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arnold-j/sent/655.
subject: RE: Buying back calls content: How about drinks at 5:30 on Thursday. I try not to interrupt work with personal business. "Gapinski, Michael" <[email protected]> on 02/25/2001 03:13:29 PM To: "'[email protected]'" <[email protected]> cc: Subject: RE: Buying back calls John - I completely understand your point of view. PaineWebber knows affluent investors such as yourself want access to alternative investments such as private equity and hedge funds. Our group has also found that high net worth individuals prefer a consultative relationship where we help you structure a complete asset allocation based on your objectives. We then provide you with access to, and help you select, third-party institutional money managers to make the day-to-day investment decisions. We also provide the ongoing performance monitoring of those managers, including correlations to the appropriate indices. I believe you will find our approach to be appreciably different from your previous contacts with financial advisors, where you have felt the advisor was 'pushing' a house fund or stock du jour. If your schedule permits, I would like to meet with you on Thursday afternoon to discuss this in more detail. How does 4 PM sound? - Mike -----Original Message----- From: [email protected] [mailto:[email protected]] Sent: Saturday, February 24, 2001 10:41 AM To: [email protected] Subject: RE: Buying back calls Michael: Thanks for putting the paperwork together. I would have interest in meeting if you can present unique investment opportunities that I don't have access to now. Most of my contact with financial advisors in the past has consisted of them suggesting a mutual fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass off their banks' biased research reports as something valuable. The above services provide no value to me personally. If you can present opportunities such as access to private equity or hedge funds, or other ideas with strong growth potential and low correlation to the S@P, I'd listen. John "Michael Gapinski" <[email protected]> on 02/21/2001 08:23:04 AM To: "'[email protected]'" <[email protected]> cc: "'Rafael Herrera'" <[email protected]> Subject: RE: Buying back calls John - We'll get the paperwork together and sent to you for naked options. At some point, I'd like to talk about the diversification strategy in more detail -- perhaps over dinner or a quick meeting after the markets close? Michael Gapinski Account Vice President Emery Financial Group PaineWebber, Inc. 713-654-0365 800-553-3119 x365 Fax: 713-654-1281 Cell: 281-435-0295 -----Original Message----- From: [email protected] [SMTP:[email protected]] Sent: Tuesday, February 20, 2001 10:14 PM To: [email protected] Subject: Re: Buying back calls Michael: Appreciate the idea. However, with my natural long, I'm not looking to really trade around the position. I believe ENE will continue to be range bound, but in case it is not, I don't want to forgo 50% of my option premium. I have price targets of where I would like to lighten up exposure to ENE and will use calls to implement the stategy. To that regards, I noticed I was not approved to sell naked calls. I would like that ability in order to hedge some exposure I have of unexercised vested options. Please look into that for me. John. "Michael Gapinski" <[email protected]> on 02/20/2001 06:28:27 PM To: "'Arnold, John'" <[email protected]> cc: Subject: Buying back calls John - I was looking at the recent pullback in ENE and thinking it might be an opportunity to buy back the calls you sold. Of course, you would then be in a position to sell calls again if the stock makes a bounce. I'm not sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested. Michael Gapinski Account Vice President Emery Financial Group PaineWebber, Inc. 713-654-0365 800-553-3119 x365 Fax: 713-654-1281 Cell: 281-435-0295 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. 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. 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.
arnold-j/sent/656.
subject: Re: New email address content: Who cares?????? "Cooper, Sean" <[email protected]> on 02/26/2001 08:51:13 AM To: "Cooper, Sean" <[email protected]> cc: Subject: New email address Please note that effective immediately my email address has changed to [email protected]
arnold-j/sent/657.
subject: RE: content: He just rescheduled to Wednesday. How about dinner on Wednesday after that ? From: John J Lavorato/ENRON@enronXgate on 02/26/2001 07:31 AM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: Your buddy Beau invited me. How about prior to that or after that on Tuesday. -----Original Message----- From: Arnold, John Sent: Sunday, February 25, 2001 7:10 PM To: Lavorato, John Subject: RE: not really... already have plans on thursday . are you going to the NYMEX candidate cocktail hour Tuesday? From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: oh god is there an agenda. Would dinner Thursday work instead. -----Original Message----- From: Arnold, John Sent: Sun 2/25/2001 6:42 PM To: Lavorato, John Cc: Subject:
arnold-j/sent/658.
subject: RE: content: not really... already have plans on thursday . are you going to the NYMEX candidate cocktail hour Tuesday? From: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM To: John Arnold/HOU/ECT@ECT cc: =20 Subject: RE: oh god is there an agenda. =01; Would dinner Thursday work instead. =01; =01; -----Original Message-----=20 From: Arnold, John=20 Sent: Sun 2/25/2001 6:42 PM=20 To: Lavorato, John=20 Cc:=20 Subject:=20 =01;
arnold-j/sent/659.
subject: content: Just a reminder about drinks Monday night..
arnold-j/sent/66.
subject: Re: good morning content: my polling location is the knights of columbus hall. what exactly is a knight of columbus?
arnold-j/sent/660.
subject: Natural update content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/25/2001 06:28 PM --------------------------- "Mark Sagel" <[email protected]> on 02/25/2001 06:26:01 PM To: "John Arnold" <[email protected]> cc: Subject: Natural update Latest natural update - ng022601.doc
arnold-j/sent/661.
subject: Re: WINE SPECTATOR content: yes i did Karen Arnold <[email protected]> on 02/24/2001 02:55:05 PM To: [email protected] cc: Subject: WINE SPECTATOR Did you ever receive the wine spectator magazine? I had some correspondence from them and I will toss if you are receiving it. If not, I need to contact them.
arnold-j/sent/662.
subject: Re: FW: 2001 Natural Gas Production and Price Outlook Conference content: Appreciate the opportunity to listen in. I was unable to view the slide show though. Can you either email or mail it to me. Thanks, John "Piasio, Stephen [FI]" <[email protected]> on 02/23/2001 08:09:13 AM To: cc: Subject: FW: 2001 Natural Gas Production and Price Outlook Conference Call > <<...OLE_Obj...>> > > 2001 Natural Gas Production and Price Outlook Conference Call > > > <<...OLE_Obj...>> Salomon Smith Barney <<2001 Natural Gas Conference > Call.doc>> > Energy Research Group > Analyst Access Conference Call > > 2001 Natural Gas Production and Price Outlook > Hosted by: > Bob Morris and Michael Schmitz > Oil and Gas Exploration & Production Analysts > > Date & Time: > FRIDAY (February 23rd) > 11:00 a.m. EST > > Dial-in #: > US: 800-229-0281 International: 706-645-9237 > > Replay #: (Reservation: x 819361) > US: 800-642-1687 International: 706-645-9291 > > Accessing Presentation: > * Go to https://intercallssl.contigo.com > * Click on Conference Participant > * Enter Event Number: x716835 > * Enter the participant's Name, Company Name & E-mail address > * Click Continue to view the first slide of the presentation > > Key Points: > 1. Natural gas storage levels appear to be on track to exit March at > roughly 700-800 Bcf, compared with just over 1,000 Bcf last year at the > end of the traditional withdrawal season. > 2. Meanwhile, domestic natural gas production should rise 3.0-5.0% this > year, largely dependent upon the extent of the drop in rig efficiency, or > production added per rig. > 3. Nonetheless, under most scenarios, incorporating numerous other > variables such as the pace of economic expansion, fuel switching and > industrial plant closures, it appears that storage levels at the beginning > of winter will be near or below last year's 2,800 Bcf level. > 4. Thus, it appears likely that the "heat" will remain on natural gas > prices throughout 2001. > 5. Consequently, we believe that many E&P shares will post solid gains > again this year, spurred largely by mounting confidence in the > sustainability of strong natural gas prices. > > - 2001 Natural Gas Conference Call.doc
arnold-j/sent/663.
subject: RE: Buying back calls content: Michael: Thanks for putting the paperwork together. I would have interest in meeting if you can present unique investment opportunities that I don't have access to now. Most of my contact with financial advisors in the past has consisted of them suggesting a mutual fund, telling me to invest in Home Depot, Sun, and Coke, or trying to pass off their banks' biased research reports as something valuable. The above services provide no value to me personally. If you can present opportunities such as access to private equity or hedge funds, or other ideas with strong growth potential and low correlation to the S@P, I'd listen. John "Michael Gapinski" <[email protected]> on 02/21/2001 08:23:04 AM To: "'[email protected]'" <[email protected]> cc: "'Rafael Herrera'" <[email protected]> Subject: RE: Buying back calls John - We'll get the paperwork together and sent to you for naked options. At some point, I'd like to talk about the diversification strategy in more detail -- perhaps over dinner or a quick meeting after the markets close? Michael Gapinski Account Vice President Emery Financial Group PaineWebber, Inc. 713-654-0365 800-553-3119 x365 Fax: 713-654-1281 Cell: 281-435-0295 -----Original Message----- From: [email protected] [SMTP:[email protected]] Sent: Tuesday, February 20, 2001 10:14 PM To: [email protected] Subject: Re: Buying back calls Michael: Appreciate the idea. However, with my natural long, I'm not looking to really trade around the position. I believe ENE will continue to be range bound, but in case it is not, I don't want to forgo 50% of my option premium. I have price targets of where I would like to lighten up exposure to ENE and will use calls to implement the stategy. To that regards, I noticed I was not approved to sell naked calls. I would like that ability in order to hedge some exposure I have of unexercised vested options. Please look into that for me. John. "Michael Gapinski" <[email protected]> on 02/20/2001 06:28:27 PM To: "'Arnold, John'" <[email protected]> cc: Subject: Buying back calls John - I was looking at the recent pullback in ENE and thinking it might be an opportunity to buy back the calls you sold. Of course, you would then be in a position to sell calls again if the stock makes a bounce. I'm not sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested. Michael Gapinski Account Vice President Emery Financial Group PaineWebber, Inc. 713-654-0365 800-553-3119 x365 Fax: 713-654-1281 Cell: 281-435-0295 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. 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.
arnold-j/sent/664.
subject: content: Kim: 2 tix for Rent this Sat night will be waiting for you at will call at the theatre. Bring ID. If you have any problems call the ticket agency at 212 302 1643 or me at 713 557 3330. Have fun, John
arnold-j/sent/665.
subject: Re: Smith Barney content: i'll call Karen Arnold <[email protected]> on 02/22/2001 07:57:57 PM To: [email protected] cc: Subject: Smith Barney You must be on the net because you don't answer the phone. Andy Rowe never invested that $8000 into the commodity account. Do you talk with him on a regular basis? Should I call? Please advise..
arnold-j/sent/666.
subject: RE: content: Monday it is From: John J Lavorato/ENRON@enronXgate on 02/21/2001 06:27 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: Yes -----Original Message----- From: Arnold, John Sent: Wednesday, February 21, 2001 5:41 PM To: Lavorato, John Subject: Are you free for drinks either Monday or Wednesday?
arnold-j/sent/667.
subject: content: Are you free for drinks either Monday or Wednesday?
arnold-j/sent/668.
subject: Re: question content: that's not nice [email protected] on 02/21/2001 11:13:20 AM To: [email protected] cc: Subject: question does larry chaffe people at your shop as much as he does ours?
arnold-j/sent/669.
subject: Re: content: I think so in a month or so. Problem now is that there is so much customer buying on any pullbacks and selling on rallies that the market, with such a flat curve, is going nowhere. That will change, but it's going to take a while. I like it eventually. Bill White@ENRON 02/21/2001 05:39 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Don't know about the front 2 months, but gut feel is that april thru oct at approximately 50% seems like something to own (although I hate flat vol curves). What do you think (long, flat, or short)? John Arnold@ECT 14/02/2001 21:59 To: Bill White/NA/Enron@Enron cc: Subject:
arnold-j/sent/67.
subject: Re: good morning content: where's the site that i can sell my vote? "Jennifer White" <[email protected]> on 10/26/2000 08:36:29 AM To: [email protected] cc: Subject: good morning Here is the site that tells you where to vote: http://www.co.harris.tx.us/cclerk/elect.htm Go Yankees! :) ___________________________________________________________________ To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, all in one place - sign up today at http://www.zdnetonebox.com
arnold-j/sent/670.
subject: Re: Trip to Houston content: Andy: Enjoyed meeting with you. One more thing I did not address. My ultimate goal is to move all volume to EOL. However, in addition to the NYMEX, we have about 6 other viable electronic trading systems. We make it a point to never support these if possible. We will only trade if the other system's offer is at or greater than our bid. For instance, if we are 6/8 but have a strong inclination to buy and another system is at 7, I will simultaneously lift their 7's and move my market to 7/9. The lesson the counterparty gets is he will only get the trade if I'm bidding 7 and he will only get executed when it is a bad trade to him. People have learned fairly quickly not to leave numbers on the other systems because they will just get picked off. If they don't post numbers on the other systems, the systems get no liquidity and die. I mention this because I have heard that Enron is a fairly large trader on Spectron's system. I don't know whether it is in regards to gas, power, or metals. Just something to think about and maybe talk about with the other traders. John Andrew Fairley 02/20/2001 11:15 AM To: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Thomas A Martin/HOU/ECT@ECT, Barry Tycholiz/NA/Enron@ENRON, Keith Holst/HOU/ECT@ect cc: David Gallagher/LON/ECT@ECT Subject: Trip to Houston Thank you so much for your time last week. David and I found the time especially valuable. We have spotted several issues helpful for our own market. This should certainly help in the growth of our markets here in Europe. We trust it won't be too long before we see similarly impressive results from our side of the pond. Best regards Andy
arnold-j/sent/671.
subject: Re: ICE content: Thank you. From: Sheri Thomas 02/20/2001 05:20 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: ICE Attached below is the complete list of users on ICE by company. Let me know if you have any questions. Per Andy, we are removing your access. Sheri ---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 01:07 PM --------------------------- From: Stephanie Sever 02/20/2001 11:30 AM To: Sheri Thomas/HOU/ECT@ECT cc: Subject: Re: ICE ENA ECC EPMI Here is everyone. Thanks, Stephanie ---------------------- Forwarded by Sheri Thomas/HOU/ECT on 02/20/2001 09:50 AM --------------------------- From: Andy Zipper/ENRON@enronXgate on 02/15/2001 03:18 PM To: Sheri Thomas/HOU/ECT@ECT cc: John Arnold/HOU/ECT@ECT Subject: ICE John Arnold would like to terminate his ID on the ICE, in addition he would like a list of who all the other ID's are. Can you please let me know. Thanks Andy
arnold-j/sent/672.
subject: Re: Buying back calls content: Michael: Appreciate the idea. However, with my natural long, I'm not looking to really trade around the position. I believe ENE will continue to be range bound, but in case it is not, I don't want to forgo 50% of my option premium. I have price targets of where I would like to lighten up exposure to ENE and will use calls to implement the stategy. To that regards, I noticed I was not approved to sell naked calls. I would like that ability in order to hedge some exposure I have of unexercised vested options. Please look into that for me. John. "Michael Gapinski" <[email protected]> on 02/20/2001 06:28:27 PM To: "'Arnold, John'" <[email protected]> cc: Subject: Buying back calls John - I was looking at the recent pullback in ENE and thinking it might be an opportunity to buy back the calls you sold. Of course, you would then be in a position to sell calls again if the stock makes a bounce. I'm not sure that ENE @ 75 is the place, but maybe @ 73. Call me if you're interested. Michael Gapinski Account Vice President Emery Financial Group PaineWebber, Inc. 713-654-0365 800-553-3119 x365 Fax: 713-654-1281 Cell: 281-435-0295 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.
arnold-j/sent/673.
subject: Re: US Spread Product content: Looks good except for settlement period. Industry standard and for ease to Enron, a spread trade is treated as two separate trades. Therefore, there will be two settlement periods for the respective legs of the transaction. The file below states settlement period is 5 days after both legs have been set. Please change to 2 settlement periods, 5 days after each respective leg has been set. John Enron North America Corp. From: Kevin Meredith @ ENRON 02/16/2001 10:24 AM To: John Arnold/HOU/ECT@ECT, Dutch Quigley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Sean Crandall/PDX/ECT@ECT cc: Robert B Cass/HOU/ECT@ECT, Savita Puthigai/NA/Enron@Enron Subject: US Spread Product The attached spread product description has been created using a Nymex financial gas spread as the example. Possible permutations to this product have been listed below the description. Please review the product description and provide any suggestions, improvements, and/or additional permutations that have not been considered. Thank you. Kevin
arnold-j/sent/674.
subject: Re: content: We've started breaking out separate P&L's. It's been a very difficult process so far for a number of reasons. The last processes will be separating out the P&L on the executive reports and on VAR. That will happen this week. Meanwhile, the P&L will be retroactive to the start of the year and we are going through all the positions such that the total skew is zero or an adjustment will be made to get it there. At the end of the year there will be a number next to Maggi's name that he will not dispute. His contribution to the fixed side when I'm on vacations or in meetings will continue to be a subjective process. From: John J Lavorato/ENRON@enronXgate on 02/19/2001 10:19 AM To: John Arnold/HOU/ECT@ECT cc: Subject: John I don't see Maggie's line on the P/L Lavo
arnold-j/sent/675.
subject: Enjoy Bud content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/15/2001 02:51 PM --------------------------- Rory McCauley <[email protected]> on 02/12/2001 01:47:46 PM To: "'[email protected]'" <[email protected]> cc: Subject: Enjoy Bud - Jerky Boys - Prank Call to Chinese Restaurant.mp3
arnold-j/sent/676.
subject: content: We will open EOL 4-7 on Monday for everyone's trading pleasure.
arnold-j/sent/677.
subject: RE: content: both. i have it on dutch's machine just in case something ever pops up but it rarely does From: Andy Zipper/ENRON@enronXgate on 02/15/2001 01:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: RE: I will send you the list. Are you having it removed because there is nothing on it, or because you don't want ot support them ? -----Original Message----- From: Arnold, John Sent: Thursday, February 15, 2001 12:43 PM To: Zipper, Andy Subject: Andy: Can you remove ICE from mine and Mike Maggi's computer. Also, do we have a list of who has it installed. I hate supporting our competition. John
arnold-j/sent/678.
subject: content: Andy: Can you remove ICE from mine and Mike Maggi's computer. Also, do we have a list of who has it installed. I hate supporting our competition. John
arnold-j/sent/679.
subject: Re: Swaps for EFPS content: I would do that. I tried calling but got your voicemail. Try me at 713 853 3230 "Lengkeek Jr, Steve C" <[email protected]> on 02/15/2001 08:26:54 AM To: "'[email protected]'" <[email protected]> cc: Subject: Swaps for EFPS I am long 800 futures short swaps any interest. Steven Lengkeek Conectiv 302-452-6930
arnold-j/sent/68.
subject: Re: content: i didn't say you couldnt come down. just not to expect much From: Margaret Allen@ENRON on 10/25/2000 04:11 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Okay, you get reprieve on this today. But I do have curly hair and high boots on. Have a GREAT (said like Tony Tiger) date, and don't attack her like you did the last one. MSA
arnold-j/sent/680.
subject: content: Ina: Can you get a small drink refrigerator for the office stocked with: Water (lots) Diet Coke Coke Dr. Pepper Diet Pepsi Various Fruit Drinks Thanks, John
arnold-j/sent/681.
subject: Deal# 863626 from 2001-02-07 content: Please change as indicated ---------------------- Forwarded by John Arnold/HOU/ECT on 02/14/2001 07:32 AM --------------------------- "Gencheva, Daniela" <[email protected]> on 02/13/2001 11:06:52 AM To: "'[email protected]'" <[email protected]> cc: "Liszewski, Pete" <[email protected]> Subject: Deal# 863626 from 2001-02-07 John, During a telephone conversation with Pete Liszewski, at 2.12 pm on February 7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for 15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully indicated. Would you correct the price in your system or inform your contract administrator of the correction. If you have any questions please feel free to contact Pete Liszweski at 405-553-6430. Daniela Gencheva Energy Trading Analyst II OGE Energy Resources TEL: 405-553-6486 FAX: 405-553-6498
arnold-j/sent/682.
subject: Re: Deal# 863626 from 2001-02-07 content: Will change "Gencheva, Daniela" <[email protected]> on 02/13/2001 11:06:52 AM To: "'[email protected]'" <[email protected]> cc: "Liszewski, Pete" <[email protected]> Subject: Deal# 863626 from 2001-02-07 John, During a telephone conversation with Pete Liszewski, at 2.12 pm on February 7th, you agreed that the price for deal#863626 - NYMEX nat gas swap for 15,000 Apr 01 should have been $5.815 NOT $5.83 as you system wrongfully indicated. Would you correct the price in your system or inform your contract administrator of the correction. If you have any questions please feel free to contact Pete Liszweski at 405-553-6430. Daniela Gencheva Energy Trading Analyst II OGE Energy Resources TEL: 405-553-6486 FAX: 405-553-6498
arnold-j/sent/683.
subject: Re: credit card content: i'll check "Jennifer White" <[email protected]> on 02/13/2001 08:24:35 AM To: [email protected] cc: Subject: credit card Any chance you might have found my credit card at your place? I last had it in my jeans pocket on Sunday night, but it isn't there anymore. I'll get to your internet research requests this afternoon. ___________________________________________________________________ To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, all in one place - sign up today at http://www.zdnetonebox.com
arnold-j/sent/684.
subject: Enjoy Bud content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/13/2001 11:36 AM --------------------------- Rory McCauley <[email protected]> on 02/12/2001 01:47:46 PM To: "'[email protected]'" <[email protected]> cc: Subject: Enjoy Bud - Jerky Boys - Prank Call to Chinese Restaurant.mp3
arnold-j/sent/685.
subject: content: Yesterday, Aquilla sold March at 5.77 and 5.76 for HeHub. Please change it to Nymex
arnold-j/sent/686.
subject: Enjoy Bud content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 05:22 PM --------------------------- Rory McCauley <[email protected]> on 02/12/2001 01:47:46 PM To: "'[email protected]'" <[email protected]> cc: Subject: Enjoy Bud - Jerky Boys - Prank Call to Chinese Restaurant.mp3
arnold-j/sent/687.
subject: Re: h/j/k content: it's one of those theoretically great trades, but those don't always work. Still, I'll put it on and win 7 times out of 10. just so hard for the market to rally the backwardation is so weak. can easily see h going under if no weather appears. [email protected] on 02/12/2001 09:41:04 AM To: [email protected] cc: Subject: h/j/k wish i had let you buy all of them-cash supriingly weak to me. so i bailed on the postion lost about 7 cts-not a disaster but a disappointment. flat px looks like a pig here depite my not being overly bearish the fundamentals. we hold or they take it down more??
arnold-j/sent/688.
subject: Re: dinner content: i am free for drinks after work but have dinner plans Caroline Abramo@ENRON 02/12/2001 01:28 PM To: John Arnold/HOU/ECT@ECT cc: Subject: dinner ok- no wednesday night- ha ha could you do thursday??
arnold-j/sent/689.
subject: Re: content: the end of the season is typically the best month to hold. Even if the first part of the summer is weak, people will be hesistant to sell the back half. Same with the winter. That's why I'm long H2. It has good correlation with the front on up moves and tends to hold value on the down move. From: Vladimir Gorny 02/12/2001 02:44 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Why Oct-01 and not any other Winter month? Vlady.
arnold-j/sent/69.
subject: Re: content: careful...i'm having another bad day From: Margaret Allen@ENRON on 10/25/2000 02:42 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Well, well, well... just for that sassy response, I might have to come flirt with you today! John Arnold@ECT 10/25/2000 02:34 PM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: Don't even think you're getting out of this with the "for a while" crap. Just for that you can add a star to the place we're going. From: Margaret Allen@ENRON on 10/25/2000 01:34 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Hum, while it would be very interesting to see how you act on a date I think I'll have to pass. My time could be spent in better ways (believe it or not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's where you've heard them or of them. Since I wouldn't want to play second fiddle, we'll have to postpone it for a while. Have a good one, Margaret John Arnold@ECT 10/25/2000 12:24 PM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: The el orbits, eh? i've heard of them but don't remember who they are. there is a chance i've seen them at satellite i guess. my, you are nosey. i have a little date tonight. wanna come along? From: Margaret Allen@ENRON on 10/25/2000 09:06 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Hum, as much as I would love to be insulted by you for several hours straight tomorrow night, I have plans...actually, it's an Enron thing. A bunch of people are going to the Continental Club to hear the El Orbits, which happens to be my favorite band. You should come. What are your plans tonight, since I'm being nosey?! Trade them up Johnny, Margarita John Arnold@ECT 10/25/2000 07:34 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: Deathly afraid doesn't even come close to describing it. Busy tonight. How bout tomorrow? From: Margaret Allen@ENRON on 10/24/2000 06:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Okay, since you are deathly afraid of being nice to me, now about we go to grab a beer or dinner tomorrow night? Does that work for you?
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subject: content: Liz: I have 4 tickets for Destiny's child for you. They're pretty good seats. I'll put these on hold while I still try to get a box... John
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subject: Re: I know it's a week away content: Cast John Arnold Bill Perkins Dean Theriot (trainer) Dean: What's your favorite restaurant? John: Why, are you trying to make Valentine's Day plans? Dean : No. I'm ready. I've already bought a Valentine's card. Bill : John's ready too. He already has his Valentine's hickey.
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subject: Natural update content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/12/2001 07:29 AM --------------------------- "Mark Sagel" <[email protected]> on 02/11/2001 08:00:51 PM To: "John Arnold" <[email protected]> cc: Subject: Natural update FYI - ng2001-0211.doc
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subject: content: Ina: Can you change my meeting with Sheriff's boys to Tueday after 3:00 from Monday. Also, stick me on thedistribution for the Enron press pack that has all the articles in which Enron is mentioned. Thanks
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subject: Re: Super Bowl content: can you send it through lavo. he's suppose to pay for it. thanks, john Liz M Taylor 02/09/2001 09:16 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Super Bowl Hi Johnnie, I think you may have encrypted your reply about the reimbursement of the air fare from the Super Bowl. I was unable to read your response. Please send again. Liz
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subject: Re: ....what happens at La Strada STAYS at La Strada!!! content: imagine you have a gas well in the middle of west texas and you only have one pipeline running to your well. the guy who owns the pipeline can fuck you because you have no choice but to flow your gas that way. split connect means you have at least 2 options to flow your gas so the price the producer receives is more competitive and if anything happens to one pipeline you don't have to shut your gas in because you move it to another pipe. i'm going out with my brother and sime guys from work tonight. are you free saturday day and night? "Jennifer White" <[email protected]> on 02/09/2001 11:42:51 AM To: [email protected] cc: Subject: Re: ....what happens at La Strada STAYS at La Strada!!! 'Split connect' isn't in my petroleum industry dictionary. I'm counting on you for a definition. Do you have plans tonight? ---- "Jennifer Brugh" <[email protected]> wrote: > Hey gang, > > We are set for brunch on Sunday at La Strada on Westheimer at 1:00. > Please, > please, please be there by 1:00 or we lose the table, remember what > happened last time! > > Looking forward to it! > > Jennifer > > ___________________________________________________________________ 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: Gas Message Board content: yea Ina Rangel 02/09/2001 02:03 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Gas Message Board John, Is it okay to set up these guys on the gas message board? -Ina ---------------------- Forwarded by Ina Rangel/HOU/ECT on 02/09/2001 02:02 PM --------------------------- Enron Capital & Trade Resources Canada Corp. From: Ryan Watt 02/09/2001 02:03 PM To: Ina Rangel/HOU/ECT@ECT cc: Subject: Gas Message Board Hi Ina, the following need access to this please: John McKay jmckay1 Chris Lambie clambie John Disturnal jdistur Mike Cowan mcowan1 Ryan Watt rwatt Chad Clark cclark5 Lon Draper ldraper Jeff Pearson jpearso3 Jai Hawker jhawker Thanks! Ryan
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subject: content: can you change #23 and #375 to Nymex
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subject: content: can you change deal 27 (paribas) today to NYMEX from gas daily
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subject: content: hey hon: had a great time last night. you're one ok chick. john
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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
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subject: Re: content: Don't even think you're getting out of this with the "for a while" crap. Just for that you can add a star to the place we're going. From: Margaret Allen@ENRON on 10/25/2000 01:34 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Hum, while it would be very interesting to see how you act on a date I think I'll have to pass. My time could be spent in better ways (believe it or not!). The El Orbits did play at Satellite Lounge alot so I'm sure that's where you've heard them or of them. Since I wouldn't want to play second fiddle, we'll have to postpone it for a while. Have a good one, Margaret John Arnold@ECT 10/25/2000 12:24 PM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: The el orbits, eh? i've heard of them but don't remember who they are. there is a chance i've seen them at satellite i guess. my, you are nosey. i have a little date tonight. wanna come along? From: Margaret Allen@ENRON on 10/25/2000 09:06 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Hum, as much as I would love to be insulted by you for several hours straight tomorrow night, I have plans...actually, it's an Enron thing. A bunch of people are going to the Continental Club to hear the El Orbits, which happens to be my favorite band. You should come. What are your plans tonight, since I'm being nosey?! Trade them up Johnny, Margarita John Arnold@ECT 10/25/2000 07:34 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: Deathly afraid doesn't even come close to describing it. Busy tonight. How bout tomorrow? From: Margaret Allen@ENRON on 10/24/2000 06:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Okay, since you are deathly afraid of being nice to me, now about we go to grab a beer or dinner tomorrow night? Does that work for you?
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subject: Re: content: i think taking a cab is more convenient assuming we can find one on the way back. From: Margaret Allen@ENRON on 02/08/2001 01:27 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Kim and I are going from here. We were debating sharing a cab, or taking the bus from Enron Field. Any preference? John Arnold@ECT 02/08/2001 10:25 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: cute girlfriends.... I'm in From: Margaret Allen@ENRON on 02/08/2001 09:38 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Oh, I was going to tell you that your invitation gives you the ability to invite a guest so if you wanted to bring Jennifer, you can. But, I do have cute girlfriends going with me, so if you just want to go with us -- that will be fun! I'm planning on leaving here around 6 -- you want to go with me?? John Arnold@ECT 02/08/2001 09:29 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: cute girlfriends.... I'm in
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subject: Re: spreads content: i think we would rally if march were the only thing traded. Problem is summer and on out so weak. trade scale up seller of jv as it gets close to 600. some customer selling in cal 2. so h/j and j/k need to blow out because no other spread is moving. i'm a seller of j/k so h/j needs to blow. all other trade is scale up seller of that so it can move but slowly. it's a struggle each penny at this point. at least one spread needs to break if we're going to run and i don't see that happening. [email protected] on 02/08/2001 11:20:40 AM To: [email protected] cc: Subject: Re: spreads i think we rally a little from here this pm-that said i dont think mar/may gonna movre up much unless we see cash start to improve.. any thots on east cash? its a pig-of course no loads. whats gonna be the driver for march/apr from here you think?
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subject: Re: content: cute girlfriends.... I'm in From: Margaret Allen@ENRON on 02/08/2001 09:38 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Oh, I was going to tell you that your invitation gives you the ability to invite a guest so if you wanted to bring Jennifer, you can. But, I do have cute girlfriends going with me, so if you just want to go with us -- that will be fun! I'm planning on leaving here around 6 -- you want to go with me?? John Arnold@ECT 02/08/2001 09:29 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: cute girlfriends.... I'm in
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subject: content: cute girlfriends.... I'm in
arnold-j/sent/704.
subject: Re: EarthSAT UPDATE content: we need one more good shot of cool air to ensure complete and utter chaos for the next 10 months. hopefully this is it. you gotta love heffner...'if we take out the jan 31 low there is NO WAY anything bullish can happen' [email protected] on 02/08/2001 05:28:02 AM To: [email protected] cc: Subject: EarthSAT UPDATE thats what we wanna hear ---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/08/2001 06:27 AM --------------------------- "Matt Rogers" <[email protected]> on 02/08/2001 03:46:47 AM To: [email protected] cc: (bcc: Steve LaFontaine/GlobalCo) Fax to: Subject: EarthSAT UPDATE This morning's 6-10 day forecast models are showing somewhat better agreement. All three models move the main cold trough axis to the Great Lakes area by the last half of the period. This shift allows for cold Polar/Arctic air to pour into the Midwest and Northeastern states by days 9 and 10 (as early as day 8 on the American). The Canadian and European continue more troughing in the southern branch in the Southwestern states, keeping that area cool, but also forcing continued ridging in the Southern states--from Texas to the Southeast--keeping them warmer and away from the cold. The American eliminates this southern branch cold air protection early (by day 8), while the Canadian breaks it down by day 10, implying that even the South would see cold weather at the beginning of the 11-15 day period. The European appears to hold out the longest in bringing cold air to the South. In all cases, the West Coast should see some gradual warming by late in the period. All three models also continue a very amplified flow pattern in Canada with a plentiful supply of strong, cold air. More details, including early information from the ensembles, will be available with the 6:30am ET release. -Matt Rogers
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subject: Re: continental-delta article content: split connect
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subject: Re: weather pop content: you fucker that's my trade. i was trying to buy nines the last 20 minutes. all i got was scraps. 50-100. i think it's a great trade. [email protected] on 02/07/2001 01:41:44 PM To: [email protected] cc: Subject: Re: weather pop that is nuts-good sale-im gonna sell jun or july otm calls at some point
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subject: Re: weather pop content: this is the move i was talking about. v/x implicitly trading 5.5 right now because cal 2 is weak. some sell side deal got done there but jv is strong
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subject: Re: weather pop content: just sold 500 q/u at .05 that was the pop i'm looking for
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subject: Re: Destiny's Child content: you will have 4 tix. make your plans Liz M Taylor 02/07/2001 09:08 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Destiny's Child John, Any word on the tickets? If I can get just four that would be just fine. If not, please no worries. Many Thanks, Liz
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subject: Re: Implementation issue on IE5.0/5.5 content: yea, i'll talk to them. who should i call? Brian Hoskins@ENRON COMMUNICATIONS 10/25/2000 09:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Implementation issue on IE5.0/5.5 John, Looks like IT has decided not to install Internet Explorer 5.5 after all. The program is ready to go as soon as that is installed. Do you want to put some pressure on them, or would you rather wait to see if they can fix it to work on IE 5.0? You have 5.5 by the way, so I'm not quite sure what the problem is. Brian Brian T. Hoskins Enron Broadband Services 713-853-0380 (office) 713-412-3667 (mobile) 713-646-5745 (fax) [email protected] ----- Forwarded by Brian Hoskins/Enron Communications on 10/25/00 09:08 AM ----- John Cheng@ENRON Sent by: John Cheng@ENRON 10/24/00 08:52 PM To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS cc: Marlin Gubser/HOU/ECT@ECT Subject: Re: Implementation issue on IE5.0/5.5 Brian, We are not good to go here. These are high profile traders and I do not want to install IE55 just for this chatting application. I would like for Fangming to resolve whatever the problem is with IE5 first and go from there. Again, sorry to be a pain and I understand your situation, but developers should not develop applications with unsupported dependencies. -jkc Brian Hoskins@ENRON COMMUNICATIONS 10/24/2000 03:44 PM To: John Cheng/NA/Enron@Enron cc: Subject: Re: Implementation issue on IE5.0/5.5 John, So are we good to go to install IE 5.5? From you email yesterday, I was under the impression that we were. I understand that you guys need to keep the integrity of the system, but these guys really need this program ASAP. Again, if you need additional support, we can get that for you. Just let me know what you need to resolve the problem. Thanks, Brian Brian T. Hoskins Enron Broadband Services 713-853-0380 (office) 713-412-3667 (mobile) 713-646-5745 (fax) [email protected] Fangming Zhu@ENRON 10/24/00 02:38 PM To: Brian Hoskins/Enron Communications@ENRON COMMUNICATIONS, John Cheng/NA/Enron@Enron@ENRON COMMUNICATIONS cc: Subject: Implementation issue on IE5.0/5.5 All, As John suggested, I have contacted the Microsoft Expert on the IE 5.0/5.5 issue early this morning. We actually had a conversition over the phone. I also sent him E-mail to describe the problem. So far I haven't heard anything from him yet. I adoult if he can solve the problem. In order to solve this browser issue, I suggest we can have 5-10 traders to install IE5.5 on their PC. If everything works fine, we can update everyone into IE5.5. It is really not my decision weather or not to use IE5.0 or 5.5. Right now everything is ready for users to test the application except the browser issue. Let me know when and how we are going to implement the messageboard application. Thanks, Fangming
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subject: Re: continental-delta article content: but what's a pig? "Jennifer White" <[email protected]> on 02/07/2001 08:43:52 AM To: [email protected] cc: Subject: continental-delta article http://cnnfn.cnn.com/2001/02/03/deals/wires/delta_wg/index.htm ___________________________________________________________________ To get your own FREE ZDNet Onebox - FREE voicemail, email, and fax, all in one place - sign up today at http://www.zdnetonebox.com
arnold-j/sent/711.
subject: Re: diff topic content: i think you're absolutely right about q/u. again just a question of when to put it on. Seems as if I'm always on the offer of that spread. yesterday i had a 4.5 offer all day and i think i got 50 or so. i can almost leg it better by buying winter and selling summer and the j/q spread. i would like to see it widen another penny before stepping in and i think with the weakness in the winter and relative weakness of cal 2, on any rally that could happen. was that you on the q/u/v fly yesterday?
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subject: Re: diff topic content: ok. [email protected] on 02/05/2001 08:18:35 PM To: [email protected] cc: Subject: Re: diff topic thats my approach-i know youre doing well but i have no idea how well. let me put it to you this way completely between you and me. i have every expectation of making myself about a a myn this year(dont want to jinx myself). ive herd suggestions that this new deal cud be better cuz of the guarantees + bonus. i dont know yet, hasnt been offered or even discussed directly. but if it does and its very good they gonna need a ngas guy in houston. i think we could put together a hell of a us team. ill let you know if/when i find out more if that interests you. wouldnt be alot different from the job role you are currently in..
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subject: remove from email list content: remove from email list
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subject: Re: daily charts and matrices as hot links 2/6 content: don't care about the front. i think its vulnerable to a good short squeeze like we saw on thruday and friday. trade is getting short in here with cash such a piece. if weather ever changes, which the weather boys are saying it might in 2 weeks, the cash players are going to be big buyers. don't really want to carry length on the way down waiting for that to happen though. Backs are crazy stong. cal 3 traded as high as +10. everybody a buyer as california trying to buy any fixed price energy they can find [email protected] on 02/06/2001 11:19:45 AM To: [email protected] cc: Subject: Re: daily charts and matrices as hot links 2/6 that made me laugh-good point. any strong view on ngas flat px? cuz i dont-but seems hard so see it rally much with cash such a dog. [email protected] on 02/06/2001 11:59:31 AM To: Steve LaFontaine/GlobalCo@GlobalCo cc: Fax to: Subject: Re: daily charts and matrices as hot links 2/6 he sends me his stuff... i like him because he's willing to take a stand. so many technicians bullshit their way "support at 5400-5600 but if it breaks that look for 5250". if every technician put specific trades on a sheet with entry and exit points and published them every day, a lot of people would be unemployed. [email protected] on 02/06/2001 07:24:43 AM To: [email protected] cc: Subject: daily charts and matrices as hot links 2/6 you mite already get this, if not ill be happy to forward so let me know. interesting comments on both gas and crude for the timing of seasonal lows ---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 08:23 AM --------------------------- [email protected] on 02/06/2001 07:55:39 AM To: [email protected] cc: (bcc: Steve LaFontaine/GlobalCo) Fax to: Subject: daily charts and matrices as hot links 2/6 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/crude12.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.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: Re: daily charts and matrices as hot links 2/6 content: he sends me his stuff... i like him because he's willing to take a stand. so many technicians bullshit their way "support at 5400-5600 but if it breaks that look for 5250". if every technician put specific trades on a sheet with entry and exit points and published them every day, a lot of people would be unemployed. [email protected] on 02/06/2001 07:24:43 AM To: [email protected] cc: Subject: daily charts and matrices as hot links 2/6 you mite already get this, if not ill be happy to forward so let me know. interesting comments on both gas and crude for the timing of seasonal lows ---------------------- Forwarded by Steve LaFontaine/GlobalCo on 02/06/2001 08:23 AM --------------------------- [email protected] on 02/06/2001 07:55:39 AM To: [email protected] cc: (bcc: Steve LaFontaine/GlobalCo) Fax to: Subject: daily charts and matrices as hot links 2/6 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/crude12.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas12.pdf Distillate http://www.carrfut.com/research/Energy1/hoil12.pdf Unleaded http://www.carrfut.com/research/Energy1/unlded12.pdf Spot Natural Gas http://www.carrfut.com/research/Energy1/spotngas12.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/Stripmatrix12.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG12.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL12.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: swaps content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/06/2001 10:44 AM --------------------------- Parker Drew <[email protected]> on 02/06/2001 09:58:41 AM Please respond to [email protected] To: [email protected], Kenneth E Girdy <[email protected]> cc: Subject: swaps Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily swaps instead of last day average swaps. Could you see to it that they are switched. Thank you. Parker
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subject: Re: swaps content: will do Parker Drew <[email protected]> on 02/06/2001 09:58:41 AM Please respond to [email protected] To: [email protected], Kenneth E Girdy <[email protected]> cc: Subject: swaps Deals #852287, 851654, 851191 unintentionally were traded as Gas Daily swaps instead of last day average swaps. Could you see to it that they are switched. Thank you. Parker
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subject: FW: A crossroads we have all been at ... content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 05:11 PM --------------------------- [email protected] on 02/03/2001 01:45:57 PM To: [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] cc: Subject: FW: A crossroads we have all been at ... but we all know ourselves which way we turned most often - Crossroads.jpg
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subject: Re: diff topic content: probably not. it would have to have a lot of upside. never hurts to listen though [email protected] on 02/05/2001 07:45:28 AM To: [email protected] cc: Subject: Re: diff topic i was in ny friday-had an interesting conversation with a company. would there ver be a cirmcumstanbce in which you would consider leaving your currant situation? dont have to say on this and this is purely preliminary but you came to mind . just a yes or no at this stage would do. ill let you more later on phone.
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subject: Re: content: The el orbits, eh? i've heard of them but don't remember who they are. there is a chance i've seen them at satellite i guess. my, you are nosey. i have a little date tonight. wanna come along? From: Margaret Allen@ENRON on 10/25/2000 09:06 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Hum, as much as I would love to be insulted by you for several hours straight tomorrow night, I have plans...actually, it's an Enron thing. A bunch of people are going to the Continental Club to hear the El Orbits, which happens to be my favorite band. You should come. What are your plans tonight, since I'm being nosey?! Trade them up Johnny, Margarita John Arnold@ECT 10/25/2000 07:34 AM To: Margaret Allen/Corp/Enron@ENRON cc: Subject: Re: Deathly afraid doesn't even come close to describing it. Busy tonight. How bout tomorrow? From: Margaret Allen@ENRON on 10/24/2000 06:25 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Okay, since you are deathly afraid of being nice to me, now about we go to grab a beer or dinner tomorrow night? Does that work for you?
arnold-j/sent/720.
subject: re: options content: Mr Sturm: Due to the California power crisis, Enron Gas Trading is unable to extend sell authorization on options to Enron Power Trading. Please call if you should desire to sell any options and credit will be extended on a trade-by-trade basis. We apologize for any inconvience. Sincerely: John Arnold Vice President, Gas Trading Enron North America ---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 12:55 PM --------------------------- Larry May@ENRON 02/05/2001 12:51 PM To: Stephanie Sever/HOU/ECT@ECT cc: John Arnold/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT Subject: re: options Please enable Flecther Sturm to sell options
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subject: Re: APR01-MAR02 Strip, varying monthly volumes content: Neal: Referencing Apr-Oct 5315/35 and Nov-Mar 534/536, on the following volumes I am 533/536. Feel free to call to transact. 713-853-3230 "Wood, Neal" <[email protected]> on 02/05/2001 11:33:51 AM To: "'[email protected]'" <[email protected]> cc: Subject: APR01-MAR02 Strip, varying monthly volumes John, I am interested in purchasing the following APR01-MAR02 NYMEX strip: APR 2001 US Gas Swap NYMEX 86,650 MMBtu per month MAY 2001 US Gas Swap NYMEX 69,018 JUN 2001 US Gas Swap NYMEX 38,820 JUL 2001 US Gas Swap NYMEX 36,927 AUG 2001 US Gas Swap NYMEX 41,019 SEP 2001 US Gas Swap NYMEX 49,938 OCT 2001 US Gas Swap NYMEX 76,252 NOV 2001 US Gas Swap NYMEX 103,140 DEC 2001 US Gas Swap NYMEX 113,696 JAN 2002 US Gas Swap NYMEX 119,015 FEB 2002 US Gas Swap NYMEX 105,902 MAR 2002 US Gas Swap NYMEX 110,769 950,146 MMBtu Total If interested, please indicate Enron's offer as well as where you're offering the summer and winter strips online at the time. Thanks in advance, Neal Wood Conoco Inc. 281-293-1975
arnold-j/sent/722.
subject: Re: v/x content: no... i went with matt thurell from koch. they've got some corporate townhouse out there. very nice. good to see the old days of waste aren't completely gone yet. [email protected] on 02/05/2001 06:59:36 AM To: [email protected] cc: Subject: Re: v/x did you happen too meet my friend dwight anderson down there? a good guy. im gonna take a wild gues since he was there and you were there and hes an enron customer there is a good chance you guys were in the same place!! i got to stay at one of those swanky enron beaver creek chalets a few years ago so i know whats up. this weather disappoints again. [email protected] on 02/04/2001 10:13:24 PM To: Steve LaFontaine/GlobalCo@GlobalCo cc: Fax to: Subject: Re: v/x i actually started writing this on thursday. got distracted and left late morning to go to Vail. Apparently I missed a little craziness. My point on v/x is that forward spreads, months 3/4 and back, don't necessarily trade on value, they trade on drawing a forward curve that makes equilibrium between hedging and spec demand. Look at k/m... do you think k cash will average 3 cents above m. i don't really see that scenario. yet that's what it is worth because the market says jv is worth $x and to get there k/m=3. The same argument applies to v/x. i think this summer will be exceptionally strong as we try to inject 2 bcf/d more gas than last year. But cal 2 will lag the move. It's the main thing customers are selling right now because every equity analyst and even Pira are telling their customers that cal 2 will average 3.50. so either the v/x and x/z spreads come in or f/g g/h h/j blow out. After this winter, who in there right mind wants to buy f/g or g/h again. my thought is that the primary juice will be h/j but v/x and x/z will be under some pressure. i'm a seller at 9 and buyer at 5-6. Not much in it either way though. [email protected] on 01/31/2001 04:47:22 PM To: [email protected] cc: Subject: Re: v/x you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med longer term. we inject like mad early summer-economy stays crappy the frot of the curve gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep scenario 2-they dont enject what they want-oct /nov wil stay tite between say 3-and 10 cts like this year but man after this winter they will panic at some point and buy the hell out of the winter strip and blow out oct /nov to 30 cts cuz they panic. to me if that one was to ever backwardate it was this summer-low low stx and injections and they still blew out cuz they panicked about winter-as we see this winter now for good reason..?? capeche? i thinkit a win win you still in the damn mar/apr-i only sold a little prenumber-cant beleive how this got killed after-what changed?? from 1:30 to 2:05 [email protected] on 01/31/2001 05:41:45 PM To: Steve LaFontaine/GlobalCo@GlobalCo cc: Fax to: Subject: Re: v/x quit pressuring them i want to sell some too. actually sold a few at 9 on the close [email protected] on 01/31/2001 12:40:07 PM To: [email protected] cc: Subject: Re: v/x i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps coming in. ill tell you why later
arnold-j/sent/723.
subject: daily charts and matrices as hot links 2/5 content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/05/2001 07:30 AM --------------------------- [email protected] on 02/05/2001 07:11:21 AM To: [email protected] cc: Subject: daily charts and matrices as hot links 2/5 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/crude11.pdf Natural Gas http://www.carrfut.com/research/Energy1/ngas11.pdf Distillate http://www.carrfut.com/research/Energy1/hoil11.pdf Unleaded http://www.carrfut.com/research/Energy1/unlded11.pdf Nat Gas Strip Matrix http://www.carrfut.com/research/Energy1/Stripmatrix11.pdf Nat Gas Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixNG11.pdf Crude and Products Spread Matrix http://www.carrfut.com/research/Energy1/SpreadmatrixCL11.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/724.
subject: Natural update content: ---------------------- Forwarded by John Arnold/HOU/ECT on 02/04/2001 09:12 PM --------------------------- "Mark Sagel" <[email protected]> on 02/04/2001 09:03:25 PM To: "John Arnold" <[email protected]> cc: Subject: Natural update ? - ng2001-0204.doc
arnold-j/sent/725.
subject: Re: v/x content: i actually started writing this on thursday. got distracted and left late morning to go to Vail. Apparently I missed a little craziness. My point on v/x is that forward spreads, months 3/4 and back, don't necessarily trade on value, they trade on drawing a forward curve that makes equilibrium between hedging and spec demand. Look at k/m... do you think k cash will average 3 cents above m. i don't really see that scenario. yet that's what it is worth because the market says jv is worth $x and to get there k/m=3. The same argument applies to v/x. i think this summer will be exceptionally strong as we try to inject 2 bcf/d more gas than last year. But cal 2 will lag the move. It's the main thing customers are selling right now because every equity analyst and even Pira are telling their customers that cal 2 will average 3.50. so either the v/x and x/z spreads come in or f/g g/h h/j blow out. After this winter, who in there right mind wants to buy f/g or g/h again. my thought is that the primary juice will be h/j but v/x and x/z will be under some pressure. i'm a seller at 9 and buyer at 5-6. Not much in it either way though. [email protected] on 01/31/2001 04:47:22 PM To: [email protected] cc: Subject: Re: v/x you got me wrong-i wanna sell oct buy nov forward. look-two scenarios med longer term. we inject like mad early summer-economy stays crappy the frot of the curve gets slaughtered.-oct/nov goes to 3 cts sometime between now and end sep scenario 2-they dont enject what they want-oct /nov wil stay tite between say 3-and 10 cts like this year but man after this winter they will panic at some point and buy the hell out of the winter strip and blow out oct /nov to 30 cts cuz they panic. to me if that one was to ever backwardate it was this summer-low low stx and injections and they still blew out cuz they panicked about winter-as we see this winter now for good reason..?? capeche? i thinkit a win win you still in the damn mar/apr-i only sold a little prenumber-cant beleive how this got killed after-what changed?? from 1:30 to 2:05 [email protected] on 01/31/2001 05:41:45 PM To: Steve LaFontaine/GlobalCo@GlobalCo cc: Fax to: Subject: Re: v/x quit pressuring them i want to sell some too. actually sold a few at 9 on the close [email protected] on 01/31/2001 12:40:07 PM To: [email protected] cc: Subject: Re: v/x i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps coming in. ill tell you why later
arnold-j/sent/726.
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arnold-j/sent/727.
subject: Re: v/x content: quit pressuring them i want to sell some too. actually sold a few at 9 on the close [email protected] on 01/31/2001 12:40:07 PM To: [email protected] cc: Subject: Re: v/x i hate hate that sprd-at 8 cts i think its such a good bearsprd-hope it keeps coming in. ill tell you why later
arnold-j/sent/728.
subject: Re: h/j content: agree guys are short h/j. hard to see a big move with cash/futures trading flat. agree that it has some squeeze potential though. Started moving today as, simultaneously, march started running up and j aron won a big customer deal. customer, maybe a hedge fund, bot 1000+ jv 450 puts. weather frustrating me too. a little long but it's in the backs so I haven't been hurt. Sure would be nice to get some more weather and have this thing start going crazy again. Seen liquids processing come back on at these levels. Would guess more than 50% has from peak. Industrial demand different story. industrial economy just so weak that many petchems and others are burning less because of their markets, not fuel costs. Chrystler is a prime example. Any switching back to gas from industrial or switching back to domestic production from overseas muted by weak economy. [email protected] on 01/31/2001 10:46:50 AM To: [email protected] cc: Subject: h/j ive been short side just reversed in case weather-plus i think everyone and his brother short h/j agree? mite take a loss on it but seems low risk next day or two from 45 cts. this weather pissing me off tho. you see much industrial demand and changeover in fuel switching t this feb -mar px level? my sources saying yes. hope all is well. talk soon
arnold-j/sent/729.
subject: Re: Sherry content: we have 4 do you want them? Errol McLaughlin@ENRON 01/31/2001 08:56 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Re: Sherry thanks
arnold-j/sent/73.
subject: Your Brother content: ---------------------- Forwarded by John Arnold/HOU/ECT on 10/25/2000 11:34 AM --------------------------- Lauren Urquhart 10/25/2000 11:23 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Your Brother John I am the assistant to John Sherriff. John mentioned to me yesterday that your brother was going to contact us via e-mail. We have not receieved or heard anything. Communication is required here. Please have your brother call me on 0207-783 7359 or e-mail me at the above address on John on [email protected]. Thank you! Lauren
arnold-j/sent/730.
subject: Re: Sherry content: i got 2 for tomorrow.
arnold-j/sent/731.
subject: Re: Sherry content: i will try to get tomorrow. if not, is another day okay? Errol McLaughlin@ENRON 01/31/2001 07:46 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Sherry John, Could you do me a big favor. Sherry has been really working hard and doing a good job. Do you think that you could talk with one of your contacts and get her a pair of Rockets tickets. I know they are a playing the Clippers tommorrow night. I know that no one else wants to see the Clippers, but she's never been to a game and would really appreciate it. Thanks, Errol, X5-8274
arnold-j/sent/732.
subject: Re: smith barney AAA content: Contact Andy Rowe at 713 966 2107. They are a medium term fundamental energy player. They have never indicated any interest in anything besides nymex or hub gas daily, but that may change. They have interest in trading on EOL but have not gotten approval yet. Caroline Abramo@ENRON 01/28/2001 03:37 PM To: John Arnold/HOU/ECT@ECT cc: Subject: smith barney AAA John- can you give me the name of your business line contact there, job function and phone number? Also, whatever you know about their trading style- are they macro, program, technical? Would they be interested in the same service we give Tudor, i.e do they want a salesperson to bring them ideas from our various trading groups?? Do they want to trade on-line or are they already?? Based on what you come back with, I'll give a call over there and see how I can resurrect the ISDA negotiations and get them trading... Talk to you Monday, CA
arnold-j/sent/733.
subject: Re: Girlie Magazines content: thank you four you're note. i am only twelv years old so i wont bid anymore. i am sorry. Angelica Paez <[email protected]> on 01/25/2001 09:35:23 PM To: <[email protected]> cc: Subject: Girlie Magazines Since you are my high bidder on the girlie magazines, it is of utmost importance that you be of 21 years of age or older due to graphic material. If scantily clad gals offend you or you are of a religious nature, please do not bid further. On the other hand, if you like it, bid on! Thank you. -- --- Angelica M. Paez
arnold-j/sent/734.
subject: Re: Access training - please respond content: check with mike and dutch. can they come any earlier? Ina Rangel 01/30/2001 12:31 PM To: John Arnold/HOU/ECT@ECT cc: Subject: Access training - please respond John, The guy from Nymex can not come until next week, Thursday 2/8/01 at 4:00. It will last at a minimum of three hours and a maximum of 4 hours (which is unlikely). There is nothing on your calendar for that day. Will this day and time work for you? Let me know and then I will send an email out to the desk to make arrangements to attend the meeting that day. -Ina
arnold-j/sent/735.
subject: Re: content: you're done To: John Arnold/HOU/ECT@ECT cc: Subject: Re: does this mean that you are a seller at 70% of the number you put in your retail column?? If so.... i will take PJ Fluer Dom La Grande Dame the cristal looks a little pricey @ 200, but @ 140 i'll take that too. John Arnold 01/22/2001 09:37 PM To: Greg Whalley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT cc: Subject: Gentlemen: The following champagne is available at 70% of approximate retail price. Also have interest in trading for red wine. Retail prices derived from Spec's website or Winesearcer.com. Wine has been stored at temperature controlled private wine storage facility. Quan Vintage Wine Retail 3 1990 Perrier Jouet Brut Fleur de Champagne 110 1 1988 Piper Heidsek Reserve 65 2 1990 Dom Perignon 125 1 1990 Veuve Cliquot Ponsardin La Grande Dame 100 1 1988 Taittenger Millesine Brut 85 1 1992 Jacquart Millesine 29 3 1990 Roederer Cristal 200 Any interest??
arnold-j/sent/736.
subject: Eloy Escobar Review content: Please respond to Jennifer ---------------------- Forwarded by John Arnold/HOU/ECT on 01/26/2001 12:06 PM --------------------------- From: Jennifer Fraser 01/26/2001 11:04 AM To: John Arnold/HOU/ECT@ECT cc: Subject: Eloy Escobar Review Are you going to do this? I am happy to--- I just need you to print the forms--- i'll do it and we can jointly sign and keep everyone happy. IF it's okay with you I am going to give him his numbers JF
arnold-j/sent/737.
subject: content: Andy: I just briefed Lavorato on the credit issues. His comment was that Bradford is going through defcom 3 over California right now and to give him a week when things start to get sorted out there. John
arnold-j/sent/738.
subject: content: Guys: We are going to run EOL on Sunday from 2-4 pm due to the big game. Can you post a message on EOL to that respect. Thx, John
arnold-j/sent/739.
subject: content: Greg: Somehow I talked Lavo into it. Can you reserve your jet for this Sunday around midnight? Thanks, John
arnold-j/sent/74.
subject: content: lumber
arnold-j/sent/740.
subject: Re: content: huh? From: Jennifer Fraser 01/24/2001 01:57 PM To: John Arnold/HOU/ECT@ECT cc: Subject: have you considered GD vs HO daily (HH vs NYHO)
arnold-j/sent/741.
subject: KCS VPP content: ---------------------- Forwarded by John Arnold/HOU/ECT on 01/24/2001 09:52 AM --------------------------- From: Ross Prevatt 01/24/2001 08:19 AM To: John Arnold/HOU/ECT@ECT cc: Subject: KCS VPP
arnold-j/sent/742.
subject: content: make that 450 @ 11.75
arnold-j/sent/743.
subject: content: you bot 475 at 11.75
arnold-j/sent/744.
subject: Re: BNP PARIBAS Commodity Futures Weekly AGA Survey content: 83