc
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subject: content: Jean: I think the location i talked about before is actually better for you. The area towards the edge of the building borders the northeast gas group, long-term originators, and mid-market orig group. not exactly who you need to be around. the location in the center is much closer to the east gulf group, specifically sandra, and the same distance to the central and texas trading groups. most importantly, it provides room for both your group and the trading group to expand. call me if you want to talk further.... thanks for the article. john
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subject: Re: March 2001/1Q 2001 Reporting Package content: would like to meet to review to make sure i understand. may only take a couple minutes. are you free at 330 on tuesday? From: Edie Leschber/ENRON@enronXgate on 04/30/2001 10:28 AM To: John Arnold/HOU/ECT@ECT cc: Subject: March 2001/1Q 2001 Reporting Package John, I have the reporting package for March 2001 and 1Q 2001 for the Financial Team for you. Would you like to meet to review or would you prefer that I just deliver it to you for your review? Thank you, Edie Leschber X30669
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subject: Re: pulaski content: remind jim how the h/j/k spread acted this year. granted it won't behave that way again until close to expiry, but i like the j/k outright much moreso than the condor. Caroline Abramo@ENRON 04/30/2001 12:24 PM To: John Arnold/HOU/ECT@ECT cc: Subject: pulaski ---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/30/2001 01:23 PM --------------------------- Jim Pulaski <[email protected]> on 04/30/2001 12:17:09 PM To: "Caroline. Abramo (E-mail)" <[email protected]> cc: Subject: btw, that wasnt me buying the f-g/j-k on friday at 4
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subject: natural update content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/30/2001 09:30 AM --------------------------- "Mark Sagel" <[email protected]> on 04/29/2001 06:50:29 PM To: "John Arnold" <[email protected]> cc: Subject: natural update Latest comments FYI - ng042901.doc
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subject: content: can you get me the number of our contact at the Delano. I have a personal favor to ask them. john
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subject: content: pookie: check this out: www.sailmainecoast.com/index.html
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subject: content: 212 836 5030
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subject: content: kimberly: any interest in accompanying me to maggi's bd party sat nite?
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subject: Re: content: welcome to the world of electronic market making. .. it's fun ,huh? "Smith, Foster" <[email protected]> on 11/08/2000 08:44:36 AM To: "'[email protected]'" <[email protected]> cc: Subject: Hey dickhead....quit arbing me on ice. When are we going to another Rocket's game so I can when my fucking money back? ****************************************************************** This email and any files transmitted with it from El Paso Energy Corporation are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender. ******************************************************************
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subject: Re: PIRA content: sure From: Jennifer Fraser/ENRON@enronXgate on 04/26/2001 10:37 AM To: John Arnold/HOU/ECT@ECT cc: Subject: PIRA They are coming in Sunday night obviously ( the 13th of May) We may do a dinner around 8pm -- if this is a yes --are you in you? wanna pick their brains with a one on one? Jen Fraser Enron Global Markets Fundamentals 713-853-4759
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subject: RE: Receipt of Hedge Fund Information content: may be looking to sell some naked calls soon. can you check that i would be approved to sell 200 of either 65 or 70's expiring somewhere between jul-jan. also, if i sell naked calls with a tenor of more than one year that expire worthless, do the gains get counted as LT cap gains?
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subject: Re: LNG content: sure, how about thursday at 3:30? would like to get update on ENE's lng projects as well. Jonathan Whitehead @ ENRON 04/24/2001 07:28 AM To: John Arnold/HOU/ECT@ECT cc: Subject: LNG John, I have just arrived in Houston, and will be running the LNG Trading & Shipping business. I worked for Louise for many years, and took over the European Gas business from her when she came over here a few years ago. I'd like to meet you and discuss a few issues. Do you have any time over the next few days? Thanks, Jonathan
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subject: Re: please fill in--i lost the scrap of paper content: my numbers from mar 15. would raise jun-augy by 10 cents because of the supportive weather we had from mar 15-apr 15 From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM To: John Arnold/HOU/ECT@ECT cc: Subject: please fill in--i lost the scrap of paper arnold May-01 455 Jun-01 395 Jul-01 370 Aug-01 350 Sep-01 350 Oct-01 360 Nov-01 360 Dec-01 325 Jan-02 280 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
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subject: Re: PIRA Global Oil and Natural Outlooks- Save these dates. content: are we first? if not, when does the road show start and/or when does the basic theme get distributed around the industry? From: Jennifer Fraser/ENRON@enronXgate on 04/20/2001 09:10 AM To: Cathy Phillips/HOU/ECT@ECT, Mark Frevert/ENRON@enronXgate, Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Doug Arnell/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Alan Aronowitz/HOU/ECT@ECT, Pierre Aury/LON/ECT@ECT, Sally Beck/HOU/ECT@ECT, Rick Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stephen H Douglas/ENRON@enronXgate, Shanna Funkhouser/ENRON@enronXgate, Eric Gonzales/LON/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Larry Lawyer/ENRON@enronXgate, Chris Mahoney/LON/ECT@ECT, George Mcclellan/ENRON@enronXgate, Thomas Myers/ENRON@enronXgate, John L Nowlan/HOU/ECT@ECT, Beth Perlman/ENRON@enronXgate, Brent A Price/ENRON@enronXgate, Daniel Reck/ENRON@enronXgate, Cindy Skinner/ENRON@enronXgate, Stuart Staley/LON/ECT@ECT, Mark Tawney/ENRON@enronXgate, Scott Tholan/ENRON@enronXgate, Lisa Yoho/NA/Enron@Enron, Neil Davies/ENRON@enronXgate, Per Sekse/NY/ECT@ECT, Stephen H Douglas/ENRON@enronXgate, Scott Vonderheide/Corp/Enron@ENRON, Jonathan Whitehead/AP/Enron@Enron, Michael K Patrick/ENRON@enronXgate, Chris Gaskill/ENRON@enronXgate, John Arnold/HOU/ECT@ECT cc: Nicki Daw/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, DeMonica Lipscomb/ENRON@enronXgate, Yvonne Francois/ENRON@enronXgate, Angie Collins/ENRON@enronXgate, Donna Baker/ENRON@enronXgate, Helen Marie Taylor/HOU/ECT@ECT, Chantelle Villanueva/ENRON@enronXgate, Betty J Coneway/ENRON@enronXgate, Patti Thompson/HOU/ECT@ECT, Cherylene Westbrook/ENRON@enronXgate, Candace Parker/LON/ECT@ECT, Sharon Purswell/ENRON@enronXgate, Gloria Solis/ENRON@enronXgate, Brenda J Johnston/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Susan McCarthy/LON/ECT@ECT, Paula Forsyth/ENRON@enronXgate, Shirley Crenshaw/HOU/ECT@ECT, Kathleen D Hardeman/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Stuart Cichosz/ENRON@enronXgate, Judy Zoch/NA/Enron@ENRON, Sunita Katyal/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cherry Mont/NY/ECT@ECT, Lydia Reeves/HOU/ECT@ECT, Kristy Armstrong/ENRON@enronXgate, Nita Garcia/NA/Enron@Enron, Christina Brandli/ENRON@enronXgate, Yolanda Martinez/Corp/Enron@ENRON, Michele Beffer/ENRON@enronXgate, Shimira Jackson/ENRON@enronXgate Subject: PIRA Global Oil and Natural Outlooks- Save these dates. PIRA is coming in May to do their semi-annual energy outlook. Greg Shuttlesworth- North American Natural Gas --- May 14th 3-5 pm (30 C1) ? New Production Outlook ? Price Direction ? Demand Fundamentals Dr. Gary Ross - World Oil Outlook --- May 16th 7-8:30 am --32C2 ? OIl/ Demand/ supply Outlook ? Regional balances ? OPEC Rhetoric Jen Fraser 34759
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subject: Re: Understanding the natural view content: 1. don't know. some industrial shutdown is not gas price dependent. some will not come back at the same prices it went off. residential conservation i think is underestimated and has a severe lag effect that will not come back as prices fall. as far as switching i dont think #2 is the floor some people think it is. maybe #6 is the floor. 2. you know my outlook for xh, with slightly above normal weather jan goes out at 2.75 and that is not constrained by a #6 floor. next jv, too far away to really run the numbers but think natty reestablishes itself as a $2.50-3.50 commodity. 3. the obvious 4. yes. believe if we end at 2.6 in the ground, the current nymex forward curve may be fairly priced. my belief is that at the current prices we will end up with much more than 2.6 and that $5 is not value if we have 2.8 in the ground and gaining y on y. circular argument that leads to my belief that prices must fall. 5. not necessarily. will loss of demand with normal weather cancel the fact that there will be much less demand destruction. probably. From: Jennifer Fraser/ENRON@enronXgate on 04/22/2001 05:54 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Understanding the natural view 1- The above spreadsheet looks at HO-NG seasonally. It gives perspective on 'normal relationships'. Things I need to clarify about your ng view 1- As gas plummets are you assuming that it regains all demand (industrial shutdowns and fuel switchers)? 2-What is your outlook for Nov-Mar 01 and Ap-oct 02 3- How does your view change with a normal, cold or warm winter ? 4- Is your view predicated on getting to 2.6 is easy and that world did not end this past winter a storage level of 2.6? 5- Do you believe that we will need to price some demand out again this winter? Thanks
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subject: Sixth Floor Layout content: can you send jean a list of her seat numbers ---------------------- Forwarded by John Arnold/HOU/ECT on 04/25/2001 06:38 PM --------------------------- From: Jean Mrha/ENRON@enronXgate on 04/18/2001 03:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Sixth Floor Layout John, I heard from Wes Colwell that you had been appointed by Lavorato to layout the sixth floor for gas. This morning I spoke to Wes regarding the placement of the Upstream/Ecommerce desk on six. I have taken 6 spaces but I need two more. The two I would like to use (e29 & e30) are currently being occupied by the Central Region. I would like to move these individuals to two spots right across from their current location (e35 & e36). For your information, the current six spots that I have are : e17, e18, e21, e22, e23 and e24. Please call when you can. Good luck trading... Regards, Mrha
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subject: Re: content: thanks a lot
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subject: content: awfully close......
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subject: Re: Power Group content: yes Ina Rangel 04/23/2001 05:04 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Power Group John, Have you cleared everything with Presto about having to move over one row to make room for Fred's group? -Ina
arnold-j/_sent_mail/48.
subject: Re: content: yep Brian Hoskins@ENRON COMMUNICATIONS 11/06/2000 11:08 AM To: John Arnold/HOU/ECT@ECT cc: Fangming Zhu/Corp/Enron@ENRON Subject: John, Are you available to install the Enron Messenger application today at 4pm? Brian Brian T. Hoskins Enron Broadband Services 713-853-0380 (office) 713-412-3667 (mobile) 713-646-5745 (fax) [email protected]
arnold-j/_sent_mail/480.
subject: option candlesticks content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/23/2001 12:53 PM --------------------------- [email protected] on 04/23/2001 10:15:27 AM To: [email protected] cc: Subject: option candlesticks The information contained herein is based on sources that we believe to be reliable, but we do not represent that it is accurate or complete. Nothing contained herein should be considered as an offer to sell or a solicitation of an offer to buy any financial instruments discussed herein. Any opinions expressed herein are solely those of the author. As such, they may differ in material respects from those of, or expressed or published by on behalf of Carr Futures or its officers, directors, employees or affiliates. , 2001 Carr Futures The charts are now available on the web by clicking on the hot link(s) contained in this email. If for any reason you are unable to receive the charts via the web, please contact me via email and I will email the charts to you as attachments. Option Candlesticks http://www.carrfut.com/research/Energy1/candlesticks51.pdf Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com
arnold-j/_sent_mail/481.
subject: Re: Overwhelmed By Debt? [qenld] content: fuck you [email protected] on 04/23/2001 10:48:39 AM Please respond to [email protected] To: [email protected] cc: Subject: Overwhelmed By Debt? [qenld] Debt got you down? You're not alone.... Consumer debt is at an all-time high. If you are in debt more that $10,000, please read on. Whether your debt dilemma is the result of illness, unemployment, or overspending, it can all seem overwhelming. Don't despair. We can help you regain your financial foothold. We invite you to find out what thousands before you have already discovered. Fill out our simplified form below for your free consultation and see how much you can save! Let us show you how to become debt free without borrowing or filing bankruptcy. [][][][][][][][][][][][][][][][][][][][][][][][][] Full Name: Address: City: State: Zip Code: Home Phone: Work Phone: Best Time to Call: E-Mail Address: Estimated Debt Size($10,000 Min): (No information ever provided to any third party sources) [][][][][][][][][][][][][][][][][][][][][][][][][] This request is totally risk free. No obligation or costs are incurred. Thank you for your time. To unsubscribe please hit reply and send a message with remove in the subject.
arnold-j/_sent_mail/482.
subject: Re: Henry "scuba" called content: do you mind if i go out with the boys from work tonight?
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subject: content: Hello, I noticed you carried several of the 98 Zoom Zins. Any chance you have the 33 year old vines version? Please advise, John
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subject: Re: please fill in--i lost the scrap of paper content: you think i'm going to put this in ellectronic form? no way. From: Jennifer Fraser/ENRON@enronXgate on 04/19/2001 01:17 PM To: John Arnold/HOU/ECT@ECT cc: Subject: please fill in--i lost the scrap of paper arnold May-01 Jun-01 Jul-01 Aug-01 Sep-01 Oct-01 Nov-01 Dec-01 Jan-02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
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subject: option candlesticks content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/19/2001 11:28 AM --------------------------- [email protected] on 04/19/2001 10:50:12 AM To: [email protected] cc: Subject: option candlesticks The information contained herein is based on sources that we believe to be reliable, but we do not represent that it is accurate or complete. Nothing contained herein should be considered as an offer to sell or a solicitation of an offer to buy any financial instruments discussed herein. Any opinions expressed herein are solely those of the author. As such, they may differ in material respects from those of, or expressed or published by on behalf of Carr Futures or its officers, directors, employees or affiliates. , 2001 Carr Futures The charts are now available on the web by clicking on the hot link(s) contained in this email. If for any reason you are unable to receive the charts via the web, please contact me via email and I will email the charts to you as attachments. Option Candlesticks http://www.carrfut.com/research/Energy1/candlesticks25.pdf Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com
arnold-j/_sent_mail/486.
subject: RE: Receipt of Hedge Fund Information content: Mike: Please resend the forms needed although I may have sent the necessary docs with the courier that delivered the check. Do not believe we've seen the worst yet. Will not be looking to put more money to work on the long only side for a while. Even with the rally today I do not believe we've seen the worst yet. "Gapinski, Michael" <[email protected]> on 04/17/2001 08:48:53 AM To: "'[email protected]'" <[email protected]> cc: "Herrera, Rafael J." <[email protected]> Subject: RE: Receipt of Hedge Fund Information John - Yes, we received your check and forms. The check has been deposited and the forms have been processed. The actual debits for hedge fund subscriptions will begin on April 24th. As for naked options, I believe we sent the paperwork for naked options to you in February, but I don't believe we got it back. Also, I'm concerned about the margin requirements for naked options interfering with funds available for the hedge fund subscriptions on April 24th. I also have an ACCESS manager portfolio presentation for you to review concerning the long-stock portion of your portfolio. I'm thinking we could knock out the paperwork, discuss protecting your liquidity for the hedge funds vs. naked option margin requirements, and walk you through the ACCESS manager proposal in about 30-45 minutes if you're available around 5 PM tonight or tomorrow night. With regards to the marginable equity for naked options question, are the stocks at Fidelity held in joint name? Thanks, Mike -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Monday, April 16, 2001 3:59 PM To: Gapinski, Michael Subject: RE: Receipt of Hedge Fund Information mike: just want to confirm you received my money and forms. also, checking to see if i am set up to sell naked calls on ENE. may be looking to do something this week. probably 100-200 contracts. john Notice Regarding Entry of Orders and Instructions: Please do not transmit orders and/or instructions regarding your PaineWebber account(s) by e-mail. Orders and/or instructions transmitted by e-mail will not be accepted by PaineWebber and PaineWebber will not be responsible for carrying out such orders and/or instructions. Notice Regarding Privacy and Confidentiality: PaineWebber reserves the right to monitor and review the content of all e-mail communications sent and/or received by its employees.
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subject: Re: FW: bloomberg content: Please send it to me. john From: Julie Pechersky/ENRON@enronXgate on 04/17/2001 09:33 AM To: John Arnold/HOU/ECT@ECT cc: Subject: FW: bloomberg John, We are trying to transfer your bloomberg account and need to know who within Enron North America can sign-off on this contract. Would that be you? Or do you have a legal department that we should forward it to? We initially changed the name on it and had it signed under Enron Corp which is where the majority of our Bloomberg contracts lie, but because you can actually execute trades from the system that you are now using, it has to be under your departments name and we need someone to sign the contract. Let me know. Thanks, Julie -----Original Message----- From: "ALLYSON FELLER, BLOOMBERG/ NEW YORK" <[email protected]>@ENRON [mailto:IMCEANOTES-+22ALLYSON+20FELLER+2C+20BLOOMBERG_+20NEW+20YORK+22+20+3CAF [email protected]] Sent: Monday, April 16, 2001 12:03 PM To: [email protected] Subject: bloomberg Hi Julie. I noticed the contracts have been received. However, "North America" has been crossed off the contract. That is the name it was signed under and still the current trading name for Emissions and Natural gas. Not sure if it was a mistake or not. Anyway - please get back to me when you can. I am going to try to set up a meeting with the gas guys for tomorrow 4/17. Thanks
arnold-j/_sent_mail/488.
subject: 2- SURVEY/INFORMATION EMAIL content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/18/2001 09:03 PM --------------------------- Outlook Migration Team@ENRON 04/17/2001 12:52 PM To: Brandi Morris/HOU/ECT@ECT, Brian Vass/HOU/ECT@ECT, Carlos Gorricho/Enron@EnronXGate, Christine Drummond/HOU/ECT@ECT, John Enerson/HOU/ECT@ECT, Lesley Ayers/Corp/Enron@ENRON, L'Sheryl Hudson/HOU/ECT@ECT, Maria LeBeau/HOU/ECT@ECT, Mark Meier/Corp/Enron@Enron, Mo Bawa/NA/Enron@ENRON, Patrick Johnson/HOU/ECT@ECT, Richard Lydecker/Corp/Enron@Enron, Stacie Mouton/NA/Enron@Enron, Akasha R Bibb/Corp/Enron@Enron, Bethanne Slaughter/NA/Enron@Enron, Bruce Harris/NA/Enron@Enron, Cecilia Rodriguez/Enron@EnronXGate, Chetan Paipanandiker/HOU/ECT@ECT, Craig Chaney/HOU/ECT@ECT, George Zivic/HOU/ECT@ECT, Gillian Johnson/HOU/EES@EES, Jacquelyn Jackson/ENRON@enronXgate, Kim Detiveaux/ENRON@enronXgate, Kimberly Friddle/NA/Enron@ENRON, Lynn Tippery/Enron@EnronXGate, Seung-Taek Oh/NA/Enron@ENRON, Tom Doukas/NA/Enron@ENRON, Vincent Wagner/NA/Enron@Enron, Daniel Quezada/Corp/Enron@Enron, Dutch Quigley/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Jason Panos/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John Arnold/HOU/ECT@ECT, John Griffith/Corp/Enron@Enron, Kimberly Hardy/Corp/Enron@ENRON, Larry May/Corp/Enron@Enron, Mike Maggi/Corp/Enron@Enron, Andrea Crump/NA/Enron@Enron, Ashu Tewari/NA/Enron@Enron, Bryan Deluca/NA/Enron@Enron, Cecil John/Corp/Enron@ENRON, Clinton Anderson/HOU/ECT@ECT, Dale Neuner/HOU/ECT@ECT, Danny Lee/Corp/Enron@Enron, Fraisy George/NA/Enron@Enron, Frank L Davis/HOU/ECT@ECT, Gary Nelson/HOU/ECT@ECT, James Wylie/NA/Enron@Enron, Joshua Meachum/NA/Enron@ENRON, Kathy M Moore/HOU/ECT@ECT, Keith Clark/Corp/Enron@Enron, Mary Griff Gray/HOU/ECT@ECT, Michael Guillory/NA/Enron@ENRON, Nicole Hunter/NA/Enron@Enron, Sunil Abraham/NA/Enron@Enron, Lohit Datta-Barua/OTS/Enron@Enron, Michael Woodson/GCO/Enron@ENRON, Paul Powell/GCO/Enron@ENRON, Randy Belyeu/OTS/Enron@ENRON, Richard D Lee/OTS/Enron@ENRON, Susan Brower/ET&S/Enron@ENRON, Alex Wong/Corp/Enron@Enron, James Skelly/Corp/Enron@ENRON cc: Subject: 2- SURVEY/INFORMATION EMAIL Current Notes User: To ensure that you experience a successful migration from Notes to Outlook, it is necessary to gather individual user information prior to your date of migration. Please take a few minutes to completely fill out the following survey. When you finish, simply click on the 'Reply' button then hit 'Send' Your survey will automatically be sent to the Outlook 2000 Migration Mailbox. Thank you. Outlook 2000 Migration Team ------------------------------------------------------------------------------ -------------------------------------------------------------- Full Name: Login ID: Extension: Office Location: What type of computer do you have? (Desktop, Laptop, Both) Do you have a PDA? If yes, what type do you have: (None, IPAQ, Palm Pilot, Jornada) Do you have permission to access anyone's Email/Calendar? If yes, who? Does anyone have permission to access your Email/Calendar? If yes, who? Are you responsible for updating anyone else's address book? If yes, who? Is anyone else responsible for updating your address book? If yes, who? Do you have access to a shared calendar? If yes, which shared calendar? Do you have any Distribution Groups that Messaging maintains for you (for mass mailings)? If yes, please list here: Please list all Notes databases applications that you currently use: In our efforts to plan the exact date/time of your migration, we also will need to know: What are your normal work hours? From: To: Will you be out of the office in the near future for vacation, leave, etc? If so, when? From (MM/DD/YY): To (MM/DD/YY):
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subject: content: jeanie: i really need the docs on both phantom stock and options. please please please john
arnold-j/_sent_mail/49.
subject: daily charts and matrices as hot links 11/6 content: ---------------------- Forwarded by John Arnold/HOU/ECT on 11/06/2000 09:46 AM --------------------------- [email protected] on 11/06/2000 07:28:53 AM To: [email protected] cc: Subject: daily charts and matrices as hot links 11/6 The information contained herein is based on sources that we believe to be reliable, but we do not represent that it is accurate or complete. Nothing contained herein should be considered as an offer to sell or a solicitation of an offer to buy any financial instruments discussed herein. Any opinions expressed herein are solely those of the author. As such, they may differ in material respects from those of, or expressed or published by on behalf of Carr Futures or its officers, directors, employees or affiliates. , 2000 Carr Futures The charts are now available on the web by clicking on the hot link(s) contained in this email. If for any reason you are unable to receive the charts via the web, please contact me via email and I will email the charts to you as attachments. Crude http://www.carrfut.com/research/Energy1/crude86.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas86.pdf Distillate http://www.carrfut.com/research/Energy1/hoil86.pdf Unleaded http://www.carrfut.com/research/Energy1/unlded86.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/Stripmatrix86.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG86.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL86.pdf April Crude http://www.carrfut.com/research/Energy1/CLJ86.pdf
arnold-j/_sent_mail/490.
subject: content: http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7081781&tid=ene&sid=708178 1&mid=11711
arnold-j/_sent_mail/491.
subject: RE: ng views + wager content: 7:2 at 2:1 From: Jennifer Fraser/ENRON@enronXgate on 04/17/2001 05:42 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager new odds Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Monday, April 16, 2001 7:44 AM To: Fraser, Jennifer Subject: RE: ng views + wager i'll take 10:1 this morning From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager thats pleasant Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Sunday, April 15, 2001 3:29 PM To: Fraser, Jennifer Subject: RE: ng views + wager eat my shorts From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager 3:1 and your on Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Thursday, April 12, 2001 11:04 AM To: Fraser, Jennifer Subject: RE: ng views + wager the implied market on that from put spreads is 5.3:1. I'll take 4:1. that's all the juice i'll pay. From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager Most import - the wager - I will take the over on May NG (4.95). 2:1 is okay--- $5 per penny okay? Agree - Products Rally is not different for products. 92% of heating oil is made ondemand (storage is not as important as in nat gas) Heat will get ugly this October and then give it up (unless we have 7 blizzzards in the Northeast very early). SOme things to consider : 1- in the next 3-4 weeks we will finish the very heavy maintenance season and be in full blown gasoline season. - yields will be preferentially shifted for HU 3- nobody will pay any attention to HO 2-HO will have incremental demand due to utlity switching and will quietly build slower than last year 4- therefore by September everyone will freak out 5- After the OCtober contract expires (HO) , everyone will realize (similar to NG) that the world will not end. Where does this get us: 1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind will have been taken out of HU sails - plus you can do it month avg--therefore less noise) 2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng puts nov-jan Ng-Disagree: I think prices stay high through June. The big drop off come some where in July 15 to Aug 15 and downhill from there. (Looks like 1998) Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 10:41 PM To: Fraser, Jennifer Subject: Re: ng views the only change that's happened to my long term outlook has been that the weather in the short term has been more bullish and we'll have 30 or so bcf less storage than i was anticpating in two weeks. so yea, my curve is a touch higher, but it doesnt change my longer term view. most of the move this week was a short sqeeze of spec shorts combined with a strong heat market. a little concerned about heat, but also saw products very strong going into the season this past winter only to stage a huge failure. not convinced this rally in products is different. From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/492.
subject: Re: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler content: That's what I'm talking ABOUT !!!! "Eva Pao" <[email protected]> on 04/16/2001 09:35:14 PM Please respond to <[email protected]> To: <[email protected]> cc: Subject: FW: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! ? -----Original Message----- From: [email protected] [mailto:[email protected]]On Behalf Of David Margalit Sent: Monday, April 16, 2001 10:38 PM To: [email protected] Subject: Clay Christensen Speaks: Wednesday, 3:30, Spangler Auditorium! You've read?the Innovator's Dilemma.? Now learn?the latest.?? Clay??Christensen? ?How can I know in advance if something is a high-potential disruptive market opportunity? ? 3:30pm,?Wednesday,?April?18th Spangler Auditorium Come watch?Clay Christensenshare his?most recent?thoughts on?disruption, innovation?and business. Part of the HBS Student Association's Thought Leadership Speaker Series Be sure not to miss: Michael Porter:??Strategy: New Learnings:?3:30pm,??Tuesday, April?17th?Spangler Auditorium Tom Eisenmann: Get Big Fast? Promise and Peril on the Path to the Evernet 3:00pm, Thursday, April 19th Aldrich 110 Rosabeth Moss Kanter: Evolve!: Succeeding in the Digital Culture of Tomorrow 4:30pm, Thursday, April 19th Aldrich 109
arnold-j/_sent_mail/493.
subject: RE: Receipt of Hedge Fund Information content: mike: just want to confirm you received my money and forms. also, checking to see if i am set up to sell naked calls on ENE. may be looking to do something this week. probably 100-200 contracts. john
arnold-j/_sent_mail/494.
subject: Re: Loss Limit Notification for April 11th and 12th content: the 14 mm loss was due to a booking mistake that could not be corrected before the books were posted and is being corrected tonight Chris Abel 04/16/2001 01:08 PM To: Mike Grigsby/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT cc: Frank Hayden/Enron@EnronXGate, Kenneth Thibodeaux/Enron@EnronXGate, Shona Wilson/NA/Enron@Enron Subject: Loss Limit Notification for April 11th and 12th Mike, can you please provide an explanation for the $71mm loss on the 11th and the $31mm loss on the 12th, for reporting purposes? John, can you please provide an explanation for the $14mm loss on the 12th, for reporting purposes? Thanks, Chris Abel Manager, Risk Controls and Consolidated Risk Reporting
arnold-j/_sent_mail/495.
subject: Re: Pay all bills with just 1 monthly payment! [y5i64] content: fuck you <[email protected]> on 04/16/2001 11:09:55 AM Please respond to [email protected] To: [email protected] cc: Subject: Pay all bills with just 1 monthly payment! [y5i64] Got debt? We can help using Debt Consolidation! If you owe $10,000 USD or more, consolidate your debt into just 1 payment and let us handle the rest! Wouldn't it be nice to have to worry about just 1 fee instead of half a dozen? We think so too. - You do not have to own a home - You do not need another loan - No credit checks required - Approval within 3 business days - Available to all US citizens For a FREE, no obligation, consultation, please fill out the form below and return it to us. Paying bills should not be a chore, and your life should be as easy and simple as possible. So take advantage of this great offer! -=-=-=-=-=-=-=-=-=-=- (All fields are required) Full Name : Address : City : State : Zip Code : Home Phone : Work Phone : Best Time to Call : E-Mail Address : Estimated Debt Size : -=-=-=-=-=-=-=-=-=-=- Thank You To receive no further offers from our company regarding this matter or any other matter, please reply to this e-mail with the word 'Remove' in the subject line.
arnold-j/_sent_mail/496.
subject: RE: ng views + wager content: i'll take 10:1 this morning From: Jennifer Fraser/ENRON@enronXgate on 04/16/2001 07:40 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager thats pleasant Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Sunday, April 15, 2001 3:29 PM To: Fraser, Jennifer Subject: RE: ng views + wager eat my shorts From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager 3:1 and your on Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Thursday, April 12, 2001 11:04 AM To: Fraser, Jennifer Subject: RE: ng views + wager the implied market on that from put spreads is 5.3:1. I'll take 4:1. that's all the juice i'll pay. From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager Most import - the wager - I will take the over on May NG (4.95). 2:1 is okay--- $5 per penny okay? Agree - Products Rally is not different for products. 92% of heating oil is made ondemand (storage is not as important as in nat gas) Heat will get ugly this October and then give it up (unless we have 7 blizzzards in the Northeast very early). SOme things to consider : 1- in the next 3-4 weeks we will finish the very heavy maintenance season and be in full blown gasoline season. - yields will be preferentially shifted for HU 3- nobody will pay any attention to HO 2-HO will have incremental demand due to utlity switching and will quietly build slower than last year 4- therefore by September everyone will freak out 5- After the OCtober contract expires (HO) , everyone will realize (similar to NG) that the world will not end. Where does this get us: 1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind will have been taken out of HU sails - plus you can do it month avg--therefore less noise) 2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng puts nov-jan Ng-Disagree: I think prices stay high through June. The big drop off come some where in July 15 to Aug 15 and downhill from there. (Looks like 1998) Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 10:41 PM To: Fraser, Jennifer Subject: Re: ng views the only change that's happened to my long term outlook has been that the weather in the short term has been more bullish and we'll have 30 or so bcf less storage than i was anticpating in two weeks. so yea, my curve is a touch higher, but it doesnt change my longer term view. most of the move this week was a short sqeeze of spec shorts combined with a strong heat market. a little concerned about heat, but also saw products very strong going into the season this past winter only to stage a huge failure. not convinced this rally in products is different. From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/497.
subject: Re: EnronOnline competitor questionnaire content: schedule 30 min to sit down with me either mon or tues after 430. if you want to get info, sending out an email survey is not the right way. much easier to respond to a question in voice rather than typing it out. <[email protected]> on 04/09/2001 04:17:59 PM To: [email protected] cc: [email protected] Subject: EnronOnline competitor questionnaire Hello Mr. Arnold, Thank you for speaking with me today with Kenneth Parkhill. Unfortunately, none of my teammates are available to meet with you today. Would you please review our questionnaire and reply back to me with your comments about the questionnaire and answers to any questions that apply to your work. We will follow up with you later this week if we have questions. Thank you for your help. Charles Womack 2002 Rice MBA Candidate 281-413-8147 [email protected] - Questionnaire.doc
arnold-j/_sent_mail/498.
subject: RE: ng views + wager content: eat my shorts From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 05:01 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager 3:1 and your on Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Thursday, April 12, 2001 11:04 AM To: Fraser, Jennifer Subject: RE: ng views + wager the implied market on that from put spreads is 5.3:1. I'll take 4:1. that's all the juice i'll pay. From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager Most import - the wager - I will take the over on May NG (4.95). 2:1 is okay--- $5 per penny okay? Agree - Products Rally is not different for products. 92% of heating oil is made ondemand (storage is not as important as in nat gas) Heat will get ugly this October and then give it up (unless we have 7 blizzzards in the Northeast very early). SOme things to consider : 1- in the next 3-4 weeks we will finish the very heavy maintenance season and be in full blown gasoline season. - yields will be preferentially shifted for HU 3- nobody will pay any attention to HO 2-HO will have incremental demand due to utlity switching and will quietly build slower than last year 4- therefore by September everyone will freak out 5- After the OCtober contract expires (HO) , everyone will realize (similar to NG) that the world will not end. Where does this get us: 1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind will have been taken out of HU sails - plus you can do it month avg--therefore less noise) 2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng puts nov-jan Ng-Disagree: I think prices stay high through June. The big drop off come some where in July 15 to Aug 15 and downhill from there. (Looks like 1998) Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 10:41 PM To: Fraser, Jennifer Subject: Re: ng views the only change that's happened to my long term outlook has been that the weather in the short term has been more bullish and we'll have 30 or so bcf less storage than i was anticpating in two weeks. so yea, my curve is a touch higher, but it doesnt change my longer term view. most of the move this week was a short sqeeze of spec shorts combined with a strong heat market. a little concerned about heat, but also saw products very strong going into the season this past winter only to stage a huge failure. not convinced this rally in products is different. From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/499.
subject: Re: I need your phone # to help your debt problem. [h7gmu] content: fuck you [email protected] on 04/14/2001 05:42:02 AM Please respond to [email protected] To: [email protected] cc: Subject: I need your phone # to help your debt problem. [h7gmu] How would you like to take all of your debt, reduce or eliminate the interest, pay less per month,and pay them off sooner? We have helped over 20,000 people do just that. If you are interested, we invite you request our free information by provide the following information. Full Name: Address: City: State: Zip Code: Home Phone: Work Phone: Best Time to Call: E-Mail Address: Estimated Debt Size: (All information is kept securely and never provided to any third party sources) This request is totally risk free. No obligation or costs are incurred. To unsubscribe please hit reply and send a message with remove in the subject.
arnold-j/_sent_mail/5.
subject: Subscription content: ---------------------- Forwarded by John Arnold/HOU/ECT on 12/12/2000 05:15 PM --------------------------- Enron North America Corp. From: Stephanie E Taylor 12/12/2000 05:10 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Subscription Dear John, We are trying to get all subscriptions managed through eSource on a December to December rotation. Your subscription to Energy & Power Risk Management will expire September, 2001. The prorated subscription cost for October - December, 2001 will be: Reg. Subscription Cost With Corp. Discount Energy & Power Risk Management $93.75 $79.69 If you wish to renew this, we will be happy to take care of this for you. We would appreciate your responding by December 18th. Please include your Company and Cost Center numbers with your renewal. Thank You, Stephanie E. Taylor eSource Houston 713-345-7928
arnold-j/_sent_mail/50.
subject: Re: Final Gas and Power Trading PRC meeting content: Is it possible to reschedule the commercial meeting from Wednesday. Wednesday is the busiest day of the week for the gas floor. Please advise, John Jeanie Slone 11/02/2000 03:56 PM To: Fred Lagrasta/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT cc: Subject: Final Gas and Power Trading PRC meeting Mark you calendars for the Gas and Power Trading PRC meetings to be held Wed. November 29 (Commercial) and Mon. December 4(Commercial Support) You will receive specific information regarding times and locations soon. If you would like additional members of your staff to attend the meeting to provide feedback, please submit their names to me by November 10. A formal Gas pre-ranking meeting is not scheduled. However, if you are interested in conducting a pre-PRC meeting, please contact me by November 10. Best regards, Jeanie X5-3847
arnold-j/_sent_mail/500.
subject: Re: Need help with your bills this month? [swbij] content: fuck you [email protected] on 04/15/2001 07:41:06 AM Please respond to [email protected] To: [email protected] cc: Subject: Need help with your bills this month? [swbij] Are you behind in bills? Late on a payment? Let us help you get out of debt NOW! If you are interested, we invite you to request free information at the end of this form. What we can do to help YOU! * Stop harrassment by creditors. * Reduce your principal balance up to 50% * Consolidate your debts into one low monthly payment * Improve your credit rating * Lower your monthly payments by 40% - 60% Things to keep in mind: * There is no need to own property * There is no need to own any equity * This is not a loan This is a program that has helped thousands just like YOU! If you are interested, we invite you to read our free information please provide the following information: -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- Full Name: Address: City: State: Zip Code: Home Phone: Work Phone: Best Time to Call: E-Mail Address: Estimated Debt Size: -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- (All information is kept securely and never provided to any third party sources) To unsubscribe please hit reply and send a message with remove in the subject. This request is totally risk free. No obligation or costs are incurred.
arnold-j/_sent_mail/501.
subject: Re: Stop harrassment by creditors, today! [amfos] content: fuck you [email protected] on 04/15/2001 07:41:11 AM Please respond to [email protected] To: [email protected] cc: Subject: Stop harrassment by creditors, today! [amfos] Are you behind in bills? Late on a payment? Let us help you get out of debt NOW! If you are interested, we invite you to request free information at the end of this form. What we can do to help YOU! * Stop harrassment by creditors. * Reduce your principal balance up to 50% * Consolidate your debts into one low monthly payment * Improve your credit rating * Lower your monthly payments by 40% - 60% Things to keep in mind: * There is no need to own property * There is no need to own any equity * This is not a loan This is a program that has helped thousands just like YOU! If you are interested, we invite you to read our free information please provide the following information: -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- Full Name: Address: City: State: Zip Code: Home Phone: Work Phone: Best Time to Call: E-Mail Address: Estimated Debt Size: -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- (All information is kept securely and never provided to any third party sources) To unsubscribe please hit reply and send a message with remove in the subject. This request is totally risk free. No obligation or costs are incurred.
arnold-j/_sent_mail/502.
subject: content: i dont remember if we fixed these yet. ---------------------- Forwarded by John Arnold/HOU/ECT on 04/12/2001 01:00 PM --------------------------- [email protected] on 04/10/2001 04:05:06 PM To: [email protected] cc: Subject: John, Sorry again... my last 2 trades (EOL # 1112587 & 1112596 - I sell 1/2 day twice @5.55 on May) were done again by mistake on US Gas Daily instead of NYMEX. I have called your help desk to try to remove US Gas Daily from my NYMEX screen which we cannot do so far unless I select each quote individually. However this would run the additional problem of not showing up new tenors you may introduce over time. Thank you and best regards, Herve ______________________________________________________________________________ _______________________________________________________ Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, BNP PARIBAS (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. ------------------------------------------------------------------------------ ---- This message and any attachments (the "message") are intended solely for the addressees and are confidential. If you receive this message in error, please delete it and immediately notify the sender. Any use not in accord with its purpose, any dissemination or disclosure, either whole or partial, is prohibited except formal approval. The internet can not guarantee the integrity of this message. BNP PARIBAS (and its subsidiaries) shall (will) not therefore be liable for the message if modified. ______________________________________________________________________________ _______________________________________________________
arnold-j/_sent_mail/503.
subject: RE: ng views + wager content: the implied market on that from put spreads is 5.3:1. I'll take 4:1. that's all the juice i'll pay. From: Jennifer Fraser/ENRON@enronXgate on 04/12/2001 07:59 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views + wager Most import - the wager - I will take the over on May NG (4.95). 2:1 is okay--- $5 per penny okay? Agree - Products Rally is not different for products. 92% of heating oil is made ondemand (storage is not as important as in nat gas) Heat will get ugly this October and then give it up (unless we have 7 blizzzards in the Northeast very early). SOme things to consider : 1- in the next 3-4 weeks we will finish the very heavy maintenance season and be in full blown gasoline season. - yields will be preferentially shifted for HU 3- nobody will pay any attention to HO 2-HO will have incremental demand due to utlity switching and will quietly build slower than last year 4- therefore by September everyone will freak out 5- After the OCtober contract expires (HO) , everyone will realize (similar to NG) that the world will not end. Where does this get us: 1- Sell q3 HU crack and by Q4HO crack (By the time q3 prices out--the wind will have been taken out of HU sails - plus you can do it month avg--therefore less noise) 2-Benefit from heat's recent excitement -- sell HO calls (June -Aug), buy ng puts nov-jan Ng-Disagree: I think prices stay high through June. The big drop off come some where in July 15 to Aug 15 and downhill from there. (Looks like 1998) Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 10:41 PM To: Fraser, Jennifer Subject: Re: ng views the only change that's happened to my long term outlook has been that the weather in the short term has been more bullish and we'll have 30 or so bcf less storage than i was anticpating in two weeks. so yea, my curve is a touch higher, but it doesnt change my longer term view. most of the move this week was a short sqeeze of spec shorts combined with a strong heat market. a little concerned about heat, but also saw products very strong going into the season this past winter only to stage a huge failure. not convinced this rally in products is different. From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/504.
subject: Re: SUNRISE CAPITAL content: Average volume is 35,000-40,000 on nymex of which about half is spreads. So around 20,000 outrights trade. We trade more than that on EOL. Today's conditions 1000 lot market would be 3-4 cents wide. have executed trades as large as 10,000 across a longer term and 1000 lot clips in the front frequently. Caroline Abramo@ENRON 04/12/2001 06:48 AM To: John Arnold/HOU/ECT@ECT, Mike Maggi/Corp/Enron@Enron cc: Subject: SUNRISE CAPITAL John/ Mike- could you give me a sense of the below on nat gas.. thanks, ca ---------------------- Forwarded by Caroline Abramo/Corp/Enron on 04/12/2001 07:46 AM --------------------------- Caroline Abramo 04/11/2001 12:22 PM To: Russell Dyk/Corp/Enron@ENRON, Robyn Zivic/NA/Enron@Enron, Mog Heu/NA/Enron@Enron, Stephen Plauche/Corp/Enron cc: Per Sekse/NY/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT Subject: SUNRISE CAPITAL This is a program trader in San Diego with about 1 Billion in Capital. They concentrate on front month trading- both swaps and options. they are looking for liquidity and want to know: 1. size of the financial markets- what is the daily trading volume like? 2. bid/offer on size.. like 10,000 to start and then 5,000..1,000 - only for the front month on swaps and options? 3. what kind of size we have seen go through directly from anyone? They want to know this for nat gas: I can talk to John and Mike on this Rus- can you please get this on WTI, heat, and unleaded. I want to try to get this to them today... we'll be getting a lot of these inquiries. Also, they trade through Carr futures, Merrill, Morgan Stanley, and JPM/Chase.. What they want to do is trade with us and then we'll give-up the trades to the above counterparties.. in effect, we will not have any credit exposure..I can explain this in our meeting. Thanks, CA
arnold-j/_sent_mail/505.
subject: content: Dave: I need a favor. I'm trying to create an internal only Cal 2002 product for our power guys. Product controls is saying it will take a week from monday to get it created. any way to speed it up?
arnold-j/_sent_mail/506.
subject: Re: ng views content: the only change that's happened to my long term outlook has been that the weather in the short term has been more bullish and we'll have 30 or so bcf less storage than i was anticpating in two weeks. so yea, my curve is a touch higher, but it doesnt change my longer term view. most of the move this week was a short sqeeze of spec shorts combined with a strong heat market. a little concerned about heat, but also saw products very strong going into the season this past winter only to stage a huge failure. not convinced this rally in products is different. From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/507.
subject: RE: ng views content: what kind of odds. the market is saying it's 8:1 chance. I'm saying there is a much better chance than that. i think it's 2:1 From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:11 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views wanna wager on that? Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 3:57 PM To: Fraser, Jennifer Subject: Re: ng views may = 495 the rest is the same From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/508.
subject: RE: ng views content: 2.75 ... but yea From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 04:00 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: ng views 2.50 fir jan02? Jen Fraser Enron Global Markets Fundamentals 713-853-4759 -----Original Message----- From: Arnold, John Sent: Wednesday, April 11, 2001 3:57 PM To: Fraser, Jennifer Subject: Re: ng views may = 495 the rest is the same From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/509.
subject: Re: ng views content: may = 495 the rest is the same From: Jennifer Fraser/ENRON@enronXgate on 04/11/2001 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: ng views where's your curve now? MAy June Jul Aug Sep Oct Nov Dec Jan 02 Jen Fraser Enron Global Markets Fundamentals 713-853-4759
arnold-j/_sent_mail/51.
subject: ACCESS Trades 11/03/00 content: Errol: I did not write up these access trades from Friday. Please make sure they are in. John ---------------------- Forwarded by John Arnold/HOU/ECT on 11/05/2000 04:42 PM --------------------------- "Mancino, Joseph (NY Int)" <[email protected]> on 11/03/2000 08:26:02 AM To: "'[email protected]'" <[email protected]> cc: Subject: ACCESS Trades 11/03/00 Greg asked me send you the ACCESS trades you did last night/this morning. B 37 Z 4720 B 13 Z 4810 B 5 Z 4815 S 20 H 4436 Thank you. Joseph Mancino E.D. & F. Man International (212)566-9700
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subject: Re: content: looks good to me. have you sent for materials yet? To: John Arnold/HOU/ECT@ECT cc: Subject: Re: I found a good place - Bay Area Sailing. When you have time, go to their website - www.bayareasailing.com and let me know what you think. John Arnold 04/11/2001 08:43 AM To: Kim Ward/HOU/ECT@ECT cc: Subject: Re: australia definitely sounds cool. might be a little tough though. i'd be in for keemah if you want to do that To: John Arnold/HOU/ECT@ECT cc: Subject: Re: I'm still going to do it. I found out about one trip/lessons - 7 days in Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA certified at the end. In other words, you could rent a sailboat anywhere in the world when you are done. However, as fun and as cool as it sounds - it may not be doable. Also, got the name of a guy in Keemah that my friends took lessons from a few years ago. I might give him a call - he may be expensive - they had their own boat. I will keep you posted - John Arnold 04/08/2001 08:15 PM To: Kim Ward/HOU/ECT@ECT cc: Subject: hey: just wondering if you're still up for sailing lessons and if you've found out anything???
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subject: Re: tonight content: i went to get the tix this morn and couldnt get them. i'll probably go to dinner. sorry "Jennifer White" <[email protected]> on 04/11/2001 08:42:45 AM To: [email protected] cc: Subject: tonight So do your plans for tonight involve business or pleasure? ___________________________________________________________________ To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, all in one place - sign up today at http://www.zdnetonebox.com
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subject: Re: content: australia definitely sounds cool. might be a little tough though. i'd be in for keemah if you want to do that To: John Arnold/HOU/ECT@ECT cc: Subject: Re: I'm still going to do it. I found out about one trip/lessons - 7 days in Austrailia (Great Barrier Reef) - October - 40 ft. Beneteau - you are ASA certified at the end. In other words, you could rent a sailboat anywhere in the world when you are done. However, as fun and as cool as it sounds - it may not be doable. Also, got the name of a guy in Keemah that my friends took lessons from a few years ago. I might give him a call - he may be expensive - they had their own boat. I will keep you posted - John Arnold 04/08/2001 08:15 PM To: Kim Ward/HOU/ECT@ECT cc: Subject: hey: just wondering if you're still up for sailing lessons and if you've found out anything???
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subject: content: http://gasmsgboard.corp.enron.com/msgframe.asp
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subject: option candlesticks as a hot link 4/10 content: ---------------------- Forwarded by John Arnold/HOU/ECT on 04/10/2001 07:30 AM --------------------------- [email protected] on 04/10/2001 07:28:36 AM To: [email protected] cc: Subject: option candlesticks as a hot link 4/10 The information contained herein is based on sources that we believe to be reliable, but we do not represent that it is accurate or complete. Nothing contained herein should be considered as an offer to sell or a solicitation of an offer to buy any financial instruments discussed herein. Any opinions expressed herein are solely those of the author. As such, they may differ in material respects from those of, or expressed or published by on behalf of Carr Futures or its officers, directors, employees or affiliates. , 2001 Carr Futures The charts are now available on the web by clicking on the hot link(s) contained in this email. If for any reason you are unable to receive the charts via the web, please contact me via email and I will email the charts to you as attachments. Option Candlesticks http://www.carrfut.com/research/Energy1/candlesticks77.pdf Carr Futures 150 S. Wacker Dr., Suite 1500 Chicago, IL 60606 USA Tel: 312-368-6149 Fax: 312-368-2281 [email protected] http://www.carrfut.com