{ "version": "1.0", "dataset": { "id": "enron-executives", "title": "The Enron Executive Inbox", "subtitle": "Cross-executive emails (2000–2002) from the FERC-released Enron Corpus, focused on the company leadership during the lead-up to and aftermath of the December 2001 collapse.", "source": { "name": "CMU Enron Email Dataset", "url": "https://www.cs.cmu.edu/~enron/", "description": "The Enron Corpus (Klimt & Yang, 2004) was originally released to the public by the Federal Energy Regulatory Commission (FERC) during its investigation of Enron's collapse, and is hosted in maildir form by the CMU School of Computer Science." }, "license": "Public domain (FERC release).", "compiled_at": "2026-05-01T16:23:19Z", "curation": "Filtered to 17 named executives in the public collapse story. Kept only cross-executive correspondence (sender and at least one recipient both in the curated set), 2000-01-01 through 2002-06-30, with body length 40–8000 characters, no broadcast (>8 recipients), and no auto-replies. De-duplicated by Message-ID and content hash. Capped at 60 emails per sender, prioritizing substantive bodies, key collapse-era subjects (LJM, Raptor, restatement, SEC, Watkins, Dynegy, etc.), small-recipient threads, and the Aug 2001–Jan 2002 window. NOTE: Several central figures (Andrew Fastow, Sherron Watkins, Richard Causey, Kenneth Rice, Mark Koenig) are not present in the FERC release.", "stats": { "email_count": 737, "participant_count": 17, "date_range": [ "2000-01-03", "2002-02-04" ] }, "roles": { "Kenneth Lay": "Chairman & CEO", "Jeffrey Skilling": "CEO (Feb–Aug 2001)", "Greg Whalley": "President & COO", "Steven Kean": "EVP & Chief of Staff", "James Derrick": "General Counsel", "Mark Haedicke": "Managing Director, Wholesale Legal", "John Lavorato": "CEO Enron Americas", "Louise Kitchen": "COO EnronOnline", "Mike McConnell": "COO Enron Wholesale", "Jeffrey Shankman": "President Enron Global Markets", "Stanley Horton": "CEO Enron Transportation Services", "David Delainey": "CEO Enron Energy Services", "Rick Buy": "Chief Risk Officer", "Vince Kaminski": "Head of Research", "Richard Shapiro": "VP Government Affairs", "Sally Beck": "COO Enron Networks", "John Arnold": "Senior Trader, Enron North America" } }, "participants": [ "David Delainey", "Greg Whalley", "James Derrick", "Jeffrey Shankman", "Jeffrey Skilling", "John Arnold", "John Lavorato", "Kenneth Lay", "Louise Kitchen", "Mark Haedicke", "Mike McConnell", "Richard Shapiro", "Rick Buy", "Sally Beck", "Stanley Horton", "Steven Kean", "Vince Kaminski" ], "emails": [ { "id": "en-0001", "from": "John Lavorato", "to": [], "cc": [ "Greg Whalley" ], "subject": "", "date_iso": "2000-01-03T01:47:00", "date_raw": "Mon, 3 Jan 2000 01:47:00 -0800 (PST)", "body": "John, I thought I would send you a note to outline our conversation re. David \nRedmond. Dave will return to the London office in late May. In late \nFebruary we will pinpoint the group/job that will best suit Dave and Enron. \nAll efforts will be made to get Dave an option trading related position. \n\nRegards,\n\nJohn Lavorato", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/1288.", "message_id": "<1451248.1075857733632.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.sherriff@enron.com" ], "cc_emails": [ "david.redmond@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0002", "from": "Richard Shapiro", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Congratulations", "date_iso": "2000-01-11T00:02:00", "date_raw": "Tue, 11 Jan 2000 00:02:00 -0800 (PST)", "body": "Thanks.\n\nVince J Kaminski@ECT\n01/11/2000 08:01 AM\nTo: Richard Shapiro/HOU/EES@EES\ncc: \nSubject: Congratulations\n\nRick,\n\nI have just looked at the memo regarding promotions.\nCongratulations - well deserved.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/personal/343.", "message_id": "<5428433.1075857060219.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0003", "from": "Louise Kitchen", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Ed Krapels", "date_iso": "2000-02-11T09:13:00", "date_raw": "Fri, 11 Feb 2000 09:13:00 -0800 (PST)", "body": "Absolutely - I can't find the previous email but it may have been lost during \nthe few days they moved my email box from London to Houston - I know I had a \nlot of lost emails - do you have his phone number and email and we can sort \nout a password for a few days for him too.\n\nLouise\n\nVince J Kaminski\n10/02/2000 22:15\nTo: Louise Kitchen/LON/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT \n\nSubject: Ed Krapels\n\nLouise, \n\nSome time ago I sent you a message regarding Ed Krapels. He is writing a book \non energy\ncommodity markets and would like to learn more about EOL. \n\nCan you give him a call and chat with him for 10 minutes. He is a good \nfriend of Enron and\nit would be free ad for us.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/esai/35.", "message_id": "<25323264.1075857045647.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0004", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Summer Internship Position", "date_iso": "2000-02-17T02:17:00", "date_raw": "Thu, 17 Feb 2000 02:17:00 -0800 (PST)", "body": "Ravi,\n\nCharlene wants the entire batch of potential summer intern resumes sent to \nher in one step.\nI want to complete this by Friday. Catch me after lunch to talk about it.\n\nVince\n\nRavi Thuraisingham@ENRON COMMUNICATIONS on 02/17/2000 10:11:36 AM\nTo: Vince Kaminski\ncc: April Hodgson/Enron Communications@Enron Communications, Matt \nHarris/Enron Communications@Enron Communications, Stinson Gibner/HOU/ECT@ECT, \nCharlene Jackson@ENRON, Celeste Roberts/HOU/ECT@ECT \nSubject: Re: Summer Internship Position\n\nHi Vince, Paulo Oleira (one of the M.I.T attending our meeting on wed)'s \nresearch interest turned out to be a match for April Hodgeson (VP of content \norigination). I had him talk to April (Stinson was on the call as well) to \ndiscuss his research interest and what he would likely to do for April. I \nsuggested (and April agrees) that Paulo would intern with her and Matt and \nperform research on how end users (consumers and business) improved \nexperience with ePowered content can be quantified. This may include \nperforming control experiments at M.I.T. We decided not to over specify what \nhe would do since it is likely to change as soon as he arrives. I suggested \nonce he starts, he will work with April and Matt Harris (VP enterprise \norigination) and they will define what the student needs to complete for the \ninternship. \n\nAddiontionally, Tom Gros agrees that this type of research are needed and \nthis is a great way to start.\n\nI will proceed to have recruiting contact the student with an offer to start \naround May 22, 2000 unless someone tells me otherwise.\n\nRegards,\n\nRavi.\n\nP.S. Charlene, please include Paulo in your May 22, 2000 start group. Paulo \nwill report to me within EBS research group but will work on a day-to-day \nbasis with April and Matt. As you've mentioned that compensation is somewhat \nfixed but please keep in mind that this person is a PhD candidate with very \nspecialized skill set. Please contact Vince before extending an offer that \nmay be too low, etc.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/1088.", "message_id": "<32776283.1075863707404.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "ravi.thuraisingham@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "stinson.gibner@enron.com" ] } }, { "id": "en-0005", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: AIESEC Polska - EuroLDS 2000", "date_iso": "2000-02-18T00:29:00", "date_raw": "Fri, 18 Feb 2000 00:29:00 -0800 (PST)", "body": "Drogi Panie Andrzeju,\n\nProbuje skontaktowac sie z Jarkiem Astramowiczem, by znalezc sposob \ndofinansowania Waszej imprezy. \nJedyna mozliwosc, by to zrobic jest poprzez Enron Poland. Mnie byloby\nbardzo trudno usprawiedliwic to z mojego budzetu.\n\nW. Kaminski\n\n\"Andrzej Wodnicki\" on 02/16/2000 02:50:05 AM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: AIESEC Polska - EuroLDS 2000\n\nSzanowny Panie Kaminski!\n\nNazywam sie Andrzej Wodnicki i jestem czlonkiem Stowarzysznia Studentow \nAIESEC przy Szkole Glownej Handlowej (dawnej SGPiS).\n\nProsze o poswiecenie paru chwil na przeczytanie tego maila.\n(Kontakt do Pana otrzymalem od kolegi, ktory organizowal prezentacje firmy \nENRON na SGH, a posrednio od Pana Jarka Astramowicza, przedstawiciela ENRON \nna Polske.)\n\nW imieniu AIESEC Polska chcialbym zwrocic sie do Pana z wielka prosba pomocy \nprzy wydarzeniu, ktore w tym roku organizujemy.\nAIESEC Polska, a w szczegolnosci AIESEC przy Szkole Glownej Handlowej ma \nzaszczyt organizowac w tym roku European Leadership Development Seminar. Jest \nto seminarium na temat przywodztwa skierowne do obecnych i przyszlych \nczlonkow Rad Wykonawczych Komitetow Lokalnych AIESEC w calej Europie.\nPo raz pierwszy AIESEC Polska ma mozliwosc organizacji takiego wydarzenia i \nstanowi ono dla nas olbrzymie wyzwanie.\n\nPrzygotowywalismy sie do niego od kilku lat i obecnie jestesmy juz w koncowej \nfazie organizacji EuroLDS 2000.\nProjekt rozpoczyna sie 7 marca 2000 roku Oficjalnym Otwarciem przez Pana \nPrezydenta Aleksandra Kwasniewskiego w Sali Kongresowej. Pozniej odbeda sie \nDyskusje Panelowe (udzial wielu znakomitych gosci - m.in Jan Krzysztof \nBielecki, Jacek Saryusz Wolski, Andrzej Olechowski) oraz wyklady i \nprezentacje regionow Polski w Auli Spadochronowej Szkoly Glownej Handlowej, a \nnastepnie delegaci udadza sie do hotelu Mrongovia na szkolenia, casy i \nwyklady na temat przywodztwa. (Szczegolowy program EuroLDS 2000 przesylam w \nzalaczniku.)\n\nJak do tej pory staralismy sie mozliwie najwiecej dokonac wlasnymi silami, \njednak obecnie na 3 tygodnie przed tym wydarzeniem stoimy przed pewnym \nproblemem i stad tez pojawil sie pomysl skontaktowania Pana, jako osoby, \nktora moglaby nam wydatnie pomoc.\n\nChcielibysmy poprosic Pana o wsparcie finansowe.\nWspolpracujemy juz z wieloma firmami i instytucjami (m.in. Deloitte & Touche, \nArthur Andersen, Fundusz Phare, Fundacja Konrada Adenauera oraz wieloma \ninnymi), jednak na obecnym etapie organizacji projektu wciaz brakuje nam \n12000 $.\nPoczatkowo chcielismy nawiazac kontakt z Pania Eileen Price z Londynu, jednak \nwydaje nam sie, ze Pan jako zalozyciel AIESEC w Polsce powienien po pierwsze \no takim wydarzeniu wiedziec, a po drugie mamy nadzieje, ze moze nam Pan pomoc.\n\nBardzo prosze o odpowiedz,\n\nZ powazaniem\n\nAndrzej Wodnicki\nPrezydent EuroLDS 2000\nAIESEC Szkola Glowna Handlowa\n\n - att1.htm\n - EuroLDS_prezentacja.ppt", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/4469.", "message_id": "<29023162.1075856942952.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "awodni@sgh.waw.pl" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0006", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Trade Mission", "date_iso": "2000-02-20T09:53:00", "date_raw": "Sun, 20 Feb 2000 09:53:00 -0800 (PST)", "body": "Terry was acting with full coordination from Jose. The problem was this: \nDaly insisted someone speak on behalf of the group to the press (and \ndesignated Terry to be the one); Terry did not have the updated information \nthat we were about to meet with the government officials and deliver a \nslightly different message (i.e. that we needed to know if the government \nplanned to really open Petrobras or not -- the implication being that we \nwould work within either decision but we needed to know one way or the \nother); Terry was simply not in possession of this information and no one had \ngiven it to him (probably because they had no reason to assume that Terry \nwould be thrust in front of the press); moreover, it's hard to see how Terry \ncould have taken such a position publicly anyway. By my eyes Terry did the \nbest he could and we had an unavoidable communications bust. I know the \nSouthern cone team is moving to make it right, but I see absolutely no reason \nto come don on anyone about this.\n\nRichard Shapiro\n02/17/2000 09:47 PM\nTo: Steven J Kean/HOU/EES@EES\ncc: \nSubject: Re: Trade Mission \n\nWhat was the outcome?\n\nSteven J Kean\n02/17/2000 08:13 AM\nTo: Richard Shapiro/HOU/EES\ncc: \nSubject: Re: Trade Mission\n\nFYI. I will call Terry and get in touch with Jim/Diomedes", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/39.", "message_id": "<5486871.1075846374829.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ], "cc_emails": [ "diomedes.christodoulou@enron.com", "james.bannantine@enron.com" ] } }, { "id": "en-0007", "from": "Sally Beck", "to": [ "Greg Whalley" ], "cc": [], "subject": "Vacation - March 2, 3, and 6th", "date_iso": "2000-02-29T07:32:00", "date_raw": "Tue, 29 Feb 2000 07:32:00 -0800 (PST)", "body": "I will be out of the office on vacation on Thursday, Friday and Monday, March \n2, 3, and 6th. My assistant, Patti Thompson (x39106) will have\ntelephone and fax numbers for the hotel where I will be staying. I will be \nat Disneyworld with my family and 90 members of my daughter's high\nschool drill team, so it is not likely that I will be available during the \ndaytime. However, I can be contacted at the hotel in the evening, if \nneeded. \n\nWhile I am out, please contact the following for any operational needs: \n\n Brent Price Business Controller for Natural Gas x37647\n\n Kristin Albrecht * Business Controller for Power x34763\n\n* Kristin will be in the office in the morning only on March 6: she will be \nin route to Portland in the afternoon. \n\nI will be back in the office on Tuesday, March 7.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/570.", "message_id": "<21042007.1075855909981.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "cliff.baxter@enron.com", "greg.whalley@enron.com", "richard.causey@enron.com" ], "cc_emails": [ "susan.skarness@enron.com", "liz.taylor@enron.com", "sharron.westbrook@enron.com" ] } }, { "id": "en-0008", "from": "Steven Kean", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: VOICE MAIL", "date_iso": "2000-03-01T17:27:00", "date_raw": "Wed, 1 Mar 2000 17:27:00 -0800 (PST)", "body": "I got the message and will handle. Tahnks\n\nSteven J Kean\n03/01/2000 11:37 AM\nSent by: Maureen McVicker\nTo: Steven J Kean/HOU/EES@EES\ncc: \nSubject: VOICE MAIL\n\nJoe Sutton called and wants to discuss how the vision groups are going. Have \nthey taken place, what are the plans now? He thinks you should report it to \nthe Exec Committee the next time you meet, but Joe wants to see the report \nfirst. I have attached below, the response Mary Clark sent to you regarding \nthe meetings (in case you want to forward it). I did not forward this to \nJoe. I wanted to check with you first.\n\nAlso, Joe said he spoke with Ken Lay regarding the Annual Report - Ken's \nconcern about the cover and the Chairman's Award is the fact that the winner \nis not pictured on the cover. The runner ups are there but not the winner \nand he thinks the winner should also be in the picture.\n\nEMAIL FROM MARY CLARK:\n\nSteve, I've attached the results of the focus groups as per my notes from the \nmeetings. Let me know if you need anything else.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1579.", "message_id": "<20484691.1075851040557.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0009", "from": "Jeffrey Shankman", "to": [], "cc": [ "Greg Whalley", "Sally Beck" ], "subject": "Re: Killed EOL Deals", "date_iso": "2000-03-15T00:52:00", "date_raw": "Wed, 15 Mar 2000 00:52:00 -0800 (PST)", "body": "The Aquila issue has been largely addressed: the killed deals have been \nprimarly due to one trader there-Par O'Kane, and I've spoken with him on \nthis. I think this will resolve the problem. The Kock issue seems to be a \nhardware issue on their side, and I spoke with the head of IT/b to b there \nand she assured me they are trying to resolve this issue. I offered one of \nour tech guys to visit their shop. Jeff\n\n \n\tEnron North America Corp.\n\t\n\tFrom: Sheri Thomas 03/14/2000 05:20 PM\n\t\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT, Greg Whalley/HOU/ECT@ECT\ncc: Sally Beck/HOU/ECT@ECT \nSubject: Killed EOL Deals\n\nSally asked that I forward the detail of the \"killed\" EOL transactions to \nboth of you. We have emphasized the importance of stressing to our customers \nthat a deal transacted via EnronOnline is a binding/legal transaction, but we \nhave continued to see a few of these deals occur. In summary, we have had a \ntotal of 33 killed transactions since inception, the majority of which have \nbeen with Aquila (5), Koch (8), and internal trades (13). Obviously, the \nones that concern us the most are those transactions with third parties, and \nmost of these have been due to claimed web latency and transactions not \nappearing on the customer's summary report. It is important to stress to the \nCommercial team that the way to \"get out of a trade\" is to do an offsetting \ntrade or have our Legal Dept prepare a termination agreement. Please feel \nfree to pass my name on to your respective groups as a point of contact to \nwork with Legal in the case of a terminated deal. \n\nFeel free to call me with any questions (x36557). \n\nSheri", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/eol/45.", "message_id": "<15350732.1075855871512.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "sheri.thomas@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0010", "from": "John Arnold", "to": [ "John Lavorato", "Jeffrey Shankman" ], "cc": [], "subject": "New curve generation methodology", "date_iso": "2000-03-29T11:22:00", "date_raw": "Wed, 29 Mar 2000 11:22:00 -0800 (PST)", "body": "I am changing the way the curve is generated starting in Jan 2004 to better \nreplicate seasonal fundamentals. There are convincing arguments as to why \nthe summer/winter spreads should tighten over time. However, in the previous \nmethodology they blew out. For instance summer/winter in Cal 3 was .232 \nwhile Cal 10 was .256. \nI have added a seasonality dampening function that both contracts the \nsummer/winter spread and applies a premium to the electric load demand months \nof July and August over time.\n\nThe formula for the curve remains the same except for a premium lookup for \nthe month as well as for the year. These premiums are as follows:\n\nJan -.008\nFeb -.004\nMar -.001\nApr .002\nMay .003\nJun .004\nJul .004\nAug .004\nSep .003\nOct .002\nNov -.003\nDec -.006\n\nThese premiums start in Jan 2004\nOn Wednesday Jan 2003 settled 2.959, the 3/4 spread was marked at .0375, the \n4/5 spread was marked at .0475. \nIn the old methodology\nJan 2003 = 2.959\nJan 2004 = 2.959 + .0375 = 2.9965\nJan 2005 = 2.9965 + .0475 = 3.044\n\nIn the new methodology\nJan 2003 = 2.959\nJan 2004 = 2.959 + .0375 - .008 =2.9885\nJan 2005 = 2.9885 + .0475 -.008 = 3.028\n\nThe only change in the formula is from:\nMonth x = Month (x- 1 year) + lookup on year on year table\nto\nMonth x = Month (x- 1 year) + lookup on year on year table + lookup on month \npremium table\n\nThe seasonality premiums will change over time and I will let you know when I \nchange them", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/377.", "message_id": "<22346228.1075857593839.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com", "jeffrey.shankman@enron.com", "mike.maggi@enron.com" ] } }, { "id": "en-0011", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: A visit", "date_iso": "2000-04-03T04:18:00", "date_raw": "Mon, 3 Apr 2000 04:18:00 -0700 (PDT)", "body": "Dear Mr. Fujita:\n\nThank you for you interest in Enron. I shall be honored if you visit Enron\nand I shall invite other employees of the company to the meeting.\n\nPlease, call my assistant, Shirley Crenshaw (713 853 5290) to discuss the\nexact time of your visit. She will be trying to reach you from our end.\n\nThe copy right for the book belongs to the RISK magazine. I shall give you \nthe contact at the company\nwith whom you can discuss the Japanese version issues.\n\nSincerely,\n\nVince Kaminski\n\nMasayuki Fujita on 03/31/2000 08:36:00 AM\nTo: vkamins@enron.com\ncc: Eugenio Perez \nSubject: A visit\n\nProfessor Vincent Kaminski\nVice President of Research\nEnron Corp.\n\nDear Professor Kaminski\n\n I , Masayuki Fujita was the only Japanese attendee of the Energy \nDerivatives seminar\nin Houston last December and a member of Japanese consultation firm: \nMitsubishi Research\nInstitute, Inc. I would be very honored if you can meet with me 17 or 18 \nApril after\nattending Energy Trading Summit in 12th-14th. As you know, Japanese \nelectricity trading is\non the way of deregulation beneficial to the consumers from a long stage of \nthe nine major\ncompanies' regional monopoly. We are giving a hand to help the Ministry and \nindustry to\nfind the right course of them. I and my colleague Yamada, who will attend Risk\nPublications Monte Calro seminar in Four Seasons Hotel, would like to visit \nyou and your\ncompany for studying the sophisticated risk management at Enron. In return, \nwe may give\nyou the information about recent institutional progress and major electricity \ncompanies\nresponse in Japan.\n\n We are now personally translating your book \"Managing Energy Price Risk\" \nsecond\nedition and wondering if you have not given the right to publish in Japanese \nand nay give\nus the chance to help you introduce modern technology to manage energy risk \nin the\nJapanese energy industry.\n\n I do not hope Japanese English power prevent me to pass my sincerity to \nyou and I can\nvisit you soon.\n\n Best regards,\n\nMasayuki Fujita\nPrincipal Financial Engineer\nFinancial Technologies Section\nMitsubishi Research Institute, Inc.\n3-6 Otemachi 2-chome, Chiyoda-ku\nTokyo 100-8141\nJapan\nTel +81-3-3277-0582\nFax +81-3-3277-0521", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/ei/52.", "message_id": "<25495471.1075857044851.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "mfujita@mri.co.jp" ], "cc_emails": [ "vince.kaminski@enron.com", "shirley.crenshaw@enron.com" ] } }, { "id": "en-0012", "from": "Mark Haedicke", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re: Opening Game @ Enron Field - 4/7", "date_iso": "2000-04-06T05:34:00", "date_raw": "Thu, 6 Apr 2000 05:34:00 -0700 (PDT)", "body": "Liz, I would love to go. Can I let you know tomorrow as I am still not sure \nwhat time by obligations here are over? Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/206.", "message_id": "<22405851.1075845045891.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0013", "from": "Mark Haedicke", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re: Opening Game @ Enron Field - 4/7", "date_iso": "2000-04-07T03:17:00", "date_raw": "Fri, 7 Apr 2000 03:17:00 -0700 (PDT)", "body": "I will have to take a rain check. I am meeting my son's fourth grade field \ntrip here in SA and as it turns out we won't head back until about 7 pm. \nHave a great tme. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/208.", "message_id": "<32103859.1075845045936.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0014", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Thomas Knudsen", "date_iso": "2000-04-18T01:14:00", "date_raw": "Tue, 18 Apr 2000 01:14:00 -0700 (PDT)", "body": "Steve,\n\nI shall talk to Anjam about it. Our impression here in Houston is that Thomas \nis quite qualified \nand we are very interested in him. A few days will not make much difference \nin the hiring process.\n\nVince\n\nSteven Leppard\n04/17/2000 03:50 AM\nTo: Dale Surbey/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Thomas Knudsen\n\nDale, Vince\n\nAs you all know I have attempted to get Thomas Knudsen interviewed as a \nresult of Prof Lane Hughston's recommendation (Lane is an acquaintance of \nVince and me, and is a very senior figure in the world of quant finance). \nAnjam vetoed the idea of interviewing Thomas since he was \"too old and too \nexperienced\". Since I felt that Thomas has some merit, I asked Houston to \nhave an informal chat with Thomas. Houston wish to pursue the interview \nprocess further, and Anjam has set about setting up the interviews. I'm \nsomewhat concerned about the way in which Anjam is going about this, since it \nseems he's trying to put up barriers to these interviews.\n\nI received a concerned email from Thomas Knudsen this morning in which he \nrecounts some strange conversations with Anjam. He says he received a call \nfrom Anjam on Thursday (13th April) evening (outside office hours), asking \nhow he got his CV into Enron (I'd shown Anjam the email and CV back in early \nFebruary), and how Anjam could contact him (despite the fact he was \ncontacting him at that moment).\n\nAnjam then called Thomas on his work number (bad form) on Friday 14th asking \nThomas to come in for interviews on Monday (one working day's notice). \nThomas told Anjam he was going on holiday on Wednesday of this week, and that \nhe'd have to see if he could make time given the need to tidy up some things \nat work. He said he'd contact Anjam on Monday (today) to confirm his \navailability.\n\nToday (17th April) Thomas called Anjam to say he couldn't make it, and that \nhe wouldn't be able to make it for two weeks (not so serious, he thought, \ngiven that we're losing time to Easter anyway). Anjam told Thomas that the \nposition might be filled in two weeks' time.\n\nThomas is concerned about missing the boat, and I for one didn't even realise \nit was leaving so soon!\n\nCan anyone shed any light on this?\n\nSteve", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/4158.", "message_id": "<25565636.1075856934428.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "steven.leppard@enron.com" ], "cc_emails": [ "dale.surbey@enron.com", "vince.kaminski@enron.com" ] } }, { "id": "en-0015", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: summer", "date_iso": "2000-04-24T00:53:00", "date_raw": "Mon, 24 Apr 2000 00:53:00 -0700 (PDT)", "body": "Van,\n\nThanks for your message. We are taking a number of interns this summer, but \nthe A&A\nprogram has closed the books for this year. We were able to reopen the list\nto add one candidate a few weeks ago, but cannot do it again. We promised it \nwould be the last addition.\n\nVince\n\nVan Ngo on 04/23/2000 11:42:54 AM\nTo: Vince Kaminski \ncc: \nSubject: summer\n\nDear Vince, \n\nI'm writing to let you know that I have been in touch with Christy Young from \nthe A&A Program and will be finding out my assignment for this summer soon.? \nI am very excited to be back at Enron, and I hope to see the Research team \nagain. \n\nI'd also like to inquire about summer positions within Research.? Will the \nResearch group be taking on another intern this summer?? Since I know there \nis no busier place at Enron than the Research Group, if there is a position \navailable for this summer that you are looking to fill or that may be open \nfor consideration, I would love to connect you to another Rice student. \n\nPlease let me know if the Group is considering receiving a new intern this \nsummer.? If so, I would be thrilled to put you in touch with Brad Aimone, a \nsenior chemical engineering student here at Rice who will be graduating with \nboth his B.S. and his Masters in Chemical Engineering next May.? Brad has \ngained extensive laboratory research experience over the past two years.? His \nacademic focus gives him a strong mathematical, quantitative background and \nexcellent computer skills.? I believe his skills are transferable and \nrelevant to the Group, and he is a deeply dedicated individual.? If the \nResearch Group is looking for a summer intern, I hope it will continue \nEnron's strong support and recruit of Rice University students. \n\nPlease feel free to contact Brad directly to pursue this discussion. (As I \nrealize the summer months are not far off, if it is easier, an arrangement \nthrough ProStaff may be made similar to my work extension at the end of last \nsummer).? I have attached a copy of his resume for your review.? Brad will be \nin Houston this summer.? His contact information is given below. \n\nJames Bradley (Brad) Aimone \n6320 Main, Houston, TX? 77005 \n713-630-8035 \nimaknee@rice.edu \n? \n\nAlso, please feel free to contact me if you have any questions.? I sincerely \nhope that you will have the opportunity to discover the contributions Brad \ncan make to the Research Group.? I certainly know that he would gain \ntremendously from the experience as I did last summer. \n\nThank you very much for your consideration. \n\nSincerely, \nVan \n\nPh: 713-630-8038 \n - Brad_Resume.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/729.", "message_id": "<28734965.1075857067979.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "vngo@rice.edu" ], "cc_emails": [ "vince.kaminski@enron.com", "mike.roberts@enron.com" ] } }, { "id": "en-0016", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Energy and E-Business: A Brief History of the Future", "date_iso": "2000-04-24T06:11:00", "date_raw": "Mon, 24 Apr 2000 06:11:00 -0700 (PDT)", "body": "James,\n\nI hall appreciate a copy of \"A Brief History of the Future.\"\n\nVince Kaminski\nEnron\n\n\"J.P. Rosenfield\" on 04/24/2000 12:16:25 PM\nTo: \"'vince.j.kaminski@enron.com'\" \ncc: \nSubject: Energy and E-Business: A Brief History of the Future\n\nMr. Vincent J. Kaminski \nManaging Director \nEnron Capital & Trade Resources Corp. \n\nDear Mr. Kaminski: \n\nIn response to client requests we are pleased to provide \"A Brief History of \nthe Future,\" by CERA's Julian West. \n\nTO REQUEST YOUR COMPLIMENTARY COPY OF THIS REPORT, PLEASE REPLY TO THIS \nMESSAGE.? We will forward an electronic (PDF) copy to you via email.\n\nThe report is based on Julian's remarks at the E-Business workshop at \nCERAWeek2000 in which your participation was appreciated.? It lays out a \nframework and identifies the key strategic challenges of e-business and \nenergy, as well as our approach in the \"E-Squared: Energy and E-Business\" \nretainer service.? The \"E-Squared\" service is now up and running, and we hope \nthat you will consider enrolling to receive our on-going research.\n\nOur next major event, the E-Business Summit, a senior level gathering \nincluding strategy presentations and discussions, will take place on June 26 \n(evening) through 28th at the Sonesta Hotel in Cambridge, Massachusetts.\n\nThis outstanding program includes presentations by Clayton Christensen (of \n\"Innovator's Dilemma\" fame); Dan Yergin, Joe Stanislaw and Julian West of \nCERA; Andy Lippman of MIT's Media Lab; Susan DeSanti of the FTC; and others.? \nParticipation is limited.\n\nFor more details or to enroll in the Summit and/or the E-Squared retainer \nservice, please visit http://www.cera.com/offerings/ret/e2/ .\n\nPlease feel free to contact me, or my colleague Tim Fitzgerald at \n617-441-2679; email to tfitzgerald@cera.com if you have any questions or \nfurther considerations\n\nSincerely, \n\nJames Rosenfield \nExecutive Vice President \n\n***************************************************************** \nOur relationship with you is very important to us.? If you wish not to \nreceive future e-mail notifications, please send a reply to this message with \n\"DoNotEmail\" as the subject of your message. ( \nmailto:info@cera.com?subject=DoNotEmail ) \n\n*****************************************************************", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/cera/31.", "message_id": "<7558989.1075857036913.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jprosenfield@cera.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0017", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Valuation of Internet companies", "date_iso": "2000-04-24T10:53:00", "date_raw": "Mon, 24 Apr 2000 10:53:00 -0700 (PDT)", "body": "1. \n\n COMMENT & ANALYSIS: Stretching the figures: Calculating\n accurate values for companies in the new economy takes \nmore\n than a grasp of mathematics - a dash of economics, \npolitics and\n logic would not go amiss, says John Kay:\n\n COMMENT & ANALYSIS: Stretching the figures: Calculating \naccurate\n values for companies in the new economy takes more than a \ngrasp of\n mathematics - a dash of economics, politics and logic \nwould not go\n amiss, says John Kay:\n 87% match; Financial Times ; 24-Apr-2000 12:00:00 am ; \n1170 words\n\n Do the math. The slogan favoured by Jim Clark, creator of \nSilicon Graphics,\n Net-scape and Healtheon, has become the mantra of a \ngeneration of\n consultants and investment bankers. The new economy, they \nclaim, requires\n new principles of valuation. \n\n C.com is one of the most exciting prospects in \nbusiness-to-business\n commerce. It is the world leader in a growing market - \nannual sales by 2010\n are likely to be Dollars 500,000bn. If C.com can maintain \na 5 per cent share\n and earn only 1 per cent net margin its prospective \nannual earnings will be\n Dollars 250bn. \n\n If we assume that market growth after 2010 is 5 per cent \nand discount future\n revenues at 10 per cent, the prospective value of C.com \nis Dollars 5,000bn -\n about 10 times the recent market capitalisation of \nMicrosoft, Cisco or General\n Electric. \n\n You don't have to wait for the IPO. You can buy shares in \nC.com right now for\n less than 5 per cent of that value. C.com is called \nCitigroup and in addition to\n its foreign exchange trading, which is the business I \nhave described, you get\n its other wholesale, retail and investment banking \nactivities and a leading\n insurance company thrown in. \n\n Of course, nobody would be so stupid as to value \nCitigroup in this way. Yet I\n have followed more or less exactly the methodology \nrecommended in the\n latest McKinsey quarterly for the valuation of new era \ncompanies. They use\n precisely analogous calculations to arrive at a valuation \nof Dollars 37bn for\n Amazon.com. \n\n Paul Gibbs, head of merger and acquisition research at \nJ.P. Morgan, recently\n used similar principles to confirm that assessment of \nAmazon. He then\n performed the same calculation for internet service \nprovider Freeserve. \n\n Assume that UK retail sales grow at 5 per cent a year, \nthat 25 per cent of\n sales take place on the net, that portals capture 50 per \ncent of these, that\n Freeserve gets 30 per cent of the portal share and \nmaintains an 8 per cent\n commission on sales. Multiply these together and you \nestablish that in 2017\n Freeserve will make profits of o2bn (Dollars 3.2bn). \nThis, he argues, justifies a\n value today of o6.50 per share. \n\n But I prefer T.com to Freeserve. T.com has a customer \nbase four times larger\n than Freeserve. Its franchise is stronger. Its customers \nare concentrated in\n the affluent south-east of England, where it faces \nvirtually no competition.\n Market research shows that more than 95 per cent of its \ncustomers use its\n essential services every day, many of them several times \na day. \n\n T.com also has ambitious plans for expansion. At present, \nits geographical\n coverage is less than one-quarter of the market in \nEngland and Wales. T.com\n has an interest in south-east Asia. The population of \nChina is 100 times the\n number of people who today can access T.com services. \nEven after the recent\n market correction, T.com, better known as Thames Water, \nstill has a market\n valuation below that of Freeserve. At the widest point \nbetween the old and new\n economies, Freeserve was worth four times as much. \n\n The reason the Citibank calculation is nonsense is \nsimple, but fundamental.\n The margins Citibank makes on its forex business vary \nwidely. If you buy\n small quantities of notes from a bank, the spread is much \nwider than 1 per\n cent. If you are a large corporation trading major \ncurrencies, the margin is\n wafer thin. Entry and competition force prices down to \nthe related costs. \n\n In Mr Gibbs's model, Freeserve earns profits of o2bn, \nabout equal to the\n current profits of Tesco, J. Sainsbury and Marks and \nSpencer together. And it\n earns these on revenues of only o2.5bn, so that profits \nare 80 per cent of the\n value of its sales. No established business earns margins \nof that size. \n\n Thames Water is one of a tiny number of companies whose \nmarket position is\n so strong, whose output is so necessary to life, that if \nit charged five times the\n current price we would have little choice but to pay. We \ndo have one option -\n to insist the government intervenes. It confines Thames \nWater to a return on\n its capital employed of about 6 per cent. \n\n The idea that profit is a …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/4099.", "message_id": "<19725105.1075856932804.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "vkaminski@aol.com" ], "cc_emails": [ "vincek@leland.stanford.edu" ] } }, { "id": "en-0018", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: ENA Offsite - May 3rd and 4th, 2000", "date_iso": "2000-04-25T03:16:00", "date_raw": "Tue, 25 Apr 2000 03:16:00 -0700 (PDT)", "body": "Dave, I didn't see Julia's name on the list. I assume it was just \noversight. Let me know. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/223.", "message_id": "<17606420.1075845046274.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0019", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: eSpeed Mutual NDA", "date_iso": "2000-04-27T07:43:00", "date_raw": "Thu, 27 Apr 2000 07:43:00 -0700 (PDT)", "body": "Louise, I can take care of this. Once in a while, I need to get my hands \ndirty. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/233.", "message_id": "<20840625.1075845046497.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0020", "from": "Mark Haedicke", "to": [], "cc": [ "Louise Kitchen" ], "subject": "CA", "date_iso": "2000-04-27T08:44:00", "date_raw": "Thu, 27 Apr 2000 08:44:00 -0700 (PDT)", "body": "Jason:\n\nI have reviewed the CA and only have one comment. I would like to add a \nparagragh 10 as follows: \"This Agreement shall terminate on the date one \nyear from the date of this Agreement.\"\n\nEnron Net Works LLC will be the party to the agreement. The address is 1400 \nSmith Street, Houston Texas 77002. Please set up the agreement for \nsignature by Louise Kitchen as Managing Director. My number is 713-853-6544 \nif you have any questions.\n\nRegards,\n\nMark Haedicke", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/234.", "message_id": "<27239603.1075845046519.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "jboseck@espeed.com", "julman@cantor.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0021", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Project Granite - Status of DOJ Investigation", "date_iso": "2000-05-01T03:40:00", "date_raw": "Mon, 1 May 2000 03:40:00 -0700 (PDT)", "body": "Good news.\n\nSarah Novosel@ECT\n05/01/2000 10:39 AM\nTo: Richard Shapiro/HOU/EES@EES, Joe Hartsoe/Corp/Enron@ENRON\ncc: \nSubject: Re: Project Granite - Status of DOJ Investigation \n\nRick and Joe:\n\nPlease see the email below from our DOJ counsel at V&E. Hopefully the DOJ \nmatter will be settled by mid-week. I'll keep you both posted.\n\nSarah\n\n\"Imus, Neil W.\" on 05/01/2000 09:54:44 AM\nTo: \"Ann E. Ballard (E-mail)\" , \"Sarah Novosel (E-mail)\" \n, \"Jay Dudley (E-mail)\" , \"Wenner, \nAdam\" \ncc: \n\nSubject: Project Granite - Status of DOJ Investigation\n\nAnn, Sarah, Jay and Adam:\n\n I spoke with Brian Mohr at Skadden this morning. He said that when\nhe spoke to Jade at the end of last week about her investigation, she said\nthat her recommendation had gone up the line to the front office, that she\ndid not need any additional information and that unless her superiors wanted\nadditional information, that she did not expect to need anything more from\nus.\n\n I think this means that Jade will likely just let the 30 day waiting\nperiod expire unless someone up the line from her raises questions or issues\n(which it doesn't seem as if she expects). Furthering this interpretation\nis that fact that, according to Brian, Jade is out of the office this week,\nso it would be difficult for her to begin drafting a second request.\n\n Brian said he is supposed to talk to Jade on a conference call later\ntoday about another matter, and he will see if she will provide any more\ndefinitive information. However, assuming she just lets the HSR waiting\nperiod expire, we will be cleared to close (from an antitrust perspective)\nat midnight on May 3rd.\n\n Neil\n\nNeil W. Imus\n Vinson & Elkins L.L.P.\n 1455 Pennsylvania Ave. N.W. #700\n Washington, D.C. 20004-1008\n Phone: 202-639-6675\n Fax: 202-639-6604\n e-mail: nimus@velaw.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/pge/26.", "message_id": "<10488831.1075846367460.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "sarah.novosel@enron.com" ], "cc_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0022", "from": "John Lavorato", "to": [ "David Delainey" ], "cc": [], "subject": "Emmisons Allowances", "date_iso": "2000-05-01T10:55:00", "date_raw": "Mon, 1 May 2000 10:55:00 -0700 (PDT)", "body": "Emmisions Trading will go from Kevin Presto (Greg Wolfe) to George McClellan \nunder the following conditions.\n\n1 - Volumes will not fall. In fact they will increase.\n\n2 - Wolfe will retain 1 Million of the 3 Million VAR for six months and then \nEast Power will have no Emmisions Positions,\n\n3 - Janel Guerrero (middle marketer) will follow the book to coal.\n\n4 - East Power and Coal will get together and (hopefully) agree on a transfer \npricing mechanism for existing positions if there are any that Greg is not \nkeeping.\n\nGive me a call if there are any issues.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/62.", "message_id": "<17113811.1075845551833.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.delainey@enron.com", "kevin.presto@enron.com", "george.mcclellan@enron.com", "ted.murphy@enron.com", "greg.wolfe@enron.com" ] } }, { "id": "en-0023", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "IMPORTANT NEPOOL ICAP: See the attached from Phil Pellegrino", "date_iso": "2000-05-04T06:18:00", "date_raw": "Thu, 4 May 2000 06:18:00 -0700 (PDT)", "body": "Dan , if he brings this one home, will be a hero.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/534.", "message_id": "<21268637.1075851011255.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "daniel.allegretti@enron.com" ] } }, { "id": "en-0024", "from": "Sally Beck", "to": [ "David Delainey" ], "cc": [], "subject": "Re: IT Resources", "date_iso": "2000-05-09T10:21:00", "date_raw": "Tue, 9 May 2000 10:21:00 -0700 (PDT)", "body": "Well done! Beth will be a great resource. --Sally \n\nDavid W Delainey\n05/09/2000 02:37 PM\nTo: Jere C Overdyke/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Tim \nBelden/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John J \nLavorato/Corp/Enron@Enron, Gary Hickerson/HOU/ECT@ECT, Scott \nJosey/Corp/Enron@ENRON, John Thompson/LON/ECT@ECT, W David Duran/HOU/ECT@ECT, \nMark E Haedicke/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, David \nOxley/HOU/ECT@ECT, Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, James A \nAjello/HOU/ECT@ECT, Edward Ondarza/HOU/ECT@ECT, Rodney Malcolm/HOU/ECT@ECT, \nJanet R Dietrich/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Brian \nRedmond/HOU/ECT@ECT, George McClellan/HOU/ECT@ECT, Max \nYzaguirre/NA/Enron@ENRON, Rob Milnthorp/CAL/ECT@ECT, Jeff \nDonahue/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, \nVince J Kaminski/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT\ncc: Philippe A Bibi/HOU/ECT@ECT \nSubject: IT Resources\n\nGuys, in response to the offsite, Beth Perleman is now a dedicated ENA \nresource on the IT side of the business. She will be joining the ENA \nManagement Team of which you are all a part. She will participate in the \nFriday Management Meeting to address IT issues and opportunities. On Friday \nMay 18th, Beth will go over her management team and her available resources. \nAt every Friday meeting, she will present the current project queue (with \nassociated cost/capital budget and sponser) and the Management Team will set \npriorities and necessary incremental resources. \n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/473.", "message_id": "<15233449.1075855907690.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0025", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: LNG May 19 decision", "date_iso": "2000-05-16T01:48:00", "date_raw": "Tue, 16 May 2000 01:48:00 -0700 (PDT)", "body": "John,\n\nSorry for the confusion.\nThis is a second tanker on which very few details\nare available . The LNG group is working as we speak\nto provide some information for Joe Sutton before\nhis departure for Paris this (Tuesday) afternoon.\nThere is no DASH on this 2nd tanker yet. I asked Dave Gorte\non Monday to send me one and was not told that\nhe can provide me with the Mystic Lady DASH as the closest\nsubstitute. \n\nVince\n\nJohn Sherriff\n05/16/2000 12:20 AM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: LNG May 19 decision \n\nVince - thanks for the update. What I am not sure of is what if any decision \nhas to be\nmade on May 19. It seems to me that the Mystic Lady and Elba Island deals \nhave already\nbeen approved and executed - but it is quite likely I am missing a detail or \ntwo.\n\nJohn\n\nVince J Kaminski\n15/05/2000 17:14\nTo: John Sherriff/LON/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, David Gorte/HOU/ECT@ECT, Rick \nBuy/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT \n\nSubject: Re: LNG May 19 decision \n\nJohn,\n\nThis is the update on what I have done for the LNG transactions.\n\n1. I was not involved in the LNG ship project. I shall read the DASH \nand give you my comments. Without looking at the details, I think that the \ndecision\nto charter a tanker removes one significant risk we have at the Elba Island \nproject (please, see point 2).\n\n2. Elba Island. I am working with Doug Rotenberbg, Brad Hitch, Scott Earnest \n(Sally Beck's organization) and RAC to set up the book for the Elba Island \ntransaction. The next step\nwill be to expand the book to capture all the Enron's LNG-related positions \nin one place and\nto look for natural risk offsets and possible hedges. A working group is \nmeeting to close a few\nremaining gaps tomorrow (Tuesday) at 8:30.\n\nA few comments on the book design and my view of the project:\n\na. The current thinking is that LNG will be sourced for the Elba Island \nfacility\nby buying marginal cargos on the fob basis. Marginal cargos will represent\nsupply from excess capacity that has not been committed under long-term\ncontracts or became available due to some short-term frictions.\n\nThe fob cargos are typically selling at a significant discount to the \nlong-term\ncontract prices. The economics of the deal, as represented by the book we are \nsetting up, will reflect the assumption that not only we can locate marginal \ncargos\nbut that we shall be able to do it on a regular basis, arranging shipping and \ncoordinating\nthe facility schedule and natural gas transactions in the US. In other words,\nwe have a significant logistical and operational risk in this transaction.\n\nb. The transaction will cover the period of 17 years (with an extension \noption of\n5 years). Even if we can lock-in the LNG volumes over this time period, we\nhave no ability to lock-in the other side of the spread (US gas prices) for \nsuch a long tenor. This is \nessentially a tolling transaction with exposure to the LNG - nat gas spread \nand\nI would not recommend locking-in only one leg of the spread.\n\nOne solution would be to cover, let's say, 50% of he LNG volumes for the \nfirst\n5 years and lock-in the nat gas side on the US market side.\n\nc. The book we are setting up will be based on many managerial assumptions\nregarding sources of LNG, shipping rates, schedules, etc. I would set up a \nbig prudence reserve\nin case we mark it to market.\n\nd. My group will work on valuation of some options we have in the Elba Island \ndeal\n(that are good for Enron) and on the hedging strategy for the LNG positions.\nLong-term LNG contracts are typically based on the Japanese Crude Cocktail \nthat \ncorrelates very well with Brent.\n\nVince\n\nJohn Sherriff\n05/14/2000 01:40 AM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: Lauren Urquhart/LON/ECT@ECT \nSubject: LNG May 19 decision\n\nVince\n\nI haven't spoken to you for awhile but hope the world is treating you well. \nAnyway with Greg moving to his\nnew role I have (I hope only temporarily) staff trading oversight for the \nEastern Hemishere plus LNG.\n\nI understand that your group is taking a first cut at developing curves for \nLNG and LNG ship values. I also understand\nthat another LNG ship decision is on the dockets for May 19 (not very far \naway). Anway I understand this\nis a big decision but I still have gotten very little info yet. Can you \nplease let me know where you stand now?\n\nI will ask my assistant Lauren to set up a time that I can speak with you in \nthe next couple of days and if you\nhave anything for me to review before then she can get it faxed to me as well.\n\nLook forward to connecting with you Vince.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/ei/47.", "message_id": "<7311760.1075857044740.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "john.sherriff@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0026", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Mid Market", "date_iso": "2000-05-19T09:26:00", "date_raw": "Fri, 19 May 2000 09:26:00 -0700 (PDT)", "body": "Guys, Swank has confirmed with me that he is committed to join the mid-market \ngroup in east power and make a difference. I would strongly support his \nmovement into either SERC or ECAR as per our earlier discussion. \n\nI hope to be moving several experienced dealmakers into the gas and power \nmid-market groups to increase our deal-making skills and relationships in \nthose markets. I would also hope to move a reasonable number of new \nassociates (that only rotate within trading and mid-market) to the various \ndesks. The goal is to increase the bench strength of the trading and \nmid-market groups plus support John's iniatives on the fundamental groups.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/650.", "message_id": "<29046309.1075854477735.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "kevin.presto@enron.com" ], "cc_emails": [ "edward.baughman@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0027", "from": "John Arnold", "to": [], "cc": [ "Rick Buy", "Jeffrey Shankman", "Jeffrey Skilling" ], "subject": "", "date_iso": "2000-05-22T09:23:00", "date_raw": "Mon, 22 May 2000 09:23:00 -0700 (PDT)", "body": "Doug:\nTo confirm the pricing of the LNG dela::\n\nI can show a $3.01 bid for the Nymex portion of 160,000 mmbtu/day for the \ntime period Jan 2003-Dec 2014. The bid on Henry Hub basis for same time \nperiod is -$.0025 resulting in fix price of $3.0075; the bid on Sonat basis \nis -$.0175 translating into a bid of $2.9925.\n\nNotional volume = 70,128 contracts.\nPV volume = 37,658 contracts.\nExposure per $.01 move = $3,760,000\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/357.", "message_id": "<33146115.1075857593409.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "doug.rotenberg@enron.com" ], "cc_emails": [ "rick.buy@enron.com", "lavorato@enron.com", "david.haug@enron.com", "jeffrey.shankman@enron.com", "jeff.skilling@enron.com" ] } }, { "id": "en-0028", "from": "Vince Kaminski", "to": [ "David Delainey" ], "cc": [ "Vince Kaminski" ], "subject": "Re: Super Saturday, June 3, 2000", "date_iso": "2000-05-23T11:17:00", "date_raw": "Tue, 23 May 2000 11:17:00 -0700 (PDT)", "body": "Dave,\n\nI will be glad to participate.\n\nVince\n\n \n\tEnron North America Corp.\n\t\n\tFrom: David W Delainey 05/23/2000 02:11 PM\n\t\n\nSent by: Kay Chapman\nTo: Sally Beck/HOU/ECT@ECT, Raymond Bowen/HOU/ECT@ECT, Wes \nColwell/HOU/ECT@ECT, Janet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, \nW David Duran/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT, Gary \nHickerson/HOU/ECT@ECT, Mike Jakubik/HOU/ECT@ECT, Scott \nJosey/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, Rodney \nMalcolm/HOU/ECT@ECT, George McClellan/HOU/ECT@ECT, Julia Murray/HOU/ECT@ECT, \nJere C Overdyke/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Kevin M \nPresto/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A \nShankman/HOU/ECT@ECT, John Thompson/LON/ECT@ECT, James A Ajello/HOU/ECT@ECT, \nEdward Ondarza/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT\ncc: Patti Thompson/HOU/ECT@ECT, Marsha Schiller/HOU/ECT@ECT, Shirley \nTijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Tina \nRode/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Stella L Ely/HOU/ECT@ECT, \nNicole Mayer/HOU/ECT@ECT, Tonai Lehr/Corp/Enron@ENRON, Kimberly \nHillis/HOU/ECT@ect, Ana Alcantara/HOU/ECT@ECT, Yolanda Ford/HOU/ECT@ECT, \nCarolyn George/Corp/Enron@ENRON, Donna Baker/HOU/ECT@ECT, Rhonna \nPalmer/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Katherine Benedict/HOU/ECT@ECT, \nBarbara Lewis/HOU/ECT@ECT, Terrellyn Parker/HOU/ECT@ECT, Dusty Warren \nPaez/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Nicki Daw/NA/Enron@Enron, Kay \nChapman/HOU/ECT@ECT \nSubject: Super Saturday, June 3, 2000\n\nDuring our off-site at Columbia Lakes recently, we identified areas in ENA \nwhere significant gaps exist that need filling at the Analyst and Associate \nlevel. We have scheduled an off-cycle Super Saturday on June 3, 2000 and I \nwould like your participation as an interviewer. We will need approximately \n25-30 interviewers to fill approximately 30 Associate & Analyst positions. I \nam counting on everyone making themselves available on the third to \nfacilitate this priority action item.\n\nTed Bland will be forwarding information concerning the event to each of you \nearly next week. \n\nThank you for your participation. \n\nDave", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/3965.", "message_id": "<4186478.1075856928723.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "shirley.crenshaw@enron.com" ] } }, { "id": "en-0029", "from": "Richard Shapiro", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "Molson ad", "date_iso": "2000-05-24T06:30:00", "date_raw": "Wed, 24 May 2000 06:30:00 -0700 (PDT)", "body": "Thought you would enjoy- hopefully you can open.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/personal/4.", "message_id": "<1813788.1075845549326.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "david.delainey@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0030", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Re[4]: Greetings from London (to Enron)", "date_iso": "2000-05-25T06:33:00", "date_raw": "Thu, 25 May 2000 06:33:00 -0700 (PDT)", "body": "Iris,\n\nWe can invite you for an interview to Houston.\n\nWhat would be a the time for you?\n\nVince\n\niris.mack@bnpparibas.com on 05/25/2000 11:32:04 AM\nTo: Vince.J.Kaminski@enron.com\ncc: \nSubject: Re[4]: Greetings from London (to Enron)\n\nHi,\n\n Thank you for your prompt response. I am interested in any contacts you\nmay have in your rolodex.\n\n Also, I would be opened to talk to Enron as well. Please let me know \nmore\ndetails.\n\nKind regards,\nIris\n\nInternet\n\nFrom: Vince.J.Kaminski@enron.com on 25/05/2000 16:19 GMT\n\nTo: Iris MACK\n\ncc: Vince.J.Kaminski, Stinson.Gibner, Grant.Masson, Pinnamaneni.Krishnarao,\n Vasant.Shanbhogue\n\nbcc:\n\nSubject: Re: Re[2]: Greetings from London (to Enron)\n\nIris,\n\nI shall go through my Rolodex and try to find some good leads for you. I left\ninvestment banking 8 years ago and this field changes very fast.\n\nAlternatively, would you be interested in a company like Enron\nor another energy company in Houston?\n\nPlease, let me know.\n\nVince\n\niris.mack@bnpparibas.com on 05/25/2000 09:20:01 AM\n\nTo: Vince.J.Kaminski@enron.com\ncc:\nSubject: Re[2]: Greetings from London (to Enron)\n\nHi,\n\n How are you? Thank you kindly for your email. Sorry I have not \nresponded\nsooner.\n\n Currently I am working in Derivatives Structured Products and Risk\nManagement at BNP Paribas in London. Although I currently enjoy living and\nworking in London, I may need to return to the states - because of my mother's\nfailing health.\n\n Do you know of any good contacts at investment banks that I may forward \nmy\ndetails to?\n\n For your information, I have attached my CV. (Please see attached file:\nIris Marie Mack.doc).\n\n Thank you in advance for your time and consideration.\n\nKind regards,\nIris Mack\n\n44 (0)20 7595 8665 (work)\n44 (0)20 7229 9986 (home)\n\n(See attached file: Iris Marie Mack.doc)\n\nInternet\n\nFrom: Vince.J.Kaminski@enron.com on 04/04/2000 15:03 GMT\n\nTo: Iris MACK\n\ncc: Vince.J.Kaminski\n\nbcc:\n\nSubject: Re: Greetings from London (to Enron)\n\nIris,\n\nPlease, feel free to give me a call when you have a few minutes.\nI shall be glad to chat with you.\n\nVince\n\niris.mack@paribas.com on 03/30/2000 02:24:27 AM\n\nTo: vkamins@enron.com\ncc: denis.autier@paribas.com\nSubject: Greetings from London (to Enron)\n\nDear Dr. Kaminski,\n\n How are you? It was nice to meet you at the Real Options conference\nin\nNYC.\n\n I was intrigued by some of the comments in your conference talk. In\nparticular, by your use of real options to hedge financial options. This\nis\nsomething I am interested in as well.\n\n When you have some time, could we chat about this topic in a bit more\ndetail?\n\n Thanks for your time and consideration. Hope to hear from you soon.\n\nRegards,\nIris Mack\n\n------------------------------------------------------------------------------\n----------------\n\nThis message is confidential; its contents do not constitute a\ncommitment by BNP Paribas Group* except where provided\nfor in a written agreement between you and BNP Paribas Group*.\nAny unauthorised disclosure, use or dissemination, either\nwhole or partial, is prohibited. If you are not the intended\nrecipient of the message, please notify the sender immediately.\n*BNP Paribas Group is a trading name of BNP SA and Paribas SA\n\nCe message est confidentiel; son contenu ne represente en\naucun cas un engagement de la part du groupe BNP Paribas*\nsous reserve de tout accord conclu par ecrit entre vous et le\ngroupe BNP Paribas*. Toute publication, utilisation ou diffusion,\nmeme partielle, doit etre autorisee prealablement. Si vous n'etes\npas destinataire de ce message, merci d'en avertir immediatement\nl'expediteur.\n*Le groupe BNP Paribas est le nom commercial utilise par BNP SA et Paribas\nSA\n\n(See attached file: Iris Marie Mack.doc)\n\n - Iris Marie Mack.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/683.", "message_id": "<7129765.1075857066842.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "iris.mack@bnpparibas.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0031", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Mid-year 2000 Performance Review Process", "date_iso": "2000-05-26T01:50:00", "date_raw": "Fri, 26 May 2000 01:50:00 -0700 (PDT)", "body": "Dave, I wanted to let you know that I will be in Israel on July 28, on the \ndate of the VP pre-ranking. This is a long scheduled family trip that would \nbe difficult to cancel. I can call in or get all my comments to you and \nothers ahead of time. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/282.", "message_id": "<19397394.1075845047600.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0032", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "MI: SB937 and SB1253 passed House last night", "date_iso": "2000-06-01T00:04:00", "date_raw": "Thu, 1 Jun 2000 00:04:00 -0700 (PDT)", "body": "On balance , this is a good thing- not great, but Barbara and Roy did a great \njob to get the improvements they got- also, the seccuritization is good for \nproject motown assets.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1535.", "message_id": "<11935877.1075851039387.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0033", "from": "John Arnold", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: VaR", "date_iso": "2000-06-01T03:21:00", "date_raw": "Thu, 1 Jun 2000 03:21:00 -0700 (PDT)", "body": "Let's meet at 4:00.\n\nVince J Kaminski\n06/01/2000 09:19 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, Tanya Tamarchenko/HOU/ECT@ECT, Jim \nSchwieger/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT \nSubject: VaR\n\nJohn,\n\nWe have been working for the last few days on VaR related issues.\nThe focus is on Jim Schwieger's storage book as of 5/25 and 5/26\nwhere we had some counterintuitive results. This book is a good\ncandidate for a systematic review of the VaR process.\n\nIt seems that the problem arises from forward - forward vols used by the VaR \nsystem. You can see in the attached spreadsheet that the VaR, on a cumulative \nbasis,\njumps on Jan 04, when an abnormal FF vol hits a relatively large position.\nThis FF vol is also much different from the previous day number producing a \nbig\njump in VaR.\nThis row (Jan 04) is in magenta font in the attached spreadsheet. Please, look\nat column D.\n\nThe abnormal FF vol may result from one of the two factors:\n\n a. a bug in the code. We are working with the person in IT who wrote the\n code to review it.\n\n b. a poorly conditioned forward vol curve ( a kink or discontinuity in\n the fwd vol curve will do it). One solution I can \npropose, is to develop for\n the traders a fwd-fwd vol generator allowing them to \nreview the fwd vol curve\n before it is posted. If it produces a weird fwd-fwd vol, \nit can be smoothed.\n\nCan you meet at 4 p.m. to review our findings?\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/var/184.", "message_id": "<3584545.1075857080228.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0034", "from": "John Lavorato", "to": [], "cc": [ "David Delainey" ], "subject": "", "date_iso": "2000-06-02T04:49:00", "date_raw": "Fri, 2 Jun 2000 04:49:00 -0700 (PDT)", "body": "Here are our picks for the incoming class.\n\nGas\n\nAnalysts:\n\nGabrial Chavez\nNate Blackburn\nPhillip Berry (Maybe for Sally Beck or Beth Perlman)\nSachin Gandhi\nMiguel Nasser\nJames Wininger\n\nAssociates\n\nDustin Collins \nVikas Dwivedi\nLi Sun\n\nPower\n\nAnalysts:\n\nElizabeth Johnston\nPossey Martinez\nGary Justice\n\nAssociates:\n\nDoug Seaworth\nDustin Collins \nEduardo Gil\nPearce Hammond\nDavid Maskel\nMichael Kelly\n\nPlease confirm how many of these we can lock up.\n\nLavo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/gas/1.", "message_id": "<2489979.1075845548094.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "celeste.roberts@enron.com" ], "cc_emails": [ "david.delainey@enron.com", "david.oxley@enron.com" ] } }, { "id": "en-0035", "from": "Sally Beck", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Invitation to Speak - June 15 or 16", "date_iso": "2000-06-05T06:55:00", "date_raw": "Mon, 5 Jun 2000 06:55:00 -0700 (PDT)", "body": "My trading operations team, under the leadership of Mary Solmonson, is \nsponsoring a working session on Thursday and Friday, June 15 and 16 in the \nballroom at the Rice. Mary leads the team that manages Global Databases, \nour global contract, counterparty and facilities databases that create the \ncommon platform that facilitates the consolidation of information for credit \naggregation, risk exposure, customer information, feeds to SAP for financial \nreporting, etc. In addition to managing these databases, Mary has \nharnessed information from these databases in a new way to create an \neffective prospecting tool for use by originators and traders. This tool can \nhelp measure and increase coverage by industry segments. This project, \nEntelligence, has been endorsed by Greg Whalley and Jeff Shankman and is \ncurrently under development for delivery later this quarter. \n\nWe invite you to speak to the group of Enron employees from offices worldwide \nwho will attend the working session next week. Please let me know if you are \ninterested and if June 15 or June 16 fits your schedule. \n\nThanks for considering this speaking opportunity.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/434.", "message_id": "<27239077.1075855906831.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "jeff.skilling@enron.com" ], "cc_emails": [ "sherri.sera@enron.com" ] } }, { "id": "en-0036", "from": "Sally Beck", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "June 3 Candidates", "date_iso": "2000-06-05T11:44:00", "date_raw": "Mon, 5 Jun 2000 11:44:00 -0700 (PDT)", "body": "I interviewed Analyst/Associate candidates in the office on Saturday, as did \nfour other directors/senior directors from Energy Operations. I completed \nthe evaluations of the four candidates that I interviewed and submitted \nthose, but was unable to stay for the decision meeting after lunch due to \ncommitments to attend a funeral. I talked with Ted Bland this morning and he \nsuggested that I provide you with a list of candidates that could be a fit in \nEnergy Operations. \n\nAnalysts\n\nTara Piazze - potential fit in one of my risk management operations teams\n\nJoseph Piotrowski - AA consulting background; would be a good fit for my \noperations team focused on EOL (these are ENA employees) -- I need to add \nmore strength to this group\n\nCharles Ames - currently works in back office for a brokerage firm; wants to \ntrade; would like to have him in risk to learn the business and Enron's risk \nbooks; we could immediately benefit from his background, while he learns \nEnron and how we manage risk; then he could add even more value in moving to \na trading role, if appropriate\n\nBetter Fits as Direct Hires (not analyst or associate, based on work \nexperience and fit)\n\nMike Perun - VP of small bank; Ted brought him in with my group in mind; two \nof my directors interviewed him on Saturday; we'd like to consider him as a \ndirect hire\n\nJason Sukenik- Undergrad and masters degrees in accounting, plus MBA; could \nbe good fit as direct hire in as manager/director based on experience\n\nAssociates\n\nRyan Ngo - I believe that Kevin Presto suggested him for my group\n\nAdele Pickens - She's on my list; need to research interviewers comments who \nsuggested my group for an assignment for her (I don't think that anyone from \nEnergy Operations interviewed him or her) \n\nJennifer Bagwell - Apparently remarked to two interviewers that she did not \nwant to trade; would like to see if there is a fit for her in managing risk \nor operations\n\nLet me know about next steps in this process. I would be glad to talk about \nany of this in more depth.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/427.", "message_id": "<1809742.1075855906679.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "david.delainey@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "celeste.roberts@enron.com", "david.oxley@enron.com" ] } }, { "id": "en-0037", "from": "David Delainey", "to": [], "cc": [ "Mark Haedicke" ], "subject": "Project Stanley", "date_iso": "2000-06-06T11:21:00", "date_raw": "Tue, 6 Jun 2000 11:21:00 -0700 (PDT)", "body": "Guys, we are working to put together the final team to manage this issue; \nhowever, it isJeff Skilling's call to keep Delainey, Milnthorp and Keohane \nout of the day to day fray on this issue. I believe this is the right call. \nCommercial and legal resources from Houston will manage this issue on a go \nforward basis and may call on you as a resource if needed from time to time. \nYou have done a very great job managing this issue to date and your efforts \non that front are much appreciated. Our focus should return to growing the \nbusiness and meeting our financial targets.\n\nPeter, I believe that Mark H. would like you to stay involved through the \nFriday conference call that is scheduled.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/614.", "message_id": "<17819216.1075854476817.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "rob.milnthorp@enron.com", "peter.keohane@enron.com" ], "cc_emails": [ "mark.haedicke@enron.com", "mark.frevert@enron.com" ] } }, { "id": "en-0038", "from": "Jeffrey Shankman", "to": [ "Sally Beck" ], "cc": [], "subject": "VAR reports", "date_iso": "2000-06-08T02:12:00", "date_raw": "Thu, 8 Jun 2000 02:12:00 -0700 (PDT)", "body": "Sally\n\nI would like for each trader on the nat gas benchmark to have access to the \nVAR reports you publish on the Executive Reports DPR. They should have \naccess to only this report. Thanks for your attention.\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/shankman__jeff/4.", "message_id": "<16737729.1075855928287.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "sally.beck@enron.com", "vladimir.gorny@enron.com", "michael.moscoso@enron.com", "ted.murphy@enron.com" ] } }, { "id": "en-0039", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "East Power Mid-Market Org. Chart", "date_iso": "2000-06-09T11:40:00", "date_raw": "Fri, 9 Jun 2000 11:40:00 -0700 (PDT)", "body": "Ed, this looks great!!!! \n\n Please ensure that the focus is on coverage, deal flow and building markets. \n I want to avoid two groups hunting strategic elephants (ie) east origination \nand development so ensure the scope is consistent with mid-market coverage \nand feeding the desk deals and info. In the case of building or purchasing \nassets please let Jacoby's group handle. Any deal or lead that significantly \ndisrupts coverage or takes you or your people out of the market please pass \nor coordinate with origination or development\n\nThere is bound to be some conflict between the strategic origination groups \nand you - please keep to a minimum and resolve in a manner consistent with \none team and doing the right thing.\n\nPlease provide John and I a monthly report of customer transactions \ncompleted, coverage plans and \"market building iniatives\". \n\nLet me know how I can assist in any way in recruiting or transactions.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/597.", "message_id": "<13739505.1075854476441.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "edward.baughman@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "kevin.presto@enron.com", "janet.dietrich@enron.com", "ben.jacoby@enron.com" ] } }, { "id": "en-0040", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "East Power Mid-Market Org. Chart", "date_iso": "2000-06-09T11:49:00", "date_raw": "Fri, 9 Jun 2000 11:49:00 -0700 (PDT)", "body": "Tim, in the east power group and the gas groups, we are trying to build a \nmid-market capability(deal flow, information and coverage) consistent with \nthe largest energy merchant in N.A..\n\nPlease see tha attached. I would be curious to talk to you about your \nstructure, coverage functions and market building iniatives. \n\nI recognize that you and your group have been the most effective and \nproactive group in these areas for some time. Is there areas where we could \nbe more aggressive or proactive? Can I get you more resources to cover the \nmarket more aggresively? \n \nLets discuss.\n\nRegards \nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/596.", "message_id": "<957119.1075854476418.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "tim.belden@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "christopher.calger@enron.com" ] } }, { "id": "en-0041", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Emissions", "date_iso": "2000-06-15T10:24:00", "date_raw": "Thu, 15 Jun 2000 10:24:00 -0700 (PDT)", "body": "Guys, as a follow up to our mtg - the following deliverables were agreed to:\n\n a) CMS/Noxtech deal structure - outsource product - McClellan/Affelt - next \nweek;\n b) ERC strategy in California - McGowan- couple weeks;\n c) fundamental analysis completion on California, NE and MW - McGowan - \nongoing;\n d) regulatory support for SO2 and NOX - George to speak to Genelle; Delainey \nspeaks to Shapiro/Kean.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/coal/2.", "message_id": "<30237016.1075845547895.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "george.mcclellan@enron.com", "daniel.reck@enron.com", "kevin.mcgowan@enron.com", "scott.affelt@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0042", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "Wind Info/Cost to Build", "date_iso": "2000-06-19T01:55:00", "date_raw": "Mon, 19 Jun 2000 01:55:00 -0700 (PDT)", "body": "Guys, I will forward the info as it becomes available. There appears to be \none project in Texas and one in California which are well down the \ndevelopment road. If interested in these projects, which have to meet a \nDecember 2001 COD in order to get the tax credit, I would suggest that we \npurchase the development sites and turbines from Enron Wind and keep the \nasset, commodity position, tax credit and possible green credits in ENA. \nThey are Ok with that strategy. This is an opportuntity that needs to \nfleshed out fairly quickly - Ben and Dave can you lead this analysis with \nclose contact with Doug and Tim on the desk. We can get together to discuss \nif you like.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/577.", "message_id": "<25612138.1075854475985.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "john.lavorato@enron.com", "doug.gilbert-smith@enron.com", "tim.belden@enron.com", "kevin.presto@enron.com", "christopher.calger@enron.com", "janet.dietrich@enron.com", "ben.jacoby@enron.com", "david.parquet@enron.com" ] } }, { "id": "en-0043", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Prospective 6/22 Houston Visit", "date_iso": "2000-06-20T01:19:00", "date_raw": "Tue, 20 Jun 2000 01:19:00 -0700 (PDT)", "body": "Ehud,\n\nWe shall make reservations for dinner at Vincent's\non West Dallas (2701 West Dallas, 713 528 4313).\nWe shall make reservations fro 7:00 p.m.\nYou can call me on my cell phone (713 410 5396) if there is a problem.\n\nWe shall have about 25-30 people at the meeting on Thu at\n11:30.\n\nSee you tomorrow.\n\nVince\n\n\"Ehud I. Ronn\" on 06/19/2000 02:32:36 PM\nTo: Vince.J.Kaminski@enron.com\ncc: Shirley.Crenshaw@enron.com \nSubject: Re: Prospective 6/22 Houston Visit\n\nVince,\n\nGreetings, and thanks for your 6/12 e-mail.\n\n>We can meet for dinner on the 21st. Then you can visit with us on the 22nd\n>in the morning and have individual meetings. At 11:30 you can meet the\n>entire\n>Research Group at our weekly lunch meeting. We can continue\n>individual meetings in the afternoon.\nI thank you once again for your invitation and look forward to my visit\nthis Wed. My current schedule calls for a Hobby arrival on Wed. at 6:23\np.m., in time for the dinner scheduled for that evening. (I can take a cab\ndirectly to the restaurant if you're scheduling a circa 6:45 - 7 p.m.\ndinner.) Further, I have tentatively set up the Thur. return flight to\nAustin at 3:38 p.m., and that can be modified as desired.\n\n>Please, make a reservation at Hyatt Regency Downtown or Double Tree\n>Downtown (there are several hotels with the same names).\nWhen I made the room reservation last Mon. 6/12, it turned out that these\nhotels showed no vacancy (is there a conference in town?), so the nearest I\ncould obtain is the Hilton Houston Plaza (6633 Travis) some 3.5 miles away\nfrom Enron. (If it is important that I stay at the closer hotels, Shirley\nmight ascertain whether Enron's travel agent can obtain a room there.)\n\nI take this opportunity to request of Shirley that, subject to your\napproval, an overhead projector, screen and small lectern be made available\nfor the room where the 11:30 luncheon meeting takes place. Also, since I\nwould like each participant to have his/her own copy, I would ask her to\nadvise me as to the number of participants expected to attend, or\nalternatively, Shirley could make copies of the presentation handout when I\nbring the \"master\" copy in Thur. morn.\n\nI look forward to seeing you Wed. and Thur. Best Regards,\nEhud\n\n==============================================\n Ehud I. Ronn\n Department of Finance\n McCombs School of Business\n University of Texas at Austin\n Austin, TX. 78712-1179\n Voice: (512) 471-5853\n FAX: (512) 471-5073\n Internet: eronn@mail.utexas.edu\n=================================================", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/2530.", "message_id": "<14278828.1075856497195.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "eronn@mail.utexas.edu" ], "cc_emails": [ "vince.kaminski@enron.com", "shirley.crenshaw@enron.com" ] } }, { "id": "en-0044", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re:", "date_iso": "2000-06-20T01:38:00", "date_raw": "Tue, 20 Jun 2000 01:38:00 -0700 (PDT)", "body": "Shane,\n\nThanks for your message. As a matter of fact, I expected your resume in time\nfor our summer internship program.\n\nWe shall be glad to invite you for an interview. How long \"sabbatical\" do you \nenvisage?\n\nVince\n\nP.S. Shirley, please, call Shane to arrange an interview with HR.\n\n\"Shane Green\" on 06/19/2000 02:14:00 PM\nTo: \ncc: \nSubject: \n\nDr. Kaminski:\n?\nYou probably won't remember my name, but I am the Ph.D. student that took \nyou back to the airport after your visit to Louisiana State University \nduring the previous academic year.\n?\nI received my M.S. in Finance in May of last year, and chose to?remain at \nLSU to work on my Ph.D. At that time, I intended to pursue a career \nin?teaching and research at a four year college or university.? In \npart?because of your visit,?and my?primary interest in normative research, \nmy?plans have changed.? While I?still want to earn my Ph.D.,?I plan to \npursue a career in research in the private sector.\n?\nAs you know, Ph.D. programs in financial economics are designed to train \nfuture academics.? Not surprisingly, they emphasize methods to approach the \ntypes of questions that are of interest to finance academics.? What did \nsurprise me, however, was that these areas of interest often had little to \ndo with what I imagined to be the concerns of practitioners in the real \nworld.? As you mentioned in your discussion, academic researchers know \nlittle about what their counterparts in the private sector \nare?doing.????????????????????????????????????? \n?\nIn light of my objective, I feel I would get the most out of the remainder \nof my doctoral studies if I took some time off to work in the private sector \nto see first hand the?types of challenges I can expect to face as a \nresearcher in corporate America.? As my primary interests revolve around the \nuse of derivatives and financial engineering in corporate risk management, \nEnron, as the leading innovator in these areas, would be an ideal place to \nlearn.? I was wondering if you were aware of any openings at the company \nthat might provide me with the exposure I am looking for.? If there are no \nsuch positions or opportunities, any advice or suggestions you could give \nme,?such as whether or not you think such a \"sabbatical\" (for lack of a \nbetter term) would be helpful, or information on private sector careers for \nPh.D.'s would be greatly appreciated.? \n?\nI am sending a current copy of my vita as an attachment.? If you have any \nquestions my e-mail address is sgreen@finance.lsu.edu.? Thanks for your help \nand advice.\n?\n?\nCordially,\n?\n?\n?\n?\nShane Green\n?\n?\n????? \n - Vita.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/467.", "message_id": "<7849895.1075856625586.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "shanecgreen@earthlink.net" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0045", "from": "John Lavorato", "to": [ "David Delainey", "Rick Buy" ], "cc": [], "subject": "Emmisions", "date_iso": "2000-06-22T02:51:00", "date_raw": "Thu, 22 Jun 2000 02:51:00 -0700 (PDT)", "body": "The Emmisions book under Kevin McGowan will take a one time $4 Million hit \ntoday. This is to move the curves to better reflect the current market. \nThis hit will stay in the Coal group but will be removed from its P/L from a \nperformance measurement standpoint. Now that the curves are corrected I \nexpect a focus on building our emmisions trading business in the following \nways:\n\n1. Understanding the fundamentals.\n2. Taking advantage of structural shifts that we forecast.\n3. Building more liquidity and being the primary market maker.\n4. Developing new traders.\n\nThanks\n \nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/140.", "message_id": "<7065992.1075845553570.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "kevin.mcgowan@enron.com", "george.mcclellan@enron.com", "david.delainey@enron.com", "ted.murphy@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0046", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "Enron North America - Asset Snapshots Q1 2000", "date_iso": "2000-06-22T11:50:00", "date_raw": "Thu, 22 Jun 2000 11:50:00 -0700 (PDT)", "body": "Rick, in the interest of preserving trees and keeping the information \nreasonably controlled, I would distribute this to senior managment and the \nportfolio managers in each origination group responsible for each investment.\n\nPortfolio Managers\n\nSteve Pruett - Energy Capital Resources - (E&P)\nChuck Ward - Generation Investments\nChris Helfrick - Industrials and Coal\nMichael Miller - Principal Investing\nRichard Lydecker - Restructuring\nRay Bowen - CTG\nAndrea Reed - CTG\nWes Colwell - Controller\nJordan Mintz - Tax\n\nManagement\n\nJeff Skilling\nJoe Sutton\nMark Frevert\nDave Delainey\n\nI don't think we need to distribute this data farther. The business unit \nheads in the finance origination groups can access their portfolio manager \nfor the data if needed.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/562.", "message_id": "<11079400.1075854475623.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "rick.carson@enron.com" ], "cc_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0047", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [ "David Delainey" ], "subject": "VAR", "date_iso": "2000-06-26T05:54:00", "date_raw": "Mon, 26 Jun 2000 05:54:00 -0700 (PDT)", "body": "This memo follows up on our discussion this morning.\n\nWith respect to the 15 million of increased VAR that the Board allocated to \nRick Buy and Jeff Skilling I propose the following:\n\n1. 5 Million be allocated to EES and therefore remove EES's positions from \nthe Wholesale gas and power groups (This has already been done).\n\n2. Move the control and decision making of 5 Million of VAR each to the \ntrading heads of North America (Lavorato) and Europe (Sherriff).\n\n3. With respect to North America I intend to create a group called the \n\"Cross Commodity Trading Group\" which will warehouse the 5 Million of VAR and \nuse it as it sees fit (I will run this group and currently be the only \nemployee). This will start out as an administrative structure to use if we \nneed to throw more VAR at certain positions (I see the individual trading \ngroups staying within their VAR limits). However, I do see the need for a \ntrue cross commodity group that would search for low risk / high probability \ntrades accross the commodities that we trade. This structure may help to \nstart us down this path.\n\nPlease let me know what you think.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/147.", "message_id": "<15808091.1075845553733.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com", "ted.murphy@enron.com" ], "cc_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0048", "from": "Sally Beck", "to": [], "cc": [ "Mike McConnell" ], "subject": "Lunch Invitation - Friday, June 30", "date_iso": "2000-06-26T09:47:00", "date_raw": "Mon, 26 Jun 2000 09:47:00 -0700 (PDT)", "body": "I would like to invite you as University of Oklahoma summer interns to join \nme for lunch on Friday, June 30. I have made reservations for 11:45 am at \nNino's on West Dallas. I hope that you will be able to attend and can meet \nme in the Enron lobby at 11:30. We will provide transporation to and from \nlunch. Please call me at x35926 as soon as possible to let me know if you \ncan attend. \n\nMike McConnell, Vice Chairman and Chief Operating Officer of Enron NetWorks, \nwill join us for lunch. Many of you may have met Mike, a fellow OU grad. He \nwill serve as the Executive Lead for our continuing recruiting efforts at \nOU. \n\nTwo other Enron employees will join us for lunch. James Scribner, a Senior \nDirector in ENA Energy Operations, recently joined Enron after seven plus \nyears with a Fortune 500 company in Edmond, Oklahoma. James will be helping \nus with our OU recruiting efforts. Lexi Elliott, a new recruiter with \nEnron's Associates and Analysts Program, will be coordinating Enron's \nrecruiting efforts in the future at OU.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/402.", "message_id": "<15420546.1075855906126.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "emily.ferguson@enron.com", "blake.lasuzzo@enron.com", "scott.neuendorf@enron.com", "robert.shamblin@enron.com", "michelle.terry@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "james.scribner@enron.com", "lexi.elliott@enron.com" ] } }, { "id": "en-0049", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [], "subject": "International activities", "date_iso": "2000-06-28T23:46:00", "date_raw": "Wed, 28 Jun 2000 23:46:00 -0700 (PDT)", "body": "The purpose of this email is to highlight a few points and action items that \nwere emphasized during my recent trips to South America, Japan and Korea. \nOverall the trips were definitely worth the effort and each business unit now \ntruly gets the ENW story and what we are attempting to accomplish. The \nefforts over the past 8 months are really beginning to pay dividends. This \nis not meant to be a complete laundry list of all the important issues and \ndiscussed topics but rather a briefing of a few top priorities and items for \neach group.\n\nEnron South America\n? I met with the entire management team as a group in Rio at an ESA board \nmeeting and most of the key individuals separately.\n? Sugar, coffee and orange juice were new commodities that were brought up by \nnumerous groups as consideration for new ENW efforts due to their desirable \nmarket characteristics.\n? Pulp and Paper additional activity has already begun and is currently being \nworked with Greg Piper. I believe that this is the best and short-term \nopportunity out there.\n? Metals and mining is big in South America. This was also brought up \nfrequently and I told D'Arcy Carroll that we would get back to them upon \nfurther closure of MG and that this could move quickly up the food chain but \nnot to focus as top priority yet.\n? D\u0001,Arcy (former Cargill trader) has strong connections at Cargill and \nbelieves that we can go in, compete and capture their markets. He also has \nseveral candidates and resumes which have been sent to Robert Jones for \nconsideration for trading positions for our new agriculture trading \nactivities. Greg, I will forward to you also, I don't believe I sent them to \nyou.\n? D\u0001,Arcy and Steve Nagy are putting together more of a business plan for the \nrest of 2000 with regard to commercial opportunities. I have been pleased to \ndate with Steve and his initial functions as a \u0001&technology origination\u00018 role \nbut it is time to put some tangible goals and results on the table.\n? Dan Bruce (VP international infrastructure) is going to focus more time on \nESA. Philippe and I are in the process of finalizing Regional VPs and \nfocusing Dan to this region (this is not finalized yet). They need serious \nhelp in their trading systems and more senior support overall. Will wait \nuntil decision made on Project California.\n\nEnron Japan\nJoe is building an impressive team and he has a thorough and well thought out \nbusiness plan. Japan has the opportunity to be really big (another Enron \nEurope?) and we have an excellent opportunity to get it right from the start \nand drive this market. He is in a unique position to develop a huge business \nand drive it with technology without having the burden of a large legacy \nproblem. I think they look more like an Enron Net Works type of business \nthan most the other business units. Enron Japan needs to use the internet to \neducate and drive this new business to achieve the penetration it needs \nwithout an incumbent position. The competition and market characteristics \nfit very well with our statements about ENW in our general presentations. \n? Anthony Dayeo has just joined the team. Between ENW providing a VP of \nAnthony's caliber and our other time commitments, we are really helping this \nbusiness.\n? Initial technology focus will be internet and website driven. Coordinating \nwith Steve Kean to take a fresh approach to knocking down regulatory barriers\n? John Sherriff is managing this business from a commodity point of view and \nI think our groups working together will make this a high return future \nbusiness\n? Human capital is a key constraint issue and we went through priorities and \nprioritized for greater effectiveness.\n? The group is thinking about using technology, the internet and eCommerce \nevery day. \n\nEnron Korea/ SK Enron\nThe activities and business plans were much better than I had expected. I \nasked them to go through and discuss their eBusiness plan and it was quite \nthorough.\n? They have completed initial evaluation of EOL applications for the region \n(hard copy attached)\n? K-Weather is already introducing weather derivatives in Korea (best \nshort-term oppt.)\n? Definite metals opportunity here (MG office exists); I didn't visit the MG \noffice. \n? SK-Enron has several assets that can be leveraged into an internet play \nwith very little expense.\n? Our technology efforts are paying dividends (Inja Chug \u0001) Sr. Director was \ndedicated here a few months ago). Her impact is significant and will greatly \nassist in IPO \n? eCommerce (ENW) will be an enormous impact in increasing the value of \nSK-Enron when they IPO next year. The internet and eCommerce/technology \nchanges should be able to significantly increase their multiple and provide \nEnron with a profitable exit option. First mover advantage here, definitely \nhas a winner-take-all oppt. \n? SK-Enron will be the first utility in Korea to offer customers on-line \nbilling and payment and other related services (under development and looking \nfor package solution). \n? SK currently has 1.8 million customers that are not being tapped at all. \nInteresting oppt. with alliance partners (AOL). \n? The SK-Enron changes and opportunities that are underway are a great \nexample of Enron\u0001,s (ENW) ability to change from an old to new economy \nbusiness. A second round eBusiness plan is coming and we can evaluate as a \ngroup\n? Excellent executive meeting and dinner with Tony Chey (Owner and Chairman \nof SK - SK is a $20 billion company and Tony is the 4th richest and most \npowerful person in Korea) I went through EnronOnline and our thoughts on the \nfuture of the internet. This was very helpful with future events with SK.\n\nWe are definitely setting up a network of eBusiness opportunities within \nEnron.\n\nJeff, the commercial opportunities and accountabilities that have begun via \nthe creation of the technology origination activities is really just \nbeginning to gain momentum. I am currently driving them via my direct …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/785.", "message_id": "<32872914.1075843976173.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.whalley@enron.com", "jeffrey.mcmahon@enron.com" ] } }, { "id": "en-0050", "from": "David Delainey", "to": [ "Richard Shapiro" ], "cc": [ "John Lavorato" ], "subject": "california", "date_iso": "2000-06-29T05:22:00", "date_raw": "Thu, 29 Jun 2000 05:22:00 -0700 (PDT)", "body": "Guys, good job with the California issues - we didn't get everything but we \nmanaged the position in a very effective manner.\n\nJim, given our view to support the growth of the ISO structures as a \nnecessary evil and given the socio-political leaning of these entities, \nshould we be more actively or aggressively supporting or nominating directors \non these boards?\n\nJim/Rick, we need a full court press on this NEPool ICAP issue - Allegretti \nis putting plan in place.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/543.", "message_id": "<2575028.1075854475186.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "richard.shapiro@enron.com", "david.parquet@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "tim.belden@enron.com", "james.steffes@enron.com", "kevin.presto@enron.com" ] } }, { "id": "en-0051", "from": "David Delainey", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: california", "date_iso": "2000-06-29T11:52:00", "date_raw": "Thu, 29 Jun 2000 11:52:00 -0700 (PDT)", "body": "Jim, I agree - lets put a plan in place to ensure appropriate representation \nat these ISO's (not unlike PAC) and ensure that FERC is not abdicating their \nresponsibilities.\n\nThe three of us probably need to get together and discuss tactics around a \nnumber of issues. \n\nJim, I am also curious where you are in your thoughts and plans given your \nnew role.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/535.", "message_id": "<27602111.1075854475005.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "cc_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0052", "from": "David Delainey", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Various", "date_iso": "2000-07-10T05:36:00", "date_raw": "Mon, 10 Jul 2000 05:36:00 -0700 (PDT)", "body": "Jeff, have you finalized how Jenn and Craig will split out the industrial \nsegments? They should also come up with their business plans and a reporting \nmatrix similar to what you are doing with the desks. How are you making out \nat the desk level in implementing our previous discussions with Scott and the \nremainder of the desks?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/515.", "message_id": "<5135470.1075854474489.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0053", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2000-07-10T09:42:00", "date_raw": "Mon, 10 Jul 2000 09:42:00 -0700 (PDT)", "body": "I spoke to Vlady this afternoon regarding the alternative VAR methodologies. \nI think changing to a Riskmetrics historical VAR system is more defendable \nand objective, will provide more consistent results, and will create more \nrealistic results. I understand Vince has a similar opinion. \nJohn.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/322.", "message_id": "<8856176.1075857592648.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0054", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Prefiling copy of Ruelle testimony", "date_iso": "2000-07-10T10:51:00", "date_raw": "Mon, 10 Jul 2000 10:51:00 -0700 (PDT)", "body": "I think the first paragraph is gratuitous and constitutes bad faith.\n\nPaul Kaufman@ECT\n07/10/2000 05:07 PM\nTo: Mitch.taylor@enron.com, Steven J Kean/HOU/EES@EES, Richard \nShapiro/HOU/EES@EES, mike@tonkon.com\ncc: \nSubject: Prefiling copy of Ruelle testimony\n\nWe're communicating our objections to the first paragraph in writing to \nSierra. I'll try again to get hold of Oldham and Ponn. \nPage me if you need me. I'm in the office all afternoon.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1414.", "message_id": "<20278105.1075851036277.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "paul.kaufman@enron.com" ], "cc_emails": [ "mitch.taylor@enron.com", "steven.kean@enron.com", "mike@tonkon.com" ] } }, { "id": "en-0055", "from": "David Delainey", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "", "date_iso": "2000-07-10T16:37:00", "date_raw": "Mon, 10 Jul 2000 16:37:00 -0700 (PDT)", "body": "Jeff, what exactly do you want Craig going to be doing? Please forward a job \nscope for Jen and Craig. Then I will speak with Max if appropriate. I \napologize but we have spoken about a lot of different scopes - it would be \nhelpful to start from a scope on a piece of paper that we both agree upon. \nJust e-mail. Thanks Jeff.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/506.", "message_id": "<2377593.1075854474262.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0056", "from": "Mike McConnell", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Upcoming analyst meetings", "date_iso": "2000-07-11T11:41:00", "date_raw": "Tue, 11 Jul 2000 11:41:00 -0700 (PDT)", "body": "I am working on the presentation for the analyst meetings that are taking \nplace July 24-26. Enron Net Works is being featured and as part of the \noverall story Skilling wants to see some basic information on your businesses \n(and a few other possible verticals and market places). Please provide me \nwith these 3 specific items of information.\n\n1. Total market size for your business: e.g. Pulp and Paper is approx. \n$300 billion.\n2. Your target market share of that total\n3. Targeted (or other comparable) margin that you would (or could) expect to \nsee\n\nI realize this is subjective but I do need an answer to all 3 questions. Put \nany explanation that you feel is important or needed. Also please quote the \nsource of the global market size. When I get all the information, I'll go \nthrough it with everyone.\n\nWe also need to get the global size of the markets that we are considering \nmoving into and if you know any of these below, please let me know.\n\nData storage\nGrains\nPetrochemicals\nSteel\nLogistics\n\nThank you for your quick response.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/744.", "message_id": "<17062261.1075843975140.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "harry.arora@enron.com", "bruce.garner@enron.com", "greg.piper@enron.com", "bryan.seyfried@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0057", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "", "date_iso": "2000-07-12T02:11:00", "date_raw": "Wed, 12 Jul 2000 02:11:00 -0700 (PDT)", "body": "I would like to request a temporary increase of the Natural Gas var limit for \nthe next 10 business days. I suggest Natural Gas Trading's limit increase to \n45 Million limit from the current 40 Million limit. The floor is very \nbullish and we don't want to take off our West Basis positions which are \neating up a lot of var.\n\nPlease advise.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/170.", "message_id": "<26800801.1075845554255.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com", "ted.murphy@enron.com" ] } }, { "id": "en-0058", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "", "date_iso": "2000-07-12T10:45:00", "date_raw": "Wed, 12 Jul 2000 10:45:00 -0700 (PDT)", "body": "I guess we were wrong.\n\nWe were totally surprised by the a.g.a. number. We need to work on are \nability to predict it. \n\nTherefore, we probably net sold contracts today and will be under our 40 \nMillion limit. I don't think there is any reason to change what we did \ntoday. We will keep it in our pocket for 10 days unless you disagree.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/174.", "message_id": "<33196057.1075845554359.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0059", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "Retention and motivation initiatives for top ENA A&A's", "date_iso": "2000-07-13T17:15:00", "date_raw": "Thu, 13 Jul 2000 17:15:00 -0700 (PDT)", "body": "David, I wouldn't do the Brown Bag (too often- too hard to keep doing); I \nwouldn't do the Social Gathering (too country clubish); I like the Monthly \nDinner/Cocktail Hour/Ballgame, etc with the OTC and parts of the management \nteam as a forum to identify talent, give A&A's exposure to the management \nteam and to \"sell\" ENA. I would suggest that we make it every two months \nrather than monthly. However, I would have the first one very quickly for the \ntop rated A&A in ENA that are due to rotate soon in order to try and pitch \nthem on staying in ENA - maybe dinner and ballgame. \n\nFor the resource management and coaching part of the program, lets wait until \nwe see where we end up on any possible changes to the program first. I \nassume that you are working on a couple strawmen on possible alternatives. \nOnce we have a few ideas, I would like to pitch Whalley, Sherriff and Mark \nwhen I get back.\n\nLets go ahead and implement above ASAP.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/472.", "message_id": "<13935445.1075854473492.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.oxley@enron.com", "mark.frevert@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0060", "from": "Mark Haedicke", "to": [ "John Lavorato", "Rick Buy" ], "cc": [], "subject": "Legal Risks Re PPAs", "date_iso": "2000-07-14T09:17:00", "date_raw": "Fri, 14 Jul 2000 09:17:00 -0700 (PDT)", "body": "In preparation for our meeting on Monday, I listed the key legal issues re \nthe PPAs.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/344.", "message_id": "<29100694.1075845049069.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "peter.keohane@enron.com", "julia.murray@enron.com", "jeffrey.hodge@enron.com", "john.lavorato@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0061", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Stand-alone Reliability Legislation", "date_iso": "2000-07-17T09:01:00", "date_raw": "Mon, 17 Jul 2000 09:01:00 -0700 (PDT)", "body": "I believe it is timely to discuss this again and I agree with Cynthia that \nstand alone legislation does nothing to address the essential transmission \nstructural issues.\n\nI am open minded on the issue if someone can make a compelling case to \nsupport stand alone legislation, BUT my gut reaction is that it would be a \nserious mistake. Congress would happily put off dealing with this issue for \nyears if it passes reliability only legislation. I think the legislation \nitself makes little or no progress on our issues and may even set us back on \nmaking progress at FERC and in other fora.\n\nI realize that if this gets going it may be hard to stop, but it would be \nsuch a cynically ineffective approach to the real reliability problems that \nwe should help whomever we can to put a stop to it. If it gets through \ncommittee, I have no confidence in this Congress to actually amend it into \nsomething better and broader, so, again, I have difficulty seeing why we \nshould go that route.\n\nI look forward to the discussion.\n\nCynthia Sandherr@ENRON\n07/17/2000 02:20 PM\n\nTo: Joe Hartsoe/Corp/Enron@ENRON\nI \ncc: Richard Shapiro/HOU/EES@EES, Steven J Kean/HOU/EES@EES, \ndwatkiss@bracepatt.com, cingebretson@bracepatt.com, Joe \nHillings/Corp/Enron@ENRON, ed@buckham.com, Jeff Brown/HOU/EES@EES \nSubject: Re: Stand-alone Reliability Legislation \n\nJoe: thanks. Allison is arranging a brief (thirty minutes) Conference Call \nfor sometime tomorrow so we can assure that we are all on the same page on \nthis issue. Although we had supported the policy agreement, we had been on \nrecord to oppose for political reasons the bill's movement on a stand-alone \nbasis since policing the grid does nothing to address the essential \ntransmission structural changes the market is crying to have addressed in \norder to provide reliability. However, given Jeff Brown's efforts, the \npolitical need for inoculation and other political developments, it is timely \nto once again discuss Enron's position. I look forward to our call sometime \ntomorrow. Cynthia\n\nJoe Hartsoe\n07/17/2000 03:09 PM\nTo: Richard Shapiro/HOU/EES@EES, Cynthia Sandherr/Corp/Enron@ENRON\ncc: \n\nSubject: Stand-alone Reliability Legislation\n\nFYI. Thoughts? JOE", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/66.", "message_id": "<22794943.1075846375456.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "cynthia.sandherr@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "richard.shapiro@enron.com", "dwatkiss@bracepatt.com", "cingebretson@bracepatt.com", "joe.hillings@enron.com", "ed@buckham.com", "jeff.brown@enron.com" ] } }, { "id": "en-0062", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [], "subject": "Org. announcement", "date_iso": "2000-07-18T01:21:00", "date_raw": "Tue, 18 Jul 2000 01:21:00 -0700 (PDT)", "body": "Greg, \n\nFYI, This is a draft org announcement to clarify Jay's and now Alan's role. \nWe have discussed this before but I think this is important to send out and \nofficially address. It is intentionally very brief and informs people of the \nnew situation. Please let me know if you have any comments, I would like to \nsend out this week.\n\nThanks,\nMike \n\nAt Enron Net Works, it has become clear that we have a tremendous opportunity \nto utilize our unique strengths, skills and new business efforts across an \nentire new set of opportunities being created in the private equity markets. \nBecause of this, we have reorganized the Enron Net Works Investments Group \nwith the view to leveraging the group better across strategic opportunities \nin the eCommerce and technology space, and within Enron.\n\nEffective immediately, Jay Fitzgerald will take responsibility for setting \nENW\u0001,s investment strategy and the implementation of that strategy. Reporting \nto him in this new role will be Steve Horn and the venture investing group. \nFurther, Alan Sommer will be joining Jay\u0001,s team to focus on developing new \nmarket opportunities, with a focus on working with the various domestic and \ninternational Enron business units to develop eCommerce-related businesses \nand strategies.\n\nJay will be relocating to New York city and will be working both out of the \nNew York and Houston offices in his new role, and can be reached at \njay@enron.com or by phone at either (212) 702-3934 or (713) 853-9914.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/727.", "message_id": "<4287936.1075843974682.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0063", "from": "John Lavorato", "to": [ "David Delainey" ], "cc": [], "subject": "", "date_iso": "2000-07-20T03:10:00", "date_raw": "Thu, 20 Jul 2000 03:10:00 -0700 (PDT)", "body": "It sounds like I need to clafify my plans for trading and risk management of \npower in Ontario. \n\n1. Garrett is in Toronto and should be doing everything possible to try to \nunderstand all the ins and outs of the Ontario Power Market including \nbuilding forward curves. He has dual reporting to Paul Devries (head of the \nEnron's Toronto operation) and Dana Davies (head of ENA power trading for the \nNortheast U.S.). Dana has ultimate risk management responsibility for \nOntario. \n\n2. My current opinion is that we should trade Ontario out of the Toronto \noffice with risk management responsibilities rolling into Dana. This could \nalways change in the future if it doesn't make sense.\n\n3. John Mckay, although he has been helping Bill out, will ultimately have \nno power trading responsibilities.\n\n4. Tom May is the cash trader in N.Y. reporting to Dana. I expect us to use \nTom's expertise with respect to Ontario to build up our competency there, \nhowever, Toms' main role will be N.Y.\n\n5. Garrett should spend some time (probably soon) in Houston getting to know \nthe people and the technical resources available to him.\n\nIf anyone has any questions concerns please give me a call.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/191.", "message_id": "<28448713.1075845554742.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rob.milnthorp@enron.com", "paul.devries@enron.com", "mark.davis@enron.com", "garrett.tripp@enron.com", "tom.may@enron.com", "kevin.presto@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0064", "from": "Vince Kaminski", "to": [ "David Delainey" ], "cc": [ "Vince Kaminski" ], "subject": "Re: ENA Analysts and Associates", "date_iso": "2000-07-26T03:52:00", "date_raw": "Wed, 26 Jul 2000 03:52:00 -0700 (PDT)", "body": "I shall be attending the bi-monthly meetings. We always have a significant \nnumber of associates\nrotating through my group and supporting different units of Enron. \n\nVince Kaminski\n \n\n \n\tEnron North America Corp.\n\t\n\tFrom: David W Delainey 07/26/2000 10:17 AM\n\t\n\nSent by: Kay Chapman\nTo: Sally Beck/HOU/ECT@ECT, Tim Belden/HOU/ECT@ECT, Raymond \nBowen/HOU/ECT@ECT, Christopher F Calger/PDX/ECT@ECT, Wes Colwell/HOU/ECT@ECT, \nJanet R Dietrich/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT, W David \nDuran/HOU/ECT@ECT, Mark E Haedicke/HOU/ECT@ECT, Gary Hickerson/HOU/ECT@ECT, \nMike Jakubik/HOU/ECT@ECT, Scott Josey/Corp/Enron@ENRON, John J \nLavorato/Corp/Enron@Enron, Rodney Malcolm/HOU/ECT@ECT, George \nMcClellan/HOU/ECT@ECT, Rob Milnthorp/CAL/ECT@ECT, Julia Murray/HOU/ECT@ECT, \nJere C Overdyke/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Kevin M \nPresto/HOU/ECT@ECT, Brian Redmond/HOU/ECT@ECT, Jeffrey A \nShankman/HOU/ECT@ECT, C John Thompson/Corp/Enron@ENRON, Max \nYzaguirre/NA/Enron@ENRON, James A Ajello/HOU/ECT@ECT, Edward \nOndarza/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Beth Perlman/HOU/ECT@ECT, \nMark Frevert/NA/Enron@Enron, Jean Mrha/NA/Enron@Enron, Julie A \nGomez/HOU/ECT@ECT\ncc: Patti Thompson/HOU/ECT@ECT, Catherine DuMont/PDX/ECT@ECT, Marsha \nSchiller/HOU/ECT@ECT, Mollie Gustafson/PDX/ECT@ECT, Shirley \nTijerina/Corp/Enron@ENRON, Christy Chapman/HOU/ECT@ECT, Tina \nRode/HOU/ECT@ECT, Janette Elbertson/HOU/ECT@ECT, Stella L Ely/HOU/ECT@ECT, \nNicole Mayer/HOU/ECT@ECT, Tonai Lehr/Corp/Enron@ENRON, Kimberly \nHillis/HOU/ECT@ect, Ana Alcantara/HOU/ECT@ECT, Yolanda Ford/HOU/ECT@ECT, \nCarolyn George/Corp/Enron@ENRON, Donna Baker/HOU/ECT@ECT, Rhonna \nPalmer/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Barbara Lewis/HOU/ECT@ECT, \nPilar Cerezo/NA/Enron@ENRON, Terrellyn Parker/HOU/ECT@ECT, Dusty Warren \nPaez/HOU/ECT@ECT, Shirley Crenshaw/HOU/ECT@ECT, Nicki Daw/NA/Enron@Enron, \nCherylene R Westbrook/HOU/ECT@ECT, Kay Chapman/HOU/ECT@ECT, Lillian \nCarroll/HOU/ECT@ECT, Venita Coleman/Corp/Enron@Enron, Melissa \nJones/NA/Enron@ENRON (bcc: Ted C Bland/HOU/ECT) \nSubject: ENA Analysts and Associates\n\nI have just received word from Ted Bland that no one has responded to this \nmemo. Please re-read the following memo and respond to Ted by July 31, 2000.\n\nThanks in advance for your prompt attention to this matter.\n\nAs you know the ENA OTC is actively working with the Analyst and Associate \nProgram to develop greater talent flow into ENA. We are presently working on \na number of initiatives to improve how this is working and significantly \nimprove communication flow and responsiveness. However in this regard we also \nneed you to help make sure we have clear lines of communication within ENA \nregarding A&A resource levels, performance, rotations and retention efforts.\n\nIn this regard we would like for each of you to take the lead for your \ngroups needs and ensure that any requests, questions or concerns about A&A's \nin your area are passed through you to either Ted Bland (ENA Recuitment Team \nLead - x35275) or Jana Giovannani (ENA liaison from the AA Program - x39233) \nor myself. It is important that we are discerning about what we do with our \nA&A resources and plan carefully and accurately for our future needs, in this \nregard we need for you personally (or a senior member of your team who you \nmay optionally delegate this task to) will take the time to review any A&A \nresource requests from your team before passing them onto us.\n\nIn addition, given the importance of these resources, we will be inviting you \nto a regular bi-monthly meeting to discuss ENA A&A matters. We will confirm \nthe first date in due course. In the meantime if you would like to volunteer \nanother senior member of your team to assume this reponsibility please supply \ntheir name as soon as possible. \n\nPlease call with any questions.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/2329.", "message_id": "<30612468.1075856492367.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "ted.bland@enron.com", "vince.kaminski@enron.com", "shirley.crenshaw@enron.com" ] } }, { "id": "en-0065", "from": "Steven Kean", "to": [], "cc": [ "Vince Kaminski", "Kenneth Lay" ], "subject": "Re: MEC", "date_iso": "2000-07-26T10:11:00", "date_raw": "Wed, 26 Jul 2000 10:11:00 -0700 (PDT)", "body": "I think it would be useful to verify their view that they are really only 2-3 \nyears from commercial production. Ideally, we could get that confirmation \nfrom someone familiar with the technology but without any financial interest \nin its success. Their technology pitch sounded good, but I don't know enough \nto recognize the potential shortcomings. I want to feel comfortable that you \nall feel this is real, then I would be happy to have me and my team spend \nsome time with them.\n\nTo: Rex Shelby/Enron Communications@Enron Communications, Steven J \nKean/HOU/EES@EES, Mike McConnell, Vince J Kaminski/HOU/ECT@ECT, Philippe A \nBibi/HOU/ECT@ECT\ncc: Kenneth Lay/Corp/Enron@ENRON, Fabricio Soares/HOU/ECT@ECT \nSubject: MEC\n\nThank you for participating in yesterday's meeting. We spoke with Harvey and \nJim after the meeting and they took to speed to market comments to heart. \nThere is an opportunity for Enron to participate with MEC in the early \ndevelopment of their company, but it seems the one thing they want is the one \nthing we also want, people. I would appreciate your thoughts and comments on \nthe possiblity of creating a small team that could work directly with MEC as \npart of a potential investment and strategic relationship. Given our \nresource constraints, this would most likely be part of the organization that \nsees the greatest strategic impact from MEC's development.\n\nMark\nx37408", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/112.", "message_id": "<20481273.1075846376581.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "mark.lay@enron.com" ], "cc_emails": [ "rex.shelby@enron.com", "vince.kaminski@enron.com", "philippe.bibi@enron.com", "kenneth.lay@enron.com", "fabricio.soares@enron.com" ] } }, { "id": "en-0066", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: London Research Group", "date_iso": "2000-07-27T04:11:00", "date_raw": "Thu, 27 Jul 2000 04:11:00 -0700 (PDT)", "body": "Richard,\n\nPlease, let me know what the timetable is. I would like to talk to Anjam a \nfew days before\nto break the news to him. I hope I can save him for the company and offer him \na position in Houston.\nWe desperately need skills he has.\n\nVince\n\nRichard Lewis\n07/27/2000 02:20 AM\nTo: Dale Surbey/LON/ECT@ECT\ncc: John Sherriff/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Grant \nMasson/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Joe Gold/LON/ECT@ECT \nSubject: Re: London Research Group \n\nI agree with Dale - no point in delaying. \n\nDale Surbey\n27/07/2000 08:13\nTo: John Sherriff/LON/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, Richard Lewis/LON/ECT@ECT, Grant \nMasson/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Joe Gold/LON/ECT@ECT \n\nSubject: Re: London Research Group \n\nJohn,\n\nI propose accelerating Steve's move to head the Research group here. It \nmakes sense to include this as part of the mid-year PRC process by giving him \na tangible reward along with his performance feedback.\n\nThoughts?\n\n- Dale\n\nJohn Sherriff\n27/07/2000 06:44\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: Dale Surbey/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Richard \nLewis/LON/ECT@ECT, Grant Masson/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT, Joe \nGold/LON/ECT@ECT \n\nSubject: Re: London Research Group \n\n\t\n\nVince - I agree with your conclusion here. We are still trying to fill \nDale's structuring role as well so part of the question is \nhow we announce Steve's lead research role relative to when we know who will \ntake Dale's spot. Perhaps we should just\nmove forward with the Steve announcement the day that Dale moves full time to \nEBS. I will ask Richard Lewis to take the lead\nin working with you on finalizing the decision and communcicating the changes \nto the organization.\n\nBut I do want to reinforce how pleased we are to have Steve here. He is a \nwonderfull asset to our efforts.\n\nThanks!\n\nJohn\n\nVince J Kaminski\n26/07/2000 22:18\nTo: John Sherriff/LON/ECT@ECT\ncc: Dale Surbey/LON/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, Richard \nLewis/LON/ECT@ECT, Grant Masson/HOU/ECT@ECT, Stinson Gibner/HOU/ECT@ECT \n\nSubject: London Research Group\n\nJohn,\n\nI am writing to you regarding the management of the London Research group.\n\nAs you know, Dale Surbey, who was managing the London unit of the Research \nGroup,\nis moving to EBS. Dale did a terrific job helping me to develop the pool of \ntalent we have currently\nin London.\nGiven that Dale is likely to be transfered to Houston, it's time\nto nominate one member of the Research Group for a management position.\n\nMy recommendation is Steve Leppard. Steve emerged not only as the most\ntechnically qualified member of the group but also as a natural leader, \nhighly\nrespected by his peers and internal customers. Steve has a very high energy \nlevel\nand is very efficient as a manager and as coach of new talent.\n\nHis promotion is likely to cause Anjam's departure form Enron. I value \ntechnical\nskills of Anjam, but in spite of my loyalty to him, don't think he is the \nsame caliber\nas Steve. However, I would not like to lose him and think about moving him to \nHouston\nfor 2 years. I think that the opportunity to work in Houston, would be a \nsufficient\nincentive to keep him in Enron. By the way, his performance feedback has \ngreatly improved.\n\nPlease, let me know what you think.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/2314.", "message_id": "<707532.1075856492009.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "richard.lewis@enron.com" ], "cc_emails": [ "john.sherriff@enron.com", "vince.kaminski@enron.com", "grant.masson@enron.com", "stinson.gibner@enron.com", "joe.gold@enron.com", "dale.surbey@enron.com" ] } }, { "id": "en-0067", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Stopped anti-energy amendment!!!", "date_iso": "2000-07-27T10:34:00", "date_raw": "Thu, 27 Jul 2000 10:34:00 -0700 (PDT)", "body": "Great job!\n\nChris Long@ENRON\n07/27/2000 04:34 PM\n\nTo: raislerk@sullcrom.com, Cynthia Sandherr/Corp/Enron@ENRON, Mark \nTaylor/HOU/ECT@ECT, Joe Hillings/Corp/Enron@ENRON, Richard \nShapiro/HOU/EES@EES, Steven J Kean/HOU/EES@EES, Stephen D \nBurns/Corp/Enron@ENRON\ncc: \nSubject: Stopped anti-energy amendment!!!\n\nToday we were successful in killing an amendment that was offered by Rep. \nCarolyn Maloney (D-NY) in the House Banking Committee during its markup of \nthe Commodities Future Modernization Act of 2000. This amendment would have \nstricken language that provided an exclusion from CFTC jurisdiction for all \nnon-agriculture transactions (energy, metals, broadband). The amendment \nfailed, largely due to pressure from Enron, by a vote of 20-12. Rep. Ken \nBensten (D-TX) joined Chairman Leach in speaking against the amendment. \n\nIn more positive movement, yesterday the House Commerce Committee passed its \nversion on the bill including a provision that exempts metal trading \nmultilateral trading facilities from CFTC jurisdiction.\n\nCongress goes into recess tomorrow and we will have a better sense on how the \nRules Committee plans to reconcile differences between the versions of the \nbill later this week. The Senate is still the unknown.\n\nCall me at any question - Chris", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/cftc/21.", "message_id": "<10309327.1075846338048.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "chris.long@enron.com" ], "cc_emails": [ "raislerk@sullcrom.com", "cynthia.sandherr@enron.com", "mark.taylor@enron.com", "joe.hillings@enron.com", "steven.kean@enron.com", "stephen.burns@enron.com" ] } }, { "id": "en-0068", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Recruiting at CMU Computational Finance Program", "date_iso": "2000-07-28T01:05:00", "date_raw": "Fri, 28 Jul 2000 01:05:00 -0700 (PDT)", "body": "Rick,\n\nThanks for your message. I am familiar with the Computational Finance program\nand value its high quality.\n\nPlease, call me next week. The best time is between 7:00 and 8:30 a.m.\nCST.\n\nVince\n\n\"Rick Bryant\" on 07/26/2000 01:27:23 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \"Kevin Kindall\" , \"Ken Keeley\" , \n\"Sanjay Srivastava\" \nSubject: Recruiting at CMU Computational Finance Program\n\nVince,\n\nGreetings! I am the director of the MS in Computational Finance program at\nCarnegie Mellon. I am following up on a conversation I had with Kevin\nKindall, a graduate of our program, who gave me your e-mail address and\nsuggested I contact you as the individual making the recruiting decisions\nfor the Research Group at Enron.\n\nIn speaking with the director of the Career Opportunity Center at the\nbusiness school, I am told that although an Alison Bailey from Enron\n(mary.alison.bailey@enron.com) has arranged for a sizable block of rooms in\nwhich to conduct interviews on campus on December 11th, there is as yet no\nindication of whether the Comp Finance students will have opportunity to\ncompete for these spaces.\n\nWe are regarded by many in the industry as the top quantitative finance\nprogram in the country. Focused on derivative pricing, econometrics, VAR\nand portfolio management, our graduates should be an excellent fit for your\nbusiness. I would be happy to talk with you further about our\nrogram( http://student.gsia.cmu.edu/mscf/) as well as our students' interest\nin Enron (the name comes up a lot!). Also, if you are interested, we run a\n\"Speaker Series\" on most Friday's during the fall and spring that would\ngive you (or another in your group) the opportunity to address our students\nin an area of interest. Such a meeting would, I think, help you better\nunderstand the careers our students are preparing to pursue as well as give\nour students first hand knowledge of Enron and its future.\n\nWhen might be a good time to contact you by telephone?\n\nThank you for your time.\n\nRick\n\nRichard L. Bryant\nDirector, Computational Finance Program\nCarnegie Mellon University\nGraduate School of Industrial Administration\nPittsburgh, PA 15213\nPhone/Fax (412) 268-4592/(412) 268-6837\nhttp://fastweb.gsia.cmu.edu/MSCF", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/2304.", "message_id": "<3085428.1075856491779.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "rlbryant@andrew.cmu.edu" ], "cc_emails": [ "vince.kaminski@enron.com", "kevin.kindall@enron.com" ] } }, { "id": "en-0069", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Revised Slides:", "date_iso": "2000-07-31T10:24:00", "date_raw": "Mon, 31 Jul 2000 10:24:00 -0700 (PDT)", "body": "Mitch, Don't kill me, just call.\n\nAttached are revised slides, revised as follows:\n\n1. Cover page adds \"OPUC\" and changes the date to today's date\n2. The first bullet under the FERC timeline -- added statement that FERC \norder is more likely to be issued towards the end of the year\n3. Under Additional Information Required -- included statement that the \ndelivered price test on the Alturas Line should include various buyback \noptions for Sierra from its divested generators\n4. Under Issues to be Resolved -- consolidated three bullets into two \ndiscussing the potential impact California plays on FERC's action on the \nmerger\n5. Deleted the bullet under the SEC slide stating that the SEC could begin \nconsidering the application before FERC issues its final order -- we could \nnot verify this with Joanne, and Sam Behrends said he thinks the SEC is \nunlikely to act on the application (due to workload) before FERC issues its \norder.\n\nPlease let me know if you have any questions.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/776.", "message_id": "<2681129.1075851017406.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "mitchell.taylor@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0070", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [], "subject": "Outstanding and priority items", "date_iso": "2000-07-31T10:26:00", "date_raw": "Mon, 31 Jul 2000 10:26:00 -0700 (PDT)", "body": "Greg,\n\nListed below is a brief outline of some of the key items that I turned over \nto McMahon. I didn't attempt to put down anything but a reference point but \nhe has the files and we went through every point. We didn't spend a lot of \ntime on the international activities because a great deal of it might not be \npart of the group after project Summer. He attended my (his) Monday staff \nmeeting and he got a flavor of the group and what everyone does. This is \ngoing to be primarily Philippe's meeting now but he is going to attend to \nprovide needed commercial balance and if he does, I believe that is all the \ntime he has to spend on that side of the business.\n\nI hope you are having a successful trip.\n\nMike\n\nOutstanding and Priority Items\n\nInternational/other business unit activities\n? Japan\n? Korea\n? S America\n? Europe\n? Calme\n? EE&CC\n? GPG\n? India\n? EES\n\nStaff Meetings\n? Monday lunch\n? Video calls - Tuesdays: Sao Paulo \u0001) 9:30, London \u0001) 10:00, Aust. \u0001) 5:00\n\ni2\n? Paveto/Wasaff\n\nHR\n? Recruiting\n? Robert Jones\n? Compensation issues\n\nInvestments\n? Fitz/Sommer/Horn\n\nInfrastructure\n? Windows 2000\n? Lotus notes/exchange\n? Other projects\n\nSpeaking commitments\n? Aug 10th \u0001)A/A program\n? Sept 21st \u0001) Economist \u0001) Laguna, CA\n? Sept 26th \u0001) Rice Univ.\n? Oct 3rd \u0001) Economist \u0001) Atlanta, GA\n\nFinancial structure/accounting\n? RCs and budgets\n? Metrics/radar screens\n? Shared resources\n\nEnron.com\n? Paveto/Palmer\n\nManagement/Strategic planning\n\nProject Summer\n\nIT project resource review\n\nPRC/reviews", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/665.", "message_id": "<6238683.1075843972881.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0071", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "ROCE and Cost Iniatives", "date_iso": "2000-08-01T10:30:00", "date_raw": "Tue, 1 Aug 2000 10:30:00 -0700 (PDT)", "body": "Wes, as per our discussion, I wanted to detail the action items from the \nanalysis: \n a) the Office of the Chairman will be increasing the visibility of ROCE and \ncost metrics as a part of the QBR process;\n b) the ROCE iniatives include:\n - HPL divestment - Donahue/Detmering/Redmond;\n - GENCO strategy or possible peaker sales - Donahue/Miller;\n - MPR rationalization, Raptor strategy and divestment/clean-up - \nDonahue/Maffitt/Peterson\n - LRC optimization, increased performance - Redmond/Mrha;\n -Sithe restructuring, elimination of the tracking account - Donahue;\n - Powder and Wind River sales - Redmond/Mrha.\n c) specific cost reduction iniatives as detailed in your presentation - \nimplement with feedback/measurement process to ensure buy in - Wes Colwell;\n and d) further analysis on quality of product/service for cost for \nnon-commercial and group expenses - Wes Colwell.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/424.", "message_id": "<13787121.1075854472388.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "wes.colwell@enron.com" ], "cc_emails": [ "mark.frevert@enron.com", "john.lavorato@enron.com", "jeff.donahue@enron.com", "timothy.detmering@enron.com", "brian.redmond@enron.com" ] } }, { "id": "en-0072", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Preface for book", "date_iso": "2000-08-02T01:09:00", "date_raw": "Wed, 2 Aug 2000 01:09:00 -0700 (PDT)", "body": "Julie,\n\nThe introduction looks fine. I have made some cosmetic changes\n(typos and split infinitives that slipped by). You can safely ignore most of \nthem.\nEnglish is not even my second language.\n\nThe corrections are in pink.\n\nVince\n\n\"Julie\" on 08/01/2000 07:43:10 AM\nTo: \"VinceJKaminski\" \ncc: \nSubject: Preface for book\n\nVince,\n?\nHope you are well.\n?\nWe spoke a while ago about who should write the preface for the book, and \nyou kindly offered that you would provide this.? Is this still possible?? We \nrealise that you are extremely busy, so Chris and Les went ahead and wrote \nsomething, which is below, and if you want to review, change or re-write?the \npreface, that would be very appreciated.? Let me know what your thoughts are.\n?\nThanks,\nJulie\n(we're getting close)\n?\n? \n\nPreface\n\n?\n\n?\n\n?\n\nOne of our main objectives in writing Energy Derivatives: Pricing and Risk \nManagement has been to bring together as many of the various approaches for \nthe pricing and risk management energy derivatives as possible, to discuss \nin-depth the models, and to show how they relate to each other.? In this \nway we hope to help the reader to analyse the different models, price a wide \nrange of energy derivatives, or to build a risk management system which uses \na consistent modelling framework.? We believe that for practitioners this \nlast point is very important and we continue to stress in our articles and \npresentations the dangers of having flawed risk management and giving \narbitrage opportunities to your competitors by using ad-hoc and inconsistent \nmodels for different instruments and markets (see also OTHERS WHO PROPOSE \nCONSISTENT MODELS?).? However, it is not our wish to concentrate on one \nparticular model or models, at the exclusion of the others because we \nbelieve that the choice should rest with the user (although it will probably \nbe clear from our discussions the model(s) we prefer).? We therefore try and \ngive as clear account as possible of the advantage and disadvantages of all \nthe models so that the reader can make an informed choice as to the models \nwhich best suit their needs.\n\n?\n\nIn order to meet our objectives the book is divided into 11 chapters.? In \nchapter 1 we give an overview of the fundamental principals needed to model \nand price energy derivatives which will underpin the remainder of the book.? \nIn addition to introducing the techniques that underlie the Black-Scholes \nmodelling framework we outline the numerical techniques of trinomial trees \nand Monte Carlo simulation for derivative pricing, which are used throughout \nthe book.\n\n?\n\nIn Chapter 2 we discuss the analysis of spot energy prices.? As well as \nanalysing empirical price movements we propose a number of processes that \ncan be used to model the prices.? We look at the well-know process of \nGeometric Brownian Motion as well as mean reversion, stochastic volatility \nand jump processes, discussing each and showing how they can be simulated \nand their parameters estimated.\n\n?\n\nChapter 3, written by Vince Kaminski, Grant Masson and Ronnie Chahal of \nEnron Corp., discusses volatility estimation in energy commodity markets.? \nThis chapter builds on the previous one.? It examines in detail the methods, \nmerits and pitfalls of the volatility estimation process assuming different \npricing models introduced in chapter 2.? Examples from crude, gas, and \nelectricity markets are used to illustrate the technical and interpretative \naspects of calculating volatility.\n\n?\n\nChapter 4 examines forward curves in the energy markets.? Although such \ncurves are well understood and straight-forward in the most financial \nmarkets, the difficulty of storage in many energy markets leads to less well \ndefined curves.? In this chapter we describe forward price bounds for energy \nprices and the building of forward curves from market instruments.? We \noutline the three main approaches which have been applied to building \nforward curves in energy markets; the arbitrage approach, the econometric \napproach, and deriving analytical values by modelling underlying stochastic \nfactors.\n\n?\n\nChapter 5 presents an overview of structures found in the energy derivative \nmarkets and discusses their uses.? Examples of products analysed in this \nchapter include a variety of swaps, caps, floors and collars, as well as \nenergy swaptions, compound options, Asian options, barrier options, lookback \noptions, and ladder options.\n\n?\n\nChapter 6 investigates single and multi-factor models of the energy spot \nprice and the pricing of some standard energy derivatives.? Closed form \nsolutions for forward prices, forward volatilities, and European option \nprices both on the spot and forwards are derived and presented for all the \nmodels in this chapter including a three factor, stochastic convenience \nyield and interest rate model.\n\n?\n\nChapter 7 shows how the prices of path dependent and American style options \ncan be evaluated for the models in Chapter 6.? Simulation schemes are \ndeveloped for the evaluation of European style options and applied to a \nvariety of path dependent options.? In order to price options which \nincorporate early exercise opportunities, a trinomial tree scheme is \ndeveloped.? This tree is built to be consistent with the observed forward \ncurve and can be used to price exotic as well as standard European and \nAmerican style options.\n\n?\n\nChapter 8 describes a methodology for valuing energy options based on \nmodelling the whole of the market observed forward curve.? The approach \nresults in a multi-factor model that is able to realistically capture the \nevolution of a wide range of energy forward curves.? The user defined \nvolatility structures can be of an extremely general form.? Closed-form \nsolutions are developed for pricing standard European options, and efficient \nMonte Carlo schemes are presented for pricing exotic …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/publications/3.", "message_id": "<32385515.1075856616736.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "julie@lacima.co.uk" ], "cc_emails": [ "vince.kaminski@enron.com", "grant.masson@enron.com" ] } }, { "id": "en-0073", "from": "Mike McConnell", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Draft Business Plan Enron Net Works South America", "date_iso": "2000-08-02T04:43:00", "date_raw": "Wed, 2 Aug 2000 04:43:00 -0700 (PDT)", "body": "Louise,\n\nI do agree. I haven't really looked at or studied the plan because of the \npending changes. There are some good guys down there and I believe they can \ndo some good work to help you in your quest for world domination. Good luck \nwith this.\n\nCheers,\nmike\n\nLouise Kitchen\n08/02/2000 11:34 AM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: David Forster/Corp/Enron@Enron \nSubject: Re: Draft Business Plan Enron Net Works South America \n\nI think there is some duplication from these guys internal to Argentina. As \nyou know we had a visit from Patrick Hansen, Bastos and Mike Guerriero \nrecently where I think we agreed on the concept behind www.enron.ar - ie \nusing our vertical concept.\n\nI think Steve and the team who came here probably need to get on the same \npage as the presentation doesn't quite reflect where we (Dave Forster) \nthought they were going. \n\nWe are not worried if they want to go that way - the budget plans are way out \nof line though (but they do need to tell us to stop the development we are \ndoing for them).\n\nDave, if Mike agrees - the easiest thing to do would be for you to ring Steve.\n\nLouise\n\n \n\t\n\t\n\tFrom: Mike McConnell 02/08/2000 08:31\n\t\n\nTo: Jay Fitzgerald/Corp/Enron@ENRON, Jeffrey McMahon/HOU/ECT@ECT, Allan \nSommer/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT\ncc: Philippe A Bibi/HOU/ECT@ECT \n\nSubject: Re: Draft Business Plan Enron Net Works South America\n\nAll,\n\nFYI, here is the latest draft of their business plan for your review and \ncommentary. I had the video call yesterday and went through all the org \nchanges. I did not provide any commentary on the specifics for obvious \nreasons.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/653.", "message_id": "<26181204.1075843972546.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "david.forster@enron.com" ] } }, { "id": "en-0074", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Key Contacts in IFIs and OPIC", "date_iso": "2000-08-03T00:24:00", "date_raw": "Thu, 3 Aug 2000 00:24:00 -0700 (PDT)", "body": "At some point very soon, we need to talk about how the whole range of \ncontacts that need to be made in D.C. will be made- Hillings does not know \nabout the deal as far as I know. Let's talk before the end of the week. \nThanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/project_summer/24.", "message_id": "<27100434.1075846370006.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "john.hardy@enron.com" ], "cc_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0075", "from": "Mark Haedicke", "to": [], "cc": [ "Louise Kitchen" ], "subject": "Non-competition Clause in IT Service Contracts", "date_iso": "2000-08-03T07:15:00", "date_raw": "Thu, 3 Aug 2000 07:15:00 -0700 (PDT)", "body": "Mark:\n\nA concern has been raised about IT service providers working on EOL or other \nEnron projects and then taking know-how to a competitor, such as Dynegy.\nSince these service providers tend to work for a lot of different companies, \nit seems like this is a significant issue. How do we address this risk in \nthe contracts?\nDo we need to add a non-competition clause?\n\nMark Haedicke", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/360.", "message_id": "<2436250.1075845049453.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "mark.holsworth@enron.com", "mark.taylor@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com", "andy.zipper@enron.com" ] } }, { "id": "en-0076", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2000-08-03T08:51:00", "date_raw": "Thu, 3 Aug 2000 08:51:00 -0700 (PDT)", "body": "The following is a summary of the trades EES did today:\n \n # buys # sells\nSep 5 / day 5 / day \nOct 4 / day\nNov-Mar 3 / day 2 / day\nApr-Oct 1.5 / day 2.5 / day\n \nTotal contracts traded = 2045\n\nThought you should know...\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/284.", "message_id": "<32172587.1075857591822.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0077", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Job Description Revised", "date_iso": "2000-08-03T12:00:00", "date_raw": "Thu, 3 Aug 2000 12:00:00 -0700 (PDT)", "body": "I'm afraide this leaves too much room to manuever. Having duties related to \nsetting legislative affairs strategy and developing a plan for contacts on \nthe Hill, will give Cynthia the idea that she can run all aspects of those \nduties, not just those related specifically to her substantive area. I think \nit is also worth covering the heavy emphasis on teamwork and supporting, \nrather than directing, others in the organization.\n\nRichard Shapiro\n08/02/2000 04:17 PM\nTo: Gwendolyn Petteway/HR/Corp/Enron@ENRON\ncc: Steven J Kean/HOU/EES@EES \nSubject: Re: Job Description Revised \n\nGood to go.\n\nGwendolyn Petteway@ENRON\n08/02/2000 04:07 PM\nTo: Richard Shapiro/HOU/EES@EES\ncc: \nSubject: Job Description Revised\n\nSee attached email with revised job description for Cynthia Sandherr.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1053.", "message_id": "<4831316.1075851025967.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0078", "from": "Mike McConnell", "to": [], "cc": [ "Mike McConnell", "Louise Kitchen" ], "subject": "Re: Draft Business Plan Enron Net Works South America", "date_iso": "2000-08-04T01:03:00", "date_raw": "Fri, 4 Aug 2000 01:03:00 -0700 (PDT)", "body": "Jay, \n\nI think that should be looked at and re-evaluated. The way I had it, AS, PB, \nDB and I (we had commercial and IT infrastructure covered in 1 call) all \nattended the video calls but I primarily drove the business activities and \nco-ordination. I had envisioned Allan and your group taking over directly \npre my change and pre other international ongoing activities. I suggest that \nall of you re-look at it and do what you want but there are obvious big \nchanges coming that will affect your decision and how we will approach the \nbusiness opportunities. I believe they are a great resource for future \ndevelopment and they really appreciated the communication effort and we \nreally helped them.\n\nGood luck,\nMike\n\nJay Fitzgerald@ECT\n08/03/2000 01:50 PM\nTo: Mike.McConnell@enron.com @ ENRON\ncc: Jay.Fitzgerald@enron.com@ENRON, Jeffrey.McMahon@enron.com@ENRON, \nAllan.Sommer@enron.com@ENRON, Louise.Kitchen@enron.com@ENRON, \nPhilippe.A.Bibi@enron.com@ENRON \nSubject: Re: Draft Business Plan Enron Net Works South America \n\nWho is to be responsible for these guys and their involvement with NetWorks \ngoing forward?\n\nMike.McConnell@enron.com on 08/02/2000 08:31:47 AM\nTo: Jay.Fitzgerald@enron.com, Jeffrey.McMahon@enron.com, \nAllan.Sommer@enron.com, Louise.Kitchen@enron.com\ncc: Philippe.A.Bibi@enron.com \n\nSubject: Re: Draft Business Plan Enron Net Works South America\n\nAll,\n\nFYI, here is the latest draft of their business plan for your review and\ncommentary. I had the video call yesterday and went through all the org\nchanges. I did not provide any commentary on the specifics for obvious\nreasons.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/649.", "message_id": "<29944083.1075843972396.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jay.fitzgerald@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "jay.fitzgerald@enron.com", "jeffrey.mcmahon@enron.com", "allan.sommer@enron.com", "louise.kitchen@enron.com", "philippe.a.bibi@enron.com" ] } }, { "id": "en-0079", "from": "Louise Kitchen", "to": [ "Steven Kean" ], "cc": [], "subject": "Names of potential speakers", "date_iso": "2000-08-04T02:19:00", "date_raw": "Fri, 4 Aug 2000 02:19:00 -0700 (PDT)", "body": "A couple of ideas\n\nAlvin Toffler, author of Future Shock, Power Shift, etc. - was a BIG hit in \nmid-late 90's. As BIG as Hamel and Prahalad's Competing for the Future.\n\nMary Modahl - Forrester Research (VP - Marketing) - Mary recently authored \nthe book Now or Never: How Companies Must Change Today to Win the Battle for \nInternet Consumers. Her research and consulting work in the Internet economy \nspans media, retail, financial services, consumer computers and networks, \ninteractive software technologies, and business trade. Mary is an \ninfluential and often-quoted analyst. She has been profiled in The Wall \nStreet Journal and Wired magazine and has appeared as a guest on CBS, \nNational Public Radio, CNNfn, and CNBC. In addition, she is regularly a \nfeatured speaker at company strategy sessions and industry events. \n\nCarl Shapiro - author of Information Rules- is Professor of Business Strategy \nat the Haas School of Business at UC Berkeley and has also served as chief \neconomist at the Antitrust Division of the Justice Department.\n\nDon Tapscott, authored the bestsellers The Digital Economy and Growing Up \nDigital", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/enron_advisonry_council/3.", "message_id": "<9384919.1075846338517.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0080", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: FYI - Non-competition Clause in IT Service Contracts", "date_iso": "2000-08-04T07:42:00", "date_raw": "Fri, 4 Aug 2000 07:42:00 -0700 (PDT)", "body": "It seems to me that our standard language should prohibit service providers \nfrom working on any similar project for a competitor or disclosing in any way \nthat work was done for Enron. Also, we may want to specify liquidated \ndamages for violation of this covenant. Any objections to this?\n\nMark Haedicke", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/367.", "message_id": "<5357959.1075845049612.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "andy.zipper@enron.com", "louise.kitchen@enron.com", "mark.taylor@enron.com", "philippe.bibi@enron.com", "mark.holsworth@enron.com" ] } }, { "id": "en-0081", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "Doorstep RAC Direction", "date_iso": "2000-08-04T09:53:00", "date_raw": "Fri, 4 Aug 2000 09:53:00 -0700 (PDT)", "body": "Met today w/ Causey and Sally to discuss Doorstep going forward. Following is \nmy goal with this process. Rick Carson will co-ordinate RAC's efforts in \nthis area pulling in other RAC people as required.\n\n- RAC will participate in review to determine which offices will be inspected \nand on what frequency\n- RAC will help design and participate as required in inspections\n- I will be able to see, through the RAC website, a list of all offices, a \nlist of all offices requiring inspection, when an office was inspected, \nfindings from that inspection and the follow-up from the findings.\n- If follow up is not happening, a \"red flagged\" reminder notice should be \nissued via email. \n\nThis has been a huge effort and we have to have this going forward. This is \none ball that can not be dropped. \n\nLet me know your thoughts if any.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/doorstep/96.", "message_id": "<20623730.1075855868195.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "ted.murphy@enron.com", "rick.carson@enron.com", "william.bradford@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0082", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Outage Tracker Option And Background", "date_iso": "2000-08-07T04:15:00", "date_raw": "Mon, 7 Aug 2000 04:15:00 -0700 (PDT)", "body": "Karl,\n\nThanks a lot. I have passed this information to Grant Masson\nwho worked here on a related problem.\nHe will get in touch with you regarding this technology.\n\nVince\n\nKarl Tomlinson@ENRON_DEVELOPMENT\n07/24/2000 06:00 PM\nTo: Vince J Kaminski@ECT\ncc: \nSubject: Outage Tracker Option And Background\n\nVince,\n\nTo follow up on the idea of a means for effectively tracking instantanious \nplant faliure utilising either system frequency or connection point voltage.\n\nThe system frequency phase shift across a network will probably be the best \noption as this would allow alll significant deviations to be tracked along \nwith relative network performance from a few points.\n\nI am currently chasing NEMMCO (AU system operator) to get hold of a few weeks \nof 4 second metering data for the whole system to see if there is enough \nmeasurement consistency to prove one of the ideas.\n\nThe idea follows along the lines (literally !) that when a unit fails it will \nintroduce a shock into the system and reduce system frequency, which is then \nreacted to by frequency control services offered in by generators. The drop \nin frequency is noticable across the whole network and as one option may \nchange the phase shift across the whole grid. The phase shift across the \nnetwork is constantly changing due to loads and power factor correctrion \ndevices switching on and off, however a unit failure may be distinct.\n\nThe second option relates to how a unit fails, whereby if a circuit breaker \nis involved as in the case of uncontrolled shutdowns, then the outage will \ncause an RF pulse that should propogate across some of the network. \nTransformers will attenuate the pulse, however it should be detectable many \nmiles away from the fault location. Measure the arrival time at several point \non the network, work out the shift and backtrack on the network. Part of the \nsolution is already proven in lightning trackers. The solution may be made \nmore simple by detecting the exact point on the sinewave that the unit failed \n(i.e. measuring the three phases at 1MHz and then sending the data through a \nDSP). This solution is more complex, however this should allow unit failure \nto be pinpointed to a station. The timing base for each of the nodes may be \nsourced from GPS timing, self locating at the same time !\n\nWill send you some links and documents for potentail hardware and setups.\n\nKarl.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/australia/68.", "message_id": "<11158961.1075856566396.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "karl.tomlinson@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "grant.masson@enron.com" ] } }, { "id": "en-0083", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re:", "date_iso": "2000-08-08T02:26:00", "date_raw": "Tue, 8 Aug 2000 02:26:00 -0700 (PDT)", "body": "Joe,\n\nI have written to Pal Quilkey to invite Christian Werner to Houston\nfor a week to discuss how much of his research we can use.\n\nVince\n\nJoseph Hrgovcic\n08/01/2000 06:51 PM\nTo: Vince J Kaminski/HOU/ECT@ECT, Mike A Roberts/HOU/ECT@ECT\ncc: \nSubject: \n\nVince,\n\n I have inquired into Christian's climate models. It seems to me like a long \nterm project. Chiristian says that his model might be able to do better than \nthe Australian Met given that they ignore some of the variables he uses and \nthat they are an \"old boy's network\" resistant to new developments, but I \ndon't think the same can be said of most other weather services. As far as \nthe NWS goes, they run their model on a Cray, they have several very talented \nPhD's working on it full-time, and even then, they can only get a dozen or \nso runs per night. In other words, it's a huge system. Replicating something \neven close to that will not be an easy task. \n\n That being said, I think there are related applications that we could look \ninto. Since I've already promised the RAC group and the weather desk's PJM \ntraders to put together a Vector AutoRegressive model of daily temperatures, \nI think it makes sense to see if something better than a VAR model can be put \ntogether, perhaps a very stripped down version of the kind of model Christian \nhas. What I have in mind is something that would give us say, up to several \ndozens of \"possible\" temperature forecasts every morning, which would be \ncalculated using actual climate models (as opposed to time series models). I \nwould not use this as a forecasting tool (the NWS model results would make a \nfar better \"best guess\"), but our ensemble could still be used to provide a \ndistribution of temperature scenarios. This ensemble would have several uses:\n\n 1) we could price the book for the ensemble of runs and thereby obtain a \nmore realistic daily V@R for the Weather Book (and eventually interface that \nwith the power desk's V@R calculations)\n\n 2) we could use the ensemble of forecasts to relate temperature forecasts to \nweek-ahead CDD and HDD distributions (for use in our demand swaps)\n\n 3) if Freese-Notis were to give us one of their qualitative forecasts, \ne.g., \"expect the trough to recede\" we could sort through the different Monte \nCarlo scenarions, find one in which the trough in question is receding, and \nuse corresponding output statistics to download the actual temperatures \ncorresponding to that scenario. Up till now, we haven't found a good way of \ngetting a numerical fix on what different forecasts actually mean \ntemperature-wise\n\n 4) we could use the associated visualization routines that come with such \nmodels to get animations of the evolution of historical weather patterns. The \ntraders could use these in order to look for historical periods which roughly \nmatch current weather conditions and get an idea of what could happen; \nalthough these meteorological models would not be good for simulating \nmonth-ahead or season-ahead weather (trust me on this) we could still use the \nvisualization technology to do to analogous seasonal animations.\n\n Just today, I've spoken with Dr. Jacobsen of Stanford University, who has \nwritten one of the more recent textbooks on climate forecasting , and who \nworked with UCLA's general circulation model. He says that getting a \nsimplified version of MM5 (which is itself a simplified, limited-area version \nof the GCM models that NWS, COLA, and UCLA use) would take several months to \nimplement, assuming the people involved are already well versed in the \ntechnology. Also, I have contacted AER, a Massachusetts- based weather \nconsulting firm, and they tell me that they have a MM5 model running daily \n(only one run per night), and also some smaller PC models up and running. \nThey are of course willing to work with us for a fee. Their MM5 version runs \non a $200,000 parallel processor.\n\n I am open to your suggestions (or objections as the case may be). I'm not \nsure how the costs would be apportioned given that this would benefit all of \nEnron, and not just the weather desk.\n\n I am scheduled to go to Boston next week anyway, and would like to use the \nopportunity to visit with AER. I will of course coordinate any projects with \nChristian (if we get something like this up and running it will be more \nlikely that he can get the computing power he needs to run his own Australian \nmodel).\n\nJoe", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/weather/20.", "message_id": "<27562051.1075856643857.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "joseph.hrgovcic@enron.com" ], "cc_emails": [ "mike.roberts@enron.com", "vince.kaminski@enron.com" ] } }, { "id": "en-0084", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: draft", "date_iso": "2000-08-08T02:28:00", "date_raw": "Tue, 8 Aug 2000 02:28:00 -0700 (PDT)", "body": "Dan,\n\nThanks for the email and quick response. I am in the process of discussing \nthis with various people. A couple of observations that have become clear \nand I want to pass them on to you. Overall, the size of the transaction is \nnot going to fly. If we brought in other players and significantly reduced \nour exposure and the other players validated the technology and overall play, \nit would increase the odds that we are interested in this type of deal. Rick \nBuy stated firmly that Jeff will not be interested in taking this type of \ndeal to the board especially with what just happened with Ecogas and Kafus.\n\nI called George last night and touched on these topics but they have been \nreconfirmed this morning. I understand that the deal is very active and \nneeds to move forward now, but I think we should inform Pacificorp that we \nwill not take the entire deal. Last night George stated that he may not want \nto tell them that and I agreed. But upon reflection, I think that needs to \nbe re-addressed. The original deal size is DOA and if I really believe that, \nthen not passing that information could hurt us in getting any size deal \npotentially closed with these guys. Also having them assist in bringing \nothers to the table might be beneficial.\n\nI'll keep you informed as i move forward and learn more.\n\nMike\n\nDaniel Reck\n08/07/2000 06:34 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: George McClellan/HOU/ECT@ECT \nSubject: draft\n\nMike and Jeff:\n\nAttached is a copy of the Pacificorp presentation from last week. To \nreiterate, the key commercial risk issues are:\n\n1) Tax--Jordan Mintz has a high degree of confidence regarding the \nqualifications of the Pacificorp machines. Thorough due dilligence will be \nrequired to investigate the representations made in the private letter ruling \napplications.\n\n2) Syndication--Joe Deffner and Tim Proffitt are working to find \nmonetizers. Ideally, the monetizers would close when we do. Realistically, \nwe have to assume that we will bridge the deal and wear equity risk until we \ncan shed our ownership. Pacificorp has expressed an interest in staying in \nas 25% owner, which should reduce the bridge risk, since we can show the \nformer owner staying in the game.\n\n3) Operations--The risk of operations will lie with the holders of the \nequity. Post-syndication, the new owners can contract directly with an \noperator. For tax purposes the owner needs to have some risk. We will guide \nthe monetizers to this risk. If we have to indemnify them in this area, we \nwill need to better understand the available insurance products.\n4) Marketing--This is the risk the coal desk is trying to acquire. The desk \nbelieves that the coal/synfuel spread risk will decrease dramatically over \nthe next 12-18 months. We have put $6.00/ton into the model, and the desk \nwill buy $3.00/ton today for seven years. The current market is anywhere \nfrom $1.00-3.00/ton. We have also developed a list of strong sites that are \nlooking for machines, three of which we control, either through options or \nmarketing agreements.\n\nThe economics of the deal are compelling. We put out $100mm to Pacificorp as \nan equity bridge (maybe less if they stay in as 25% owner). We collect \n$30-50mm in commodity spread origination, and another $30-50mm in equity \norigination.\n\nCommercially, the deal makes sense, and I am confident that we can structure \naround the risks. The decision we need from senior management is whether \nthis is a game we want to play. The machines fit into the letter of the \nlaw. Big companies (AIG, Florida Progress, Detroit Edison, etc.) have joined \nin the reindeer games. We can put on the position we want by bridging this \ndeal.\n\nOn the flip side, people have heartburn over \"spirit of the law\" issues and \nthose are questions that senior management has to decide. We have a chance \nto move on these machines, but need to make up our mind by the end of this \nweek whether to put resources on it. We can back out later (our commitment \nso far is non-binding), but we can't get back in.\n\nPlease let me know your thoughts.\n\nRegards,\n\nDan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/631.", "message_id": "<2839972.1075843971983.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "daniel.reck@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com", "george.mcclellan@enron.com" ] } }, { "id": "en-0085", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "", "date_iso": "2000-08-08T08:00:00", "date_raw": "Tue, 8 Aug 2000 08:00:00 -0700 (PDT)", "body": "The PPA auction is going along well I think. We are leading on Sundance B \nand have been for 3 rounds now. Some weird things are occuring so it is too \nearly to tell what will utimately happen. The government has said that it \nwill move to the third and final stage of the auction in the morning. We \nwould be estatic if people continue to leave us alone on Sundance B. \nCurrently we are bid $112,000,000 Canadian and a swap price of 33.5 CAD. \nBut again its too early to get our hopes up.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/245.", "message_id": "<19896807.1075845555960.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0086", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Art Collection Vision Statement", "date_iso": "2000-08-09T05:56:00", "date_raw": "Wed, 9 Aug 2000 05:56:00 -0700 (PDT)", "body": "Lea,\n\nI like this and it gives us something to start with.\n\nLet's us this as a \"living\" document and expand it with the thought that we \ncan present this to Ken as a presentation.\n\nA few thoughts:\nAdd a section of what the collection will not be. e.g.: not so contemporary \nthat majority of people will have a very negative reaction. Understanding \nthat not everyone will ever agree on everything\nAddress a few ideas on key locations and options per key areas. For \nexample: 5 key large major areas could contain the following themes - 1 \nlarge painting by commissioned contemporary recognized artists. Present a \nfew artists as options and ideas. Key trading areas: could be modern and \nhigh energy to reflect the culture or the opposite, more serene commentary as \na balance. pick artists as an idea.\nAddress key themes: trading are will have xxxx, individual business unit \ncommon areas can be distinct to their culture with guidelines such as xxxx. \nDescribe the area reserved for Enron memorabilia?\nGeneral theme considerations and guidelines: Innovation, global, as you've \nalready addressed\nList out options with front entry area (Nevelson)\nAddress old building and what we are going to do with the collection: for \nexample art work will be more consistent within business units and will be \nre-aligned, common areas will link with new concepts and themes\nA few thoughts on budget and generally how it will be spent as a guideline: \ne.g.: 20% will be spent on 5 key areas, 10% on trading floor areas.....\nTimeline and the need to start now\nUpdate: RC set up and ready, funding by Andy Fastow\n\nI hope this helps and gives you feedback as you wanted. With Jeff and my new \nresponsibilities, we have even less time to spend on this then before. We \nshould discuss and address now so that it is fair on you and we put that plan \ntougher as well.\n\nThanks,\nMike\n\nPS: I'm sorry but I forgot to address the sponsorship idea you had. If you \nstill feel strongly about it send me an email and I'll run it through the \nchannels.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/627.", "message_id": "<30164431.1075843971888.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "lfastow@pop.pdq.net" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0087", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Stanlet Statement", "date_iso": "2000-08-10T03:58:00", "date_raw": "Thu, 10 Aug 2000 03:58:00 -0700 (PDT)", "body": "I think this looks good and is more than sufficient. Thanks.\n\nTo: Richard Shapiro/HOU/EES@EES\ncc: \nSubject: Stanlet Statement\n\nAttached is a version of the Stanley statement which I have revised following \nour discussion with Glenn Leslie. As I looked at it, I didn't think that any \nchanges to the text were required and that what was needed was an \nintroductory note explaining the purpose and intended use of the statement. \nLet me know what you think and if you think any further changes are needed. \nThanks, Aleck", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1242.", "message_id": "<24251468.1075851031814.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "aleck.dadson@enron.com" ], "cc_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0088", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "draft org announcement", "date_iso": "2000-08-10T07:37:00", "date_raw": "Thu, 10 Aug 2000 07:37:00 -0700 (PDT)", "body": "Jeff, \n\nAttached is the first draft of the first organization announcement. Please \nadd your changes, ideas and corrections and return to me. Once you have \nprovide comments, I'll send to sally and Brent to make sure all of the that \npart is accurate. Also I have a call into Jere confirming the move on the \nCorp insurance piece. I didn't but in anything about Cindy Skinner, go ahead \nand add that as well.\n\nPlease don't hesitate to make wording changes. I don't have any pride of \nauthorship here.\n\nThanks,\nmike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/625.", "message_id": "<23351085.1075843971842.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0089", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "CFTC Reauthorization", "date_iso": "2000-08-10T11:11:00", "date_raw": "Thu, 10 Aug 2000 11:11:00 -0700 (PDT)", "body": "I agree w/ chris's recommendation- you too?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/cftc/20.", "message_id": "<28156629.1075846338024.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "chris.long@enron.com" ] } }, { "id": "en-0090", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Final Call for Input to Summer Stakeholder Letter", "date_iso": "2000-08-10T11:12:00", "date_raw": "Thu, 10 Aug 2000 11:12:00 -0700 (PDT)", "body": "OK\n\nKeith Miceli@ENRON\n08/10/2000 06:04 PM\nTo: John Ambler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Steven J \nKean@EES@ENRON_DEVELOPMENT, Richard Shapiro@EES@ENRON_DEVELOPMENT, Richard \nLeibert/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mark \nPalmer@ENRON@ENRON_DEVELOPMENT, Karen Denne@ENRON@ENRON_DEVELOPMENT, Dennis \nVegas/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT\ncc: \nSubject: Final Call for Input to Summer Stakeholder Letter\n\nTask Team Members: Attached is Draft # 3 of the Summer Stakeholder letter. \nIt incorporates changes recommended by Jim Bannantine and Rick Shapiro. \nPlease send me your input by COB tomorrow, Friday, August 11, so I can \nfinalize and forward to Dick. Regards, Keith", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1680.", "message_id": "<8562284.1075851043186.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "keith.miceli@enron.com" ], "cc_emails": [ "john.ambler@enron.com", "steven.kean@enron.com", "richard.leibert@enron.com", "dennis.vegas@enron.com" ] } }, { "id": "en-0091", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "ENA Executive Committee", "date_iso": "2000-08-14T02:21:00", "date_raw": "Mon, 14 Aug 2000 02:21:00 -0700 (PDT)", "body": "Guys, this is my first cut on who I would want to be in this group. I think \nthis is an important exercise on a couple different fronts. We need to bring \nmore people \"in\" which should increase their accountability for ENA results \noverall, improve communication and teamwork and provide a platform to \nevaluate future leaders.\n\n Trading Origination Country Managers Support Executive \n\n Belden Dietrich Milnthorp Colwell Frevert\n Presto Calger Yzaguirre Beck Delainey\n Arnold Duran Oxley Lavorato\n Neal Bowen Haedicke \n Shively Donahue Murray \n Allen Mrha \n Martin Redmond\n\nI would like to send out a note this week to communicate whatever we come up \nwith in order to have the right folks available on Friday.\n\nLook forward to your comments.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/384.", "message_id": "<9776325.1075854471461.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "mark.frevert@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0092", "from": "Mark Haedicke", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: An interesting resume", "date_iso": "2000-08-14T07:28:00", "date_raw": "Mon, 14 Aug 2000 07:28:00 -0700 (PDT)", "body": "Great resume, but too specialized for my group. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/383.", "message_id": "<6021096.1075845049980.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0093", "from": "Mark Haedicke", "to": [ "Steven Kean" ], "cc": [], "subject": "", "date_iso": "2000-08-15T06:37:00", "date_raw": "Tue, 15 Aug 2000 06:37:00 -0700 (PDT)", "body": "Per our conversation on coordination of our efforts on California and other \njurisdictions, we have developed the following training program:\n\n1. Anti-trust -- we have completed anti-trust training in Houston for \ntraders and have scheduled it in Portland and Calgary.\n\n2. Sales Practices -- this training has been completed in Portland and is \nbeing scheduled in Houston and Calgary.\n\n3. Anti-manipulation -- this training has been completed in Portland, but \nneeds to be expanded to cover local law manipulation issues. It also needs \nto be scheduled in Houston and Calgary. \n\nAlso, the above training needs to be supplemented with training on local \npower pool rules. There is a similar program being prepared in London. A \nmeeting is being scheduled so we can discuss these matters further.\n\nMark Haedicke", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/389.", "message_id": "<28997174.1075845050126.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0094", "from": "John Lavorato", "to": [ "Mark Haedicke" ], "cc": [], "subject": "Re: Trading Tapes", "date_iso": "2000-08-15T07:39:00", "date_raw": "Tue, 15 Aug 2000 07:39:00 -0700 (PDT)", "body": "Mark\n\nWe can make this even simpler. All broker trades are confirmed the next \nday. We would only need to record trader deals when they deal direct which \nis rare and all marketer deals. If we do this we might consider keeping the \ntapes for a longer period because only the confirming part would be on tape. \n\nPlease advise.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/262.", "message_id": "<33211186.1075845556340.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "mark.haedicke@enron.com" ] } }, { "id": "en-0095", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: Talking Points re \"reregulation\" in California", "date_iso": "2000-08-15T19:27:00", "date_raw": "Tue, 15 Aug 2000 19:27:00 -0700 (PDT)", "body": "I agree with David- we should work these issues into our discussion w/ Luntz \non Friday. I think Haug captured the issues we have to grapple with better \nthan we've been able to thus far.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/847.", "message_id": "<17283814.1075851019437.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "james.steffes@enron.com", "mark.schroeder@enron.com", "jeannie.mandelker@enron.com", "mark.palmer@enron.com" ] } }, { "id": "en-0096", "from": "Mike McConnell", "to": [ "Sally Beck" ], "cc": [ "Jeffrey Shankman" ], "subject": "draft org announcement", "date_iso": "2000-08-16T00:49:00", "date_raw": "Wed, 16 Aug 2000 00:49:00 -0700 (PDT)", "body": "Sally,\nBelow is a draft of the official organization announcement that will address \nBrent and his team. I was unable to get this out earlier and am ready upon \nyour review. Please examine the Brent section and make sure that it is \ncorrect and stated properly. Please send your comments back ASAP and I'll \nget this out.\n\nThanks,\nMike\n\ndraft\n\nAfter having conducted our first of several business reviews, we'd like to \noutline the following organizational changes effective immediately.\n\nThe Global Risk Markets group under Jere Overdyke illustrates enormous \nopportunities given the size of those businesses. To better focus on the \ndifferent commercial functions, and to capture market share and value, the \ngroup is being realigned. Jere will continue to manage Global Risk Markets, \nand build on our insurance capabilities. Mark Tawney is responsible for our \nweather business and will now report to the EGM Office of the Chairman. \nStill under consideration - The Enron Corporate Insurance group under Jim \nBouillion will now report into the corporate organization under George \nWasaff.\n\nBrent Price will be joining Enron Global Markets as Vice President and Chief \nAccounting Officer. He will report to the EGM Office of the Chairman, and to \nRick Causey, Executive Vice President and Chief Accounting Officer for Enron \nCorp. He will be responsible to Sally Beck for the business operations areas \nof the businesses. Reporting to Brent in his new position will be Sheila \nGlover, business controller for Financial Products; Todd Hall, business \ncontroller for weather; and Scott Earnest, business controller for global \nliquids and coal. In addition, Tom Myers as Director of Accounting. Brent \nand his team are responsible for all accounting and position reporting issues \nfor all the businesses within EGM. \n\nCindy Skinner will join the Enron Global Markets team with responsibility for \nHuman Resources. She will also report to David Oxley and the HR organization.\n \nPlease join us in congratulating everyone in their assignments.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/622.", "message_id": "<20940625.1075843971774.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "sally.beck@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0097", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Bill Massey", "date_iso": "2000-08-16T01:53:00", "date_raw": "Wed, 16 Aug 2000 01:53:00 -0700 (PDT)", "body": "Probably not. Let's communicate Breathitt's interest to Bone and stay out of \nit for now.\n\nRichard Shapiro\n08/16/2000 08:42 AM\nTo: Steven J Kean/HOU/EES@EES\ncc: Joe Hartsoe/Corp/Enron@ENRON, James D Steffes/HOU/EES@EES \nSubject: Re: Bill Massey \n\nIs this the right time to weigh ?\n\nSteven J Kean\n08/16/2000 06:56 AM\nTo: Joe Hartsoe/Corp/Enron@ENRON\ncc: Richard Shapiro/HOU/EES@EES, James D Steffes/HOU/EES@EES \nSubject: Re: Bill Massey \n\nI believe we should back Massey as well. Who do we weigh in with now?\n\nJoe Hartsoe@ENRON\n08/15/2000 08:27 AM\nTo: Steven J Kean/HOU/EES@EES, Richard Shapiro/HOU/EES@EES, James D \nSteffes/HOU/EES@EES\ncc: \nSubject: Bill Massey\n\nSteve/Rick/Jim --- Talked to John Anderson yesterday. He had just gotten \noff the phone with Massey. Massey believes Linda B. is spending time at the \nWhite House lobbying to be Chair. Have we decided whether to back either \nand if so which? I would prefer backing Massey. Thoughts? JOE \n202.466.9150", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/193.", "message_id": "<13071585.1075846378521.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0098", "from": "Mike McConnell", "to": [ "David Delainey", "Jeffrey Shankman" ], "cc": [], "subject": "Re: Pacificorp - Synfuel", "date_iso": "2000-08-16T05:50:00", "date_raw": "Wed, 16 Aug 2000 05:50:00 -0700 (PDT)", "body": "George, \n\nThanks for the email. Congrats on the getting non-binding bid, I think. \nWhen we get a chance, after Sempra closes, please set up a meeting with all \nof us and Frevert to discuss in detail. Also include Jeff Donahue. You are \naware of my concerns and issues and we need to discuss them in great detail \nbefore we move forward with Pacificorp.\n\nMike\n\n \n\t\n\t\n\tFrom: George McClellan 08/16/2000 09:00 AM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, David W \nDelainey/HOU/ECT@ECT\ncc: Daniel Reck/HOU/ECT@ECT, Matthew Arnold/HOU/ECT@ECT, Kevin \nMcGowan/Corp/Enron@ENRON, Joseph Deffner/HOU/ECT@ECT, Wes \nColwell/HOU/ECT@ECT, Stuart Staley/LON/ECT@ECT, Jordan Mintz/HOU/ECT@ECT, \nKevin Liss/Corp/Enron@ENRON, Tim Proffitt/HOU/ECT@ECT, Cris \nSherman/HOU/ECT@ECT \nSubject: Pacificorp - Synfuel\n\nPacificorps' board has given the ok for their capital division to negotiate \nwith us on an exclusive basis for the sale of the 4 - synfuel machines they \ncurrently own and operate in Alabama. Pacificorp advertises that each \nmachine is capable of producing synfuel at the annual rate of 1.5 - 2.0 mm \ntons, for a total of 6 - 8 mm annual tons. \n\nWe will meet with Pacificorp early next week in Portland to discuss a due \ndiligence schedule and ground rules for the sale. We will obviously require \none or more qualified monetizers to work with us on this deal from day one. \nIf we line up more then one monetizer it would be helpful if we appoint a \nsingle monetizer to be the lead, otherwise we may end up facing conflicting \ndemands from each monetizer.\n\nOur ideal structure would have the monetizers immediately owning 100% of the \nequity in the machines, while we provide the sites, coal supply, and synfuel \nsales. We need to work with the monetizers to identify qualified operators, \nwhile not taking any operating risk ourselves.\n\nGiven the \"lease\" issue surrounding the Sempra deal, we need to make sure we \nstructure Pacificorp (and AIG) as a mtm deal. \n\nWe currently have a site team that has identified appropriate sites, and is \nstarting the preliminary engineering and permitting work on each site. The \nsites include river terminals and mines in West Virginia and Kentucky.\n\nWe expect to finalize Sempra this week ( 2 - machines on an accrual basis). \n\"Team Synfuel\" will then focus their activities on AIG (3 - machines) and \nPacificorp (4 - machines) in order to close at least one of the deals by the \nend of October. Our goal remains to secure 4 - 6 machines by the end of the \nyear.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/618.", "message_id": "<23870688.1075843971678.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "george.mcclellan@enron.com", "david.delainey@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0099", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Initial meeting of the ENA Analyst and Associate Roundtable August\n 18, 2000", "date_iso": "2000-08-17T00:56:00", "date_raw": "Thu, 17 Aug 2000 00:56:00 -0700 (PDT)", "body": "FYI, are you aware of this? Were you planning to attend?\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/614.", "message_id": "<21116667.1075843971588.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0100", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: European Weather", "date_iso": "2000-08-17T07:53:00", "date_raw": "Thu, 17 Aug 2000 07:53:00 -0700 (PDT)", "body": "Thor,\n\nThanks for the email. The timing of it is amazing. We were talking about \nthis yesterday late afternoon. Jeff and I will be in London next week to \nmeet everyone and to get a full briefing of activities and everyone's views \nof their markets. Cathy Phillips, my assistant, booked us to go to Norway to \nmeet you and hear about all the activities that are going on there. I hope \nyou are in and can give us a full download on your business and obviously \nweather. We made arrangements to go on Thursday and stay Thursday night. We \nmade these plans in advance of knowing your availability. Do you have dinner \nplans on Thursday evening? We are scheduled to leave on Friday morning to \nreturn to Houston.\n\nPlease send me a return email to confirm availability and Cathy will add to \nour schedules. I look forward to meeting you and learning about your \nsuccessful business. Jeff and I will be available for your entire staff, if \nyou would like us to talk about what is going on back in Houston.\n\nThanks,\nmike \n\nThor Lien\n08/17/2000 02:55 AM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: European Weather\n\nMike\n\nMy name is Thor Lien I'm the head of Enron's Nordic Operation and also \nheading up European Weather. I would like to connect with you \nas soon as possible to talk to you about where you see our Weather activity \nshould go, and after having Weather here in Oslo now for a couple off months\nI also have some comments about Global weather in general that I would like \nto discuss\n\nThor", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/613.", "message_id": "<32325871.1075843971565.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "thor.lien@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com", "cathy.phillips@enron.com" ] } }, { "id": "en-0101", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "East Mid-Market _ QBR", "date_iso": "2000-08-18T04:04:00", "date_raw": "Fri, 18 Aug 2000 04:04:00 -0700 (PDT)", "body": "Tim, I thought I would send you a copy of the East Mid-Market QBR to give you \na view on what Presto/Baughman are doing. The West historically has been far \nbetter than the East in covering the market and generating mid market \ndeals/services. I look forward to our discussion in Portland next week. I \nwould like to get a perspective on organization, market approach, deal flow, \nresources, products and coverage for the Mid-Market group at that meeting.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/359.", "message_id": "<15190293.1075854470858.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "tim.belden@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "christopher.calger@enron.com" ] } }, { "id": "en-0102", "from": "John Lavorato", "to": [ "David Delainey" ], "cc": [], "subject": "", "date_iso": "2000-08-20T06:55:00", "date_raw": "Sun, 20 Aug 2000 06:55:00 -0700 (PDT)", "body": "Dave\n\nWe need to think about trying to get more VAR for the gas floor before all \nthese other commodities go to the Board and scare the hell out of them. I \nhave several reasons for this so lets discuss.\n\nLavo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/275.", "message_id": "<17568550.1075845556629.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0103", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean", "Richard Shapiro" ], "subject": "Re: Revised DeLay op ed", "date_iso": "2000-08-21T00:11:00", "date_raw": "Mon, 21 Aug 2000 00:11:00 -0700 (PDT)", "body": "I've made some changes (shown in bold). Bracketed text indicates a deletion\n\n.\n\nJeannie Mandelker@ECT\n08/18/2000 05:34 PM\nTo: Steven J Kean/NA/Enron@Enron, Cynthia Sandherr/Corp/Enron@ENRON, Richard \nShapiro/HOU/EES@EES, Jeff Dasovich/SFO/EES@EES\ncc: Mark Palmer/Corp/Enron@ENRON, Karen Denne/Corp/Enron@ENRON \n\nSubject: Revised DeLay op ed\n\nSteve -- great guidance.\nCynthia -- hope we're in time.\nJeff -- the fifth paragraph has some supply/demand figures for the early part \nof this week that I heard but can't track down the written source. Any \nsuggestions?\n\nPlease review and don't hesitate to call me this weekend. Best bet is home \nnumber -- 914-736-9504 or cell phone -- 914-318-1568.\n\nJeannie", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/773.", "message_id": "<13705128.1075851017337.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeannie.mandelker@enron.com" ], "cc_emails": [ "steven.kean@enron.com", "cynthia.sandherr@enron.com", "richard.shapiro@enron.com", "jeff.dasovich@enron.com", "mark.palmer@enron.com", "karen.denne@enron.com" ] } }, { "id": "en-0104", "from": "Sally Beck", "to": [ "David Delainey" ], "cc": [], "subject": "United Way", "date_iso": "2000-08-21T02:25:00", "date_raw": "Mon, 21 Aug 2000 02:25:00 -0700 (PDT)", "body": "The record on Friday showed that 127 employees from Energy Operations had \npledged dollars to the United Way campaign. Large number, but still \npercentage-wise smaller than we would like. I sent the message below to all \nEnergy Operations employees on Friday afternoon. We'll see in a few days if \nthis helped on contributions. \n\nText of e:mail message to Energy Operations employees:\n\nTwo weeks ago I toured the Depelchin Center, one of the organizations that \nreceives much of its funding from the United Way. I was surprised to find \nout about the many programs that the center offers to neglected and abused \nHouston children and the caring adults who will open their homes as foster \nparents. I had already completed my electronic pledge card before going to \nthe center. Learning about the important programs offered through Depelchin \nand meeting four year-old Jessica and ten year-old Steven who were \ntemporarily housed there before going to foster homes made me very glad to \nhave made that pledge. \n\nEnron has a terrific matching program that allows all employees to receive \nmatching funds for dollars that you may choose to give to non-profit \norganizations. Hopefully, many of you take advantage of this to stretch your \ncharitable giving during the year. The United Way campaign is the one time \neach year that Enron invites employees to partner with the company to make a \ndifference in the lives of so many in Houston. Each dollar pledged by an \nemployee is matched by Enron. \n\nIf you have not yet completed your electronic pledge, please consider doing \nso as soon as possible. Our United Way campaign draws to its conclusion next \nWednesday, August 23. I hope that each one of you will consider making a \npledge. There is no gift that is too small, because cumulatively all Enron \nemployees can make a significant positive impact for Houston. Log on to \nhttp://unitedway.enron.com to complete your pledge card.\n\nThanks to the many of you who have already completed your electronic \npledge.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/297.", "message_id": "<33523883.1075855903710.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0105", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-08-21T04:04:00", "date_raw": "Mon, 21 Aug 2000 04:04:00 -0700 (PDT)", "body": "Is that hugs or kisses?\n\nJohn J Lavorato@ENRON\n08/21/2000 10:42 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Re: \n\nXXXX XXX", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/258.", "message_id": "<19150335.1075857591262.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0106", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Charlie Baker", "date_iso": "2000-08-22T09:43:00", "date_raw": "Tue, 22 Aug 2000 09:43:00 -0700 (PDT)", "body": "the price might be a bit stiff, particularly in light of the following: I \ndon't think we need the DC grass tops component. we have an effective set of \nmessages, contacts, consultants and lawyers. Perhaps we could use Charlie as \na fresh set of eyes on that stuff, but I think that asking him to develop \nsuch an effort would be duplicative of what we have done with AAE, Paxson, \nFleischman-Hillard, Divall, etc.\n\nI do think the other aspects of what he proposes would be useful, however, \n(and should be less resource intensive and at least a little less costly).\n\nRichard Shapiro@EES\n08/21/2000 05:12 PM\nTo: Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: Re: Charlie Baker\n\nWhat do you think?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1705.", "message_id": "<11993946.1075851043832.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0107", "from": "Jeffrey Shankman", "to": [], "cc": [ "Vince Kaminski" ], "subject": "li sun", "date_iso": "2000-08-22T23:31:00", "date_raw": "Tue, 22 Aug 2000 23:31:00 -0700 (PDT)", "body": "i've asked vince to get involved with you about getting li into vince's \ngroup. this issue needs to be resolved by week's end--we look like we don't \nhave our act together, and that bothers me. especially since we are about to \nmake a significant monetary investment at wharton, and we could have a new \nwharton recruit disgruntled.\n\nvince, can you set up a meeting with you, me and mark palmer to follow up \nwith our meeting with skilling? thanks very much...\n\njeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/c/mangmt/ene_ect/185.", "message_id": "<14987561.1075856572082.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jana.giovannini@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0108", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Fortune Article", "date_iso": "2000-08-23T05:46:00", "date_raw": "Wed, 23 Aug 2000 05:46:00 -0700 (PDT)", "body": "On Sunday, the new Fortune magazine was a roadway for my two-year old's \ncars. On Monday, my sixteen year-old used the cover to cut out pictures of \nmoney for a school project. Last night, the magazine made it into my hands \naround midnight when everything at home was settled in for the night. What a \nnice article! I smiled while reading it. How nice to see your \naccomplishments recognized in print. Congratulations. I hope that you have \nplenty of copies for your mom and dad. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/282.", "message_id": "<4871174.1075855903384.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0109", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Introduction meeting : RAC London Quants and Houston Research", "date_iso": "2000-08-24T07:25:00", "date_raw": "Thu, 24 Aug 2000 07:25:00 -0700 (PDT)", "body": "Rodrigo,\n\nI think it is Churrasco's, A South American restaurant.\nI shall make reservations for the 12th. I shall also\narrange the meetings on Tuesday with different units of the Research group.\n\nVince\n\nRodrigo Lamas\n08/24/2000 01:59 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: Introduction meeting : RAC London Quants and Houston Research \n\nVince,\n\nThank you very much.\nI would rather talk to your group on Sep the 12th (Tuesday). \nI hope I will be entitled to disturb them again during the rest of the week \nas well.\nWe can certainly go out for dinner. Steven mentioned a Brazilian restaurant he\nwent to and I am looking forward going there. This in case you are not \nvegetarian.\n\nThanks again,\n\nRodrigo\n\nVince J Kaminski\n24/08/2000 19:54\nTo: Rodrigo Lamas/LON/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT \n\nSubject: Re: Introduction meeting : RAC London Quants and Houston Research \n\nRodrigo,\n\nWe shall be very glad to meet you.\n\nIf you can dedicate one day to meeting the members of the Research Group I\ncould arrange a series of meetings with different units.\n\nWhat about Sep the 11th or Sep the 12th (Monday or Tuesday)?\n\nIf you are free one evening we can have dinner together.\n\nVince\n\nRodrigo Lamas\n08/24/2000 11:01 AM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Introduction meeting : RAC London Quants and Houston Research\n\nVince,\n\nI work for the Market Risk RAC London group. I review the quantitative issues \narising from Enron Europe models.\nI am in this function given my background (PhD from Imperial College-London) \nand also due to my past experience\nas risk manager for a brazilian investment bank and Louis Dreyfus.\n\nMy agenda includes the review of a number of deals (Wessex, TPL, Eastern, \n...), as well as the \nreview of the construction of european gas and power price curves and their \nrespective volatility curves.\nCurrently I am devoting most of my time to the analysis of the UK gas market, \nits respective\nprice curve and term structure of volatility. \nBjorn and David suggested it could be very productive if I had the chance to \nmeet you and your team\nto discuss issues related to modelling prices and risk measurement tools.\n \nI will be in Houston from the 10th to 15th September. I wonder if you could \nbook some time for me in\nyour agenda and also ask some members of your team to do the same.\n\nThanks,\n\nRodrigo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/2110.", "message_id": "<2655812.1075856486602.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "rodrigo.lamas@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0110", "from": "Sally Beck", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "Employee Concern - Gas Logistics Manager", "date_iso": "2000-08-28T03:07:00", "date_raw": "Mon, 28 Aug 2000 03:07:00 -0700 (PDT)", "body": "I thought that you might want to know that Randy Gay's wife passed away on \nFriday evening. Randy is the Manager of the West Desk Gas Logistics group. \nHis wife had been on a liver transplant list for some time and had been moved \nup on the list several weeks ago as her condition became more severe. \nUnfortunately, she developed complications during the last two weeks which \nresulted in her being removed from the transplant list. Randy has a four \nyear-old daughter. \n\nSeveral of us will be attending the funeral today. Over the past several \nweeks within ENA, we have raised funds for playground equipment to complete a \nfund raising effort that Randy's wife had headed for their civic \nassociation. Through donations from ENA employees, the original goal for the \nplayground equipment was far exceeded.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/264.", "message_id": "<303641.1075855902969.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "mark.frevert@enron.com", "david.delainey@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0111", "from": "David Delainey", "to": [ "Jeffrey Skilling" ], "cc": [ "John Lavorato", "Rick Buy" ], "subject": "Cangen", "date_iso": "2000-08-28T05:47:00", "date_raw": "Mon, 28 Aug 2000 05:47:00 -0700 (PDT)", "body": "Jeff, you will be receiving a DASH from the principal investing group which \ndoes not fit well into some of the charter criteria; however, I do think this \nis a venture we should support. In a nutshell, it is providing $10MM, in \nseed capital, to be used in the start up of a new distributed generation \ncompany having the primary mission of designing, fabricating and marketing \n2MW to 22MW mobile turbine-generator sets. These units are fully mobile via \nthe nations highways and can meet single digit NOX requirements given current \nSCR technology. They are primarily utilized for back-up power, emergency \npower, VAR creation and peaker application and are fully dual fuel capable. \nThe ultimate vision is a fleet of mobile/flexible/low cost generator sets \nthat can be put in place very quickly in the most stringent emissions and \nconstrained electrical regions and relocated when market conditions change. \n\nThe benefits include:\n a) 50% plus interest in a new distributed generation company with the \nopportunity to raise private funds at later rounds and ultimately the \npossibility of an IPO - similar companies in this space include Active Power, \nCapstone and Elektryon;\n b) origination opportunities - the ENA mid-stream origination groups believe \nthat there are numerous opportunities (2001 to 2002 time frame) to utilize \nthis technology to take advantage of market opportunities and customer \napplications;\n c) learning - the distributed generation/renewable space is an area of \ncritical importance for ENA and EES to understand. If ENA through this \nventure can make this technology work, it could be a very powerful tool in \nour network used to capture opportunity and manage risk;\n d) low risk - it is expected that roughly 50% of the initial seed capital \nwould be recoverable through asset sales if for some reason the technology \ndid not work or the market did not materialize;\n e) low tech - this solution utilizes existing turbine/SCR technology;\n and f) ENA would have a controlling position in this new venture.\n\nHowever, this venture is different than Active Power and several other \nPrincipal Investing investments in that a) it is a very early stage company \nand b) ENA will have to provide or procure a complete management team if the \ntechnology proves out. Given, that we could benefit most from the successful \napplication of this venture, it is worth the initial work.\n\nOur partner is Power Systems Manufacturing of Boca Raton, Florida. We have a \nvery solid history with this company. They have successfully solved many of \nthe technical issues surrounding the Korean 6B's which are currently \noperating at New Albany. They would bring the technical and engineering \nexpertise at cost for their 50%. ENA would ultimately have a buy-out clause \nat a fixed number for their 50% .\n\nIf you would like to discuss in greater detail do not hesitate to call and I \nwill set up a meeting.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/335.", "message_id": "<28052419.1075854470262.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeff.skilling@enron.com" ], "cc_emails": [ "mark.frevert@enron.com", "john.lavorato@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0112", "from": "Jeffrey Shankman", "to": [ "Rick Buy" ], "cc": [ "Mike McConnell" ], "subject": "", "date_iso": "2000-08-28T06:31:00", "date_raw": "Mon, 28 Aug 2000 06:31:00 -0700 (PDT)", "body": "Nobody in my shop has seen any of this. I'm not sure what Rick is doing with \nSkilling, and I am not in a position to respond to the outcome of their \nmeeting. Eric Gonzales needs this ship, or at least play the card with \neither British Gas or BP/Amoco for fuel to supply the spanish plant. Eric is \nfrustrated as well, and nobody has done any economic or commercial study on \nthe exmar option. I'll phone Bergsieker and see what I can find out. \nThanks. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/lng/14.", "message_id": "<13138775.1075843951115.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "mark.frevert@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0113", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Crude and products business plan", "date_iso": "2000-08-28T08:16:00", "date_raw": "Mon, 28 Aug 2000 08:16:00 -0700 (PDT)", "body": "John,\n\nJeff and I had many excellent meetings with your team and received a very \ngood run down of their businesses. We went out to dinner with the key \nplayers and I think they understand our new vision and they appeared to be \nfired up. As a follow-up to those meetings and our QBR, Jeff and I would \nlike you to prepare a more definite business plan for the future. This will \nrepresent your way forward for the remainder of 2000 and then 2001. We would \nlike some additional pieces to your previously thoughts as well. Listed \nbelow are a few of the issues that we would like you to address and include \nin your plan. Also listed below are key items that were included in your \"way \nforward\" pieces of the QBR. \n\nOnce this is done, we will present it to Mark Frevert and then the other CEOs \nin the wholesale group so that everyone knows where we are going and what our \nplan is to change this part of our company.\n\nYour vision of the future\nPresent historical total earnings from the group as a whole and by individual \ngroups (on 2 pages only). Steps to grow your group to achieve our initial \ndiscussions of big earnings leaps. 2001 - $200 mm and how to become a real \nplayer in the business and get to a $500 mm business\nTimeline to accomplish your goals and vision\nIdentify and address the leadership issues in your business. Identify not \nonly how you think it should be organized and the resources that will be \nrequired but also who else you need to get you there. \nSWOT analysis as a group and by each business\nSpecific obstacles that need to be addressed to achieve your vision and goals\nIdentify potential assets needed to accomplish the desired growth. Storage \nfacilities and control of information keeps coming up as a possible way to \ngain a competitive advantage. Could we purchase and/or build key storage \nfacilities and use info. like we do in gas. Could we buy space in the key \nareas around the world?\nEOL; Although I realize many people in your group may have a different view, \nEOL is a way to gain (or attempt to gain) a competitive advantage in an area \nwhere we do not have it. Identify your plan and action steps to lever EOL \nand get people to really use it and put out many products and tight spreads. \nI also want to begin really monitoring the percentage deal flow for the \ntraders and they need to realize that we are doing so. How do we do 1,000 \ntrades a day on EOL?\nResources - how do we attract top talent since we don't offer a piece of the \nbook? What kind of packages would it take to attract that talent? Could we \nattract younger talent and put with associates and analysts? What \ncompensation issues do we need to address?\nTechnology - Could we uses satellite photos to monitor ships to see if \ndeliveries will be on time in low storage level areas? Is there other \ntechnology out there that will help you?\nInformation Technology - identify specific needs with prioritization. Is \nProject Thunderball the answer?\nSingapore - How do we make them real players and more effective in the \nmarket? Do we have the right people and trading staff there?\nShould we team up with FPL and let them trade resid on EOL? Is this a way to \njump back into the resid market?\n\nPlease present and take Jeff and I through your plan by Sept. 13th.\n\nThanks and if you have any questions about the process and what we are \nlooking for, please don't hesitate to discuss with both of us.\n\nMike \n\nListed below are some of the specific goals and ideas from your QBR.\n\nGoals\n? Become the #1 Global Products Trading Co both physically and financially by \nexploiting strengths in key products\n- Distillates\n- Petchems/Plastics & NGL\u0001,s\n- Gasoline & Components\n- Financial Crude\n? Expand and control E-Space\n- EOL Trading & Marketing Teams\n? Dominate ARB market\n- Establish strategic storage in key markets\n? Develop Research group to support trading\n? Capitalize on key acquisitions to strengthen and support trading activity\n\nThe Way Forward (Petchems/Plastics)\n? Establish step change in the business through EOL\n? Trading Financial/Physical Naptha\n? Strategic storage in Rotterdam, Singapore\n? Strategic investments and/or offtake agreements\n? Distribution market\n? Explore financing arrangements, acquisitions\n? Refine product portfolio\n- Refinery chemical streams\n? Penetrate spot market\n\nThe Way Forward (LPG\u0001,s)\n? Begin trading S.E. Asian Market\n? Restructure or exit Cremona\n? Expand into Naptha Asia Pacific\n? Access to USA import/export\n? Offer all financial/physical products online\n\nThe Way Forward (Products)\n? #1 Physical ARB player\n? Develop/Expand Transatlantic gasoline business\n? Naptha supply S. America\n? 4 - 6 new traders\n- Naptha, Resid.\n? Expand EOL & Marketing\n\nThe Way Forward (Crude)\n? One new trader - Houston\n? Penetrate the physical market\n- Structured offtake/supply agreements as trading bases\n? Develop EOL Crude Team\n- New products (grades) - LLS, HLS, WTS, Bowriver\n? Posting Plus (P+)\n? Options\n- Increase counterparty base\n- Access to additional e-commerce platforms\n\nEOL/Marketing/Origination\n? Build Marketing & EOL teams within the book\n? Use origination to support commercial functions\n- Trading, Marketing & EOL\n? Pricing - Tightest tradeable spreads\n? New Products\n- Spreads, Option, Other Commodities\n? New Counterparties\n- Key to liquidity & growth\n? Drive Platform to become the Hub\n- Physical partner \n- Synergistic Platforms\n? Houston Street, Brent Broker, Red Meteor, eNymex\n? ChemConnect, ChemMatch, Envera, Elemeca\n- Our own bricks & mortar\n- Shipping & operations\n\nMan Power Requirements\n? Petchems\n- Two Aromatic traders\n- Two associate/analyst\n? LPG\u0001,s\n- One analyst\n- EOL support\n? Group\n- M & A Expert & Support \u0001) 2\n- Research Group - 3\n? Total - min 30 people\n\nMan Power Requirements\n? Crude Oil\n- One International Trader\n- Two to three associate/analyst\n? Products\n- Two to four Resid traders\n- One to two Distillate traders\n- Two Naphtha traders\n- One Gasoline trader\n- Four to six associate/analyst", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/823.", "message_id": "<13144126.1075863625739.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "john.nowlan@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0114", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2000-08-28T10:22:00", "date_raw": "Mon, 28 Aug 2000 10:22:00 -0700 (PDT)", "body": "Yes, I thought it went well also. We can find a way to get a long term \ncommitment from EOTT, thus changing their organization, without taking on the \nprice risk. \n\nOn the hiring, I think that is a good idea. If it is put in a way that due \nto the extensive growth that we expect to have, you want to be in the hiring \nloop, I don't see how people can object. It is not a trust situation but an \nadditional reference point. We are here to help.\nmike\n\n \n\t\n\t\n\tFrom: Jeffrey A Shankman 08/28/2000 02:41 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: \n\nI think that meeting with Stan was good. I'll push Nowlan, Schroeder, etc.\n\nOn another note, I want to send out an email to the business unit heads about \nhiring. Obviously crucial to our business growth is more talent, I'm just \nworried we could be bringing in people on the trading side that do not \nupgrade our group. After we feel more comfortable, and I feel good our \nassessment of talent, I'd loosen the reigns substantially. This is driven by \nthe crude and products group primarily. Any thoughts? \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/600.", "message_id": "<32778883.1075843971257.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0115", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: EPRM article", "date_iso": "2000-08-30T02:57:00", "date_raw": "Wed, 30 Aug 2000 02:57:00 -0700 (PDT)", "body": "Chris,\n\nThis is very well written and will serve the reader well. A few comments.\n\n1. When I think about the taxonomy of the VaR models, I typically use the \nclassification based on 3 categories:\n\n a. variance/covariance method\n b. historical simulation\n c. Monte Carlo simulation.\n\nDelta approach is the way of representing a position in a nonlinear \ninstrument.\n\n2. I would define Monte Carlo as an approach based on statistical simulation \nof behavior of\nall the market prices/rates, etc., and revaluation of the entire portfolio.\nThe revaluation may be based on an approximation (using Taylor's expansion) \nthat may\n involve delta, delta/gamma, delta/gamma/omega or may be exact (based on the \nsame\nmodel that produces the mark-to-market portfolio valuations).\n\nThe main benefit of using the MC simulation in the energy markets is the \nability to capture\nthe gapping behavior of the energy markets in a straightforward way. I would \nemphasize that\nthere are attempts to incorporate jumps in the V/C model (I shall send you \nthe references \nfrom home).\n\n3. I would mention that historical simulation may break down in the markets \nthat are evolving\nquickly (new instruments for which we have no comparable prices,\nbehavior of prices may change as markets mature or de-mature).\n\n4. For bigger portfolios, virtually all methods require some level of \naggregation into\n atomic, elemental instruments to reduce the dimensionality of the problem.\nThis process may be a source of a big error.\n\n5. The computational burden of MC can be reduced through clever preprocessing\nof a portfolio that introduces no error. Many swaps with the same underlying\ncan be aggregated into one positions ( they are portfolios of forwards and \nthey are linear\ninstruments).\n\nPlease, feel free to use any comment (or none).\n\nVince\n\n\"Chris Strickland\" on 08/28/2000 02:58:56 PM\nPlease respond to \"Chris Strickland\" \nTo: \ncc: \nSubject: EPRM article\n\nDear Vince,\n?\nD you think you might be able to look at this in the next day or so? Robin \nis after something by the end of this week.\n?\nBest regards.\n?\nChris.\n?\n - EPRM_01_VaR.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/australia/53.", "message_id": "<20669230.1075856566057.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "chris@lacima.co.uk" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0116", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Ken Lay/ Jeff Skilling visits", "date_iso": "2000-08-31T05:28:00", "date_raw": "Thu, 31 Aug 2000 05:28:00 -0700 (PDT)", "body": "I spoke with Jeff and he is not going to be available for the speech on the \n26th. Do we pass or is there an alternative? Can we get done what we need \nto get done with Ken's visit the following week?\n\nNicholas O'Day\n08/31/2000 06:01 AM\nTo: Steven J Kean/NA/Enron@Enron, Rosalee Fleming/Corp/Enron@ENRON\ncc: John Ambler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mark \nSchroeder/LON/ECT@ECT, Joseph P Hirl/AP/ENRON@ENRON, Mika Watanabe/AP/Enron, \nTakashi Kimura/AP/Enron@Enron \n\nSubject: Ken Lay/ Jeff Skilling visits\n\nKen Lay Visit. Following discussions with the Prime Minister's office and a \nquick check with venues 31 October is firming up as the preferred date for a \nmeeting with the Prime Minister and an office opening by the PM. \n\nJeff Skilling Visit. The Nikkei and the Tokyo University have now made the \ndecision to invite Mr Skilling to give the key note address at the symposium \non 26 November in Tokyo. As mentioned, the symposium is the most prestigious \nconference on IT in Japan.\n\nWhile the conference itself receives significant media attention, the \nPresident of Nikkei has offered to interview Mr Skilling. This honour is \nusually reserved for Heads of State. The interview will be featured on the \nfront page of the Nikkei and picked up by other major media services.\n\nkind regards\n\n \n\nNicholas O'Day\n08/29/2000 07:43 PM\nTo: Steven J Kean/HOU/EES@EES, Rosalee Fleming/Corp/Enron@ENRON\ncc: John Ambler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mark \nSchroeder/LON/ECT@ECT, Joseph P Hirl/AP/ENRON@ENRON, Mika Watanabe/AP/Enron, \nTakashi Kimura/AP/Enron \n\nSubject: Re: Ken Lay meeting with Japanese Prime Minister \n\nKen Lay Visit. Balancing the need to push out the arrangement of high level \nmeetings as far as possible with the desire to have a meeting with Prime \nMinister Mori prior to the US Presidential election, the week commencing 30 \nOctober would be the optimum time for a visit by Mr Lay. PM Mori is generally \navailable in that week. We will get a preferred time from the PM's chief \nsecretary first thing tomorrow morning Tokyo time. \n\nJeff Skilling Visit. The boards of Nikkei and Tokyo University Institute of \nAdvanced Studies have yet to make a decision on the key note speaker for the \none day invitation only seminar to be held on 26 October. As mentioned, the \nboards will choose between the chairman of Cisco and Jeff Skilling. The \nconference is focused on the IT revolution and an invitation only event for \napproximately 600 of Japan's corporate leaders.\n\nThe speaking panel and topics for discussion will be developed around the key \nnote speaker. If Mr Skilling were to give the key note speech, it is likely \nthat key senior Government Ministers would be asked to present at the \nseminar. \n\nFollowing the Prime Minister's commitment at the Okinawa summit of \nUS$15billion expenditure in the region on IT infrastructure and education, \nJapan's focus on e-commerce is almost reaching fever pitch. There will be \nsignificant interest in the conference from senior levels of Government and \nthe business community. Further, as you would expect with the involvement of \nthe Nikkei, there is typically significant media coverage associated with the \nkey note speaker's presentation.\n\nkind regards", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/252.", "message_id": "<28427688.1075846380029.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "nicholas.o'day@enron.com" ], "cc_emails": [ "steven.kean@enron.com", "rosalee.fleming@enron.com", "john.ambler@enron.com", "mark.schroeder@enron.com", "joseph.hirl@enron.com", "mika.watanabe@enron.com", "takashi.kimura@enron.com" ] } }, { "id": "en-0117", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Thanks & Questions", "date_iso": "2000-08-31T10:17:00", "date_raw": "Thu, 31 Aug 2000 10:17:00 -0700 (PDT)", "body": "I enjoyed talking with you the other day and am happy to answer your \nquestions: both the Texas position and the Washington DC position report to \nRick Shapiro. From a government affairs standpoint, I've divided the world \nbetween Rick's group (the Americas) and Mark Schroeder's group (Europe and \nAsia). Both Rick and Mark report to me.\n\nJoe Allen continues as part of the Texas legislative team, working for the \nhead of that group (formerly Kathleen Magruder).\n\nTerry Thorn has taken a commercial position in Enron and no longer works on \ngovernment affairs issues for the company (except to the extent we call on \nvarious executives to help from time-to-time).\n\n\"Untermeyer, Chase\" on 08/31/2000 04:53:09 PM\nTo: \"'skean@enron.com'\" \ncc: \n\nSubject: Thanks & Questions\n\nSTEVE: I very much appreciate your call the day before yesterday and your\nasking if I would like to compete to succeed Joe Hillings as head of Enron's\nWashington office. Although until that moment I hadn't thought of returning\nto Washington except to serve again in national office, I would be pleased\nto talk further about this opportunity with you or your recruiter.\n\nIn recalling our conversation, I realize that twice you asked if I had any\nquestions, and if I had been quick to take advantage of your offer, I would\nhave asked how government relations are handled at Enron. To whom does Joe\nHillings report: to you or to Terry Thorne? You mentioned a woman who\ncurrently has responsibility for government relations in Texas and some\nneighboring states but is leaving for another job at Enron; to whom does she\nreport? Then there is Joe Allen, whom I have known since our days in the\nLegislature; doesn't he (also) handle Texas affairs?\n\nI am sorry I didn't ask you all this on Tuesday. Whatever the answers, it's\nclear that government relations are much more central to the work of Enron\nthan at Compaq, which is why it would be a very exciting place to work.\nThanks again for your call, your courtesy, and your indulgence with this\ntardy line of questioning. With best wishes, CHASE.\n\nCHASE UNTERMEYER\nDirector of Government Affairs\nCompaq Computer Corporation\nP.O. Box 692000-110706\nHouston, Texas 77269-2000\nTel: (281) 518-1093\nFax: (281) 518-1106\nchase.untermeyer@compaq.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/258.", "message_id": "<7901329.1075846380168.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "chase.untermeyer@compaq.com" ], "cc_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0118", "from": "David Delainey", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "", "date_iso": "2000-08-31T12:15:00", "date_raw": "Thu, 31 Aug 2000 12:15:00 -0700 (PDT)", "body": "Patience my friend - before a meaningful change can occur in the A/A program \nsome of the changes in the EI groups need to be resolved. That process is \nunderway - I envision taking a comprehensive solution to Jeff towards the end \nof this quarter with Charlene on side. I will discuss with you when I have \nmore details.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/323.", "message_id": "<24494962.1075854469981.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0119", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "", "date_iso": "2000-09-01T00:43:00", "date_raw": "Fri, 1 Sep 2000 00:43:00 -0700 (PDT)", "body": "When we have described the problems and solutions for California we have \nfocussed on generation siting and flexibility to hedge. We have stayed away \nfrom transmission issues on the assumption that California, with its ISO and \nPX, does not suffer from the same discrimination issues as other parts of the \ncountry. Is this true? Does California's system layer in priorities for \nutility use of the system -- eg doesn't PG&E control \"path 15\"? Does that \ncontrol provide advantageous access to PG&E? Are there other examples and \nare there links between these \"preferences\" and the current problems in \nCalifornia? As we are trying to convert reliability and pricing concerns \ninto FERC action these would be helpful arguments to have available to us.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/265.", "message_id": "<21577597.1075846380328.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.dasovich@enron.com", "susan.mara@enron.com", "mona.petrochko@enron.com", "tim.belden@enron.com", "mary.hain@enron.com" ], "cc_emails": [ "paul.kaufman@enron.com", "richard.shapiro@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0120", "from": "Jeffrey Shankman", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re:", "date_iso": "2000-09-01T04:15:00", "date_raw": "Fri, 1 Sep 2000 04:15:00 -0700 (PDT)", "body": "thanks vince...Jeff\n\nVince J Kaminski\n09/01/2000 10:23 AM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT \nSubject: Re: \n\nJeff, \n\nChrist, Mark and myself are planning to visit Tom Piazze in October. I talked \nto Christy about Wharton\nand she will be calling Tom to set it up.\n\nVince\n\n \n\t\n\t\n\tFrom: Jeffrey A Shankman 09/01/2000 09:25 AM\n\t\n\nTo: Vince J Kaminski/HOU/ECT@ECT, Mark Palmer/Corp/Enron@ENRON\ncc: Celeste Roberts/HOU/ECT@ECT, Charlene Jackson/Corp/Enron@ENRON \nSubject: \n\nHi Vince,\n\nI just got off the phone with donna piazze at Wharton, (I don't know if there \nis a relationship with Tom at Wharton), and we were discussing there Tiger \nTeams. It is a required research program, 2nd semester for MBAs, and Wharton \nwould love to have Enron participate. I told her there is probably some real \nlife reasearch project we could have the students do. She did also mention \nthat it is one of the best recruiting tools under development at wharton.. I \ngave her your number.\n\nHer number is 215 573 8394. Please call her when you get a chance within the \nweek.\n\nMark, can we get christy involved? Thanks everyone.\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/universities/310.", "message_id": "<1261580.1075856638682.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0121", "from": "Mark Haedicke", "to": [], "cc": [ "David Delainey" ], "subject": "Legal June Summary", "date_iso": "2000-09-01T10:37:00", "date_raw": "Fri, 1 Sep 2000 10:37:00 -0700 (PDT)", "body": "Wes, I am forwarding the monthly report on Legal. It seems to be \ninconsistent with the legal budget numbers in the QBRs. Overall, it shows \nLegal is slightly over budget for the year. Could you have someone compare \nthe numbers and let me know if the monthly report is correct.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/425.", "message_id": "<21866217.1075845050949.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "wes.colwell@enron.com" ], "cc_emails": [ "david.delainey@enron.com", "mark.frevert@enron.com" ] } }, { "id": "en-0122", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Liquids VaR Violation Aug. 31", "date_iso": "2000-09-05T01:46:00", "date_raw": "Tue, 5 Sep 2000 01:46:00 -0700 (PDT)", "body": "I'm tired of signing Var Violation memos. Keep your var under limits for a \nwhile and we will talk about more var. Also we need to fininsh up reports. \nYou need to be running the business at 7.5 million or so to give yourself \nsome room.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/var/5.", "message_id": "<1908762.1075843998038.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.nowlan@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0123", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: India as LNG market", "date_iso": "2000-09-07T01:07:00", "date_raw": "Thu, 7 Sep 2000 01:07:00 -0700 (PDT)", "body": "Wade,\n\nThanks for the email. I would be an angle investor in your 24 hour a day \nextension machine. If anyone could do it, it would be Sanjay. I would very \nmuch like to meet with you. Jeff as well. I\"ve got several openings that I \ncan create on Wed Sept 13th. 10:30 - 11:15, 1:30 - 2:00; 3:30 - 5:00. \n\nLet me know what works.\n\nMike\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: Sanjay Bhatnagar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT \nSubject: India as LNG market\n\nMike,\n\nI saw today's announcement regarding you taking responsibility for the Global \nLNG work. This is great news, and congratulations. And as soon as I fine tune \nmy invention for Sanjay of granting more than 24 hours in a day, I'll forward \nit to you also, as you both need it.\n\nI would like for Sanjay and me to have an opportunity to discuss India and \nits LNG potential with you. Both Sanjay and I are in town next week for the \nPRC process, and I am tied up Monday in that and you and Sanjay are busy \nTuesday with PRC. Would it be possible to visit with you sometime on \nWednesday, Sept. 13 for 30 to 45 minutes so that we can give you an overview \nof the India LNG market, discuss some opportunities and challenges we have \nlearned in our couple of years of marketing to downstream customers, and \nperhaps some things that Enron can do to really take a dominant position in \nthe India LNG market? I'll put together a brief overview presentation, and we \ncan walk you through that presentation. After our meeting with you, I would \nbe happy to discuss this with other members of your new team as well.\n\nPlease let me know if a meeting on Wednesday works for your schedule. \n\nThanks,\nWade", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/582.", "message_id": "<18844666.1075843970839.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "wade.cline@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0124", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re: Referral from George Fastuca", "date_iso": "2000-09-07T03:18:00", "date_raw": "Thu, 7 Sep 2000 03:18:00 -0700 (PDT)", "body": "I think so, you saw the email i sent this morning regarding india. You must \nvisit there so we need to have it atleast long enough for you to visit!!!!!!!!\nm\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Re: Referral from George Fastuca \n\nI'd be happy to meet him, and I'll see if anyone knows him. On another note, \ndoes mideast mean india? \n\njeff\n\n \n\t\n\t\n\tFrom: Mike McConnell 09/07/2000 08:12 AM\n\t\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Referral from George Fastuca\n\nFYI and consideration\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/577.", "message_id": "<3508301.1075843970725.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0125", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: RAC IT Improvement Projects", "date_iso": "2000-09-08T02:25:00", "date_raw": "Fri, 8 Sep 2000 02:25:00 -0700 (PDT)", "body": "Rick\n\nI thought I would give you an update on what I am doing from a systems \nperspective. I'm trying to get a systems plan together from Beth. We simple \ndo not have one. From there I will coordinate with traders and back office \nto try to create a plan that everyone can by off on. My new motto is \n\"Systems will be fixed or people will die\". I will keep you informed.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/310.", "message_id": "<4574223.1075845557416.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0126", "from": "Richard Shapiro", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Elizabeth Stolpe", "date_iso": "2000-09-08T05:46:00", "date_raw": "Fri, 8 Sep 2000 05:46:00 -0700 (PDT)", "body": "Can't open- meeting w/ Breathitt went well .. still alot of work to do- will \nkeep you advised.\n\nRalph Reed on 09/08/2000 12:14:30 PM\nTo: \"Richard Shapiro (E-mail)\" , \"Steven Kean (E-mail)\" \n\ncc: \nSubject: Elizabeth Stolpe\n\nHere's another good candidate for head of the DC office you guys may want to\nsit down with. Elizabeth Stolpe headed the DC office for Champion\nIndustries, is highly respected on the Hill and the political community, and\ngot a golden parachute when International Paper bought Champion. I have\nattached her resume. (If you can't open this, email me to that effect and\nI'll fax this.)\n\nHow goes it with Breathed?\n\n - Elizabeth Stolpe.max", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1100.", "message_id": "<4202395.1075851027902.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "ralph@censtrat.com" ], "cc_emails": [ "rshapiro@enron.com", "skean.ees@enron.com" ] } }, { "id": "en-0127", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "", "date_iso": "2000-09-08T10:03:00", "date_raw": "Fri, 8 Sep 2000 10:03:00 -0700 (PDT)", "body": "Got your message. I'm testifying at the Congressional hearing and Dasovich \nis covering FERC. I think Jeff's comments were taken out of context. He \nsaid policymakers do need to take care of small customers whose bills are \ntripling. Frankly, we'd get slaughtered if we said anything else. But he \nalso said there is a right way and a wrong way to do it. Enron and others \nhad provided a market based answer by offering a fixed price deal to SDG&E \n(which would have enabled them to cap rates to those who had not switched. \nCalifornia elected instead to cap rates and deficit spend (ie create a \ndeferral account). I don't think we can stand for anything that doesn't \nprotect the small customers, but we can continue to emphasize the market \nbased solutions. One of the messages in my testimony will be: customers \nshould be encouraged to choose. Those who did are doing fine.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/274.", "message_id": "<11928996.1075846380535.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kmagrude@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0128", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: EOL Trades - August", "date_iso": "2000-09-11T01:08:00", "date_raw": "Mon, 11 Sep 2000 01:08:00 -0700 (PDT)", "body": "Congrats to all. Jeff and I believe that EOL is a vital part of growing our \nbusinesses and your focus is appreciated.\nmike \n\nTo: John Massey/HOU/ECT@ECT\ncc: Kevin McGowan/Corp/Enron@ENRON, Mike McConnell/HOU/ECT@ECT, Jeffrey A \nShankman/HOU/ECT@ECT \nSubject: Re: EOL Trades - August \n\nNice job, John. Keep the volumes and information flows growing - $$$ will \nfollow.\n\nGeorge\n\nJohn Massey\n09/01/2000 01:50 PM\nTo: Kevin McGowan, George McClellan\ncc: \nSubject: EOL Trades - August\n\n August EOL EmissionsTrades exceeded projections and posted another record \ntrade month. We continue to show signs of strong trade growth and gaining \nmarket share. I am hopeful that Arizona Public Service & Conectiv will use \nthe system more heavily in the future (hedge option trades) and that we can \nobtain at least one new counterparty a month vis-.-vis EOL marketing/and or \nour own internal marketing. Our gain in market share has not gone \nunchallenged. Bloombergs Powermatch system has been more active in the last \nmonth and bid/ask spreads continue to narrow. To combat this we continue to \nshow (90% of the time) the tightest markets and obviously offer a cost \nadvantage over the Broker market & Bloomberg. The increase in EOL volume \nhas increased liquidity in the whole market. I am hopeful that overall \nmarket volumes continue to grow as we get closer to compliance.\n\nNumber of Trades: 77\nNumber of Allowances: 192,500\nApprox. Notional Trade Value: $28,875,000", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/567.", "message_id": "<4798471.1075843970410.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "george.mcclellan@enron.com" ], "cc_emails": [ "john.massey@enron.com", "kevin.mcgowan@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0129", "from": "John Arnold", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: .exe file - infomercial", "date_iso": "2000-09-14T09:24:00", "date_raw": "Thu, 14 Sep 2000 09:24:00 -0700 (PDT)", "body": "Who's the target audience and how is it being distributed?\n\nLouise Kitchen\n09/14/2000 11:50 AM\nTo: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John \nArnold/HOU/ECT@ECT\ncc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com \nSubject: .exe file - infomercial\n\nJust wondering what you think of this?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/204.", "message_id": "<30288514.1075857590086.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0130", "from": "John Arnold", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: .exe file - infomercial", "date_iso": "2000-09-14T11:22:00", "date_raw": "Thu, 14 Sep 2000 11:22:00 -0700 (PDT)", "body": "Agree completely. In that context, it looks good.\n\nLouise Kitchen\n09/14/2000 06:20 PM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Re: .exe file - infomercial \n\nIt was something for the web-site but we are thinking its a bit arrogant for \nour counterparts so probably just use it internally or trade shows.\n\nJohn Arnold\n14/09/2000 16:24\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: \n\nSubject: Re: .exe file - infomercial \n\nWho's the target audience and how is it being distributed?\n\nLouise Kitchen\n09/14/2000 11:50 AM\nTo: Hunter S Shively/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, John \nArnold/HOU/ECT@ECT\ncc: Andy Zipper/Corp/Enron@Enron, gwhalle@enron.com \nSubject: .exe file - infomercial\n\nJust wondering what you think of this?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/197.", "message_id": "<13414515.1075857589933.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0131", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: PRC cluster descriptors - draft", "date_iso": "2000-09-15T00:37:00", "date_raw": "Fri, 15 Sep 2000 00:37:00 -0700 (PDT)", "body": "I think this is a fine attempt, but I continue to believe that a pure \nrelative ranking offers the most flexibility and is more like the way the \nprocess works in practice. A separate list of desired behaviors, criteria \netc can be used to guide discussion but I believe the ranking itself should \nremain purely relative.\n\nGina Corteselli\n09/14/2000 06:04 PM\nTo: Cindy Olson/Corp/Enron@ENRON, David Oxley/HOU/ECT@ECT, Steven J \nKean/NA/Enron@Enron\ncc: Michelle Cash/HOU/ECT@ECT \n\nSubject: PRC cluster descriptors - draft\n\nAll;\n\nAattached are a draft of the PRC cluster descriptors which we discussed \nseveral weeks back. I has sent a first draft to Michelle and Dick, and both \nhad some suggestions which I have tried to incorporate. I am still awaiting \nDick and Michelle's impressions of the below, but also look forward to your \nimpressions and input. Likewise I would appreciate your input on whether or \nnot we need to change the ratings on the feedback forms to numerical ratings \n1-5 to mimic the clusters. look forward to hearing from you, Many thanks, \nGina", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/5083.", "message_id": "<23821640.1075863639082.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "gina.corteselli@enron.com" ], "cc_emails": [ "cindy.olson@enron.com", "david.oxley@enron.com", "steven.kean@enron.com", "michelle.cash@enron.com" ] } }, { "id": "en-0132", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-09-15T01:08:00", "date_raw": "Fri, 15 Sep 2000 01:08:00 -0700 (PDT)", "body": "yes as we discussed. rick\nJohn J Lavorato|Corp|Enron wrote on 9/12/00 9:14 am:\n\nCan I please extend the 45 million var and the contracts in the power book \nuntil the Board meeting on October 11th.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/67.", "message_id": "<21114344.1075858306227.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0133", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "EPMI WEST - Recent Trades with Long term Duration", "date_iso": "2000-09-15T10:07:00", "date_raw": "Fri, 15 Sep 2000 10:07:00 -0700 (PDT)", "body": "Guys, I appreciate the quality work and deal flow that you are generating. \nIn an effort to measure and reward performance from our middle market groups \nwe have attempted to come up with several standardized reports to be issued \nmonthly and to be reviewed at the QBR. I am a strong believer in that what \nis measured and rewarded gets done. As well, the middle market capability is \ncrucial to the continued growth of our business; therefore, reporting metrics \nwhich define high performance will ensure great deal makers get rewarded and \nthat you will be able to attract high quality talent into the mid market \ngroups. Baughman and Presto have created a number of reports and metrics for \nthe East Power group, I would like you to take a look and let me know how \nthey should be changed to reflect the business in the West. Upon agreement \non the metrics, I would like issue these reports on a monthly basis.\n\nTammy Sheppherd will get you a copy of the reports/metrics utilized in the \nEast.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/298.", "message_id": "<15905466.1075854469395.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "chris.foster@enron.com", "greg.wolfe@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "tim.belden@enron.com", "christopher.calger@enron.com", "tammy.shepperd@enron.com" ] } }, { "id": "en-0134", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Presentation to faculty and students at Berkeley", "date_iso": "2000-09-18T09:43:00", "date_raw": "Mon, 18 Sep 2000 09:43:00 -0700 (PDT)", "body": "Charlene,\n\nI coordinate my schedule with Ashley Baxter from your organization, who is \nresponsible\nfor recruiting at Berkeley. I have talked to her about this presentation a \nfew times. As you can see,\nshe is on the distribution list.\n\nThe presentation is scheduled for the 23rd of October. We have tried to \ncombine the presentation with\nanother recruiting trip, but we have to many conflicting schedules.\n\nVince\n\nCharlene Jackson@ENRON\n09/18/2000 02:34 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: Presentation to faculty and students at Berkeley \n\nVince when is your presentation scheduled? I can get someone from my group \nbut since the recruiters are all on the road I would need a date so that they \nor I could coordinate with you. Thanks\n\nVince J Kaminski@ECT\n09/18/2000 01:26 PM\nTo: Steven J Kean/NA/Enron@Enron\ncc: Charlene Jackson/Corp/Enron@ENRON, Celeste Roberts/HOU/ECT@ECT, Vince J \nKaminski/HOU/ECT@ECT, Ashley Baxter/Corp/Enron@Enron \n\nSubject: Presentation to faculty and students at Berkeley\n\nSteve,\n\nI am a lead recruiter at the University of California at Berkeley for\nEnron Analyst/Associate program.\n\nI contacted several friends who work at Berkeley and received an invitation\nfrom one of them to make a presentation at the weekly Faculty Seminar\nof the Dept. of Industrial Engineering and Operations Research.\n\nThe students and faculty members from the business school will be also \ninvited.\n\nBerkeley in general, and Department of Industrial Engineering and Operations \nResearch in\nparticular, are important centers of academic research on electricity markets\n(S. Oren works very closely with Severin Borenstein).\n\nMy presentation will focus on the Analyst/Associate program. I shall also \nhave\nan opportunity to discuss the power markets in California (I expect many\nquestions) before many experts who are very important to shaping\npublic opinion and regulatory agenda.\n\nPlease, let me know who in you group could help me in preparing this \npresentation\nand in presenting Enron's point of view in a more effective way.\n\nVince\n\nFYI. The name of my friend who invited me:\n\nShmuel S. Oren, Professor\nDept. of Industrial Engineering\nand Operations Research\n4117 Etcheverry Hall\nUniversity of California\nBerkeley, CA 94720-1777", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/1968.", "message_id": "<17942154.1075856483127.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "charlene.jackson@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "ashley.baxter@enron.com" ] } }, { "id": "en-0135", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "Perry Gas Companies, Inc.", "date_iso": "2000-09-19T03:44:00", "date_raw": "Tue, 19 Sep 2000 03:44:00 -0700 (PDT)", "body": "Rick Buy\n\nI'm expecting more details from Bill re. Perry Gas but I'm quite pissed about \nthis. I will deal with my traders when I have the details. On the Retail \nside, I think this is the problem in trying to set up a separate Wholesale \ntrading group in retail which is clearly happening. This wouldn't of \nhappened it they were trading through us.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/328.", "message_id": "<9022181.1075845557818.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0136", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "AIG Fund", "date_iso": "2000-09-20T02:29:00", "date_raw": "Wed, 20 Sep 2000 02:29:00 -0700 (PDT)", "body": "Guys, I would like to add the following commentary to the DASH which will \nbetter reflect my thinking around this investment. The current text suggests \nthat there is significant strategic advantage for ENA to be a participant in \nthe fund. I do not think that is the case; however, I do see some merits in \nthe investment based on the needs of Enron's Global Finance group. I would \nsuggest toning down the strategic advantages and add the following:\n\n It is unlikely that given the funds target returns that the it will be an \neffective permanent monetization vehicle for ENA's strategic and merchant \ninvestments; however, Enron Global Finance believes that the investment is \nimportant for the following reasons:\n a) provides an additional \"Friend of Enron\" to facilitate short to medium \nterm balance sheet and regulatory solution to highly structured commodity \nand capital transactions in the wholesale group;\n b) provides alternative sources of short term capital liquidity and\n c) by further developing the relationship with AIG provides collateral \nbenefits for Enron's overall Global Finance capability and business.\n\nENA would have a requirement that this investments be hedged through Raptor \nand be managed by the Enron Global Finance Group.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/295.", "message_id": "<19594411.1075854469329.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "joseph.deffner@enron.com", "david.gorte@enron.com", "ozzie.pagan@enron.com" ], "cc_emails": [ "andrew.fastow@enron.com", "rick.buy@enron.com", "larry.izzo@enron.com" ] } }, { "id": "en-0137", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "Principal Investment", "date_iso": "2000-09-20T03:10:00", "date_raw": "Wed, 20 Sep 2000 03:10:00 -0700 (PDT)", "body": "David, on a go forwards basis, please ensure that there is a technical sign \noff on the principal investments DASH. I would like either Bob Virgo or \nWayne Mays to have a look at these investments from a technical due diligence \npoint of view and to be on side before the investment is made.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/294.", "message_id": "<1488525.1075854469307.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.gorte@enron.com" ], "cc_emails": [ "robert.virgo@enron.com", "rick.buy@enron.com", "jeff.donahue@enron.com", "michael.miller@enron.com", "wayne.mays@enron.com" ] } }, { "id": "en-0138", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "FWD: News Article", "date_iso": "2000-09-22T00:41:00", "date_raw": "Fri, 22 Sep 2000 00:41:00 -0700 (PDT)", "body": "At the end of the article there is a presidential straw poll. It shows Bush \nwith only a 6 point lead among oil and gas industry executives and analysts.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/321.", "message_id": "<11038465.1075846381681.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0139", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: EnronOnline- Reuters", "date_iso": "2000-09-22T11:43:00", "date_raw": "Fri, 22 Sep 2000 11:43:00 -0700 (PDT)", "body": "Rappaport's comments are potentially very negative to us. I think we should \nwrite him a letter in protest. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/470.", "message_id": "<3675824.1075845051966.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "chris.long@enron.com" ] } }, { "id": "en-0140", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Associations", "date_iso": "2000-09-24T10:10:00", "date_raw": "Sun, 24 Sep 2000 10:10:00 -0700 (PDT)", "body": "No special requirements, but it's good to keep track of in case we want a \npoint of contact. Thanks\n\n\tJohn Wack@EES\n\t09/22/2000 05:05 PM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron\n\t\t cc: Marty Sunde/HOU/EES@EES, Samuel Harrell/HOU/EES@EES\n\t\t Subject: Associations\n\nSteve, a recent hire within my group of Risk Management , Samuel Harrell \nis on two energy associations. They are the Association of Energy Services \nProfessionals International (AESP) and the American Association of Blacks in \nEnergy (AABE). Sam is a member of good standing in both and has recently \nbeen nominated to join the Board of Directors for the AESP. I was not sure \nif Enron had any special requirements concerning registration of employees in \nassociations or not. If I need to do anything specific I would appreciate \nyour guidance. Hopefully this will work as the needed notice. Thanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/325.", "message_id": "<27314277.1075846381774.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "john.wack@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com", "ccooney@enron.com", "elizabeth.linnell@enron.com", "harry.kingerski@enron.com" ] } }, { "id": "en-0141", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "EGM information", "date_iso": "2000-09-24T22:53:00", "date_raw": "Sun, 24 Sep 2000 22:53:00 -0700 (PDT)", "body": "Mark, \n\nAttached is the information you requested for your presentation to the \nanalysts. I didn't know exactly what you were looking for, so I listed out a \nlengthy laundry list of facts and philosophies for each group for you to pick \nand choose what information and style that you wanted. I didn't attempt to \nput this in a final set of dot points. I realize that this is a lot more \nthan what you wanted but I didn't know your other pieces or what was needed \nto be consistent with the other sections of the presentation.\n\nI hope this is what you were looking for and i apologize for the delay. If \nyou want anything else or more specific types of other information, please \nlet me know via email or preferably via voicemail in Houston. I'll be \nSingapore until Wed. evening when I arrive in Toyko. I am 13 hours ahead of \nHouston time.\n\nThanks and have a good trip. Let me know if you want me to look at a draft \ncopy.\n\nMike\n\nPS; good luck with Eric \"boy do i want to be in LNG\" Gonzelas", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/543.", "message_id": "<8898396.1075843969847.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "mark.frevert@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0142", "from": "David Delainey", "to": [], "cc": [ "Mark Haedicke" ], "subject": "Power Systems", "date_iso": "2000-09-25T03:23:00", "date_raw": "Mon, 25 Sep 2000 03:23:00 -0700 (PDT)", "body": "Guys, Power Systems has given me a proposal to replace the New Albany and \nDoyle 7B burners. This could possibly have two benefits:\n a) elimination of the possibly tainted equipment given current patent issues \nthey are having with GE and\n b) apparently the newer technology significantly reduces the Nox emission \ncorrelating into increased operating hours.\n\nI need two things to determine if we want to move forward:\n a) Mark we need to be bullet proof on the patent (or lack thereof) issues on \nthe new equipment and that it would protect us from further exposure and\n b) Mitch, Kevin, Mike and Bob, I need your technical and commercial opinions \non the merits of this proposal (ie) do you as a team support this proposal?\n\nI believe the timing on this is rather short. Please get back to me at your \nearliest convenience. I will forward a copy of the proposal to each of you.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/283.", "message_id": "<28565289.1075854469055.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "mitch.robinson@enron.com", "kevin.presto@enron.com", "mike.miller@enron.com", "robert.virgo@enron.com" ], "cc_emails": [ "mark.haedicke@enron.com", "richard.sanders@enron.com" ] } }, { "id": "en-0143", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Power Systems", "date_iso": "2000-09-25T04:49:00", "date_raw": "Mon, 25 Sep 2000 04:49:00 -0700 (PDT)", "body": "I am working on the scheduling the meeting this afternoon with Power Systems \nand their outside lawyers to ask for the legal opinion we need on this \nmatter. We have to nail down all the facts and then get Power System's \noutside lawyers to write the appropriate opinion. I will keep you posted.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/476.", "message_id": "<420350.1075845052116.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0144", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: EnronOnline- Reuters", "date_iso": "2000-09-25T06:32:00", "date_raw": "Mon, 25 Sep 2000 06:32:00 -0700 (PDT)", "body": "I think it is both Rappaport and his target audience. I think Dan needs to \nhear directly from us that we are not happy with the position he has taken re \nelectronic trading. Silence by us could be misinterpreted by him. Let me \nknow what you think.\n\nMark\n\n\tLouise Kitchen\n\t09/25/2000 11:12 AM\n\t\t\n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: Andy Zipper/Corp/Enron@Enron\n\t\t Subject: Re: EnronOnline- Reuters\n\nDo you really this the right avenue would be directly to Rappaport - isn't it \nhis target audience?\n\nDo we need to do this - do you think the other exchanges will do something?\n\nFrom: Mark E Haedicke on 22/09/2000 18:43\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: Chris Long/Corp/Enron@ENRON \n\nSubject: Re: EnronOnline- Reuters \n\nRappaport's comments are potentially very negative to us. I think we should \nwrite him a letter in protest. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/480.", "message_id": "<3560448.1075845052208.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0145", "from": "Mark Haedicke", "to": [ "John Lavorato" ], "cc": [ "David Delainey" ], "subject": "Retention Policy on Trading Tapes", "date_iso": "2000-09-25T12:03:00", "date_raw": "Mon, 25 Sep 2000 12:03:00 -0700 (PDT)", "body": "John:\n\nLet me know if you are ok with the following memo which would come from you \nand me to the traders and senior originators:\n\nEffective October 15, 2000, the retention period on tape recordings of trades \ndone by telephone will be reduced from four months to one month. The tapes \nregarding significant transactions may be retained for such longer period as \napproved in writing by both the Head Trader and the General Counsel. Please \npropose those significant transactions on which you may wish to retain the \ntapes, prior to October 15, 2000, since the tapes on conversations older than \none month will be destroyed on that date. If you have any questions, please \ncontact Mark Haedicke or Richard Sanders. \n\nWe are still looking at moving to recording only the deal terms -- but that \nis a long term project.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/486.", "message_id": "<1796428.1075845052348.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "richard.sanders@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0146", "from": "Mark Haedicke", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: The Anti-trust Seminars", "date_iso": "2000-09-26T07:50:00", "date_raw": "Tue, 26 Sep 2000 07:50:00 -0700 (PDT)", "body": "Rick: I would like to have a presentation on local rules such as ISO rules \nin the various locations where we operate. Can your group do this as we work \non the legal presentations. I believe this is already happening in part, but \nI would like to make more institutionalized. Let me know. Mark\n\n\tRichard Shapiro@EES\n\t09/08/2000 09:42 AM\n\t\t\n\t\t To: Aleck Dadson/TOR/ECT@ECT\n\t\t cc: Mark E Haedicke/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT\n\t\t Subject: Re: The Anti-trust Seminars\n\nI agree and am copying this message to Mark and Jeff- Thanks.\n\nTo: Richard Shapiro/HOU/EES@EES\ncc: \nSubject: The Anti-trust Seminars\n\nI sent you along yesterday a copy of the e-mail re the participation by Rob \nand me in the seminars that Blakes is doing for the traders and originators \nin Canada. Thinking about it more this morning, I am wondering whether the \nseminars that Sullivan & Cromwell are doing in the US are too narrow in \ntheir focus. That is, it is important for traders not merely to understand \nthe competition/anti-trust rules but also the rules and practices of the \nmarket surveillance panels or committees that operate, I think, in each of \nthe ISO jurisdictions. It is that piece that Rob and I will be trying to \nadd in Canada. Just a thought in case you want to raise it withJeff Hodge or \nMark Haedicke.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/496.", "message_id": "<25063059.1075845052635.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0147", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Re: EPMI WEST - Recent Trades with Long term Duration", "date_iso": "2000-09-27T05:36:00", "date_raw": "Wed, 27 Sep 2000 05:36:00 -0700 (PDT)", "body": "Chris, this sounds good. It would be helpful for us (the overall power \nbusiness) to have a common set of metrics and reports that evaluate the \neffectiveness and importance of the mid market effort. I think we all \nbelieve this is an important skill or capability that needs to measured and \nrewarded.\n\nKey metrics may include: a)coverage metrics against target customers (ie) \ncustomer contact ;b) forward deal flow or hot list; c)completed transactions \nand origination; and d) EOL customer sign-ons and deal flow.\n\nI look forward to sitting down to discuss.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/267.", "message_id": "<15081881.1075854468705.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "chris.foster@enron.com" ], "cc_emails": [ "tim.belden@enron.com", "edward.baughman@enron.com", "greg.wolfe@enron.com", "kevin.presto@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0148", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "Basic", "date_iso": "2000-09-28T12:31:00", "date_raw": "Thu, 28 Sep 2000 12:31:00 -0700 (PDT)", "body": "David, I have a problem with the RAC comments made on page #2 of the DASH. \nSpecifically, the two paragraphs basically add no value and just confuse the \nreader (ie) what is your opinion? Is this a good sale or can significant \nrecovery (on a risk adjusted basis) occur if we convert the sub debt and \ninfuse more equity? Are we not receiving enough value from the CFPC given \nthe possible recovery of this sector? \n\nThe DASH is deficient in its view of Basic's prospects given current energy \nprices.\n\nJeff/Dick/Ray, what are your opinions?\n\nIndependent of the desire to move on - what is the right call - I do not want \nto give value away in any divestiture or restructuring. \n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/260.", "message_id": "<12970040.1075854468541.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.gorte@enron.com" ], "cc_emails": [ "rick.buy@enron.com", "jeff.donahue@enron.com", "richard.lydecker@enron.com", "raymond.bowen@enron.com" ] } }, { "id": "en-0149", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "Re: Basic", "date_iso": "2000-09-29T03:11:00", "date_raw": "Fri, 29 Sep 2000 03:11:00 -0700 (PDT)", "body": "David, you may be getting to the nub here. Ultimately, this is a lot more \nart than science. It will be difficult to come up with a mathematic decision \nrule to manage this process. I am looking to the opinions of yourself, Ray, \nDick and Jeff, given the facts in each case, does this appear to be a good \ntrade given the market, the specifics of the company, the carrying costs of \nthe asset and perhaps our desire to increase capital flow to higher return \nassets (ROCE >25%).\n\nThis is clearly not a fire sale and I trust the opinion or consensus that \ncomes from this group. As a result, I need to have a positve consensus from \nthis group in each case.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/258.", "message_id": "<26538527.1075854468489.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.gorte@enron.com" ], "cc_emails": [ "rick.buy@enron.com", "jeff.donahue@enron.com", "richard.lydecker@enron.com", "raymond.bowen@enron.com" ] } }, { "id": "en-0150", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mark Haedicke" ], "subject": "Re: Japan Merchant LNG Terminal", "date_iso": "2000-10-02T05:02:00", "date_raw": "Mon, 2 Oct 2000 05:02:00 -0700 (PDT)", "body": "We need to get joe hirl, and mark haedicke involved in this. Thanks. Jeff\n\nRick Bergsieker@ENRON_DEVELOPMENT\n10/01/2000 06:32 AM\nTo: Clay Harris/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT\ncc: Jeffrey A Shankman@ECT, V V Rao/SIN/ECT@ECT \nSubject: Re: Japan Merchant LNG Terminal \n\nI have left Jeff and Mike a voicemail suggesting that we sign the CA and take \nthe lead on this. Will advise when I hear a reply from them\n\nClay Harris\n09/30/2000 03:10 PM\nTo: Rick Bergsieker/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeffrey A \nShankman@ECT\ncc: V V Rao/SIN/ECT@ECT \n\nSubject: Japan Merchant LNG Terminal\n\nRick,\n\nAs you recall we had previously decided to have E Power be the counterparty \nto BHP for formal arrangements in pursuing the terminal opportunity is Japan. \nShould we reconsider this approach given the new organization. E Power \ninterest is in cheap fuel and not the terminal or pipelines. Please advise \nand I will handle with Carey. We have a meeting in Japan with BHP on Oct 16th \nto execute the CA.\n\nClay", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/1020.", "message_id": "<32576652.1075857570291.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.bergsieker@enron.com" ], "cc_emails": [ "joseph.hirl@enron.com", "mark.haedicke@enron.com" ] } }, { "id": "en-0151", "from": "Jeffrey Shankman", "to": [ "John Arnold" ], "cc": [], "subject": "Re:", "date_iso": "2000-10-02T05:29:00", "date_raw": "Mon, 2 Oct 2000 05:29:00 -0700 (PDT)", "body": "Per's call. ask him. Jeff\n\nJohn Arnold\n09/29/2000 01:11 PM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: \n\nJeff:\nAnything ever happen with Pedron?\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/1012.", "message_id": "<17300081.1075857570104.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0152", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "RE: Investment Opportunity/Dabhol Power Company", "date_iso": "2000-10-02T06:54:00", "date_raw": "Mon, 2 Oct 2000 06:54:00 -0700 (PDT)", "body": "Rick, Obviously we want to control access to the LNG terminal. I don't \nreally understand why it is so difficult if we go to 50%, its a negotiation \nitem. Or at least a cheap retention option not to be given away for free. \nAfter your follow-up meetings, please let me know if we need to get more \ninvolved.\nm\n\nRick Bergsieker@ENRON_DEVELOPMENT\n09/30/2000 12:07 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman@ECT\ncc: Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Bill \nGathmann/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT \nSubject: RE: Investment Opportunity/Dabhol Power Company\n\nMike/Jeff: per your instructions, we have taken a look at Enrion India's \nplans regarding selldown of DPC/.Metgas to determine what impact this could \nhave on our LNG business. The second paragraph of Wade's note below sums up \nthe current situation. Bottom line, if Metgas is sold down by Enron India \nfrom 100% to 50%, we would lose the right to control unilaterally decisions \nrelated to the use of the Dabhol LNG terminal. I don't know how much someone \nmay be willing to pay for Metgas, but I suspect that at this time it is a \nrelatively small number when compared to the strategic value of controlling \nthis terminal\n\nWe will discuss next week when we are in India. Please advise if youhave any \nthoughts or suggestions\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/525.", "message_id": "<28721861.1075843969425.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "rick.bergsieker@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0153", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: FOR IMMEDIATE REVIEW: Agreement Restricting Power Generation\n Competition in Asia Pacific Region", "date_iso": "2000-10-02T06:59:00", "date_raw": "Mon, 2 Oct 2000 06:59:00 -0700 (PDT)", "body": "Singapore is mentioned. What do you think. Jeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/992.", "message_id": "<14502417.1075857569638.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0154", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: JORDAN", "date_iso": "2000-10-02T07:16:00", "date_raw": "Mon, 2 Oct 2000 07:16:00 -0700 (PDT)", "body": "Rick, \n\nWhat is the network theory here? I'm also not a fan of an only Jordanian \nplay. Politically, I'm not sure it makes sense, (like Gaza) What's the \nbenefit here?\n\nJeff\n\nRick Bergsieker@ENRON_DEVELOPMENT\n09/25/2000 11:59 AM\nTo: Jeffrey A Shankman@ECT, Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Re: JORDAN\n\nFYI---this project is heating up rapidly and may be quite attractive. I had \nseparate talks inLondon on Friday last week to explore turning this into a \nregional development project in the Aqaba/Eilat area at the tip of the red \nsea (where Egypt, Israel, Jordan and Saudi all meet and where a regional \nplanning authority is in place). There may be a good opportunity for a \nregional power and district cooling plant with energy management and \ngas/power marketing opportunities.\n\nWill advise after Rob's meeting s in Cairo/Amman and after we scrub this at \nour Dubai planning meeting this week\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/988.", "message_id": "<2308613.1075857569539.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.bergsieker@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0155", "from": "Sally Beck", "to": [], "cc": [ "Mike McConnell" ], "subject": "Hiring Practices for Summer Interns", "date_iso": "2000-10-02T12:13:00", "date_raw": "Mon, 2 Oct 2000 12:13:00 -0700 (PDT)", "body": "While recruiting on campus recently I became aware that a decision was made \nat the Program level to not interview this fall for 2001 summer interns. In \ntalking with students and faculty at The University of Texas and University \nof Oklahoma, it became clear that there is concern over the feasibility of an \ninternship with Enron, as other top firms will be recruiting this fall for \nsummer 2001 interns. I have communicated my concerns to Lexi Elliott and her \nmanager, Shelley Jones, and was told by both that the decision to delay \ninterviews for summer interns was made at a Program level based on Enron's \nstaffing. When I asked about the competitive data available regarding the \npractice of other firms on summer intern interviews, I was even more \nconcerned to discover that neither Lexi nor Shelley had that data. It would \nseem critical to know what the competition is doing in terms of summer intern \ninterview schedules in order to understand the risk that could be created for \nEnron by not interviewing this fall for these important feeder positions for \nour Analyst and Associates programs. \n\nI have had conversations over the last two weeks with Lexi and Shelley, with \nno resolution. When they could not provide the competitive data to either \nconfirm or eliminate my concerns, I volunteered to have James Scribner, a \nSenior Director on my team, obtain this market information. Lexi and Shelley \neither did not have the time to gather this data, or were not sure how to do \nso. They were pleased to have some help in getting our hands on this \ncritical information. I now have information at hand with regard to firms \nthat will be recruiting at UT and OU this fall for summer intern positions. \nAnd based on this information, I believe that Enron is at risk for not hiring \ntop students as interns for the summer of 2001 if we do not interview for \nthese positions this fall. \n\nWhile my research only touches on two of the schools at which Enron recruits, \nI want to raise concern over this as a potential problem at many, if not all \ncampuses that we have targeted for recruiting. As administrators of the \nprogram, you rely on the involvement of senior members of the company to \ncarry the Enron message to campus. I believe that we also have an obligation \nto make this a two-way messaging system. I strongly believe that we must \naddress this potential risk for Enron extremely quickly, as teams will be on \ncampuses across the country to conduct interviews in a matter of days. I \nsuspect that many Enron participants in the recruiting process are unaware of \nthe Program's decision regarding the timing of interviews for summer \ninternships. In working with Rick Causey and Mike McConnell, executive \nsponsors for UT and OU, respectively, they are as concerned as I about the \ndecision on interviewing summer interns. I have copied both of them on this \nnote to the two of you. \n\nPlease let me know how this can be resolved. With the help of James Scribner \nand others, we have already compiled a list of students at UT and OU that \nshould be targeted for summer internships. I will offer as much of my time \nas is feasible to work with staff members of the Program to devise creative \nways to turn this around.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/ou/7.", "message_id": "<340479.1075843955752.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "charlene.jackson@enron.com", "celeste.roberts@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0156", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: FOR IMMEDIATE REVIEW: Agreement Restricting Power Generation\n Competition in Asia Pacific Region", "date_iso": "2000-10-03T01:21:00", "date_raw": "Tue, 3 Oct 2000 01:21:00 -0700 (PDT)", "body": "I've already talked to Cliff B. The only thing we are precluded from is \nbuilding a power plant in Singapore...\n\n \n\t\n\t\n\tFrom: Mike McConnell 10/02/2000 05:45 PM\n\t\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Re: FOR IMMEDIATE REVIEW: Agreement Restricting Power Generation \nCompetition in Asia Pacific Region \n\nJeff, You're right. I missed it. Go ahead and send yours back with the \nSingapore operations and current trading operations exclusion and mention \nthat I agree with your assessment also even though i said fine earlier).\n\nm\n\n \n\t\n\t\n\tFrom: Jeffrey A Shankman 10/02/2000 01:59 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Re: FOR IMMEDIATE REVIEW: Agreement Restricting Power Generation \nCompetition in Asia Pacific Region\n\nSingapore is mentioned. What do you think. Jeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/975.", "message_id": "<15417067.1075857569248.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0157", "from": "Mike McConnell", "to": [ "Sally Beck" ], "cc": [], "subject": "Re: Hiring Practices for Summer Interns", "date_iso": "2000-10-03T01:22:00", "date_raw": "Tue, 3 Oct 2000 01:22:00 -0700 (PDT)", "body": "Sally,\n\nThanks for the email and update. I agree that we must do something quickly \nto resolve this. I believe that you should interview for summer interns as \nan extension to your upcoming planned recruiting trip. I know you were very \nhappy with the summer interns from the energy management program at OU that \nyou got last year ( I was surprised and the school was thrilled that you \noffered all 5 permanent positions upon graduation). We cant lose that \nmomentum. I am sure that each school's program is different and that most \ndon't interview for summer interns this early in the year but from what I \nhave learned about the OU schedule, we will lose all the top candidates if we \nwait. I am sure that is not what Charlene and Celeste were trying to \naccomplish with their guidelines.\n\nPlease keep me up informed on this matter.\n\nThanks and good luck with the students.\n\nmike\n\n \n\tEnron North America Corp.\n\t\n\tFrom: Sally Beck 10/02/2000 07:13 PM\n\t\n\nTo: Charlene Jackson/Corp/Enron@ENRON, Celeste Roberts/HOU/ECT@ECT\ncc: Richard Causey/Corp/Enron@ENRON, Mike McConnell/HOU/ECT@ECT \nSubject: Hiring Practices for Summer Interns\n\nWhile recruiting on campus recently I became aware that a decision was made \nat the Program level to not interview this fall for 2001 summer interns. In \ntalking with students and faculty at The University of Texas and University \nof Oklahoma, it became clear that there is concern over the feasibility of an \ninternship with Enron, as other top firms will be recruiting this fall for \nsummer 2001 interns. I have communicated my concerns to Lexi Elliott and her \nmanager, Shelley Jones, and was told by both that the decision to delay \ninterviews for summer interns was made at a Program level based on Enron's \nstaffing. When I asked about the competitive data available regarding the \npractice of other firms on summer intern interviews, I was even more \nconcerned to discover that neither Lexi nor Shelley had that data. It would \nseem critical to know what the competition is doing in terms of summer intern \ninterview schedules in order to understand the risk that could be created for \nEnron by not interviewing this fall for these important feeder positions for \nour Analyst and Associates programs. \n\nI have had conversations over the last two weeks with Lexi and Shelley, with \nno resolution. When they could not provide the competitive data to either \nconfirm or eliminate my concerns, I volunteered to have James Scribner, a \nSenior Director on my team, obtain this market information. Lexi and Shelley \neither did not have the time to gather this data, or were not sure how to do \nso. They were pleased to have some help in getting our hands on this \ncritical information. I now have information at hand with regard to firms \nthat will be recruiting at UT and OU this fall for summer intern positions. \nAnd based on this information, I believe that Enron is at risk for not hiring \ntop students as interns for the summer of 2001 if we do not interview for \nthese positions this fall. \n\nWhile my research only touches on two of the schools at which Enron recruits, \nI want to raise concern over this as a potential problem at many, if not all \ncampuses that we have targeted for recruiting. As administrators of the \nprogram, you rely on the involvement of senior members of the company to \ncarry the Enron message to campus. I believe that we also have an obligation \nto make this a two-way messaging system. I strongly believe that we must \naddress this potential risk for Enron extremely quickly, as teams will be on \ncampuses across the country to conduct interviews in a matter of days. I \nsuspect that many Enron participants in the recruiting process are unaware of \nthe Program's decision regarding the timing of interviews for summer \ninternships. In working with Rick Causey and Mike McConnell, executive \nsponsors for UT and OU, respectively, they are as concerned as I about the \ndecision on interviewing summer interns. I have copied both of them on this \nnote to the two of you. \n\nPlease let me know how this can be resolved. With the help of James Scribner \nand others, we have already compiled a list of students at UT and OU that \nshould be targeted for summer internships. I will offer as much of my time \nas is feasible to work with staff members of the Program to devise creative \nways to turn this around.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/520.", "message_id": "<877545.1075843969304.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "sally.beck@enron.com" ], "cc_emails": [ "charlene.jackson@enron.com", "celeste.roberts@enron.com", "richard.causey@enron.com" ] } }, { "id": "en-0158", "from": "Mark Haedicke", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "ENA Legal Budget @ August 31, 2000", "date_iso": "2000-10-03T10:24:00", "date_raw": "Tue, 3 Oct 2000 10:24:00 -0700 (PDT)", "body": "FYI. I am working on new procedures requiring a \"budget\" for outside counsel \non our more complex deals to improve cost control. Mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/507.", "message_id": "<19650116.1075845052917.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0159", "from": "Jeffrey Shankman", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Wharton Finance Conference sponsorship information", "date_iso": "2000-10-05T03:55:00", "date_raw": "Thu, 5 Oct 2000 03:55:00 -0700 (PDT)", "body": "It's not necessarily an either/or decision. Michelle, do you think this is a \ngood program? Kristin, can you call Tom Piazze at Wharton, and ask him what \nhe thinks about the importance of our participation in this?\n\nJeff\n\nKristin Gandy@ENRON\n10/05/2000 08:56 AM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Wharton Finance Conference sponsorship information\n\nHere is another conference we can participate in. Would you rather do this \nconference or the entrepreneurship conference?\n\nKristin", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/953.", "message_id": "<9599339.1075857568721.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "kristin.gandy@enron.com" ], "cc_emails": [ "michele.marvin@enron.com", "vince.kaminski@enron.com", "mark.palmer@enron.com" ] } }, { "id": "en-0160", "from": "Mike McConnell", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: Hiring Practices for Summer Interns", "date_iso": "2000-10-05T13:00:00", "date_raw": "Thu, 5 Oct 2000 13:00:00 -0700 (PDT)", "body": "Charlene,\n\nThanks for the email. I have talked with Sally several times on this last \ncouple of days and I understand that OU has a different recruiting schedule \nthen other schools. Enron is on campus for recruiting in the near future and \nI have asked Sally to tag on some interviews for summer interns while on that \ntrip. I believe that she has been able to schedule this so I believe that \nfrom an OU perspective it may be a mute point now. Doing that should be able \nto maintain the momentum that we have developed at OU and all the work Lexi \nhas done. By the way, the recruiting trip a couple of weeks ago was very \nsuccessful.\n\nIf you have any other questions or comments please let me know.\n\nmike\n\nCharlene Jackson@ENRON\n10/05/2000 06:34 AM\nTo: Sally Beck/HOU/ECT@ECT\ncc: Celeste Roberts/HOU/ECT@ECT, Richard Causey/Corp/Enron@ENRON, Mike \nMcConnell/HOU/ECT@ECT \nSubject: Re: Hiring Practices for Summer Interns \n\nSally,\n\nThanks for the e-mail regarding summer interns. I apologize that Lexi and \nShelly were unable to provide you with the answers you were seeking. I wish \nthat you had contacted either Celeste or me to indicate that you were having \ndifficulty. I have personally assured you on several occasions that I was \navailable to either speak with you or meet with you if for some reason any \nmember of my staff was not responsive. That being said please allow me to \nexplain the recruiting strategy since I was instrumental in helping to set it.\n\nYou are absolutely correct. It is great to do market research if time \npermits or it is regarding an issue of which we have little knowledge. As \nyou are aware, over the past year we have engaged a professional recruiting \nfirm (Brecker & Merryman) who has assisted us in a number of different market \nresearch projects. However, in my opinion, this issue is not one that \nrequired much research. I have been involved in recruiting in some way, \nshape or form at both the graduate and undergraduate level for the past 10 \nyears. Most major organizations, with the exception of the Accounting firms, \nbegin the summer intern recruiting process in early spring. There are \nactually some universities that do not allow recruitment of summer interns \nuntil after a certain date, particularly in the MBA programs. For example, \nHarvard does not allow an organization to come on campus and speak to first \nyear students until January. As indicated, the firms that generally recruit \nin the fall are the Accounting firms and they are primarily recruiting for \n\"spring\" internships.\n\nThe recruiting strategy at Enron is no different this year than it was last \nyear with respect to summer interns. Presentations were made in January & \nFebruary and offers were made in February and March. The only school that \ndid not follow the normal process was OU under the direction of George Hope. \nWe did, of course, recruit summer interns in the fall for the tax group \nbecause they are competing directly with the Accounting Firms.\n\nUtilizing this strategy did not impair Enron\u0001,s ability to hire quality summer \ninterns. This past summer Enron had 76 summer Analysts (undergraduate) and \n40 summer Associates (graduate). We intentionally limited the number of \nsummer hires to ensure that the individuals hired received meaningful \nassignments. Approximately 85% of these individuals received permanent \noffers to join Enron. \n\nThe reason Enron has not had a problem recruiting quality undergraduate \nsummer interns is primarily because many organizations do not hire \nundergraduates for summer positions. They generally focus on MBAs, \nparticularly the investment banks and consulting firms which are the firms \nthat Jeff Skilling identifies as Enron's competitors. Because the \nundergraduates are not actively recruited by our competition we have \ncontinued to have a special focus on these individuals (i.e. the reason there \nwere 76 undergraduates and only 40 MBAs).\n\nWith respect to OU and UT specifically since those were the schools about \nwhich you raised a concern, let me address your concerns. In your e-mail you \nindicated that you had research conducted at UT and OU. You did not however, \nprovide the results of the research or the person to whom they had spoken \ntherefore I had Lexi Elliott contact both UT and OU.\n\nWhile OU has not gotten back to her, following is the information obtained \nfrom UT.\n\no The contact at UT Career Services is Cindy Henson. \no According to Cindy, approximately 5% of companies actively recruiting on \ncampus conduct interviews in the fall for \"summer\" internships. Cindy \nattributes this to the fact that these companies cannot come in the spring, \nor, in the case of Andersen Consulting, have a tremendous need and conduct \nall interviews at one time. \no In conclusion, Cindy estimated that 95% of companies actively recruiting on \ncampus recruit in the spring for summer internships.\n\nWe have not received information from OU therefore I am unable to provide the \nstatistics at this time. I will provide as soon as I am in receipt of such \ninformation. \n\nIt appears that the information your source obtained is considerably \ndifferent than what we were told. If you would provide the name of the \nindividual to whom they spoke I will follow up to determine the reason for \nthe discrepancies.\n\nWhile I understand your concern with respect to OU, they appear to be \ndifferent than most of the other schools at which we recruit. If you believe \nthat it is critical to recruit summer interns at OU in the fall we are \nsupportive; however, because Lexi has other school interviews that are \nalready scheduled she will not be in a position to facilitate the interview \nprocess during the trip you have scheduled currently. As you are aware, in \nmost instances, the dates for presentations and interviews are dictated by \nthe respective universities and were secured in early August. If you would \nlike for her to try and secure an interview schedule for a later …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/517.", "message_id": "<9191859.1075843969153.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "charlene.jackson@enron.com" ], "cc_emails": [ "sally.beck@enron.com", "celeste.roberts@enron.com", "richard.causey@enron.com" ] } }, { "id": "en-0161", "from": "Rick Buy", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: Perry Gas Update", "date_iso": "2000-10-06T00:52:00", "date_raw": "Fri, 6 Oct 2000 00:52:00 -0700 (PDT)", "body": "This is a good solution. Lets discuss in more detail. Rick\nMolly Harris|HOU|ECT wrote on 10/2/00 4:27 pm:\n\nThank you for your time to discuss Perry Gas. Michael and I have talked to \nJim Keller, EES Legal, and initiated placement of Michael on the Creditor \nCommittee. We are the largest unsecured creditor. Jim is working with \noutside counsel and will be providing documents to Michael to insert him \nquickly in the process. Michael will represent us for both EES and ENA.\n\nRegards\nMolly", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/65.", "message_id": "<21594481.1075858306185.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "molly.harris@enron.com", "rick.buy@enron.com", "william.bradford@enron.com" ], "cc_emails": [ "michael.tribolet@enron.com", "richard.sanders@enron.com", "james.keller@enron.com" ] } }, { "id": "en-0162", "from": "David Delainey", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: Devil's Tower", "date_iso": "2000-10-06T11:25:00", "date_raw": "Fri, 6 Oct 2000 11:25:00 -0700 (PDT)", "body": "Rick, I have been having discussions with both Joe Deffner and Jean Mrha on \nthis one. Clearly, this is a commercial banking product in which we have \nlittle competitive advantage unless we take more risk on terminal value or \ncollateral (reserve risk). Ultimately, I have challenged the Upstream Group \nto define the other parts of the deal that would compensate for this \nincreased risk and the cost of capital uncompetitiveness.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/232.", "message_id": "<9387093.1075854467897.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "jean.mrha@enron.com", "brian.redmond@enron.com", "joseph.deffner@enron.com" ] } }, { "id": "en-0163", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "", "date_iso": "2000-10-09T11:11:00", "date_raw": "Mon, 9 Oct 2000 11:11:00 -0700 (PDT)", "body": "Thor,\n\nA quick note. I don't believe I ever followed up with you on your weather \nbusiness plan. I looked at it several times primarily in pieces while \ntraveling overseas. I read it again today and wanted to give you some \nfeedback. I thought it was excellent work and very well presented. Thank \nyou for all your effort. \n\n I am in town this week, I canceled being out of the office an additional 3 \ndays, and I will be spending time thinking about weather as well as some of \nour other businesses. I'll give you a call toward the end of the week to \ndiscuss some of the ideas you presented. \n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/511.", "message_id": "<24780503.1075843969011.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "thor.lien@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0164", "from": "Louise Kitchen", "to": [], "cc": [ "Greg Whalley", "Sally Beck" ], "subject": "Re: CommodityLogic IT Support", "date_iso": "2000-10-10T02:30:00", "date_raw": "Tue, 10 Oct 2000 02:30:00 -0700 (PDT)", "body": "Philippe has now allocated your resource. \n\nLouise\n\nThomas D Gros@ENRON\n10/10/2000 07:57\nTo: Greg Whalley/HOU/ECT@ECT, Louise Kitchen/HOU/ECT@ECT\ncc: \n\nSubject: CommodityLogic IT Support\n\nI hate to sound like a broken record, but our lack of IT support has now \nreached a critical point. We need to begin work immediately on legacy system \nintegration--basically modifying our existing systems (Unify, Sitara, \nEnpower,...) to generate first columnar and then (hopefully) XML data \noutput. This work is most appropriately done by the people who best know \nthese systems, our IT group.\n\nThe development of the three modules is proceeding well. We have designed \nthe architecture to allow limited-capability versions of all three by the end \nof this year. The key critical path item remains legacy system integration. \nThe key step towards integration is the appointment of a senior IT person on \nour team. Please let me know what I can do to help in this regard.\n\nAll the best,\n\nTom", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/commoditylogic/37.", "message_id": "<182855.1075855816785.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "thomas.gros@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0165", "from": "Jeffrey Shankman", "to": [ "Rick Buy" ], "cc": [ "Mike McConnell" ], "subject": "Re: LNG Opportunity", "date_iso": "2000-10-10T03:11:00", "date_raw": "Tue, 10 Oct 2000 03:11:00 -0700 (PDT)", "body": "I'd like to talk to him, but isn't merlin's credit low? \n\n \n\nFrom: Rick Buy \n10/10/2000 10:04 AM\t\n\t\n\t\n\t \n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: LNG Opportunity\n\nA friend of mine, formerly with Bankers Trust, called to see if we are \ninterested in hearing a story about a floating LNG facility. He is with \nMerlin Production, a small producer, that thinks there is a large market for \naccessing stranded gas in offshore fields. If you have an interest let me \nknow and I'll arrange a meeting. I owe this guy nothing other that a call \nback so if you have no interest say so. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/921.", "message_id": "<19272222.1075857567983.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0166", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "", "date_iso": "2000-10-10T05:29:00", "date_raw": "Tue, 10 Oct 2000 05:29:00 -0700 (PDT)", "body": "Draft:\n\nWe are please to announce the following within Enron Global Markets:\n\nLarry Lawyer will be joining EGM effective immediately to start our new \nfinance origination activities. In this role, he will work with all \ncommodity products, assets, and teams and lever our existing businesses with \nnew this new focus. (Do you want to put in his background--which you \nprobably now more than I?) He will be reporting to the Office of the \nChairman.\n\nEric Gonzales will be joining the LNG team and co-head this effort with Rick \nBergsieker. We believe there is significant opportunity in the worldwide LNG \nmarkets, and Eric will direct all merchant activity. (Do you want to put in \nhis background?) Rick will be relocating to Dubai, and bring his martket \nrelationships and industry knowledge to the region focussing on Project \nDolphin (do we want to say this?) and other related Mideast projects. Eric \nand Rick will report to the Office of the Chairman. \n\nJen Fraser will come over and develop our market fundamentals group for all \nproducts in EGM, much like ENA natural gas and power fudamentals and intranet \npages exist today. Previously, Jen was working in the Mid Market origination \ngroup. Heather Purcell will be joining this group developing the commercial \ninterface for our intranet page. Heather was with Azurix, where she worked \non the platform interface for the ebusiness initiatives. \n\nGary Hickerson will be chairing our Trader's Roundtable. This group will be \ncomprised of traders across Enron's wholesale trading and risk management \nbusinesses. This forum will give traders the opportunity to discuss topics \nimportant to their individual markets, and discuss other markets in a macro \nsense. We will be also forming a Cross Commidity trading group. In this \ngroup, traders who have shown extremely strong and consistent profitability \nwill have the opportunity to exploit cross commodity opportunities with a \nbias toward structural shifts in markets. This group will not be involved in \ncustomer activity, and will execute through our principal desks. Gary will \nmanage this new group, as well as continuing with his current F/X, Rates, \nEquity, and Agriculture initiatives. \n\n(anything else?)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/920.", "message_id": "<13732769.1075857567959.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0167", "from": "Jeffrey Shankman", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: LNG Opportunity", "date_iso": "2000-10-10T05:38:00", "date_raw": "Tue, 10 Oct 2000 05:38:00 -0700 (PDT)", "body": "sure. thanks. \n\n \n\nFrom: Rick Buy \n10/10/2000 11:04 AM\t\n\t\n\t\n\t \n\t\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Re: LNG Opportunity \n\nThey probably have no credit capacity at all. They need a partner and \nfinancing but it will likely be our call on how to a deal together if it even \nwarrants it. Should I give him your name? Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/916.", "message_id": "<29395896.1075857567871.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0168", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Associate/Analyst Super Saturday Participation", "date_iso": "2000-10-10T11:05:00", "date_raw": "Tue, 10 Oct 2000 11:05:00 -0700 (PDT)", "body": "David, do we need to \"volunteer\" people to participate? Do we want a more \nstructured process?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/217.", "message_id": "<31024371.1075854467557.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.oxley@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0169", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Signature authority", "date_iso": "2000-10-11T07:21:00", "date_raw": "Wed, 11 Oct 2000 07:21:00 -0700 (PDT)", "body": "Dave:\n\nThis is for routine and \"small\" matters only. The resolutions are drafted so \nthat the signature authority is narrow and specific. Frequency is only one \nfactor. An example would be certain defined right-of-way agreements and \ncertain defined confirms. I will review the authority that has been \ndelegated currently. [Julia and Deb, please pull the existing resolutions \nwith delegation of authority and let's review.] \n\n\tDavid W Delainey\n\t10/09/2000 01:37 PM\n\t\t \n\t\t To: Janet R Dietrich/HOU/ECT@ECT\n\t\t cc: Mark E Haedicke/HOU/ECT@ECT\n\t\t Subject: Re: Signature authority\n\nJanet, I completely disagree with legals position. I have difficulty with \nsome of our VP's having signing authority. I believe this is a significant \ncontrol issue.\n\nMark, is this widespread in ENA?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/522.", "message_id": "<31309573.1075845053397.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "deb.korkmas@enron.com", "julia.murray@enron.com" ] } }, { "id": "en-0170", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: Euell Energy Issue", "date_iso": "2000-10-12T07:22:00", "date_raw": "Thu, 12 Oct 2000 07:22:00 -0700 (PDT)", "body": "I want Platts, etc. to apologize and retract their story.\n\nJeff\n\nEric Thode@ENRON\n10/12/2000 01:00 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Mark Palmer/Corp/Enron@ENRON\ncc: \nSubject: Euell Energy Issue\n\nI have fielded two calls regarding the Euell Energy issue. They are from \nBeth Evans at Platt's and Robert Givens at Bridge News. They have both \nspoken with Renard Euell and asked for our side of the story. Primary points \nmade are as follows:\n\n9/28 or 29 - Mr. Euell contacted Enron through an employee in another \ndivision of Enron\n - This contact was forwarded to John Nowlan through a second employee\n9/29 - Nowlan contacted Mr. Euell and told him that if Euell receives part \nof the oil that Enron would talk to him about a possible deal\n - Euell said he felt he would win part (NOTE: This was said in response to \nBeth's comment that Euell claimed Enron contacted him with apparent inside \nknowledge that Euell was going to win part of the bid.)\n10/3 or 4 - Euell called us regarding the SPR oil he won\n - We asked for the particulars of his bid and he stated them to us\n10/4 - Enron received from Euell a copy of his letter to the DOE\n - The details were different than Euell had told us, but conversations \ncontinued\n10/5 - Enron faxed a draft Novation Agreement to Euell. This was never \nexecuted. In fact, it has never left draft form.\n10/5 thru 9 - Various conversations with Euell\n - He claimed to be in conversations with Nigeria, Shell, Mobil, BP, \nEquilon, Koch and Phillips\n10/10 - Enron spoke with Euell around noon and suggested he take another \ndeal that Euell claimed to have\n - Euell called Enron around 4:30 pm...Enron reiterated belief that Euell \nshould take the bid he claimed to have\n - Interestingly, Euell was in Houston supposedly having meetings with \nvarious companies, but never requested a meeting with Enron, nor did he \never have a meeting with Enron\n\nBoth reporters, prior to their conversation with me, are convinced the guy is \na flake. And lay most of the blame for the SPR debacle on the back of the \nDOE. Palmer plans to contact John Fialka at Wall Street Journal later \ntoday. If you have any questions, call me at ext. 3-9053.\n\nEric", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/893.", "message_id": "<26417628.1075857567363.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "eric.thode@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "mark.palmer@enron.com", "john.nowlan@enron.com" ] } }, { "id": "en-0171", "from": "Jeffrey Shankman", "to": [ "Sally Beck" ], "cc": [], "subject": "", "date_iso": "2000-10-13T02:06:00", "date_raw": "Fri, 13 Oct 2000 02:06:00 -0700 (PDT)", "body": "I know we've made good progress with respect to morning reports for EGM. \nHowever, I continue to receive most reports after 9:00 a.m., which is too \nlate into the trading day. Please let me know if there are resources you \nneed, so this aspect of EGM can run as smoothly as ENA gas. \n\nThanks.\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/886.", "message_id": "<16082333.1075857567208.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "sally.beck@enron.com", "beth.perlman@enron.com", "brent.price@enron.com" ] } }, { "id": "en-0172", "from": "John Arnold", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2000-10-13T05:59:00", "date_raw": "Fri, 13 Oct 2000 05:59:00 -0700 (PDT)", "body": "Jerk\n\n \n\t\n\t\n\tFrom: Jeffrey A Shankman 10/13/2000 08:49 AM\n\t\n\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\n Give me a C\n Give me an N\n Give me an R\n Give me an S\n\nWhat do you have? A Quarter!", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/115.", "message_id": "<33061751.1075857588092.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0173", "from": "David Delainey", "to": [ "Kenneth Lay" ], "cc": [], "subject": "ARC", "date_iso": "2000-10-16T03:34:00", "date_raw": "Mon, 16 Oct 2000 03:34:00 -0700 (PDT)", "body": "Ken, I have taken a look at the material you had sent me on the ARC Northern \nGas Pipeline Route. Ultimately, I believe that ARC is looking for certain \nstrategic investors to provide founding capital to fund the development of \nthis proposal. To the extent that this is a open access non-discriminatory \npipe, ENA's opportunity lies in being a shipper to capitalize on basis \nmarkets or customer transactions that provide attractive risk reward \ncharacteristics. Other than understanding the potential flows and costs, \nthere is probably not much we need to do today given a 2006 start from an ENA \npoint of view.\n\nThe ARC consortium needs to fund approximately $30M to develop this project. \nThe US and Canadian aboriginal groups will receive 33% ownership for $10M. \nthe remaining $20M and 67% will be funded by a group of producers, pipelines, \nventure capital and the \"organizing group\" (40%!!). Stan Horton, if he \nbelieves this is a commercial possibility, may want to provide a few million \nof founding capital to the venture in order to preserve him the option to \nparticipate as an equity holder or operator if this becomes a reality. \n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/201.", "message_id": "<23996677.1075854467132.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0174", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "Doorstep- RAC Responsibilities", "date_iso": "2000-10-17T04:19:00", "date_raw": "Tue, 17 Oct 2000 04:19:00 -0700 (PDT)", "body": "Upon further consideration, the ongoing responsibility of Doorstep activities \nwill fall to the Market Risk (Ted Murphy et al) group within RAC. My original \nintention here was to streamline a costly and time consuming process and for \nwhatever reason it seems the exact opposite goal has been achieved. Please \ndiscontinue any activities related to this project. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/doorstep/70.", "message_id": "<12586780.1075855867601.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "rick.carson@enron.com" ], "cc_emails": [ "ted.murphy@enron.com", "sally.beck@enron.com", "william.bradford@enron.com" ] } }, { "id": "en-0175", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "", "date_iso": "2000-10-18T06:28:00", "date_raw": "Wed, 18 Oct 2000 06:28:00 -0700 (PDT)", "body": "Mark, Thor, and Todd,\n\nThanks for the video conference this morning. Mike and I are convinced \nweather can and will be an extremely profitable business. One issue I would \nlike to address is EnergyDesk.com. It seems like an interesting idea, but \nI'd like to find out more about it, and in relation to the work Tom Gros in \ndoing in NetWorks. I'd also like to understand more about the scalability of \nthis model, and our relationship with Kiodex. \n\nTo that end, I do not want any proprietary data, product interface, and or \nother weather related matter and material to be part of EnergyDesk.com. I \nwill keep you updated as I learn more about these and other issues. \n\nRegards\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/843.", "message_id": "<26145717.1075857566104.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "thor.lien@enron.com", "mike.mcconnell@enron.com", "mark.pickering@enron.com", "mark.tawney@enron.com" ], "cc_emails": [ "brent.price@enron.com", "d.hall@enron.com" ] } }, { "id": "en-0176", "from": "Sally Beck", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Agenda and Speaking Points for October 24 Engagement", "date_iso": "2000-10-18T15:02:00", "date_raw": "Wed, 18 Oct 2000 15:02:00 -0700 (PDT)", "body": "Thanks in advance for agreeing to speak at the Global Operations Controller \nForum that I am hosting next week. There will be approximately 30 Enron \nbusiness controllers present at the meeting. All have responsibility for mid \nand back office operations for the following Enron entities: Enron North \nAmerica, Enron Europe, Enron South America, Enron Global Markets, Enron \nIndustrial Markets, Enron Broadband Services and Enron Energy Services. \nAttendees will be here from Houston, Calgary, Tokyo, Sydney, London and New \nYork (metals business). \n\nAttached for your reference is the agenda. There may be some slight changes \nbefore the forum begins, but this will give you a good idea of the topics to \nbe covered and the other speakers who will address the group. \n\nYou are scheduled to address the group as follows:\n\nDate: Tuesday, October 24, 2000\nTime: 8:30 am\n (breakfast will be served at 8:00 and you are invited to join us)\nPlace: The Warwick Hotel\n The Versailles Room - 12th Floor \n 5701 Main Street\n Houston, TX 77005\n\nThe group would like to hear about Enron's performance, your outlook for the \nremainder of 2000 and into 2001, your viewpoint on the future of the company \nand next growth opportunities, etc. With a small group, your talk can be \ninformal and you do not need to prepare slides (unless you would like to do \nso). Q&A afterwards would be great. Key speaking points that would enforce \nthe value of this conference for this group would be:\n\nrecognition of a job well done in supporting explosive business growth in \n2000 \n\nthe value you place on the jobs performed by operations controllers to ensure \nintegrity in mid and back office functions\n\nthe importance of tight operational controls in enabling business growth for \nEnron (your loose/tight analogy would be great, as many have not heard that) \n\nthe independent control role that we play and our responsibility to \"raise \nthe flag\" on issues if needed", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/136.", "message_id": "<20429301.1075855900020.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "jeff.skilling@enron.com" ], "cc_emails": [ "sherri.sera@enron.com" ] } }, { "id": "en-0177", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: ENA Group Expenses", "date_iso": "2000-10-19T11:06:00", "date_raw": "Thu, 19 Oct 2000 11:06:00 -0700 (PDT)", "body": "Dave:\n\nBased on our discussions this morning:\n\n1. Internal Costs -- a capacity charge will be determined for each wholesale \nbusiness unit based on a time allocation matrix that each lawyer and \nparalegal prepares. The time allocation matrix will be revised during the \nyear if material changes in the work occur.\n\n2. Outside Costs -- require internal sign-off by GC and COO to spend more \nthan $10,000 on a potential transaction AND a written transaction budget for \nproposed outside legal expenses more than $10,000. Wherever possible, a firm \ncap on legal fees should be negotiated. A memorandum will be sent from the \nGC and [Chairman of the Wholesale Group?] laying out the procedure to all \nemployees. \n\n3. Selection of Outside Lawyers -- expressly add billing rates and \nefficiency as key considerations, in addition to quality, in the selection of \noutside counsel. [Dave, we need to complete our discussion on this point.] \nOur new policy needs to be reviewed with outside counsel.\n\n4. Reopener! -- need to review where business changes significantly.\n\n\tDavid W Delainey\n\t10/19/2000 12:33 PM\n\t\t \n\t\t To: Wes Colwell/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, Mark E \nHaedicke/HOU/ECT@ECT, David Oxley/HOU/ECT@ECT, Stephen H Douglas/HOU/ECT@ECT, \nVince J Kaminski/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Brian \nRedmond/HOU/ECT@ECT, Eric Thode/Corp/Enron@ENRON\n\t\t cc: John J Lavorato/Corp/Enron@Enron, Mark Frevert/NA/Enron@Enron\n\t\t Subject: ENA Group Expenses\n\nGuys, notes from the morning meeting. Please review and comment.\n\nSpecific action items:\n a) i)further calculation of ENA/Non- ENA capacity charges, ii) estimation of \noutside legal and iii) formulation of charge out/feedback process to the \nbusiness units;\n b) need budget/review for competitive analysis, technical and restructuring.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/554.", "message_id": "<7209666.1075845054155.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0178", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "2001 Allocations", "date_iso": "2000-10-20T03:06:00", "date_raw": "Fri, 20 Oct 2000 03:06:00 -0700 (PDT)", "body": "Dave:\n\nI have attached the \"time allocations\" (which are used for inside costs only) \nby attorney to the various business groups. We can derive the percentage of \ntotal legal department inside costs from this chart, in order to calculate \nthe capacity charge, for ENA and the other wholesale groups and ENW. We had \nused this chart to bill back to the various business units within ENA, but we \nwill stop doing that now per our conversation. Are you in agreement? \n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/555.", "message_id": "<7809919.1075845054178.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "wes.colwell@enron.com" ] } }, { "id": "en-0179", "from": "Mark Haedicke", "to": [], "cc": [ "David Delainey" ], "subject": "Appointments of Agents and Attorneys in Fact", "date_iso": "2000-10-20T03:56:00", "date_raw": "Fri, 20 Oct 2000 03:56:00 -0700 (PDT)", "body": "I would like to do fewer resolutions authorizing non-vps to sign contracts, \nand when we need such authorizations, let's make sure the resolutions are \nappropriately limited. My thoughts are as follows:\n\n1. We have a lot of vps that can sign contracts.\n2. It is generally ok to have confirmations signed by certain carefully \nselected directors since we are confirming a trade that already took place \nand there is master agreement already signed.\n3. There are certain very routine agreements like pipeline right-of-way \nagreements that are ok for carefully selected directors to sign.\n4. Confidentiality agreements should be signed by a vp.\n5. Any authorization for a director to sign should expire within not more \nthan one year and revoke all prior authorizations.\n\nPlease give me your comments.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/558.", "message_id": "<20526592.1075845054246.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "julia.murray@enron.com", "mark.taylor@enron.com", "deb.korkmas@enron.com", "jeffrey.hodge@enron.com", "alan.aronowitz@enron.com", "sheila.tweed@enron.com" ], "cc_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0180", "from": "David Delainey", "to": [ "Mark Haedicke" ], "cc": [], "subject": "2001 Allocations", "date_iso": "2000-10-20T06:05:00", "date_raw": "Fri, 20 Oct 2000 06:05:00 -0700 (PDT)", "body": "Mark, I am not completely sure what the other groups want to do; however, \nassuming a fixed amount of the \"internal\" legal costs are fairly represented \nby this allocation as ENA's \"capacity\" charge, you are correct. This number \nwill be in the P/L under your name. The \"outside\" legal costs should be \ntracked and controlled and carried at the business unit (by deal) level. I \nneed an estimate of the quarterly \"capacity charge\" for ENA and an estimate \nof outside legal costs by business unit.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/budget/8.", "message_id": "<21113433.1075859672098.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "mark.haedicke@enron.com" ], "cc_emails": [ "wes.colwell@enron.com" ] } }, { "id": "en-0181", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Denver", "date_iso": "2000-10-23T03:00:00", "date_raw": "Mon, 23 Oct 2000 03:00:00 -0700 (PDT)", "body": "Guys, I spoke with Mark this morning. He is very supportive of the structure \nand idea. I had indicated that he would continue to run the producer \nservices business in the West but would also be part of the overall team as \nwe plot out strategy in the West. He wants to stay in Denver which I think \nwe should be able to accomodate as long as his group stays integrated into \nthe overall team. I had indicated that we would consolidate market making \ninto Houston and Paul Lucci could decide if he wants to continue trading or \nnot - if so he needs to move to Houston.\n\n Phillip/Barry, go ahead and start working with Mark as you develop your \nplans going forward. I will be speaking to Stephanie Miller this week and \nwill give the green light with her shortly.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/178.", "message_id": "<3874352.1075854466601.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "barry.tycholiz@enron.com", "phillip.allen@enron.com" ], "cc_emails": [ "wes.colwell@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0182", "from": "Louise Kitchen", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: Status - \"PCG wish list\"", "date_iso": "2000-10-23T04:05:00", "date_raw": "Mon, 23 Oct 2000 04:05:00 -0700 (PDT)", "body": "Thanks for the update. \n\nNo point in pushing Andrew back though, that's the point of an audit.\n\nLouise\n\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: David Forster/Corp/Enron@Enron, Andy Zipper/Corp/Enron@Enron, Sally \nBeck/HOU/ECT@ECT \n\nSubject: Status - \"PCG wish list\"\n\nI just wanted to give you an update on where we are on the PCG wish list. \nWe discussed about a month ago the fact that we had close to 200 items on our \nlist of development/enhancements to our applications. We met on numerous \noccasions with Mark D. and team to prioritize, etc. However, I think \nprimarily due to the reorg in IT, and Mark leaving the team, we have done a \nlot of talking over the past three weeks, but nothing has happened to date. \nJennifer and I met with Hal Elrod yesterday, and I have met with Bob Hillier \na couple of times, and we seem to be on the right track now. I know Bob \nHiller is looking for people in his group to support these needs. \n\nMy concern is growing due to the fact that Andrew Parsons and team will be \nre-auditing us before the end of the year. The key control weakness of the \nPCG was the lack of Profiles Manger - I have stressed that this is #1 on the \nlist of things to do. I think we are fairly close, but we will need to start \nand complete testing over the next several weeks. My hope is that we push \nAndrew back as far as possible! \n\nPlease let me know if you have any questions - \n\nSheri", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/it___misc_/3.", "message_id": "<3240020.1075855878245.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sheri.thomas@enron.com" ], "cc_emails": [ "david.forster@enron.com", "andy.zipper@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0183", "from": "Jeffrey Shankman", "to": [], "cc": [ "Sally Beck" ], "subject": "", "date_iso": "2000-10-23T08:12:00", "date_raw": "Mon, 23 Oct 2000 08:12:00 -0700 (PDT)", "body": "I don't know why I got a new P&L DPR at 2:30 today showing a change in P&L \nand a big VAR violation--most likely due to shroeder's getting shorter 2186 \ncontracts of crude and Botchlett's getting shorter 2141 heat contracts. \nDon's Var went up 2.8 million to 9.7 million, and Dave's Var went down only \n687 thousand to 3.1 million. Where is Dave's var coming from?\n\nWe need to be under our Var tonight. Dave and Don--please take care of \nthis. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/813.", "message_id": "<27486098.1075857565440.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.nowlan@enron.com", "don.schroeder@enron.com", "scott.earnest@enron.com", "brent.price@enron.com", "beth.perlman@enron.com", "david.botchlett@enron.com" ], "cc_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0184", "from": "Jeffrey Shankman", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: Liquids Limits Oct. 20", "date_iso": "2000-10-23T08:27:00", "date_raw": "Mon, 23 Oct 2000 08:27:00 -0700 (PDT)", "body": "Why did I not get this until 12:41?\n\n \n\t\n\t\n\tFrom: Christian LeBroc @ ENRON 10/23/2000 12:41 PM\n\t\n\nTo: Hugo Moreira/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, John Chismar/SIN/ECT@ECT, John Buckner \nThomas/SIN/ECT@ECT, Scott Earnest/HOU/ECT@ECT, Risk Controls@ECT, Mary \nThambiah/LON/ECT@ECT, Oliver Gaylard/LON/ECT@ECT, Bjorn \nHagelmann/HOU/ECT@ECT, Manfred Roenz/Corp/Enron@Enron, Lee \nJackson/HOU/ECT@ECT, Homan Amiry/LON/ECT@ECT, Mark Fondren/HOU/ECT@ECT, John \nSwinney/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Cindy Horn/LON/ECT@ECT, \nMichelle Bruce/HOU/ECT@ECT\ncc: \nSubject: Liquids Limits Oct. 20", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/811.", "message_id": "<11403822.1075857565380.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "christian.lebroc@enron.com" ], "cc_emails": [ "brent.price@enron.com", "sally.beck@enron.com", "john.nowlan@enron.com", "scott.earnest@enron.com", "bjorn.hagelmann@enron.com" ] } }, { "id": "en-0185", "from": "Mark Haedicke", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "Legal Reporting", "date_iso": "2000-10-23T09:25:00", "date_raw": "Mon, 23 Oct 2000 09:25:00 -0700 (PDT)", "body": "Dave and John:\n\nI am rethinking the legal reports. I am preparing a monthly trading and \ntransactional summary, a litigation report and the TOP TEN legal risk \nreport. To me the last two are the most important. On a conceptual basis, \nis that what you need or want to see?\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/572.", "message_id": "<23635494.1075845054570.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0186", "from": "Jeffrey Shankman", "to": [], "cc": [ "Rick Buy" ], "subject": "Re: Liquids Limits Oct. 20", "date_iso": "2000-10-23T09:28:00", "date_raw": "Mon, 23 Oct 2000 09:28:00 -0700 (PDT)", "body": "John Nowlan is concerned that this var number isn't right. According to \njohn, the group significantly reduced postions (on the whole). What about \nthe forward forward vol? Have we looked at that? My instinct is that \nsomething is not accurate with this var number today if you look at the \nresulting position as of Friday evening's postion report. I'd like someone \nto be dedicated to the crude and products group full time who can help us \nwith \"what if\" scenarios throughout the trading day, and who can work with \nPavel on the crude desk on the forward forward vol issue. Also, I'd like to \nisolate first gas holdings since that is taking up approx 2 million in var \neach day. \n\nJeff\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: Brent A Price/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Scott Earnest/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT \nSubject: Re: Liquids Limits Oct. 20 \n\nRisk Ops. had problems loading the ERAC crude options spreadsheet and VaR \nhad to be recalc. twice to confirm the $12.7MM violation. Furthermore, we \nhad to scrub and confirm all positions with risk ops. before limits report \ncan be published. \n\nChristian\n\nJeffrey A Shankman@ECT\n10/23/2000 03:27 PM\nTo: Christian LeBroc/Corp/Enron@ENRON\ncc: Brent A Price/HOU/ECT@ECT, Sally Beck/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Scott Earnest/HOU/ECT@ECT, Bjorn Hagelmann/HOU/ECT@ECT \n\nSubject: Re: Liquids Limits Oct. 20 \n\nWhy did I not get this until 12:41?\n\n \n\t\n\t\n\tFrom: Christian LeBroc @ ENRON 10/23/2000 12:41 PM\n\t\n\nTo: Hugo Moreira/LON/ECT@ECT, David J Botchlett/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, John Chismar/SIN/ECT@ECT, John Buckner \nThomas/SIN/ECT@ECT, Scott Earnest/HOU/ECT@ECT, Risk Controls@ECT, Mary \nThambiah/LON/ECT@ECT, Oliver Gaylard/LON/ECT@ECT, Bjorn \nHagelmann/HOU/ECT@ECT, Manfred Roenz/Corp/Enron@Enron, Lee \nJackson/HOU/ECT@ECT, Homan Amiry/LON/ECT@ECT, Mark Fondren/HOU/ECT@ECT, John \nSwinney/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Cindy Horn/LON/ECT@ECT, \nMichelle Bruce/HOU/ECT@ECT\ncc: \nSubject: Liquids Limits Oct. 20", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/802.", "message_id": "<15756260.1075857565182.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "christian.lebroc@enron.com" ], "cc_emails": [ "bjorn.hagelmann@enron.com", "ted.murphy@enron.com", "rick.buy@enron.com", "beth.perlman@enron.com", "scott.earnest@enron.com", "brent.price@enron.com" ] } }, { "id": "en-0187", "from": "Mark Haedicke", "to": [ "Mike McConnell", "Jeffrey Shankman" ], "cc": [], "subject": "Legal Reporting", "date_iso": "2000-10-23T09:38:00", "date_raw": "Mon, 23 Oct 2000 09:38:00 -0700 (PDT)", "body": "Mike and Jeff:\n\nI am rethinking the legal reports. Alan and I am preparing a monthly trading \nand transactional summary, a litigation report and the TOP TEN legal risk \nreport. To me the last two are the most important. On a conceptual basis, \nis that what you need or want to see?\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/573.", "message_id": "<24394957.1075845054595.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0188", "from": "Jeffrey Shankman", "to": [ "Mark Haedicke" ], "cc": [], "subject": "Re: Legal Reporting", "date_iso": "2000-10-23T10:32:00", "date_raw": "Mon, 23 Oct 2000 10:32:00 -0700 (PDT)", "body": "I'll defer to you. How does this supplement your reports now?\n\nMark E Haedicke\n10/23/2000 04:38 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Legal Reporting\n\nMike and Jeff:\n\nI am rethinking the legal reports. Alan and I am preparing a monthly trading \nand transactional summary, a litigation report and the TOP TEN legal risk \nreport. To me the last two are the most important. On a conceptual basis, \nis that what you need or want to see?\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/798.", "message_id": "<33328800.1075857565092.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mark.haedicke@enron.com" ] } }, { "id": "en-0189", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "D Parsons", "date_iso": "2000-10-24T13:32:00", "date_raw": "Tue, 24 Oct 2000 13:32:00 -0700 (PDT)", "body": "Jeff,\n\nLet me know what you think of this guy. Wade Cline and Tim Det. are both \nhigh on him. Jeff Donahue is not so sure but will meet with him on Friday. \nDuring my lunch with Jeff, we discussed that we need a Corp. Dev guy \ndedicated to us full time but if he reported to him, that would be great. I \nthink we could use that co-ordination with his group as long as we didn't get \na part time guy in the process. He could also report to us obviously (like \nLarry) but i think in this case a dual role makes a lot of sense. What do \nyou think?\n\nIf you like Don, he could be an immediate candidate to start doing our Corp \nDev work, but that is of course not the best reason. I thought he was all \nright and he did have a good understanding of our products and is an \ninnovative thinker. He has also worked as a trader and although it doesn't \nseem possible by his personality, having some background is a plus. \n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/475.", "message_id": "<19636131.1075843968188.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0190", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: D Parsons", "date_iso": "2000-10-25T00:20:00", "date_raw": "Wed, 25 Oct 2000 00:20:00 -0700 (PDT)", "body": "I'll look for him on my calendar.\n\nMike McConnell\n10/24/2000 08:32 PM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: D Parsons\n\nJeff,\n\nLet me know what you think of this guy. Wade Cline and Tim Det. are both \nhigh on him. Jeff Donahue is not so sure but will meet with him on Friday. \nDuring my lunch with Jeff, we discussed that we need a Corp. Dev guy \ndedicated to us full time but if he reported to him, that would be great. I \nthink we could use that co-ordination with his group as long as we didn't get \na part time guy in the process. He could also report to us obviously (like \nLarry) but i think in this case a dual role makes a lot of sense. What do \nyou think?\n\nIf you like Don, he could be an immediate candidate to start doing our Corp \nDev work, but that is of course not the best reason. I thought he was all \nright and he did have a good understanding of our products and is an \ninnovative thinker. He has also worked as a trader and although it doesn't \nseem possible by his personality, having some background is a plus. \n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/777.", "message_id": "<17284048.1075857564615.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0191", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Associate/Analyst Super Saturday Participation - ADDITIONAL\n REQUEST", "date_iso": "2000-10-25T02:59:00", "date_raw": "Wed, 25 Oct 2000 02:59:00 -0700 (PDT)", "body": "Shelly,\n\nThese are the Super Saturdays I can help you with:\n\nNov 10\nDec 1\nDec 8\nDec 15 \n\nI shall be traveling on two other days. One of these trips is related to \nrecruiting at CMU.\n\nVince\n\nVince\n\n \n\tEnron North America Corp.\n\t\n\tFrom: Shelly Jones, Recruiting Manager @ ENRON \n10/24/2000 09:12 PM\n\t\n\nSent by: Enron Announcements@ENRON\nTo: ENA Employees\ncc: \nSubject: Associate/Analyst Super Saturday Participation - ADDITIONAL REQUEST\n\n ADDITIONAL INTERVIEWER PARTICIPATION IS REQUESTED FOR OCTOBER 28 & NOVEMBER \n4.\n\nAlso, please note the school/date changes (in red). This change was \nnecessary due to the number of candidates participating in Super Saturday. \nIf you have a change in your participation as a result of the date change, \nplease contact John Harrison, ext. 3-7811 for revisions.\n\nThank you\nShelly Jones\n\n******************************************************************************\n*************************************************\n\nEnron Managing Directors, Vice Presidents, Directors, and Managers Who \nUtilize the Associate/Analyst Pool\n\nAs a follow up from a \"SAVE THE DATE\" email regarding your participation in \nthe Associate and Analyst Super Saturday process, now is the time to select \nyour dates to attend and participate.\n\nBelow are the dates for Super Saturday weekends during the upcoming \nrecruiting season. If you are Houston-based or if you know you will be in \nHouston on business at the appropriate times please click the link below to \nvolunteer. \n\nhttp://axis.enron.com/notice/ssinvite.asp \n(When selecting dates please avoid selecting to interview candidates who \nattend the schools for which you are a team member.)\n\nAssociates Analysts\nOctober 27-28, 2000 November 3-4\nThunderbird, UT, Georgetown, Rice Rice, UT, Baylor, A&M, OU, Florida, LSU, \nUHCL\n\nNovember 10-11, 2000 November, 17-18, 2000\nColumbia, Stern NYU, UCLA, Darden, Cornell Penn, UVA, Vanderbilt, Michigan, \nHoward, AUC, \nVanderbilt, Michigan UHMain and Clear Lake, LSU\n\nDecember, 1-2, 2000 December 8-9, 20000\nChicago, Kellogg, Harvard, Wharton, MIT Wellesley, overflow and re-schedules \nfrom previous s/s\n-\nFriday, December 15, 2000 \nCarnegie Mellon\nYale off-cycle candidates\n\nThank you for your support of the Associate and Analyst Programs.\nShelly Jones\nRecruiting Manager", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/1702.", "message_id": "<19923478.1075856476969.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "shelly.jones@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "shirley.crenshaw@enron.com" ] } }, { "id": "en-0192", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re: LNG Opportunity", "date_iso": "2000-10-25T08:14:00", "date_raw": "Wed, 25 Oct 2000 08:14:00 -0700 (PDT)", "body": "I didn't call rick. did you? What do you think?\nm\n\n \n\nFrom: Rick Buy \n10/10/2000 10:02 AM\t\n\t\n\t\n\t \n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeff Shankman\ncc: \nSubject: LNG Opportunity\n\nA friend of mine, formerly with Bankers Trust, called to see if we are \ninterested in hearing a story about a floating LNG facility. He is with \nMerlin Production, a small producer, that thinks there is a large market for \naccessing stranded gas in offshore fields. If you have an interest let me \nknow and I'll arrange a meeting. I owe this guy nothing other that a call \nback so if you have no interest say so. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/466.", "message_id": "<19195322.1075843967979.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0193", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Re: Itinerary", "date_iso": "2000-10-28T05:54:00", "date_raw": "Sat, 28 Oct 2000 05:54:00 -0700 (PDT)", "body": "Jim, what ever you think is appropriate. As far as the weekend, lets just \nplay it by ear.\n\nAt the meetings, I think it would be helpful to go through the following \ndiscussions/agenda:\n a) review the Brazilian and Argentine gas and power markets - flows, grid, \nparticipants (bids and offers), assets, pool structures, regulatory and \npolitical environment, currency and credit challenges, supply and demand & \nhistorical prices and volumes;\n b) review ESA's current regulated/un-regulated assets and generation \nstrategy;\n c) review ESA current book positions, market views, products and product \ndevelopment;\n and d) brief review of other S. American markets.\n\nI assume that you will have the Argentines to Brazil for the discussion and \nany one else you think appropriate.\n\nLet me know what I need to do otherwise.\n\nThanks\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/166.", "message_id": "<30460977.1075854466330.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "james.bannantine@enron.com" ], "cc_emails": [ "kay.chapman@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0194", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Re: Itinerary", "date_iso": "2000-10-28T06:00:00", "date_raw": "Sat, 28 Oct 2000 06:00:00 -0700 (PDT)", "body": "David, thanks for the people listing.\n\nWes, we need 1999 and 2000 (including CE) ESA income statements for each \nmarket in as much detail as possible. Looking for un-necessary overheads \nand where the income brightspots lie. We would probably need the ESA 2001 \nbudget (income, expense, cashflow and capital) for the trading/marketing/EES \nbusiness and the asset/regulated business in seperate formats. A current \nbalance sheet would be helpful as well.\n\nI think it may be appropriate for both of you to join us.\n\nYou need to get your Visa issues worked out quickly - Kay can help.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/165.", "message_id": "<492940.1075854466308.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "david.oxley@enron.com", "wes.colwell@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0195", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Copper curve", "date_iso": "2000-10-29T23:53:00", "date_raw": "Sun, 29 Oct 2000 23:53:00 -0800 (PST)", "body": "Ted,\n\nI agree. Curve review has always been RAC responsibility. Please, let me know \nif we can assist you in any way.\n\nVince\n\n \n\nFrom: Ted Murphy \n10/29/2000 10:23 AM\t\n\t\n\t\n\t \n\t\n\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: Copper curve \n\nTani,\nPlease touch base with Lloyd Fleming as to whom from RAC should review the \nmethodology. I view that it is the commercial team's responsibility to post \nthe curve, operations responsibility to gather objective information on the \nefficacy of the curve on a (minimum) monthly basis and report all highly \nsensitive curves, RAC will not approve or disapprove a curve but question \nmethodology/motivations and subsequent changes and do so in a senior \nmanagement forum (i.e., we will tell on those who have suspect curves or \ncurve movements). Obviously, we are looking for the best estimate of the \nvalue of those products in those time buckets TODAY, we also favor object, \nconsistent application of methodoology intra and inter commodity. \nTed\n\nVince J Kaminski\n10/27/2000 04:18 PM\nTo: Tani Nath/LON/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, Steven Leppard/LON/ECT@ECT, Tim \nPoullain-Patterson/LON/ECT@ECT, Harry Tefoglou/LON/ECT@ECT, Esther \nGerratt/LON/ECT@ECT, Maureen Raymond/HOU/ECT@ECT, Ted Murphy/HOU/ECT@ECT \nSubject: Re: Copper curve \n\nTani,\n\nNo problem. We shall look at the curve on Monday. I have organized a small \nteam to examine\nthe curve from different perspectives.\n\nCurve validation is normally a RAC prerogative and I shall get them involved \non Monday\n\nVince\n\nTani Nath\n10/27/2000 11:40 AM\nTo: Maureen Raymond/HOU/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, Steven Leppard/LON/ECT@ECT, Tim \nPoullain-Patterson, Harry Tefoglou/LON/ECT@ECT, Esther Gerratt/LON/ECT@ECT \nSubject: Copper curve\n\nFollowing Steve's note to you earlier today, I wanted to mention that we have \na fairly urgent need for review of the copper curve in particular, as there \nis a deal due for final pricing in the next few days.\n\nI am not sure what data you have received from Enron Metals in London, so I \nam asking Tim Poullain-Patterson to ensure that you have the curves and the \neconomic justification proposed as soon as possible. Please direct any \nquestions to him or to Harry Tefoglou. I will be in the Tokyo office next \nweek, but available via e-mail.\n\nThanks in advance for your assistance,\n\nTani", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/1660.", "message_id": "<14760756.1075856475908.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "ted.murphy@enron.com" ], "cc_emails": [ "vince.kaminski@enron.com", "steven.leppard@enron.com", "tim.poullain-patterson@enron.com", "harry.tefoglou@enron.com", "esther.gerratt@enron.com", "maureen.raymond@enron.com", "tani.nath@enron.com" ] } }, { "id": "en-0196", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: MSCF Speaker Series", "date_iso": "2000-10-30T00:47:00", "date_raw": "Mon, 30 Oct 2000 00:47:00 -0800 (PST)", "body": "Pierre-Philippe,\n\nI was under the impression the presentation will be at 3:30. 11:30 is fine \nwith me\nbut want to confirm it.\n\nVince\n\n\"Pierre-Philippe Ste-Marie\" on 10/28/2000 12:22:36 AM\nTo: , , , \n, , , \n\"Pierre-Philippe Ste-Marie\" , , \n\"punit rawal\" , , \n, , , \n, , , \n, , , \n, , , \n\ncc: \nSubject: MSCF Speaker Series\n\nMSCF SPEAKER SERIES\nOFFICIAL INVITATION\n?\n?\n \nIT IS WITH GREAT PLEASURE AND SOME AMOUNT OF PRIDE THAT I ANNOUNCE THE NEXT \nEVENT IN THE SPEAKER SERIES. NEXT FRIDAY WE WILL HAVE THE HONOR TO HOST A \nCONFERENCE GIVEN BY MR. VINCE KAMINSKI HEAD OF RESEARCH AT ENRON CORP.? \n?\nTHE?SIXTH EVENT IS?NEXT FRIDAY (Nov 3rd)!? \nFrom: 11.30-13.30\nplease attend!!!\n\nThe Next Event in the \nStudent Speaker Series is: \n\nFriday, November 3, 2000\n\n11:30 a.m. to 12:30 p.m. Fast Lab \n\n[IMAGE]Vince Kaminski\n\nEnron Corp.\n\nTentative Student Speaker Series Schedule 2000-2001 \n\nThe following is a tentative schedule of the MSCF Student Speaker Series for \nthe 2000-2001 academic year. All events take place from 11:30 a.m. to 12:30 \np.m. in the Fast Lab (GSIA 229) unless otherwise noted. Updates are soon to \nfollow.\n\nVolatility Curve and Bond Basis \nAugust 11, 2000\nDavid Hartney & Jerry Hanweck\nVice President, Futures and Option Sales & Head of North American Futures \nand Options Research; J. P. Morgan\n\nPrice and Hedging Volatility Contracts \nSeptember 1, 2000\nDmitry Pugachevsky\nDeutsche Bank\n\nDmitry Pugachesky is a Director with OTC Derivatives Research of Deutsche \nBank, where his research is primarily focussed on credit derivatives. Prior \nto joining Deutsche Bank, Dmitry worked for six years with Global Analytics \nGroup of Bankers Trust. There he developed models for emerging markets, \ninterest rates, and equity derivatives and also participated in actual \ntrading and structuring of interest rate options. He received his PhD in \napplied mathematics from Carnegie Mellon University specializing in control \ntheory for stochastic processes. He has published several papers on \nmodelling in emerging markets and on valuation for passport options. \n\nA Measurement Framework for Bank Liquidity Risk \nSeptember 15, 2000\nRaymond Cote\nVice President, FinRad Inc.\n\nRaymond Cote is Vice President, Financial Engineering at FinRad Inc., a \nMontreal-based consulting firm offering financial management solutions that \ncombine advisory and systems development services to &corporations and \nfinancial institutions.\n\nAbstract:\n\nLiquidity risk, as opposed to credit and market risks, has received little \nattention in professional or academic journals. We argue that analyzing bank \nliquidity risk can be viewed as a variation of credit risk analysis. After \nintroducing some concepts and definitions, the presentation defines a \nframework allowing to measure a bank's structural liquidity risk. It then \nshows that combining the framework with modern credit risk measurement tools \nleads to a liquidity risk VAR measure. The presentation then offers \nconcluding comments on the integration of the liquidity risk measurement \nframework within enterprise-wide risk management.\n\nThe Impact of Electronic Trading on the Uses of Quantitative Research in \nEquity Options \nSeptember 22, 2000\nScott Morris\nHull Group, Quantitative Research Department \n\nQuantitative Research in Investment Management \nOctober 6, 2000\nRaman Srivastava & Anna Bulkovshteyn\nAssistant Vice President, & Fixed Income, Quantitative Analysts, Putman \nInvestments\n\n[IMAGE]\nTBA \nNovember 3, 2000\nVince Kaminski\nEnron Corp.\n\nFund Management and Market Efficiency \nNovember 10, 2000\nAndrea Dalton\nResearcher, Friess Associates \n(advisor to the Brandywine Funds).\n\nTBA \nNovember 17, 2000\nJeff Keifer & Deb\nAEP\n\nTutorial on BRIDGE \nNovember 24, 2000\nPierre Ste-Marie & Punit Rawal\nMSCF Students\n\nA Corporate Risk Management Framework \nDecember 8, 2000\nDarin Aprati & Brian Moore\nMcDonald's\n\n[IMAGE]Math Speaker Series Schedule 2000-2001\n[IMAGE]Speaker Series Student Committee\n[IMAGE]Previous Speakers\n\n?\n \nPierre-Philippe Ste-Marie\n--------------------------------------\n[IMAGE]http://pstemarie.homestead.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/1656.", "message_id": "<4907457.1075856475816.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "stemarie@icubed.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0197", "from": "David Delainey", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "2000 ENA Offsite", "date_iso": "2000-10-30T06:02:00", "date_raw": "Mon, 30 Oct 2000 06:02:00 -0800 (PST)", "body": "Jeff, as per our discussion, this would be a great opportunity for you to \nspend some time with and instill your vision for Enron to the leaders of the \nENA organization. I have attached a preliminary agenda which has you \nspeaking to the group right after dinner the night of December 14th. You \nhave no time constraint on the length of your talk (ie) whatever you find \nfind appropriate in order to get your message across. I though it might be \ninteresting for you to give your vision of Enron's 2001 goals, objectives and \nstrategy. As well, a brief business overview of EES, EBS and Networks may be \nvaluable in building connections.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/157.", "message_id": "<23259943.1075854466123.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeff.skilling@enron.com" ], "cc_emails": [ "sherri.sera@enron.com", "dorie.hitchcock@enron.com", "kay.chapman@enron.com" ] } }, { "id": "en-0198", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Executive Position Within Enron Global Markets", "date_iso": "2000-10-30T10:51:00", "date_raw": "Mon, 30 Oct 2000 10:51:00 -0800 (PST)", "body": "Gene, thanks for the follow up. I am definitely interested in talking with \nhim. Please set up and co-ordinate with Cathy Phillips @ 36898. Also need \nhim to talk with Jeff Shankman.\n\nThanks,\nMike\n\n \n\tEnron North America Corp.\n\t\n\tFrom: Gene Edmiston @ ENRON 10/26/2000 05:37 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Executive Position Within Enron Global Markets\n\nHi Mike:\n\nI talked to you briefly earlier today immediately after the \"Enron at a \nGlance\" session. We discussed the subjects of Enron looking at the purchase \nof GATX Terminals Corporation and the hiring of an individual from GATX \nTerminals.\n\nAs I mentioned earlier, I know an individual who has worked for GATX \napproximately 20 years in several capacities who is interested in joining the \nEnron team. His name is Steve Denney and he resides in Chicago, IL. He \ntravels each week to Houston for his current job as President of GAXT \nProducts Services (GPS). Capacities within the GATX organization that Steve \nhas held include:\n\nPresident of GATX Products Services (GPS)\nExecutive Vice President Domestic Sales and Marking for GATX Terminals\nSouthern Region Business Unit Manager (Texas, Louisiana, and Florida) for \nGATX Terminals\nGeneral Manager of Calnev Pipe Line Company (a subsidiary of GATX Terminals)\n\nI have worked with Steve in different capacities since 1991, and think he \nwould be a GREAT asset to the Enron organization. I would like to introduce \nthe two of you to see if there is a fit for Steve within our company. You \nexpressed interest earlier today when we talked. If you are still \ninterested, could you please advise me on what steps to take from here?\n\nI appreciate your time in considering Steve as an employee and look forward \nto pursuing him as an Enron team member.\n\nThank you,\nGene\nx5-3515", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/455.", "message_id": "<9870746.1075843967729.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "gene.edmiston@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0199", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: CACS", "date_iso": "2000-10-30T17:20:00", "date_raw": "Mon, 30 Oct 2000 17:20:00 -0800 (PST)", "body": "Brent,\nI would like this to become formal policy within EGM as well. I know that it \nexists and is around but no one is familiar with this or exactly how it \nworks. We have made strides with credibility with RAC regarding coal and we \nare doing a better job of seeing deals in general but I would like to put out \na policy like this for us. Please take a look at this and draft a memo that \ncan be sent out addressing the approval procedures and the guidelines and \nlimits around them.\nThanks,\nmike\n\nTo: Merritt Thomas/LON/ECT@ECT\ncc: Brent A Price/HOU/ECT@ECT (bcc: Mike McConnell/HOU/ECT)\nSubject: Re: CACS \n\nYes, there is a formalized process. After Credit and Legal, and in most \ncases RAC, look at transactions, a VP or higher will sign the Dash. For Doug \nto sign the Bahamas option contract, I need to know the premium. Please \ncontact Brent Price for our DASH. (Deal approval sheet)\n\nJeff\n\n Merritt Thomas 10/23/2000 04:51 PM\n\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: CACS\n\nJeff,\n\nI'm sorry to bother you with this, but I can't seem to get a straight answer \nfrom anyone - when one is signing a contract around here, is there a form you \nfill out for approval? In London, everyone fills out a CACS form (Contract A\nuthorisation Control Sheet), and if the deal is > $0.5m, then a DASH is \nrequired as well. Brad seems to think that if a DASH is not required, then \nthe business unit head signs off on the expenditure? Is there a formalised \nglobal-markets process for this, or is this a product-by-product thing? (in \nwhich case, I'll assume LNG has no process, and I'll direct Eric to implement \none...) (Doug Arnell needs to purchase his option for the Bahamas land \nthing, thus the reason for the question).\n\nfyi, attached is European CACS form. \n\nThanks,\nMerritt", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/437.", "message_id": "<32388196.1075843967316.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "brent.price@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0200", "from": "John Lavorato", "to": [ "David Delainey" ], "cc": [], "subject": "Final Associate/Analyst 2000 PRC - Jacoby", "date_iso": "2000-10-31T23:29:00", "date_raw": "Tue, 31 Oct 2000 23:29:00 -0800 (PST)", "body": "I wonder with Joe Sutton gone if they can cancel the worldwide Analyst and \nAssociate PRC. It take a lot of time away from our people and we are ranking \nthem ourselves anyway.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/2491.", "message_id": "<3314165.1075863633761.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0201", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: Final Associate/Analyst 2000 PRC - Jacoby", "date_iso": "2000-11-01T00:22:00", "date_raw": "Wed, 1 Nov 2000 00:22:00 -0800 (PST)", "body": "John, this is a Skilling issue - Charlene and myself are going to talk to him \nabout several changes in the next couple of weeks.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/1506.", "message_id": "<5548933.1075863674023.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0202", "from": "Steven Kean", "to": [ "Mark Haedicke" ], "cc": [], "subject": "USA: FACTBOX-FERC details changes for Calif power market.", "date_iso": "2000-11-01T07:43:00", "date_raw": "Wed, 1 Nov 2000 07:43:00 -0800 (PST)", "body": "Joe Hartsoe, Rick Shapiro, or Jim Steffes can fill you in on the details of \nwhat FERC did today. One question you need to think about is how their \ndecision on price caps affects any contracts which we may have indexed to \nCalifornia's spot market. The way it reports the market clearing price will \nchange fundamentally if prices over 150 will be accepted but not used to \nclear the market for all bids. So, if we are using this as a reference price \nin our contracts it may trigger the need to look for alternatives.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/465.", "message_id": "<30223648.1075846385985.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "mark.haedicke@enron.com" ] } }, { "id": "en-0203", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: PRC Stuff", "date_iso": "2000-11-01T07:59:00", "date_raw": "Wed, 1 Nov 2000 07:59:00 -0800 (PST)", "body": "I think paul has a number of good suggestions here. I think that tying \nrankings to clear objectives does not reflect the fluidity of our charge, \nthough, and will lead to expectations which may not be met. I also feel \nstrongly that the ranking needs to be a relative one -- I would go to a pure \nnumber system. We are going to need to assess at each PRC whether the \norganization is strong (in which case I think it's ok to have a \ndisproportionate number of high ratings) or whether the organization has \nweaknesses that force us to grade tougher. You don't get that in an absolute \nsystem with preset expectations. I think your group in particular has done a \ngood job of emphasizing team work ( and punishing those who don't play well) \nso we need not create a competitive or jockeying environment so long as that \nemphasis is communicated explicitly.\n\nI agree with Paul's points about giving clear, specific feed back (though I \ndon't think we can give a clear target for what one must accomplish to be \nsuperior). I also like the idea of the abbreviated mid year PRC to deal with \nthose we need to counsel more vigorously. I'm not sure we can get away with \nit but I am willing to give it a shot.\n\nI think Paul is to be complimented for taking time to focus on the larger \norganizational issues .... very vice presidential of him... no overstepping \nof bounds ... quite the contrary.\n\n\tRichard Shapiro@EES\n\t10/31/2000 02:52 PM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron\n\t\t cc: \n\t\t Subject: PRC Stuff\n\nCan we discuss?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/2067.", "message_id": "<16190622.1075863662982.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0204", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: EEI/ Enron consensus- building process", "date_iso": "2000-11-02T01:06:00", "date_raw": "Thu, 2 Nov 2000 01:06:00 -0800 (PST)", "body": "I don't want to disrupt building a more collegial relationship here, but I \nhave some concerns about their reticence to sound more positive about \nreaching agreement on our two key issues. Can we put the question \ndifferently: what are the barriers to their concurrence and what can we do \ntogether to address those barriers? If the barriers for EEI are \ninsurmountable because of the recalcitrance of a few members, can they \nfacilitate a dialogue between us and a more progressive group?\n\n\tJames D Steffes\n\t11/01/2000 05:25 PM\n\t\t \n\t\t To: Richard Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron\n\t\t cc: \n\t\t Subject: Re: EEI/ Enron consensus- building process\n\nSounds positive. I think that both sides are realistic but willing to work \ntogether. I think we need to keep this going forward. If we let this hang \nout too long, we could lose the momentum.\n\nJim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/474.", "message_id": "<16119027.1075846386192.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "james.steffes@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0205", "from": "David Delainey", "to": [], "cc": [ "John Lavorato", "Mark Haedicke" ], "subject": "Commodity / Embedded Finance Deals", "date_iso": "2000-11-02T01:25:00", "date_raw": "Thu, 2 Nov 2000 01:25:00 -0800 (PST)", "body": "Tim, I would argue that we should pursue this business as long as a) we are \nbeing adequately compensated for the financing and underlying commodity risk; \nb) we have very good paper; c) we are dealing with solid credits and are \ncharging an appropriate risk adjusted cost of capital for the underlying \nfinancing; d) we have the ability to syndicate the capital or funds flow \nposition if needed to manage cash issues and e) that RAC is comfortable that \nwe are reaching these goals.\n\nAny imbedded financing or $5M or more should be DASHED. David, Joe and Mark \nshould be your key contacts to ensure we are adequately managing these issues \nbut I do not see any fatal flaw in the strategy if priced/managed well and we \nwatch the funds flow issues. \n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/150.", "message_id": "<3938061.1075854465968.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "tim.belden@enron.com" ], "cc_emails": [ "david.gorte@enron.com", "joseph.deffner@enron.com", "john.lavorato@enron.com", "mark.haedicke@enron.com" ] } }, { "id": "en-0206", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Possible Harvard Business School event", "date_iso": "2000-11-02T23:47:00", "date_raw": "Thu, 2 Nov 2000 23:47:00 -0800 (PST)", "body": "I am very interested in pursuing this and I believe Enron presents an ideal \ncase study for the purposes you outlined. I am copying Christie Patrick on \nthis message and asking her to coordinate this for us. Christie has worked \non other case studies and will be very helpful in navigating Enron for you.\n\n\tDon Sull \n\t11/03/2000 10:46 AM\n\t\t \n\t\t To: skean@enron.com\n\t\t cc: pmarshall@hbs.edu, wsahlman@hbs.edu\n\t\t Subject: Possible Harvard Business School event\n\nSteve,\n\nWanted to thank you again for reviewing the strategy as simple rules \narticle. It is forthcoming in the next Harvard Business Review and will send \nyou some reprints once the magazine hits the newsstands. \n\nAlso wanted to gauge your interest in a possible even at the Harvard Business \nSchool in April 2001. We are currently finalizing our plans for the \nEntrepreneurial Manager--a first year course on entrepreneurship taken by all \n1,000 of our MBA students. As part of the course, we will feature an \nentrepreneurial company as the capstone class in the course. Last year we \nfeatured Intuit, taught an Intuit case study and hosted Scott Cook who spoke \nto the entire MBA class. The session was a huge success--the highest rated \nclass in our course and had a lasting impact on how our students think about \nentrepeneurship. We were wondering whether you and your colleagues might be \ninterested in being our featured company this year. \n\nIf you decided to proceed, we would first write a case study focused on the \nprocess of creating new ventures within Enron. The case would probably \nconsist of three portions: an overview of the Enron corporation, an in-depth \ndescription of one or two ventures successfully formed in the past, and a \nprofile of someone currently attempting to start a new venture within \nEnron. In preparing the case, we would draw heavily on existing case \nstudies, articles, and book chapters profiling Enron to avoid duplicating \neffort. We would then supplement our desk research by interviewing \napproximately 15-20 Enron employees, including top management team members \n(especially Ken Lay and Jeff Skilling), some folks involved in past ventures, \nand the people currently attempting to start a new venture. Each interview \nwould take approximately 60 minutes. We could probably complete the bulk of \nthe interviews in a two to three day visit to Enron, supplemented by \ntelephone interviews. The ideal timing for these interviews from our \nperspective would be the last week of November or the first few weeks of \nDecember. We would then return to Boston, write a draft of the case and then \nsubmit that to you for review and clearance in January. We could then make \nany last minute changes before distributing the case to the students for the \nApril discussion. \n\nIn addition to writing the case study, we would like to invite a group of \nEnron executives to HBS when we discuss the case in April. The ideal date \nwould be the 27th of April, but we could schedule the Enron day the 23rd, \n24th or 25th if the 27th were impossible for you. Last year Intuit sent \nalong six folks--some junior, some senior--each of whom sat in at least one \nof our class discussions. In addition, Scott Cook spoke to the entire MBA \nclass. We would like to follow the same format this year, so it would be \nsuper if either Jeff or Ken (or in the best of all worlds, both!) could speak \nto the MBAs as a whole. With Intuit last year, we kicked off at about 8:30 \nand wrapped everything up by approximately 1:00. We would shoot for roughly \nsimilar timing this year. \n\nMany of our students equate entrepreneurship with start-ups, and this day is \ndesigned to show them that it is possible (although extremely difficult) for \nlarge companies to be entrepreneurial. As such, you and your colleagues \nwould be providing an invaluable service to our students, and we would be \ndeeply grateful for your contribution. The event might also have some direct \nbenefits to Enron in terms of increased profile among our students. If you \nwere interested, we could also explore opportunities to leverage this event \nto further increase Enron's profile as a leader of the New Economy. We \nmight, for instance, bundle the case study with a teaching note and edited \nvideo as a module on \"entrepreneurship in large companies\" and distribute it \nto other business schools through Harvard Business School press. My \ncolleagues and I would be most grateful for your cooperation and would be \nhappy to explore ways that you might increase your return on the time \ninvested. \n\nPlease let me know if this opportunity might be of interest to you and your \ncolleagues and how you would like to proceed. I very much look forward to \nhearing from you. \n\nDon\n\nDonald N. Sull\nSouth Hall 211\nHarvard Business School\nBoston, MA USA 02163\ndsull@hbs.edu\ntelephone: 617 496 7179\nfax: 617 495-3817\nhome page: http://www.people.hbs.edu/dsull/bio.html\nassistant: Maurie SuDock (617 495-6473)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/476.", "message_id": "<26211187.1075846386241.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "dsull@hbs.edu" ], "cc_emails": [ "pmarshall@hbs.edu", "skean@enron.com", "wsahlman@hbs.edu", "christie.patrick@enron.com" ] } }, { "id": "en-0207", "from": "Mark Haedicke", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: USA: FACTBOX-FERC details changes for Calif power market.", "date_iso": "2000-11-03T08:33:00", "date_raw": "Fri, 3 Nov 2000 08:33:00 -0800 (PST)", "body": "Thanks for the heads up. Mark\n\n\tSteven J Kean@ENRON\n\t11/01/2000 03:43 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: USA: FACTBOX-FERC details changes for Calif power market.\n\nJoe Hartsoe, Rick Shapiro, or Jim Steffes can fill you in on the details of \nwhat FERC did today. One question you need to think about is how their \ndecision on price caps affects any contracts which we may have indexed to \nCalifornia's spot market. The way it reports the market clearing price will \nchange fundamentally if prices over 150 will be accepted but not used to \nclear the market for all bids. So, if we are using this as a reference price \nin our contracts it may trigger the need to look for alternatives.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/604.", "message_id": "<17211789.1075845055925.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0208", "from": "Mark Haedicke", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: Cypress Exploration Program - Operator/Cash Call Issue", "date_iso": "2000-11-03T08:43:00", "date_raw": "Fri, 3 Nov 2000 08:43:00 -0800 (PST)", "body": "I was not aware of this. I will investigate. Thanks.\n\n\tRick Buy\n\t11/01/2000 01:13 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: Cypress Exploration Program - Operator/Cash Call Issue\n\nMark- were you aware of this? Not a huge dollar amount but does indicate a \nnaked risk we didn't know we had (I think). Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/606.", "message_id": "<873785.1075845055976.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "lance.schuler-legal@enron.com" ] } }, { "id": "en-0209", "from": "Mark Haedicke", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re: Legal Reporting", "date_iso": "2000-11-06T06:51:00", "date_raw": "Mon, 6 Nov 2000 06:51:00 -0800 (PST)", "body": "The top ten legal risk report for EGM is new. It should help focus attention \non the most significant legal risks. Mark\n\n\tJeffrey A Shankman\n\t10/23/2000 05:32 PM\n\t\t\n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: Re: Legal Reporting\n\nI'll defer to you. How does this supplement your reports now?\n\nMark E Haedicke\n10/23/2000 04:38 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Legal Reporting\n\nMike and Jeff:\n\nI am rethinking the legal reports. Alan and I am preparing a monthly trading \nand transactional summary, a litigation report and the TOP TEN legal risk \nreport. To me the last two are the most important. On a conceptual basis, \nis that what you need or want to see?\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/619.", "message_id": "<11198328.1075845056351.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0210", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "TVA Settlement Letter", "date_iso": "2000-11-07T08:27:00", "date_raw": "Tue, 7 Nov 2000 08:27:00 -0800 (PST)", "body": "Dave:\n\nI have prepared a first draft of a letter for your review. Let me know if \nyou want to make changes.\n\nRegards,\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/621.", "message_id": "<25500824.1075845056395.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0211", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: Jose LNG - Next Steps", "date_iso": "2000-11-08T01:17:00", "date_raw": "Wed, 8 Nov 2000 01:17:00 -0800 (PST)", "body": "Thanks. Be sure to get Larry Lawyer, Brent Price, and Eric Groves \ninvolved. This project is extremely important to Enron, and our LNG \nstrategy. If there are any resources you need, please let me know. \n\nJeff\n\nEmilio Vicens@ENRON_DEVELOPMENT\n11/07/2000 03:11 PM\nTo: Jeffrey A Shankman@ECT, Mike McConnell/HOU/ECT@ECT\ncc: Eric Gonzales@ECT \nSubject: Jose LNG - Next Steps\n\nJeff,\n\nThe following summarizes the key next steps on the Jose LNG project:\n\nImmediate Next Steps\n\n? Contracts: concentrate on modifying in-country agreements with PDVSA to \nallow execution in Dec 2000.\n - Participation Agreement: introduce and agree restructured marketing scheme \nwhich incorporates ENE and PDVSA off-take agreements\n - Gas Supply Agreement: introduce and agree a couple of small changes in \norder to reduce purchase price \n \n ENE exposure post agreement executions: $1.25MM after 7 months\n $4.0 MM after 7 months and for up to 12 months if ENE decides to stay in the \ndeal (ENE option)\n $20.0 MM after 19 months if ENE still decides to stay in the deal (ENE \noption)\n\n? Financing: confirm final financing assumptions and equity syndication \nrequirements\n - Debt: corroborate market funds availability, pricing, tenor, coverage \nratios and debt/equity ratio\n - Equity: define required project company IRR for equity syndication \n(current assumption 18%)\n \n ENE\u0001,s exposure: None prior to issuance of EPC notice-to-proceed (NTP)\n Post NTP release - if we can't acquire 3rd party capital, ENE would \nhave to bridge\n \n? Markets and Nat Gas Swaps and Options:\n 1. Shift LNG destination to Higher Netback Markets: focus on gaining access \nto alternative regas terminals - Cove Point and Boston (currently modeling \nthe two least attractive netback terminals in the US: Elba and Lake Charles)\n 2. Gas Swaps and Options: confirm value for Enron as a whole. Estimated MTM \nvalue of ENE offtake contract at the Gas Desk's Mid is $308MM coupled with a \nProject Company equity IRR of 18%. \n\nIt is our intent upon reaching agreement with PDVSA on our proposed changes \nand post appropriate RAC and Financing Group reviews, to circulate all \ncontracts for your final review and approval. If you require any additional \ninformation as to our current plans etc. please give me a call.\n\nThanks \n\nEmilio", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/678.", "message_id": "<15391432.1075857562092.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "emilio.vicens@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "larry.lawyer@enron.com", "brent.price@enron.com", "eric.groves@enron.com" ] } }, { "id": "en-0212", "from": "Stanley Horton", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: Draft of organization announcement", "date_iso": "2000-11-08T03:14:00", "date_raw": "Wed, 8 Nov 2000 03:14:00 -0800 (PST)", "body": "Per my discussion with Jeff Skilling, Rod Hayslett will be added to the \nExecutive Committee.\n\nThanks, Stan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/10.", "message_id": "<4247919.1075844955632.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0213", "from": "Jeffrey Shankman", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re: NYMEX", "date_iso": "2000-11-08T03:45:00", "date_raw": "Wed, 8 Nov 2000 03:45:00 -0800 (PST)", "body": "I think you know about this.... On another note, I have 5 cases of Kistler \nin my office--should we crack a few?\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/673.", "message_id": "<21945386.1075857561979.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0214", "from": "Jeffrey Shankman", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "", "date_iso": "2000-11-08T05:04:00", "date_raw": "Wed, 8 Nov 2000 05:04:00 -0800 (PST)", "body": "I spoke with Tom Piazze at Wharton again this morning, about a reduction in \nthe financial commit. from us. He was not receptive, and in the past, I've \nsuggested energy outsourcing for the University, and more recently discussing \ntheir broadband needs. Others here have thought about this at Enron (like \nthe California University system). Jeremy Blachman and I are going to run \nwith this in a more direct approach and see what happends. (Tom P. was open \nto all of this, of course).\n\nFYI, thanks. Jeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/671.", "message_id": "<1555278.1075857561934.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0215", "from": "David Delainey", "to": [ "Steven Kean" ], "cc": [ "Richard Shapiro" ], "subject": "Reg affairs 2001 budget", "date_iso": "2000-11-10T05:04:00", "date_raw": "Fri, 10 Nov 2000 05:04:00 -0800 (PST)", "body": "Steve, I noticed that our allocation from 2000 to 2001 is going up by 21% \nyear on year (ie) $13.9M from $11.5M. We have been able to keep ENA's direct \ngroup expenses flat year on year, we are trying hard to keep the corporate \nallocation flat year to year as well. Do you have a view on how we might be \nable to achieve this goal?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/118.", "message_id": "<27726107.1075854465245.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com", "james.steffes@enron.com", "wes.colwell@enron.com" ] } }, { "id": "en-0216", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Forward oil prices", "date_iso": "2000-11-10T09:25:00", "date_raw": "Fri, 10 Nov 2000 09:25:00 -0800 (PST)", "body": "Jens,\n\nI think I have cc'ed you on this. John Nowlan approved and Stinson Gibner\nhas the curves available for you.\n\nVince\n\nJens Gobel@ENRON\n11/10/2000 04:44 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: Forward oil prices \n\nHi Vince,\n\nHave you already heard back from John Nowlan? \n\nThanks a lot for your help again. Have a great weekend.\n\nJens\n\nJens Gobel\n10/26/2000 12:06 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \n\nSubject: Forward oil prices \n\nVince,\n\nAs discussed on the phone, I am sending you the request that I have received \nfrom Prof. Buehler. Prof. Buehler is the \nhead of the faculty of finance at Mannheim University in Germany. Currently, \nhe is writing a study about the hedging \nstrategy that led to the Metallgesellschaft debacle. For this study he would \nlike to get forward oil prices form us.\n\nThe forward oil prices should be for WTI with Cushing as the delivery point \nfor the time period July 1986 and December 1996 \nwith remaining contract durations between one and ten years. It would be \nideal to get this data on a daily basis. Weekly \nor monthly data is helpful as well, of course. \n\nSince Mannheim University is among Enron's tier one recruiting universities \nin Germany, it would be great if we could help \nhim with some data. Thanks a lot for your help.\n\nJens\n\no.korn@uni-mannheim.de on 10/10/2000 11:44:57 AM\nTo: Jens.Gobel@enron.com\ncc: \n\nSubject: Daten\n\nSehr geehrter Herr Goebel,\n\nbezugnehmend auf Ihr heutiges Telefongespraech mit Herrn Prof.\nBuehler hat mich Prof. Buehler gebeten, Ihnen genauer\ndarzustellen, welche Daten idealerweise fuer unsere Studie\nbenoetigt wuerden.\n\nZunaechst zum Hintergrund. Wir sind auf ENRON gestossen, weil\nEduardo Schwartz in einer seiner Arbeiten die folgende Datenquelle\nangibt:\n\n\" In addition to the publicly available futures data described above,\nfor the purpose of this study Enron Capital and Trade Resources\nmade available some proprietary historical forward price curves\nfrom 1/15/93 to 5/16/96. From these data ten forward prices were\nused in estimation, ranging in maturities from two months to nine\nyears\"\n\nDies laesst uns annehmen, dass Enron bestimmte Daten\nverfuegbar hat.\n\nNun zum idealen Datensatz:\n\nForwardoelpreise (am besten WTI mit Lieferung in Cushing) fuer\nRestlaufzeiten zwischen einem und zehn Jahren fuer den Zeitraum\nJuli 1986 bis Dezember 1996. Dabei waere eine hohe\nDatenfrequenz ideal (taeglich, ansonsten woechentlich oder\nmonatlich). Zusaetzlich waeren auch Spotpreise fuer WTI mit\nLieferung in Cushing nuetzlich.\n\nDiese idealen Datenanforderungen werden sich vermutlich nicht\nerfuellen lassen. Jedoch waere uns auch schon geholfen, wenn ein\nkuerzerer Zeitraum oder eine niedrigere Datenfrequenz vorlaege.\n\nWir waernen Ihnen sehr dankbar, wenn Sie in Erfahrung bringen\nkoennten, inwiefern solche Daten von Enron zu erhalten sind.\n\nHerzlichen Dank fuer Ihre Muehe und beste Gruesse\n\nOlaf Korn\n\np.s. Bei Rueckfragen stehe ich Ihnen jederzeit gern zur Verfuegung\n\n__________________________________________________________\nDr. Olaf Korn\nUniversity of Mannheim\nChair of Finance\nD-68131 Mannheim\nGermany\nTel.: ++49/621/181-1487\nFax.: ++49/621/181-1519\ne-mail: o.korn@uni-mannheim.de", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/1518.", "message_id": "<2789499.1075856472571.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jens.gobel@enron.com" ], "cc_emails": [ "stinson.gibner@enron.com", "vince.kaminski@enron.com" ] } }, { "id": "en-0217", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Comments on FERC November 1 order", "date_iso": "2000-11-12T23:51:00", "date_raw": "Sun, 12 Nov 2000 23:51:00 -0800 (PST)", "body": "There are a few other issues we need to look into:\n\nLarcamp told Hartsoe and I after the meeting that FERC may clarify that the \nprice caps and reporting obligations apply only to bids into the PX and ISO \n-- ie no bilateral transaction will be subject to the requirements. He asked \nif knowing this would change any of our views (esp peaking plants, though I \nsuspect it's already too late for that). My gut reaction is that so long as \nthe market continues to clear through the centralized exchanges this \n\"exemption\" for bilateral transactions won't matter much, but let's think it \nthrough. Is EOL or APX an alternative?\nMassey specifically asked us to address forward markets in our comments. \nSpecifically, \"has FERC done everything it can to encourage forward market \ndevelopment?\" In addition to any other points we might make, I think we \nshould argue that \"PJMing\" the market won't facilitate and may even hinder \nforward market development. Also, we should advocate actions by FERC that \ntake away second-guessing by the CPUC in order to reduce utility fears about \ncontracting forward.\nWe have to give the Commission a way out on price caps. We need to think \nthrough whether there is something we can live with here, or we should take \nthe approach I took in my testimony: FERC should encourage the state to \nprovide rate protection for selected customer classes by putting those \nrequirements up for bid (ie get the utility out of the commodity business as \nmuch as possible).\nFinally, on governence issues we should argue for a narrowe role for the ISO \nas a way of diffusing the emotional governence debate. Analogy: if the ISO \nis simply the air traffic controller all parties will simply be interested in \nretaining the most technically competent people (not hiring or appointing \ntheir lackies or friends). So long as the ISO has a role in setting prices, \nacquiring supplies or running the market, it is destined to be controversial \nand highly politicized. Those functions should be left to the market.\n\n\tMary Hain@ECT\n\t11/10/2000 11:13 AM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron, Harry Kingerski/NA/Enron@Enron\n\t\t cc: \n\t\t Subject: Comments on FERC November 1 order", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1440.", "message_id": "<18006985.1075851036962.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "mary.hain@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com", "jeff.dasovich@enron.com", "susan.mara@enron.com", "joe.hartsoe@enron.com", "sarah.novosel@enron.com", "donna.fulton@enron.com", "paul.kaufman@enron.com" ] } }, { "id": "en-0218", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: First Draft of eTransMart FAQ's", "date_iso": "2000-11-13T01:31:00", "date_raw": "Mon, 13 Nov 2000 01:31:00 -0800 (PST)", "body": "What does this proposal imply about transmission pricing. We have debated \nfrom time-to-time whether we would be better off with a pure \"loads pay\" \ntransmission pricing scheme because it would leave fewer places for utilities \nto hide the ball (when they pay for transmission they are just transferring \nmoney from one pocket to the other) and it would allow us to reach the \nmaximum number of counterparties for each MW (thereby increasing liquidity). \nWhere do we stand?\n\n\tCharles Yeung@ECT\n\t11/09/2000 11:19 AM\n\t\t\n\t\t To: Thane Twiggs/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT@EES\n\t\t cc: Christi L Nicolay/HOU/ECT@ECT, Janice R Moore/HOU/ECT@ECT, Joe \nHartsoe/Corp/Enron@ENRON@EES, Mary Hain/HOU/ECT@ECT, Richard \nShapiro/HOU/EES@EES, Ron McNamara/NA/Enron@Enron@EES, Sarah \nNovosel/Corp/Enron@ENRON@EES, Steve Walton/HOU/ECT@ECT, Tom \nDelaney/Corp/Enron@ENRON@EES, Steven J \nKean/NA/Enron@Enron@ENRON_DEVELOPMENT@EES, Thresa A Allen/HOU/ECT@ECT, Edward \nD Baughman/HOU/ECT@ECT, Oscar Dalton/HOU/ECT@ECT, Patrick Hanse/HOU/ECT@ECT, \nGary Justice/NA/Enron@Enron@ENRON_DEVELOPMENT@EES, Mike E \nKelly/NA/Enron@Enron@ENRON_DEVELOPMENT@EES, Jeff \nKing/Corp/Enron@Enron@ENRON_DEVELOPMENT@EES, Matt Lorenz/HOU/ECT@ECT, Dave \nMangskau/Corp/Enron@ENRON@ENRON_DEVELOPMENT@EES, Janine Migden/DUB/EES@EES, \nDavid Portz/HOU/ECT@ECT, Doug Sewell/HOU/ECT@ECT, Kerry Stroup/DUB/EES@EES, \nRon Tapscott/HOU/ECT@ECT, Lloyd Will/HOU/ECT@ECT, Jeff Brown/HOU/EES@EES, \nJames D Steffes/HOU/EES@EES, Damon \nHarvey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT@EES\n\t\t Subject: Re: First Draft of eTransMart FAQ's\n\nThese questsions seem to be focus on the modularity of the product. This is \nfine from the vendors' perspectives, however, from a Tariff perspective, it \nhints at conceding to others' tariiffs/structures. There should be a few \nquestions that paint the entire Real Flow solution - even referencing that a \ntariff is available.\n\nAlso, can I assume the entities listed are endorsing eTransMart? Or do they \nnot even know their name is referenced here?\n\nFrom: Thane Twiggs@ENRON_DEVELOPMENT on 11/08/2000 03:09 PM CST\nTo: Charles Yeung/HOU/ECT@ECT@EES, Christi L Nicolay/HOU/ECT@ECT@EES, Janice \nR Moore/HOU/ECT@ECT@EES, Joe Hartsoe/Corp/Enron@ENRON@EES, Mary \nHain/HOU/ECT@ECT@EES, Richard Shapiro/HOU/EES@EES, Ron \nMcNamara/NA/Enron@Enron@EES, Sarah Novosel/Corp/Enron@ENRON@EES, Steve \nWalton/HOU/ECT@ECT@EES, Tom Delaney/Corp/Enron@ENRON@EES, Steven J \nKean/NA/Enron@Enron, Thresa A Allen/HOU/ECT@ECT, Edward D \nBaughman/HOU/ECT@ECT, Oscar Dalton/HOU/ECT@ECT, Patrick Hanse/HOU/ECT@ECT, \nGary Justice/NA/Enron@Enron, Mike E Kelly/NA/Enron@Enron, Jeff \nKing/Corp/Enron@Enron, Matt Lorenz/HOU/ECT@ECT, Dave \nMangskau/Corp/Enron@ENRON, Janine Migden/DUB/EES@EES, David \nPortz/HOU/ECT@ECT, Doug Sewell/HOU/ECT@ECT, Kerry Stroup/DUB/EES@EES, Ron \nTapscott/HOU/ECT@ECT, Lloyd Will/HOU/ECT@ECT, Christi L Nicolay/HOU/ECT@ECT, \nJeff Brown/HOU/EES@EES, James D Steffes/HOU/EES@EES, Damon \nHarvey/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT\ncc: \nSubject: First Draft of eTransMart FAQ's\n\nPlease see the note below. EtransMart is the consortium's name for E-trans \nand they are putting together the FAQ's for their website. If you have any \ncomments feel free to send them to me and I will forward them to Dave.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1538.", "message_id": "<6301331.1075851039457.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "charles.yeung@enron.com", "joe.hartsoe@enron.com", "james.steffes@enron.com", "richard.shapiro@enron.com", "jeff.brown@enron.com", "steve.walton@enron.com" ] } }, { "id": "en-0219", "from": "Jeffrey Shankman", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "", "date_iso": "2000-11-13T03:50:00", "date_raw": "Mon, 13 Nov 2000 03:50:00 -0800 (PST)", "body": "Without knowing what subcommittees you are going to set up for the exec. \ncommittee members, I'll take the Analyst/Associate program. We've been \nincredibly successful with Wharton/Penn , and I'd like to replicate our \napproach company wide. I'm convinced with my help, we can do a world class \njob. I'd be happy to give my thoughts on off cycle hiring, and other ways to \nimprove the entire process (internal and external) around Enron. \n\nThanks. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/633.", "message_id": "<13242010.1075857561092.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0220", "from": "David Delainey", "to": [ "John Lavorato", "Sally Beck" ], "cc": [], "subject": "IT Budget - Meeting", "date_iso": "2000-11-13T04:15:00", "date_raw": "Mon, 13 Nov 2000 04:15:00 -0800 (PST)", "body": "Guys, I would like to schedule a one hour meeting to discuss the 2000 and \n2001 IT budget. Essentially, I would like this first meeting to discuss our \napproach to a) understanding in some detail our 2000 costs and the \nnature/behaviour of those costs and b) in this context, ENA's priorities and \nthe system plan, come up with the 2001 budget and how the accountability will \nbe managed.\n\nKay, can you please try to organize ASAP.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/106.", "message_id": "<23884681.1075854464973.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "wes.colwell@enron.com", "beth.perlman@enron.com", "philippe.bibi@enron.com", "john.lavorato@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0221", "from": "Stanley Horton", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re: ENW Holiday Party Online Invitation", "date_iso": "2000-11-13T06:31:00", "date_raw": "Mon, 13 Nov 2000 06:31:00 -0800 (PST)", "body": "Thanks for the invitation. Unfortunately I am unable to attend as this is \nthe same night as our ETS Holiday Party.\n\nStan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/19.", "message_id": "<10604761.1075844955847.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0222", "from": "Stanley Horton", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re:", "date_iso": "2000-11-15T02:09:00", "date_raw": "Wed, 15 Nov 2000 02:09:00 -0800 (PST)", "body": "Just as I was getting well. Anyone want to plat golf the Saturday after \nThanksgiving? I anm ready to resume play.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/26.", "message_id": "<10016678.1075844956004.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "ldavis@stewart.com" ], "cc_emails": [ "stanley.horton@enron.com", "cegann@dow.com", "tgboldig@aol.com" ] } }, { "id": "en-0223", "from": "Steven Kean", "to": [ "Kenneth Lay" ], "cc": [], "subject": "", "date_iso": "2000-11-16T09:46:00", "date_raw": "Thu, 16 Nov 2000 09:46:00 -0800 (PST)", "body": "As I mentioned at the executive committee meeting, we have a number of people \nwho either have expressed interest in serving on the transition team or who I \nwould like to approach to serve on the transition team for Bush. We believe \nthat a call from you to Cheney may be required.\n\nDavid Haug. David will be returning from his honeymoon on Dec 4 and has \nexpressed a strong interest in serving on the Bush team.\nWoody Wodraska. Woody would like to work on environmental and water issues \nand has been in touch with Bush campaign folks in both California and \nFlorida. He would appreciate a call on his behalf to Cheney. Amanda is \naware of his interest and is amenable to his service.\nJames Steffes. You know Jim. He is one of the most creative and talented \npeople in my organization. He is familiar with state and federal energy \nregulation as well as the state and federal policy makers who have played an \nactive role in deregulation efforts. He would be great to have on a vetting \nteam for commission nominees. I have talked to Jim and he is interested.\nOthers. We can make another 4 people available from the government affairs \norganization with qualifications in energy, communications and market \nregulation. The question is more a matter of how many Enron people they \nwould like to have. Among them: Dan Allegretti (who will be chair of NEPOOL \nnext year) who campaigned for Bush in New Hampshire; and Sue Landwehr, a \nrepublican who works for us in the upper midwest.\n\nLinda Robertson has suggested that we try to put as many people on the \n\"vetting\" team as possible. Let me know how I need to proceed.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/537.", "message_id": "<28302354.1075846387757.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "rosalee.fleming@enron.com", "david.haug@enron.com" ] } }, { "id": "en-0224", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: talking points on California situation", "date_iso": "2000-11-17T23:20:00", "date_raw": "Fri, 17 Nov 2000 23:20:00 -0800 (PST)", "body": "Another key point: to avoid the mistakes of California, policy makers must \nmake it easy to site and interconnect new generation. In California peak \ndemand rose by about 5500 MW from 1996 - 2000. The market responded with \nporposed capacity additions of about 11000 MW. Most of these facilities are \nworking thier way through the tangle of state and local approvals. The \nproblems we saw in California did not need to occur if policy makers simply \nenabled the market to work. Also, it's worth noting that the deregulated \nmarket did work. Customers who signed with Enron saw a lower bill than \nprederegulation, Enron hedged its commitments and so our customers (and \nEnron) did just fine during the summer. Deregulation worked; the problems in \nCalifornia can be directly traced to continued regulatory interference in the \nmarket.\n\n\tSusan J Mara\n\t11/17/2000 06:09 PM\n\t\t\n\t\t To: Mark Schroeder/LON/ECT@ECT\n\t\t cc: Bruno Gaillard/EU/Enron@Enron, Christopher J Day/Govt. \nAffairs/LON/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Paul Dawson/Govt. \nAffairs/LON/ECT@ECT, Richard Shapiro/NA/Enron@Enron, Steven J \nKean/NA/Enron@Enron\n\t\t Subject: Re: talking points on California situation\n\nMark,\n\nHere's my shot. I did it in Revision mode so you can see the changes. Note \nthat Enron never got out of the retail market in CA and has gathered about \n1,000 MW of retail load -- we're bigger than all but two of the municipal \nutilities in the state. Enron stopped marketing to residential consumers -- \nthat's what all the fuss was about in 1997. Anyone else feel free to take \nyour own shot.\n\nSue\n\n\tMark Schroeder@ECT\n\t11/17/2000 09:52 AM\n\t\t \n\t\t To: Susan J Mara/NA/Enron@ENRON, Jeff Dasovich/NA/Enron@Enron\n\t\t cc: Richard Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Paul \nDawson/Govt. Affairs/LON/ECT@ECT, Christopher J Day/Govt. \nAffairs/LON/ECT@ECT, Bruno Gaillard/EU/Enron@Enron\n\t\t Subject: talking points on California situation\n\nSome of our people get asked on the phone about what is going on in \nCalifornia. I have drafted the attached paper for their use. It is intended \nto be simple and user-friendly. Your thoughts on whether I achieved that \nobjectvie are welcome. More importantly, I need you to confimr that I got \nthe story and facts correct, and that I have not said anything about the \nsituation that you (Enron USA) would not want to say, or have not said, or if \nwe have said something fundamentally different, I need to know that, too. \nthanks for taking the time to review. mcs", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1114.", "message_id": "<7191570.1075851028256.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "susan.mara@enron.com" ], "cc_emails": [ "bruno.gaillard@enron.com", "christopher.day@enron.com", "jeff.dasovich@enron.com", "mark.schroeder@enron.com", "paul.dawson@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0225", "from": "Steven Kean", "to": [ "Kenneth Lay" ], "cc": [ "Richard Shapiro" ], "subject": "US Chamber", "date_iso": "2000-11-19T12:11:00", "date_raw": "Sun, 19 Nov 2000 12:11:00 -0800 (PST)", "body": "You had asked for my input on a response to a letter you received from Tom \nDonahue regarding increasing Enron's contribution to the US Chamber to \n$100,000. I have been giving the Chamber a bit of a hard time lately and \nwanted you to know why.\n\nI have been in touch with both Tom and his staff over the last year. Donahue \nhas done a very good job raising money and getting his membership rolls up, \nboth in terms of membership and dollar contribution per member. My \nreservation about the Chamber is that they won't take a stand on something \nwhich is in the best interests of the vast majority of their membership if it \nwill alienate a vocal few. Electric restructuring was a key example of \nthis. There was no doubt where they should have been on the issue, but \ninstead of embracing retail open access legislation at the federal level they \ndecided to have a \"process\". Naturally, all the utilities volunteered to \nparticipate in the process and outnumbered the nonutility members when it \ncame time to vote. The vote supported wholesale, but not retail, reform \n(with heavy emphasis on ensuring stranded cost recovery). Afterwards, the \nfederal debate shifted solely to wholesale legislation (though this is not \nexclusively the Chamber's fault).\n\nUnfortunately, Tom's forceful and competitive approach when it comes to \nraising his membership rolls leaves him unwilling to do the right thing if a \nfew members will be upset. For Enron it's a bit like paying $100,000 for a \nveto right. The only things the organization pushes for are the things \neveryone agrees on in the business community -- eg China PNTR and lower \ncorporate taxes -- things they will push for whether we pay dues or not (and \nthings we will add our separate voice to in any event). \n\nAs I have explained to the Chamber, Enron makes its money challenging \nconventional wisdom, changing the way markets work, and dislocating \nincumbents. Anything important that we stand for is likely to alienate some \nmembers of the business community and the Chamber is unlikely to stand with \nus. They represent the status quo in the business community. Tom is an \nextremely promising leader; he needs to create a new kind of voice for the \nbusiness community. A voice which stands for moving business to the next \nlevel, not just protecting its current position.\n\nHaving said all that, the Chamber (particularly its international chapters) \nhas been useful to us in the past. In previous years, Donahue himself has \nintervened on our behalf with Latin American leaders. As a consequence, I \nhave asked them for a proposal which would allow us to remain Chamber members \nat a lower dues (and policy participation) level, but with continuing access \nto their international activities. I suggested something in the $25,000 \nrange. That's why they are approaching you (they want us to double our \ncurrent dues to $100,000).\n\nCurrently, I am inclined to just withdraw from Chamber membership, but I plan \nto defer to Linda Robertson. I am interested in your insights, or, if you \nprefer, you can simply refer them to Linda or me.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/548.", "message_id": "<19485991.1075846388092.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "rosalee.fleming@enron.com", "richard.shapiro@enron.com", "linda.robertson@enron.com" ] } }, { "id": "en-0226", "from": "Stanley Horton", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re:", "date_iso": "2000-11-20T06:50:00", "date_raw": "Mon, 20 Nov 2000 06:50:00 -0800 (PST)", "body": "Six lousy weeks away from me and you go do something like this. Now it will \nno more golf because you will have too many \"honey do's\" to do.\n\nJust kidding. That is great news. Congratulations. I can't wait to meet \nher. When is the wedding date?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/39.", "message_id": "<28088641.1075844956300.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "ldavis@stewart.com" ], "cc_emails": [ "tgboldig@aol.com", "stanley.horton@enron.com" ] } }, { "id": "en-0227", "from": "David Delainey", "to": [ "Rick Buy" ], "cc": [], "subject": "Board Meeting", "date_iso": "2000-11-21T01:53:00", "date_raw": "Tue, 21 Nov 2000 01:53:00 -0800 (PST)", "body": "Rick, I need your view on which of these deals need to go through the board:\n\n - Tex Mex (ERCOT to Mexico transmission line with term PPA with Desarco)\n - Ahlstrom (QF Purchase)\n - CRRA/Fuel Cell Energy (fuel cell deal with Conn. regulators)\n - sale of Pastoria and LV Cogen (assume not)\n - sale of ECP (assume not)\n - sale of HPL (assume not).\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/74.", "message_id": "<19628532.1075854464264.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "rebecca.carter@enron.com" ] } }, { "id": "en-0228", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: revised ad copy", "date_iso": "2000-11-21T08:02:00", "date_raw": "Tue, 21 Nov 2000 08:02:00 -0800 (PST)", "body": "Tend to agree????????????????? What does that \nmean????????????????????????????????????????????????????/\n\nFrom: James D Steffes on 11/21/2000 04:01 PM\nTo: Mark Palmer/Corp/Enron@ENRON, Richard Shapiro/NA/Enron@Enron\ncc: Linda Robertson/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron \n\nSubject: Re: revised ad copy \n\nLike the closing line. Not sure about the body. I tend to agree with Rick - \nmore meat and less propoganda. We say that we need bipartisan support but we \ndon't tell them sufficently why this can be a bipartisan issue.\n\nJim\n\n\tMark Palmer\n\t11/21/2000 01:40 PM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/HOU/EES@EES, James D \nSteffes/NA/Enron@Enron, Linda Robertson/NA/Enron@ENRON\n\t\t cc: \n\t\t Subject: revised ad copy\n\nCan I have your thoughts on the attached copy by Monday afternoon? We should \nhave layout by then. Would begin running when lameduck session convenes on \nDec. 4.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/archiving/untitled/320.", "message_id": "<19471478.1075846215108.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "james.steffes@enron.com" ], "cc_emails": [ "mark.palmer@enron.com", "linda.robertson@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0229", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-11-21T13:30:00", "date_raw": "Tue, 21 Nov 2000 13:30:00 -0800 (PST)", "body": "eat shit\n\nJohn J Lavorato@ENRON\n11/18/2000 01:01 PM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\nFootball bets 200 each\n\nMinn -9.5\nBuff +2.5\nPhil -7\nIndi -4.5\nCinnci +7\nDet +6\nclev +16\nDen +9.5\nDall +7.5\nJack +3.5", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/36.", "message_id": "<9243650.1075857586383.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0230", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: SOUTHERN LNG re ELBA ISLAND LNG TERMINAL", "date_iso": "2000-11-22T01:35:00", "date_raw": "Wed, 22 Nov 2000 01:35:00 -0800 (PST)", "body": "Let's sit down next week and go over this. There are some other things going \non that the LNG group is trying to trade with El Paso for LNG space around \nthe country, as well. \n\nJeff\n\nJanet R Dietrich\n11/20/2000 10:16 AM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: Mike McConnell/HOU/ECT@ECT \nSubject: SOUTHERN LNG re ELBA ISLAND LNG TERMINAL\n\nHey guys, no real need to read all of this. I just want to be sure your team \nand our team are closely coordinating on the Elba Island tolling agreements \n(your team) and gas sales agreements (our team). These discussions have been \ngoing on for about eight months now and I want to be sure this is all \nworthwhile. Phil Demoes is spending a considerable amount of time \ncoordinating and negotiating with Southern Co. and other sales customers for \nthe LNG offtake agreements. I'm assuming Doug Arnell is your lead on deciding \nand executing on the strategy at Elba. There is a CONSIDERABLE amount of \nmoney to be made depending on your view of the long-term supply curve for \nLNG. \n\nQuestion: Are the right people involved here on both sides to develop and \nexecute on the strategy at Elba? What is our specific strategy at Elba and \ncan we accelerate our negotiations on the various contracts here? Please \nadvise. Thanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/590.", "message_id": "<15912142.1075857560087.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "janet.dietrich@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0231", "from": "Jeffrey Shankman", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Hotel for the Wharton trip", "date_iso": "2000-11-22T01:40:00", "date_raw": "Wed, 22 Nov 2000 01:40:00 -0800 (PST)", "body": "I'm not sure I'm going to make it to Phila because of PRC. I will advise \nnext week. Also, can you tell me Paula's last name that we rode with the \nother day when you all took me to the airport? Thanks. \n\nVince J Kaminski\n11/20/2000 04:34 PM\nTo: Jennifer Burns/HOU/ECT@ECT\ncc: Jeffrey A Shankman/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT, \npiazzet@wharton.upenn.edu \nSubject: Hotel for the Wharton trip\n\nJennifer,\n\nThis is the address of the hotel within a walking distance to the Wharton \nSchool.\nPlease, make the reservation for Jeff Shankman at this hotel for the December \nthe 6th meeting.\n\nVince Kaminski\n\nhttp://www.innatpenn.com/contact.html\nTHE INN AT PENN\n Sansom Common, 3600 Sansom Street\n Philadelphia, PA. 19104\n Phone: 1-800-809-7001\n Fax: 215-222-4600\n\nPlease, mention that the stay is related to the University business\nwhen making the reservation.\nTom Piazze at Wharton can confirm it. \nTom Piazze\nPhone: (215) 898 1615\npiazzet@wharton.upenn.edu", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/588.", "message_id": "<23961121.1075857560037.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0232", "from": "Rick Buy", "to": [], "cc": [ "Greg Whalley" ], "subject": "Re: Raptor Position Reports for 11/20/00", "date_iso": "2000-11-22T04:05:00", "date_raw": "Wed, 22 Nov 2000 04:05:00 -0800 (PST)", "body": "Can you please add Greg Whalley to the distribution on this report, which by \nthe way is quite bebficial to us. Tx Rick Buy", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/35.", "message_id": "<23617668.1075858305536.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "gordon.mckillop@enron.com" ], "cc_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0233", "from": "Rick Buy", "to": [], "cc": [ "David Delainey" ], "subject": "Re: Wheeling-Pittsburgh Steel Corporation", "date_iso": "2000-11-22T04:46:00", "date_raw": "Wed, 22 Nov 2000 04:46:00 -0800 (PST)", "body": "sounds like an opportunity for our illustrious steel team!", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/34.", "message_id": "<8737895.1075858305514.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "william.bradford@enron.com" ], "cc_emails": [ "david.delainey@enron.com", "jeffrey.mcmahon@enron.com" ] } }, { "id": "en-0234", "from": "David Delainey", "to": [], "cc": [ "Greg Whalley", "John Lavorato" ], "subject": "See Attached", "date_iso": "2000-11-22T08:22:00", "date_raw": "Wed, 22 Nov 2000 08:22:00 -0800 (PST)", "body": "Mark, FYI - In my estimation this business is no bigger than Mexico or the \nToronto business ie) $25 to $30M in real value with reasonably high risk. I \nsee no value in having two different agendas being pushed in S. America. I \nalso believe that we could cut overhead and right size the organization and \nnot loose any capability. Early estimations are a reduction in budgeted OH \nby at least a third to one-half. Did you or Jeff speak with Jim?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/67.", "message_id": "<29742708.1075854464110.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "mark.frevert@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0235", "from": "David Delainey", "to": [ "Kenneth Lay" ], "cc": [], "subject": "Greater Houston Partnership", "date_iso": "2000-11-22T09:02:00", "date_raw": "Wed, 22 Nov 2000 09:02:00 -0800 (PST)", "body": "Ken, in response to the letter from Mr Miguel San Juan, my suggestion would \nbe to offer up the Falcon for their use; however, given the tight time frame \nand your recent visit with Mr. Fox that it would be difficult for either you \nor me to participate.\n\nI spoke to Max and he agrees with this approach.\n\nI hope this meets with your approval.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/66.", "message_id": "<1417256.1075854464088.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0236", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Update - Proposed Alberta Power Pool Rule Changes", "date_iso": "2000-11-25T23:53:00", "date_raw": "Sat, 25 Nov 2000 23:53:00 -0800 (PST)", "body": "Great news and congrats!\n\nRobert Hemstock@ECT\n11/26/2000 01:19 AM\nTo: Richard Shapiro/NA/Enron@Enron\ncc: Aleck Dadson/TOR/ECT@ECT \n\nSubject: Update - Proposed Alberta Power Pool Rule Changes\n\nRick,\n\nYou will recall Steve Kean participated in a conference call on Nov 14 with \nJohn Lavorato et al to discuss emergency Pool Rule changes that the Power \nPool intended to implement in two days. We developed a 5 point action plan \nto deal with the proposed Power Pool rule changes that would have a \nsignificant impact on the value of Enron's PPA investment in Alberta. \nBy way of update to Steve, you may wish to brief him that: 1) It appears the \nPower Pool will not proceed with the rule change designed to exclude \nimporters from setting pool price. They will proceed with dispatch risk rule \nchanges but we have given input on those too and I am optimistic that Enron \nwill be able to live with these rule changes, the final wording of which we \nshould see on Monday, 2) We have set up a meeting with the Minister of \nResource Development (you, Rob Milnthorp and I will attend) on December 11 to \nencourage the Alberta Government to stay the course, and 3) This week we will \nfinalize our \"Lessons from other Jurisdictions\" document (that Steve sent me \nmaterials to include in) and will provide it to the Alberta Government and \nPower Pool and then follow up with them.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1271.", "message_id": "<15444693.1075851032507.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "robert.hemstock@enron.com" ], "cc_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0237", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: ALP Proposal", "date_iso": "2000-11-26T08:10:00", "date_raw": "Sun, 26 Nov 2000 08:10:00 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-yc03.mx.aol.com (rly-yc03.mail.aol.com [172.18.149.35]) \nby air-yc02.mail.aol.com (v77.14) with ESMTP; Tue, 21 Nov 2000 16:54:52 -0500\nReceived: from hydrant.ruf.rice.edu (hydrant.ruf.rice.edu [128.42.31.100]) \nby rly-yc03.mx.aol.com (v76_r1.19) with ESMTP; Tue, 21 Nov 2000 16:52:35 1900\nReceived: from h11p.rice.edu (jgsip047.rice.edu [128.42.134.47]) by \nhydrant.ruf.rice.edu (8.11.0/8.9.0) with ESMTP id eALLqJX22790; Tue, 21 Nov \n2000 15:52:19 -0600 (CST)\nMessage-Id: <5.0.0.25.0.20001121154754.021d5800@pop.ruf.rice.edu>\nX-Sender: chamberl@pop.ruf.rice.edu\nX-Mailer: QUALCOMM Windows Eudora Version 5.0\nDate: Tue, 21 Nov 2000 15:51:32 -0600\nTo: VKaminski@aol.com\nFrom: Carrie Miller \nSubject: Re: ALP Proposal\nCc: castro@rice.edu\nIn-Reply-To: <2d.3c61319.2749fba9@aol.com>\nMime-Version: 1.0\nContent-Type: multipart/alternative; \nboundary=\"=====================_1327130==_.ALT\"\n\nVince,\n\nI am on the road traveling right now and am just getting to check my \nemail.? Thanks for your messages.? The project idea looks great \n-- it will be a challenging project for the students.? My only \nrequest is that you follow you follow our sample format which is provided \nin the brochure (there is a sample application) -- you can easily cut and \npaste your description below into the standard format.? Please let \nme know if you need the sample project and I can email it to you (it \nshould be with the brochure).\n\nThanks again for your interest in Rice and the ALP program.\n\nCarrie Miller\n\nAt 10:59 PM 11/19/00 -0500, you wrote:\n\nCarrie,\n\nI am sending you, as promised, the draft of my proposal. Please, let me \nknow \n\nif it meets your requirements. I shall be glad to revise it and send you \nthe \n\nfinal version. \n\nVince Kaminski \n\n******************************************************************************\n \n\n********** \n\nOne of the most important trends in the energy industry during the last \nyear \n\nwas proliferation of electronic, Internet based, trading platforms for \n\nwholesale markets and for retail operations. Websites such as \n\nwww.houstonstreet.com and \nwww.altranet.com \nprovide facilities for matching \n\nbuyers and sellers. The website operated by Enron Corp. (EnronOnline) \n\nrepresents an alternative solution under which Enron acts as a principal in \n\nevery transaction. On the retail\u0014? side, many retail e-commerce companies \n\noffering auctions, reverse auctions and platforms for creation of buyers?\u0014 ?\u0001v \n\nclubs challenge incumbent utilities. The objective of this project is to \n\nevaluate the impact of e-commerce (both at the wholesale and retail levels) \n\non the energy industry. The study will start with comparative analysis of \n\ndifferent wholesale trading and retail e-commerce business models and \n\nevaluation of their long-term viability. The next step will be assessment of \n\nthe impact of e-commerce on price dynamics, profit margins and the level of \n\ncompetition in different energy markets. A separate section will be devoted \n\nto analysis of reaction of companies and organizations affected by \ne-commerce \n\n(incumbent utilities, organized exchanges, energy brokers) to the new \n\ncompetitive threat, and different strategies they implement to meet the \n\nchallenge. Organized exchanges have accelerated in many cases the transition \n\nto screen-based trading that has been already replacing open outcry \n\ntechnology. Power and natural gas marketers have created alliances (with \n\nother industry players, software companies and electronic exchanges) to \n\ncreate their own trading platforms. Gas and electric utilities embarked on \n\ndevelopment of vertical and horizontal e-commerce platforms, offering \n\nservices to households and other companies in the energy industry. The \n\ncritical question is how quickly different companies should react to the \n\ncompetitive threats and how fast they should exploit opportunities created \nby \n\nthe Internet based economy. It's quite obvious that the Internet revolution \n\nwill change the energy industry's landscape during the next few years. The \n\nobjective of the project is to provide answers to the questions posed above, \n\nbased on the currently available information. Additionally, the participants \n\nshould come up with fallback strategies the energy companies should \nimplement \n\nin case the currently\u0014? expected trends fail to materialize. \n\n\u0014\u00017e \n\n======================================\n\nCarrie Chamberlin Miller\n\nJesse H. Jones Graduate School of Management\n\nRice University\n\n6100 Main Street, MS 531\n\nHouston, Texas 77005-1892\n\nPhone:? (713) 348-5260\n\nFax:? (713) 348-5251\n\nE-mail:? cmiller@rice.edu\n\nhttp://www.ruf.rice.edu/~jgs/", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/rice/230.", "message_id": "<25951214.1075856628699.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0238", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-11-26T09:45:00", "date_raw": "Sun, 26 Nov 2000 09:45:00 -0800 (PST)", "body": "Oak -11 or Atl +11 ????\n\nBet voided\n\nJohn J Lavorato@ENRON\n11/23/2000 09:42 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\n250 per\n\nNew England +6\nOver 37 1/2 NE/DET\nMinn -7 1/2\nBuff +3 1/2\nMiami +5 1/2\nPhil +6 1/2\nClev +16\nChic +7\nOak +11\nJack +3 1/2\nDen -3\nKC -2\nGiants/Ariz over 38\n\nCurrent 3730", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/32.", "message_id": "<19332551.1075857586292.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0239", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-11-26T13:01:00", "date_raw": "Sun, 26 Nov 2000 13:01:00 -0800 (PST)", "body": "who were you trying to bet on??\n\nJohn J Lavorato@ENRON\n11/26/2000 08:55 PM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Re: \n\nThat's cheap", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/31.", "message_id": "<20574626.1075857586271.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0240", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: DRAFT - Document for next week", "date_iso": "2000-11-26T22:01:00", "date_raw": "Sun, 26 Nov 2000 22:01:00 -0800 (PST)", "body": "I have attached some suggestions in the comment section on the \npresentation. I think we also need to have a set of slides or some talking \npoints for Jeff that make a compelling case for these changes. Some of the \npoints are touched on but I think we have to make a better case for change in \naddition to outlining the changes. Some of the themes which we should \ndevelop further might focus on the challenges we face in sustaining our \ngrowth (this was a major theme at this year's management conference -- \nTerrie, please forrward a copy of Gary Hamel's presentation to the addressees \non this e-mail). These challenges imply the solutions we are proposing: a \nprofessional partnership model which provides opportunity and compensation \nincentives to attract and retain top talent and encourage cooperation across \nthe company; capturing and exploiting knowledge within the organization; and \na more formalized approach to business building through an accelerator.\n\nI will be in California on Monday, but let's try to set up one more meeting \nbefore we get together with Jeff. I can make time on Tuesday or Wednesday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/560.", "message_id": "<1146912.1075846388368.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "dan_marcontell@mckinsey.com" ], "cc_emails": [ "jon_zagrodzky@mckinsey.com", "skean@enron.com", "suzanne_nimocks@mckinsey.com", "terrie.james@enron.com" ] } }, { "id": "en-0241", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Energy Operations PRC Meetings", "date_iso": "2000-11-27T05:38:00", "date_raw": "Mon, 27 Nov 2000 05:38:00 -0800 (PST)", "body": "Attached is the list of PRC meetings that will cover operations for ENA, EIM \nand EGM. Location, times and attendees are listed for each meeting. There \nare five pre-review meetings that will take place starting today through \nDecember 5 in preparation for the Energy Operations PRC meeting that will be \nheld on Friday, December 8. I invite you to sit in on any or all of these \nmeetings if you would like to do so. \n\nThe most meaningful meeting will be on December 8th. In that meeting, we \nwill review the results from the pre-review meetings for Senior Specialists \nand below. I would anticipate that if at each pre-review meeting the \npreferred distribution is met as instructed, then this portion of the meeting \nwill not take too long. We will then review in more detail the managers, who \nwill have been pre-ranked in the pre-review meetings. We will also review \nand rank the directors and senior directors. I can also be prepared to \nreview my suggested rankings for the three VP's who report to me, with you, \nWes Colwell and David Oxley in attendance. \n\nCall me if you have any questions. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/55.", "message_id": "<11257627.1075855898082.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0242", "from": "Sally Beck", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: Trading Track Meeting, Tuesday, November 28, 2000", "date_iso": "2000-11-27T08:34:00", "date_raw": "Mon, 27 Nov 2000 08:34:00 -0800 (PST)", "body": "I have this on my calendar. I have jury duty on Tuesday starting at 8:00 \nam. I hope to make that short and sweet and be back here as soon as I \ncan. So I should be able to make the meeting at 4:00. I will call you if \nI get hung up at the court house. --Sally \n\n \n\tEnron North America Corp.\n\t\n\tFrom: John J Lavorato 11/27/2000 02:00 PM\n\t\n\nSent by: Kimberly Hillis\nTo: Sally Beck/HOU/ECT@ECT, Andrew H Lewis/HOU/ECT@ECT, Mike \nCarson/Corp/Enron@Enron, Keith Holst/HOU/ECT@ect, Robert \nBenson/Corp/Enron@ENRON, Geoff Storey/HOU/ECT@ECT, Fred Lagrasta/HOU/ECT@ECT, \nEdward D Baughman/HOU/ECT@ECT, Phillip K Allen/HOU/ECT@ECT, Kevin M \nPresto/HOU/ECT@ECT, Dana Davis/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, \nThomas A Martin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Jim \nSchwieger/HOU/ECT@ECT, Hunter S Shively/HOU/ECT@ECT, Berney C \nAucoin/HOU/ECT@ECT, Jonathan McKay/CAL/ECT@ECT, Rogers Herndon/HOU/ECT@ect, \nDavid Oxley/HOU/ECT@ECT, Ted C Bland/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, \nMike Grigsby/HOU/ECT@ECT, Vladimir Gorny/HOU/ECT@ECT, Frank \nHayden/Corp/Enron@Enron\ncc: Patti Thompson/HOU/ECT@ECT, Airam Arteaga/HOU/ECT@ECT, Tamara Jae \nBlack/HOU/ECT@ECT, Ina Rangel/HOU/ECT@ECT, Felicia Doan/HOU/ECT@ECT, Becky \nYoung/NA/Enron@Enron, Rita Hennessy/NA/Enron@Enron, Kimberly \nBrown/HOU/ECT@ECT, Laura Harder/Corp/Enron@Enron, Chaun \nRoberts/NA/Enron@Enron, Kay Chapman/HOU/ECT@ECT \nSubject: Trading Track Meeting, Tuesday, November 28, 2000\n\nA meeting is scheduled for tomorrow, Tuesday, November 28, 2000 with regard \nto the new Trading Track program.\n\nThe meeting will be held in 49C1 from 4:00 - 5:00 p.m.\n\nIf you have a conflict, please contact Kim Hillis at x30681.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/50.", "message_id": "<21054781.1075855897962.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "kimberly.hillis@enron.com" ] } }, { "id": "en-0243", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "", "date_iso": "2000-11-28T02:04:00", "date_raw": "Tue, 28 Nov 2000 02:04:00 -0800 (PST)", "body": "Jeff, can you spend a little time thinking about the current North American \nenergy markets (very high energy prices, stretched infrastructure, etc) and \ndetermine which game changing or altering technologies, business models or \nexisting corporate positions that will benefit from such price and volatility \nlevels.\n\n In particular, I think that Miller should take a look at coal gasification \ntechnologies, emissions technologies and DSM/efficiency technologies and how \nthese investments may fit in the charter or our overall business. As well, \nfrom a corporate development point of view which parts of the value chain ie) \nIPP, E&P, utility, assets, etc are undervalued given current commodity curves \nand expectations.\n\nCan you get back to me with a few ideas in the next week or so - maybe it \nwould help to go pick a few brains in various ENA orgs as part of your \nprocess.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/62.", "message_id": "<3319815.1075854464001.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeff.donahue@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "mark.frevert@enron.com" ] } }, { "id": "en-0244", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Power Prices in California", "date_iso": "2000-11-28T03:43:00", "date_raw": "Tue, 28 Nov 2000 03:43:00 -0800 (PST)", "body": "FYI- Study by Paul Joskow and Alfred Kahn that concludes, among other things, \nthat market fundamentals in California do not fully account for price levels \nin Californis this past summer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/479.", "message_id": "<2986603.1075851009342.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "jeff.dasovich@enron.com", "steven.kean@enron.com", "tim.belden@enron.com", "mona.petrochko@enron.com", "sandra.mccubbin@enron.com", "paul.kaufman@enron.com", "susan.mara@enron.com" ] } }, { "id": "en-0245", "from": "David Delainey", "to": [ "Kenneth Lay" ], "cc": [], "subject": "Mariner", "date_iso": "2000-11-28T12:34:00", "date_raw": "Tue, 28 Nov 2000 12:34:00 -0800 (PST)", "body": "Ken, in response to your note, I am not aware of any official dialogue with \nMr. Kase Lawal about a potential sale of Mariner or with the economics of the \naborted IPO. His $250 M valuation may have been appropriate 12 to 18 months \nago. However, Mariner has enjoyed a series of successful wells that are \nexpected to be booked in reserve reports next March not to mention \nsignificant increases in gas and oil prices. Our current valuations, in the \n$600M range is a stretch target but not incredibly out of line given reserve \ngrowth and current energy prices. Our current goal, is to be able to \ndemonstrate three to four quarters of increasing operating cashflow and \nreserves growth before attempting a private sale mid next year to a \nsignificant E&P concern that desires an offshore division. The \nconcentration, operating and exploration risk implicit in Mariner make it a \nvery poor IPO candidate ((ie) I'm not sure that an IPO was ever a viable \nstrategy to maximize the exit value).\n\nI would recommend that we not meet to make the following points:\n a) Mariner is not on the market at this point in time and\n b) his un-solicited offer does not warrant serious attention.\n\nOtherwise, we would be glad to speak to him in the future if we decide to \nsell tha asset.\n\nI hope this meets with your approval.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/55.", "message_id": "<749272.1075854463849.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "jeff.donahue@enron.com", "raymond.bowen@enron.com" ] } }, { "id": "en-0246", "from": "Stanley Horton", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re: Golf", "date_iso": "2000-11-29T03:57:00", "date_raw": "Wed, 29 Nov 2000 03:57:00 -0800 (PST)", "body": "I am aiming for next wekend. I need one more weekend to get the soreness out \nof my knee which I messed up by playing too soon two weeks ago! Thanks for \nasking.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/52.", "message_id": "<13481506.1075844956599.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "tgboldig@aol.com" ], "cc_emails": [ "cegann@dow.com", "stanley.horton@enron.com" ] } }, { "id": "en-0247", "from": "Jeffrey Shankman", "to": [ "David Delainey" ], "cc": [], "subject": "Re: 2001 ENA/EGM/EIM CUSTOMER SKI PROGRAM", "date_iso": "2000-11-30T06:01:00", "date_raw": "Thu, 30 Nov 2000 06:01:00 -0800 (PST)", "body": "I'm with Dave. Let's kill it. \n\nJeff\n\nDavid W Delainey\n11/30/2000 11:26 AM\nTo: Dorie Hitchcock/HOU/ECT@ECT\ncc: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Raymond \nBowen/HOU/ECT@ECT, Jeffrey McMahon/HOU/ECT@ECT, John J \nLavorato/Corp/Enron@Enron, Mark Frevert/NA/Enron@Enron, Greg \nWhalley/HOU/ECT@ECT \nSubject: 2001 ENA/EGM/EIM CUSTOMER SKI PROGRAM\n\nDorie, I have to question the effectiveness of this program. Over the years, \nit appears that more spots are being filled by Enron people then customers. \nThe effectiveness of this forum from a customer point of view is \nquestionable. I vote to kill it.\n\nPlease forgive the approach - but I would like to provoke a discussion with \nmy partners.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/557.", "message_id": "<7396227.1075857559349.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "dorie.hitchcock@enron.com" ] } }, { "id": "en-0248", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Press Statement on Bad PUC Gas Decision? Need to decide by 4 PM\n (PST)", "date_iso": "2000-11-30T06:52:00", "date_raw": "Thu, 30 Nov 2000 06:52:00 -0800 (PST)", "body": "I think you're missing a \"solve\" in last sentence.\n\nFrom: Jeff Dasovich on 11/30/2000 02:48 PM\nSent by: Jeff Dasovich\nTo: Richard Shapiro/NA/Enron@Enron\ncc: James D Steffes/NA/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, \nmpalmer@enron.com, Paul Kaufman/PDX/ECT@ECT, Sandra McCubbin/NA/Enron@ENRON, \nskean@enron.com, Susan J Mara/NA/Enron@ENRON \n\nSubject: Re: Press Statement on Bad PUC Gas Decision? Need to decide by 4 PM \n(PST) \n\nThanks. With that, unless I hear otherwise from folks by 4 PM PST---and all \nsuggestions on how to make the comment better are welcome and \nappreciated---I'll go ahead and forward on to Art O'Donnell.\n\n\tRichard Shapiro\n\t11/30/2000 02:45 PM\n\t\t\n\t\t To: Jeff Dasovich/NA/Enron@Enron\n\t\t cc: mpalmer@enron.com, Karen Denne/Corp/Enron@ENRON, skean@enron.com, Paul \nKaufman/PDX/ECT@ECT, Sandra McCubbin/NA/Enron@Enron, Susan J \nMara/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron\n\t\t Subject: Re: Press Statement on Bad PUC Gas Decision? Need to decide by 4 PM \n(PST)\n\nI would say we engage on this and other issues in California in a more \nassertive manner- message is fine. Laying low and working backchannels is \nworking great so far??? NOT\n\nFrom: Jeff Dasovich on 11/30/2000 02:41 PM\nSent by: Jeff Dasovich\nTo: mpalmer@enron.com, Karen Denne/Corp/Enron@ENRON, skean@enron.com, Richard \nShapiro/NA/Enron@Enron, Paul Kaufman/PDX/ECT@ECT, Sandra \nMcCubbin/NA/Enron@Enron, Susan J Mara/NA/Enron@ENRON, James D \nSteffes/NA/Enron@Enron\ncc: \n\nSubject: Press Statement on Bad PUC Gas Decision? Need to decide by 4 PM \n(PST)\n\nAs you know, we've been working for about an eternity to unbundle SoCalGas' \nsystem. 90+% of the industry agreed to an unbundling solution and filed it \nas a settlement at the Commission. In opposition, muni generators and TURN \nsupported SoCalGas' original proposal to essentially maintain the status quo \n(SoCalGas eventually came over to our side, as did Southern California \nEdison). \n\nA judge's proposed decision came out the day before Thanksgiving adopting the \nsettlement advocated by the muni generators and TURN. \n\nIf it weren't for the continual barrage of retrograde policy pronouncements \ncoming from the \"new\" California PUC, folks would be genuinely shocked by the \njudge's proposed decision, but as things are, it was somewhat expected.\n\nThere's one silver lining: We managed to get in both settlements an \nidentical provision that eliminates a substantial amount of financial risk TW \nwould have faced but for the provision. So from that perspective, the choice \nto go with the TURN/muni settlement and embrace the status quo does no harm. \nIt does considerable harm, however, when compared to the significant value \nthat would have been created if the judge adopted the the unbundling \nsettlement.\n\nWe have a chance to go on the record in a trade publication \"California \nEnergy Markets.\" Recent events might persuade us to keep a low profile \ngenerally at this point. On the other hand, perhaps the time is right to \nstart coming out of our corner just a bit and pointing out the very poor job \nthis Commission is doing in managing California's energy policy. I'm \nsquarely on the fence at this point and am seeking feedback. A proposed \ncomment is attached. \n\nTwo questions:\n\n1) Do folks think that there's value in providing a comment?\n\n2) If so, does this statement work, or do folks have suggestions?\n\nThanks,\nJeff\n\n\"The California Public Utilities Commission has a choice. It can adopt the \nsame, common sense natural gas policy for Southern California that\u0001,s been in \nplace and working well for consumers in PG&E\u0001,s service territory. Or it \nstick with the status quo, which the industry agrees is at least partially \nresponsible for bottlenecks and high prices in California. The proposed \ndecision opts for the status quo. That's not going to California\u0001,s natural \ngas problems and it\u0001,s likely to make matters worse in California's electric \nindustry.\"", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/california/4.", "message_id": "<32243915.1075846336049.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "jeff.dasovich@enron.com" ], "cc_emails": [ "james.steffes@enron.com", "karen.denne@enron.com", "mpalmer@enron.com", "paul.kaufman@enron.com", "sandra.mccubbin@enron.com", "skean@enron.com", "susan.mara@enron.com" ] } }, { "id": "en-0249", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Org Draft", "date_iso": "2000-12-01T08:38:00", "date_raw": "Fri, 1 Dec 2000 08:38:00 -0800 (PST)", "body": "We are pleased to announce the following within EGM:\n\nThe Convertible Bond Arbitrage desk will be moving from EnronCredit.com to \nthe Equity desk under Gary Hickerson, and will be managed by Mike Bradley. \nBilly Lemmons has joined Gary Hickerson's unit as well. He is exploring the \nagriculture value chain and outlining our risk management, (What else here?)\n\nDan Reck will be transitioning out of the coal group and will be exploring \nour rail and trucking initiatives. These markets together represent \napproximately $105 billion notionally, and we believe there are many \nsynergies between our energy, coal, and freight trading businesses. In \naddition, we have asked (Pierre Aury to run our worldwide vessel trading \nbusinesses. Scott Moncrief will be responsible for all liquids vessel \nbusinesses reporting to Pierre) (should we mention cement here under george \nmclellan?)\n\nOur worldwide weather operations will continue to report to Mark Tawney in \nHouston, and he will have all V@R allocation responsibility between Sydney, \nTokyo, Oslo, and Houston. In addition we will be forming a weather marketing \ndesk in London.\n\nJanelle Scheuer will be joining the Global Products from Enron America's East \npower origination group, and is responsible for developing a mid-market \nbusiness specifically for our liquids businesses. She will be reporting to \nJohn Nowlan. Bill White will be coming over from EBS and has responsiblity \nfor all U.S. financial crude trading. Don Schroeder will continue to have \noversight of our physical crude business. \n\nAnything else?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/542.", "message_id": "<17775734.1075857559007.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0250", "from": "Steven Kean", "to": [ "Kenneth Lay" ], "cc": [], "subject": "", "date_iso": "2000-12-04T06:54:00", "date_raw": "Mon, 4 Dec 2000 06:54:00 -0800 (PST)", "body": "Attached are several documents which capture our positions in reaction to \npower and gas pricing, particularly in California. Included are a detailed \nset of solutions to California's power market woes, which we have provided in \nCalifornia and at FERC; a representative speech, and a talking point summary \ndesigned for more general audiences and the media. The gas paper was \nprepared in September and needs updating, but I have included it as well. I \nwill get a more integrated message put together and circulated.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/312.", "message_id": "<15332713.1075851002524.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0251", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Hub and Spoke footnote for HQ", "date_iso": "2000-12-04T23:41:00", "date_raw": "Mon, 4 Dec 2000 23:41:00 -0800 (PST)", "body": "In the first sentence could we say \"transmission owning market participant\".\n\n\tChristi L Nicolay@ECT\n\t12/04/2000 05:52 PM\n\t\t\n\t\t To: \"Andrea Settanni\" @ ENRON, Steven J \nKean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D \nSteffes/NA/Enron@Enron, Joe Hartsoe/Corp/Enron@ENRON\n\t\t cc: \n\t\t Subject: Hub and Spoke footnote for HQ\n\nSee my changes included in footnote below.\n\n\"Andrea Settanni\" on 12/04/2000 04:09:00 PM\nTo: \ncc: \n\nSubject: Christi- this is how I changed the footnote. Is it ok? Let me know \nbefore I fax it.\n\nChristi- this is how I changed the footnote. Is it ok? Let me know before \nI fax it.\n\nThe \"Hub & Spoke\" analysis is an appropriate method for determining the \nability of a market participant to exercise market power in transmission. \nMarket based rate applications for transmission-owning utilities merit the \nsame level of scrutiny as that given to merger applications, i.e., a \ncompetitive screening analysis followed by a more detailed behavioral \nanalysis whenever the screen reveals potential market power. Modernizing \nthis type of market power analysis required with market based rate \napplications is of equal importance to that of improving the analysis for \nmerger applications, as recognized by the Commission in its recent Filing \nRequirements Rulemaking, Order No. 642, Revised Filing Requirements Under \nPart 33 of the Commission's Regulations, 93 F.E.R.C. ? 61,164, 65 Fed. Reg. \n70,983 (Nov. 28, 2000); see also Sithe Edgar L.L.C., 93 F.E.R.C. ? 61,193 \n(2000) (Massey, Comm'r, concurring).", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/597.", "message_id": "<19557874.1075846389426.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "christi.nicolay@enron.com" ], "cc_emails": [ "asettanni@bracepatt.com", "james.steffes@enron.com", "joe.hartsoe@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0252", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: EnronCredit.com", "date_iso": "2000-12-05T03:15:00", "date_raw": "Tue, 5 Dec 2000 03:15:00 -0800 (PST)", "body": "No litigation between enron and XL. Thanks for the update. Jeff\n\n \n\tEnron Capital & Trade Resources Corp. - Europe\n\t\n\tFrom: John Bottomley 12/05/2000 07:26 AM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: John Sherriff/LON/ECT@ECT \nSubject: EnronCredit.com\n\nMike and Jeff,\n\nWe're planning to meet with XL Capital in NYC on Thursday to discuss \nEnronCredit.com. John S. suggested I notify the two of you and (a) inform \nyou of the meeting and (b) determine whether there was any outstanding \nlitigation between XL and ENE due to the weather derivatives team.\n\nRegards,\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/532.", "message_id": "<24108283.1075857558788.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.bottomley@enron.com" ], "cc_emails": [ "john.sherriff@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0253", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "EGM growth", "date_iso": "2000-12-05T06:30:00", "date_raw": "Tue, 5 Dec 2000 06:30:00 -0800 (PST)", "body": "Brent, I would like to illustrate the growth of our commodities to show why \nthis a great business unit and why this is a big focus for wholesale. Also \nwe will use all of this for the Jan analyst meeting.\n\nPlease compile some facts on each business by \n1. number of transactions\n2. revenues\n3. on line growth of each\n4. size of each commodity; e.g.: number of barrels traded, tons of coal, \ntons of freight, etc.\n5. other metrics that you think will illustrate the point\n\n Go back as many years as you can get data.\n\nThanks,\nmike\n\nGo ahead and send me preliminary copies of the figures as it is being \ncompiled.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/358.", "message_id": "<9287490.1075843965459.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "brent.price@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0254", "from": "Louise Kitchen", "to": [], "cc": [ "Louise Kitchen" ], "subject": "Re: EnronOnline's Wireless offering", "date_iso": "2000-12-05T10:03:00", "date_raw": "Tue, 5 Dec 2000 10:03:00 -0800 (PST)", "body": "Thank you for your note. Andy Zipper runs EnronOnline and would be the \nappropriate person to contact.\n\nRegards\n\nLouise\n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: David Marcus \n12/05/2000 05:54 PM\n\t\n\nTo: \"'louise.kitchen@enron.com'\" , \n\"'gwhalle@enron.com'\" \ncc: \n\nSubject: EnronOnline's Wireless offering\n\nDear Louise and Greg:\n\nFortune magazine's September article about your--virtually\novernight--success building EnronOnline prompted me to contact you, mostly\nbecause our company's (Everypath, Inc.) wireless technology could be the\nperfect tool to help you move the EnronOnline marketplace into wireless by\noffering trading anytime, anywhere, via any wireless devices (as we've done\nfor E*Trade, Fidelity, and others offering complex wireless transactions).\n\nVery briefly, our company has quickly gained real traction in this space.\nWe were honored as a Smithsonian Laureate this year, named by Forbes among\nthe 25 Best of the Web in business to business, and recognized by CNet as\none of ten \"wireless companies to watch.\" Our partners include Sun\nMicrosystems, Hewlett-Packard, Andersen Consulting and Cap Gemini Ernst &\nYoung, as well as many others, and have already raised significant funding\nfrom investors such as Robertson Stephens, Comdisco, Dain Rauscher Wessels,\nSevin Rosen, U.S Venture Partners, Andersen Consulting Ventures, Sun, and H\n& Q.\n\nIf you see commodities trading moving soon into wireless, just as you saw\n(or influenced) the industry to move online, shouldn't Enron lead the way in\nwireless trading too? We would love the opportunity to talk to you about\nhelping you go wireless.\n\nLet me know if I should follow-up with you or someone else in your group by\nsending an email or calling at any of the numbers below. I look forward to\nhearing from you, and to coming home to Houston to speak with you further\nabout this (I practiced law in Houston for years with Weil, Gotshal &\nManges--over in the NationsBank building on Louisiana).\n\nSincerely, David Marcus\n\n <<...OLE_Obj...>>\n\nDavid Marcus\nSenior Corporate Counsel\nEverypath, Inc.\n2211 North First Street\nSuite 200\nSan Jose, CA 95131\ndirect (408) 562-7978\ncell (650) 281-9010\nfax (408) 562-8100\nwww.everypath.com\n\n <<...OLE_Obj...>>\n\nDavid Marcus\nSenior Corporate Counsel\nEverypath, Inc.\n2211 North First Street\nSuite 200\nSan Jose, CA 95131\ndirect (408) 562-7978\nfax (408) 562-8100", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/connect_deletes/167.", "message_id": "<5790295.1075845454614.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "david.marcus@everypath.com" ], "cc_emails": [ "louise.kitchen@enron.com", "gwhalle@enron.com" ] } }, { "id": "en-0255", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [ "Greg Whalley" ], "subject": "Re:", "date_iso": "2000-12-06T06:35:00", "date_raw": "Wed, 6 Dec 2000 06:35:00 -0800 (PST)", "body": "Just met w/ Skilling and Whalley. \n\nVar for gas has temp increase of $15MM until next friday (12/15/2000).\nJeff is calling for an executive comm mtg to ask for an additional $40 MM of \ncorp var until next wed (12/13/2000).\n\nOne issue is UK power will be over VAR everyday starting probably thurs or \nfri of this week, unless we increase them as well. (They sweep retail deals \ninto book once a week on this day). This increase only needs to be $2-3- \nmillion.\n\nFasten seat belts and apply oxygen masks. \n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/connect_deletes/160.", "message_id": "<28398356.1075845454432.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "ted.murphy@enron.com", "wbradfo@enron.com" ] } }, { "id": "en-0256", "from": "Stanley Horton", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re: Tee Times", "date_iso": "2000-12-06T07:04:00", "date_raw": "Wed, 6 Dec 2000 07:04:00 -0800 (PST)", "body": "I can play on Sunday morning this week. My eldest daughter has a Horse Show \nthat I need to be at on Saturday. Next week I could play either Saturday or \nSunday. Please let me know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/71.", "message_id": "<7503909.1075844957030.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "tgboldig@aol.com" ], "cc_emails": [ "ldavis@stewart.com", "cegann@dow.com", "stanley.horton@enron.com" ] } }, { "id": "en-0257", "from": "John Arnold", "to": [ "Greg Whalley", "John Lavorato", "Louise Kitchen" ], "cc": [], "subject": "", "date_iso": "2000-12-07T07:12:00", "date_raw": "Thu, 7 Dec 2000 07:12:00 -0800 (PST)", "body": "A funny story:\nBecause Access was up 75 cents last night, Nymex made a trading limit of \nunchanged to +150. After 20 minutes of trading, we were at unchanged and the \nexchange stopped trading for an hour. \nRappaport, the exchange president, was standing by to make sure everything \nwas orderly. Obviously, the locals weren't too happy about the exchange \nclosing. One yelled at Rappaport...\n\"Why don't you take your million dollar bonus and go buy Enron stock\"", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/16.", "message_id": "<31081173.1075857585947.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0258", "from": "Mike McConnell", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Re: URGENT: Interviewer Request - Saturday, December 9", "date_iso": "2000-12-07T09:39:00", "date_raw": "Thu, 7 Dec 2000 09:39:00 -0800 (PST)", "body": "Jeff,\n\nSorry, I can't participate on Saturday. I have serious commitments that I \ncan't break specifically on Saturday. I know that we are short people and I \ndo take this process very seriously.\n\nMike\n\n \n\tEnron North America Corp.\n\t\n\tFrom: Jeff Skilling @ ENRON 12/07/2000 03:05 PM\n\t\n\nSent by: Sherri Sera@ENRON\nTo: James M Bannantine/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff \nBaxter/HOU/ECT@ECT, Sanjay Bhatnagar/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, \nJeremy Blachman/HOU/EES@EES, Philippe A Bibi/HOU/ECT@ECT, Raymond \nBowen/HOU/ECT@ECT, Michael R Brown/LON/ECT@ECT, Harold G \nBuchanan/HOU/EES@EES, Rick Buy/HOU/ECT@ECT, Richard Causey/Corp/Enron@ENRON, \nDiomedes Christodoulou/SA/Enron@Enron, Wade \nCline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, David Cox/Enron \nCommunications@Enron Communications, David W Delainey/HOU/ECT@ECT, James \nDerrick/Corp/Enron@ENRON, Steve Elliott/Enron Communications@Enron \nCommunications, Jim Fallon/Enron Communications@Enron Communications, Andrew \nS Fastow/HOU/ECT@ECT, Mark Frevert/NA/Enron@Enron, Ben F Glisan/HOU/ECT@ECT, \nKevin Hannon/Enron Communications@Enron Communications, David \nHaug/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Rod Hayslett/FGT/Enron@ENRON, \nStanley Horton/Corp/Enron@Enron, James A \nHughes/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Larry L \nIzzo/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Steven J Kean/NA/Enron@Enron, \nLouise Kitchen/HOU/ECT@ECT, Mark Koenig/Corp/Enron@ENRON, Kenneth \nLay/Corp/Enron@ENRON, John J Lavorato/Corp/Enron@Enron, Dan Leff/HOU/EES@EES, \nDanny McCarty/ET&S/Enron@Enron, Mike McConnell/HOU/ECT@ECT, Rebecca \nMcDonald/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jeffrey McMahon/HOU/ECT@ECT, \nMark Metts/NA/Enron@Enron, Mark S Muller/HOU/EES@EES, Cindy \nOlson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken Rice/Enron \nCommunications@Enron Communications, Matthew Scrimshaw/LON/ECT@ECT, Jeffrey A \nShankman/HOU/ECT@ECT, Jeffrey Sherrick/Corp/Enron@ENRON, John \nSherriff/LON/ECT@ECT, Jeff Skilling/Corp/Enron@ENRON, Marty \nSunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, Thomas E White/HOU/EES@EES\ncc: Marcia Manarin/SA/Enron@Enron, Susan Skarness/HOU/ECT@ECT, Stacy \nGuidroz/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Beena \nPradhan/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Karen K Heathman/HOU/ECT@ECT, \nSharron Westbrook/Corp/Enron@ENRON, Kay Chapman/HOU/ECT@ECT, Molly \nBobrow/NA/Enron@Enron, Rosane Fabozzi/SA/Enron@Enron, Stephanie \nHarris/Corp/Enron@ENRON, Bridget Maronge/HOU/ECT@ECT, Nicki \nDaw/NA/Enron@Enron, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron \nCommunications@Enron Communications, Elaine \nRodriguez/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cindy Stark/Corp/Enron@ENRON, \nMary E Garza/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Maureen \nMcVicker/NA/Enron@Enron, Joannie Williamson/Corp/Enron@ENRON, Rosalee \nFleming/Corp/Enron@ENRON, Vanessa Groscrand/Corp/Enron@ENRON, Tori L \nWells/HOU/ECT@ECT, Cathy Phillips/HOU/ECT@ECT, Loretta \nBrelsford/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Sue Ford/HOU/ECT@ECT, Dolores \nFisher/NA/Enron@Enron, Karen Owens/HOU/EES@EES, Dorothy Dalton/Enron \nCommunications@Enron Communications, Mercedes Estrada/Enron \nCommunications@Enron Communications, Christina Grow/Corp/Enron@ENRON, Lauren \nUrquhart/LON/ECT@ECT, Sherri Sera/Corp/Enron@ENRON, Katherine \nBrown/Corp/Enron@ENRON, Liz M Taylor/HOU/ECT@ECT, Judy G Smith/HOU/EES@EES, \nBobbie Power/Enron Communications@Enron Communications, Suzanne \nDanz/Corp/Enron@ENRON, Peggy McCurley/HOU/ECT@ECT, Marsha \nSchiller/HOU/ECT@ECT, Fiona Stewart/LON/ECT@ECT, Jana L \nPaxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie \nBlackwood/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Tammie Schoppe/HOU/ECT@ECT, \nKimberly Hillis/HOU/ECT@ect, Jennifer Burns/HOU/ECT@ECT, Sharon \nDick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Kerry \nFerrari/LON/ECT@ECT, Carol Moffett/HOU/EES@EES, Jennifer Adams/Enron \nCommunications@Enron Communications, Leah Rijo/Enron Communications@Enron \nCommunications, Lucy Marshall/Enron Communications@Enron Communications, \nKathy Campos/GPGFIN/Enron@ENRON, Julie Armstrong/Corp/Enron@ENRON, Kathryn \nGreer/HOU/EES@EES, Mrudula Gadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brenda \nCastillo/NA/Enron@Enron, Charlene Jackson/Corp/Enron@ENRON, Jana \nGiovannini/HOU/ECT@ECT, Shelly Jones/HOU/ECT@ECT \nSubject: URGENT: Interviewer Request - Saturday, December 9\n\n\t\n\nWe are in urgent need of approximately 35 interviewers for this weekend's \nSuper Saturday recruiting, to which 105 analyst and associate candidates have \nbeen invited. You all realize the importance of these efforts, and I would \nappreciate you encouraging members of your organization to participate this \nweekend.\n\nDetails are as follows:\n\nDate: Saturday, December 9\nTime: 7:45 a.m. Breakfast\n 8:30 a.m. Interviews begin\n 1:30 p.m. Decision meeting (no longer than 2 hours)\nContact: Shelly Jones, x30943\n\nThank you for your prompt attention to this matter.\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/349.", "message_id": "<9113686.1075843965255.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0259", "from": "James Derrick", "to": [ "Mark Haedicke" ], "cc": [], "subject": "Outside Counsel - Klett Rooney", "date_iso": "2000-12-08T11:24:00", "date_raw": "Fri, 8 Dec 2000 11:24:00 -0800 (PST)", "body": "Please let Marc Manly know of any relationship your group has with the firm \nmentioned below. Thank you. JIm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent/39.", "message_id": "<1462067.1075842926642.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "rob.walls@enron.com", "mark.haedicke@enron.com", "kristina.mordaunt@enron.com", "vicki.sharp@enron.com" ], "cc_emails": [ "marc.manly@enron.com" ] } }, { "id": "en-0260", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: EGM business presentation", "date_iso": "2000-12-09T06:02:00", "date_raw": "Sat, 9 Dec 2000 06:02:00 -0800 (PST)", "body": "Did you mean to send this to Rebecca Mark, or Rebecca Macdonald?\n\n \n\t\n\t\n\tFrom: Mike McConnell 12/08/2000 09:59 AM\n\t\n\nTo: Mark Frevert/NA/Enron@Enron, Rebecca P Mark/HOU/AZURIX@AZURIX, Jeffrey \nMcMahon/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Greg \nWhalley/HOU/ECT@ECT, Philippe A Bibi/HOU/ECT@ECT, Louise Kitchen/HOU/ECT@ECT, \nDavid W Delainey/HOU/ECT@ECT, John J Lavorato/Corp/Enron@Enron, James A \nHughes/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Raymond Bowen/HOU/ECT@ECT\ncc: Jeffrey A Shankman/HOU/ECT@ECT \nSubject: EGM business presentation\n\nAll,\n\nAttached, for your information, is a copy of a general presentation that I \nprepared to illustrate and describe EGM's businesses. This is a presentation \nthat will become a \"living\" document to communicate our businesses and \ngrowth. I will be making numerous changes as we move closer to the analyst \nmeeting in January but I wanted to give everyone a copy of this version.\n\nPlease don't hesitate to call me if you have any questions or comments.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/507.", "message_id": "<18856092.1075857558227.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0261", "from": "John Lavorato", "to": [], "cc": [ "David Delainey" ], "subject": "Re: Thanks for Super Saturday Participation - December 2nd", "date_iso": "2000-12-10T03:23:00", "date_raw": "Sun, 10 Dec 2000 03:23:00 -0800 (PST)", "body": "Charlene\n\nMy gut tells me that some of these folks we are hiring don't fit that well \nwith the current strategic direction of Enron (Although I'm sure they are \nvery high quality individuals). If its not too late, I wonder if we should \nslightly scale back the number of Associates that we are attempting to hire. \nI'm not sure that Dave and I need that many individuals that are focused on \nInternational business.\n\nRegards \n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/518.", "message_id": "<8180953.1075845562114.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "charlene.jackson@enron.com" ], "cc_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0262", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: EPRM Article", "date_iso": "2000-12-10T10:04:00", "date_raw": "Sun, 10 Dec 2000 10:04:00 -0800 (PST)", "body": "Return-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: \nDate: Fri, 8 Dec 2000 00:19:50 EST\nSubject: Fwd: EPRM Article\nTo: vkamins@enron.com\nCC: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_1e.e608831.2761c976_boundary\"\nX-Mailer: Unknown sub 171\n\nReturn-Path: \nReceived: from rly-xa05.mx.aol.com (rly-xa05.mail.aol.com [172.20.105.74]) \nby air-xa01.mail.aol.com (v77.14) with ESMTP; Tue, 05 Dec 2000 12:47:35 -0500\nReceived: from mail01b.rapidsite.net (mail01b.rapidsite.net \n[207.158.192.229]) by rly-xa05.mx.aol.com (v76_r1.19) with ESMTP; Tue, 05 Dec \n2000 12:47:00 -0500\nReceived: from www.lacima.co.uk (209.41.1.121) by mail01b.rapidsite.net (RS \nver 1.0.58s) with SMTP id 0923182 for ; Tue, 5 Dec 2000 \n12:46:46 -0500 (EST)\nMessage-ID: <000001c05ee3$91887440$fd8301ca@eu.entergy.com>\nReply-To: \"Chris Strickland\" \nFrom: \"Chris Strickland\" \nTo: \nReferences: <6c.2cfb0c2.26e92926@aol.com>\nSubject: EPRM Article\nDate: Wed, 6 Dec 2000 04:16:05 +1100\nOrganization: Lacima Consultants\nMIME-Version: 1.0\nContent-Type: multipart/mixed; \nboundary=\"----=_NextPart_000_0097_01C05F3B.405E3980\"\nX-Priority: 3\nX-MSMail-Priority: Normal\nX-Mailer: Microsoft Outlook Express 5.00.2615.200\nX-MimeOLE: Produced By Microsoft MimeOLE V5.00.2615.200\nX-Loop-Detect: 1\n\nHi Vince,\n\nHope things are fine with you. I'm sorry that I only ever write to you when\nI'm after something, but could you look at this simulation article - the\nnext installment in the EPRM articles.\n\nMany thanks and best regards.\n\nChris.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/australia/35.", "message_id": "<32819521.1075856565653.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkaminski@aol.com" ], "cc_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0263", "from": "John Lavorato", "to": [ "David Delainey", "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2000-12-11T00:44:00", "date_raw": "Mon, 11 Dec 2000 00:44:00 -0800 (PST)", "body": "The following points refer to the methodology that we are taking to rebook \nthe New Albany Plant. Please send me a note immediately if you disagree.\nAssume that NewAlb is a non mark to market entity and Enron is the mark to \nmarket entity. However, it is fully owned and operated by us for now.\n\n* The power mark to market book will pay NewAlb a capacity payment of $4.87 \nfor 5 years. We shaped this payment as follows:\n\n2001 - $5.06\n2002 - $4.96\n2003 - $4.86\n2004 - $4.75\n2005 - $4.65\n\n* This payments allows Enron to supply gas to NewAlb and receive power. \n\n* Enron will pay NewAlb $1000 per unit start.\n\n* Enron will also pay NewAlb $1.05/MW hour for varialbe o&m.\n\n* This will create an entity \"NewAlb\" that will return 9% assuming a book \nvalue of $336/kw on 12/31/2005 vs. 409 currently.\n\n* If NewAlb pays the 9% out that entity should be relatively flat each year \nfor the next five.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/powereast/32.", "message_id": "<3514722.1075857732801.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "kevin.presto@enron.com", "david.delainey@enron.com", "wes.colwell@enron.com", "don.miller@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0264", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-12-11T08:10:00", "date_raw": "Mon, 11 Dec 2000 08:10:00 -0800 (PST)", "body": "cant handle the pressure of big money??\n\nJohn J Lavorato@ENRON\n12/10/2000 09:58 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\nminn +3 1/2\njack -16 1/2\ntenn-cinnci under35\ngb-det under 39 1/2\ntb +2 1/2\nnew england +2 1/2\npitt +3 1/2\nphil-clev under 33 1/2\nseattle +10\njets +9 1/2 and over 40 1/2 tease\n\nas discussed.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/13.", "message_id": "<9877752.1075857585883.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0265", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2000-12-11T12:44:00", "date_raw": "Mon, 11 Dec 2000 12:44:00 -0800 (PST)", "body": "The following points refer to the methodology that we are taking to rebook the New Albany Plant. Please send me a note immediately if you disagree.\nAssume that NewAlb is a non mark to market entity and Enron is the mark to market entity. However, it is fully owned and operated by us for now.\n\n* The power mark to market book will pay NewAlb a capacity payment of $4.87 for 5 years. We shaped this payment as follows:\n\n2001 - $5.06\n2002 - $4.96\n2003 - $4.86\n2004 - $4.75\n2005 - $4.65\n\n* This payments allows Enron to supply gas to NewAlb and receive power. \n\n* Enron will pay NewAlb $1000 per unit start.\n\n* Enron will also pay NewAlb $1.05/MW hour for varialbe o&m.\n\n* This will create an entity \"NewAlb\" that will return 9% assuming a book value of $336/kw on 12/31/2005 vs. 409 currently.\n\n* If NewAlb pays the 9% out that entity should be relatively flat each year for the next five.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/powereast/21.", "message_id": "<5166751.1075857704202.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "kevin.presto@enron.com", "delainey'.'david@enron.com", "wes.colwell@enron.com", "don.miller@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0266", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Documents from Iris Mack", "date_iso": "2000-12-12T00:06:00", "date_raw": "Tue, 12 Dec 2000 00:06:00 -0800 (PST)", "body": "Iris,\n\nI have received your E-mail and phone message.\nI shall distribute your papers to the other interviewers.\n\nAlso, I shall contact you by Thursday regarding a job offer.\n\nVince\n \n\n\"iris mack\" on 12/11/2000 08:09:10 PM\nTo: irismmack@hotmail.com, zlu@enron.com, vshanbh@enron.com\ncc: Vince.J.Kaminski@enron.com \nSubject: Re: Documents from Iris Mack\n\nHi again,\n\n I don't recall if I mentioned that my Harvard Doctoral dissertation\ninvolved another energy problem - the Transient Stability of Electrical\nPower Systems.\n\n Much of the data, model and analysis was done with lots of\ncollaborative efforts with my advisors at Harvard and MIT and with the\nElectrical Power Research Institute (EPRI) in Palo Alto.\n\nKind regards,\nIris Mack\n\n>From: \"iris mack\" \n>To: zlu@enron.com, vshanbh@enron.com\n>CC: Vince.J.Kaminski@enron.com\n>Subject: Documents from Iris Mack\n>Date: Sun, 10 Dec 2000 16:57:21\n>\n\n______________________________________________________________________________\n_______\nGet more from the Web. FREE MSN Explorer download : http://explorer.msn.com\n\nReceived: from 64.20.165.171 by lw11fd.law11.hotmail.msn.com with HTTP; Sun, \n10 Dec 2000 16:57:21 GMT\nX-Originating-IP: [64.20.165.171]\nFrom: \"iris mack\" \nTo: zlu@enron.com, vshanbh@enron.com\nCc: Vince.J.Kaminski@enron.com\nSubject: Documents from Iris Mack\nDate: Sun, 10 Dec 2000 16:57:21\nMime-Version: 1.0\nContent-Type: text/html\nX-Stn-Info:\n\nDear Zimin and Vasant,\n?\n???? How are you?? Thank you for taking time out of your busy schedules to \ntell me about the work you are doing at Enron.\n?\n???? This email is in reference to your requests for two documents I \nforwarded to Dr. Kaminski:\n????????? 1.? My London Business School Executive MBA thesis on weather \nderivatives\n????????? 2.? A document describing some work I did on real options applied \nto the commodities industry.\n?\n???? You should be able to get a copy of these documents from Dr. Kaminski.? \nIf not, please let me know.\n?\nKind regards,\nIris Mack", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/281.", "message_id": "<4853335.1075856621079.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "irismmack@hotmail.com" ], "cc_emails": [ "vince.kaminski@enron.com", "vasant.shanbhogue@enron.com", "zimin.lu@enron.com" ] } }, { "id": "en-0267", "from": "Louise Kitchen", "to": [], "cc": [ "Greg Whalley", "Sally Beck" ], "subject": "Re: CommodityLogic All-Module Demo", "date_iso": "2000-12-12T05:19:00", "date_raw": "Tue, 12 Dec 2000 05:19:00 -0800 (PST)", "body": "Let's discuss - there were quite a few changes to be done first. \n\nThe first place to demo will be the Thursday lunch meeting to the Net Works \nteam when ready.\n\nThomas D Gros@ENRON\n12/12/2000 01:13 PM\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: Greg Whalley/HOU/ECT@ECT, Philippe A Bibi/HOU/ECT@ECT, Sally \nBeck/HOU/ECT@ECT \n\nSubject: CommodityLogic All-Module Demo\n\nIf you would like, the team will be prepared to show live demonstrations of \nthe latest versions of all four CommodityLogic modules next Thursday, \nDecember 21st. This would probably require about 2 hours. The versions \ndisplayed will be:\n\nFinancial Management Module 2.0\nFinancial Invoice Exchange 1.1\nConfirm Central 1.0\nContract Exchange 1.0\n\nPlease let us know if you are interested in attending.\n\nAll the best,\n\nTom", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/commoditylogic/15.", "message_id": "<30873458.1075849830987.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "thomas.gros@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "philippe.bibi@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0268", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Draft Talking points about California Gas market", "date_iso": "2000-12-12T05:51:00", "date_raw": "Tue, 12 Dec 2000 05:51:00 -0800 (PST)", "body": "I agree w/ Mary and made this point earlier.\n\nMary Hain@ECT\n12/12/2000 12:22 PM\nTo: Christi L Nicolay/HOU/ECT@ECT\ncc: Janet R Dietrich/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, James D \nSteffes/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Steven J \nKean/NA/Enron@Enron, Maureen McVicker/NA/Enron@Enron, Sarah \nNovosel/Corp/Enron@ENRON \n\nSubject: Re: Draft Talking points about California Gas market \n\nI'm not sure whether we want Hoecker to make the fourth point. What do \nothers think?\n\nTo: Janet R Dietrich/HOU/ECT@ECT, Jeffrey T Hodge/HOU/ECT@ECT, Mary \nHain/HOU/ECT@ECT, James D Steffes/NA/Enron@Enron, Richard \nShapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Maureen \nMcVicker/NA/Enron@Enron\ncc: \nSubject: Draft Talking points about California Gas market\n\nWe thought it would be good to basically give Chair Hoecker talking points \nwith any numbers that Enron provides. We will visit on these later today \nwhen the numbers are ready (before 3:00). Comments?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1568.", "message_id": "<14409182.1075851040297.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "mary.hain@enron.com" ], "cc_emails": [ "christi.nicolay@enron.com", "janet.dietrich@enron.com", "jeffrey.hodge@enron.com", "james.steffes@enron.com", "steven.kean@enron.com", "maureen.mcvicker@enron.com", "sarah.novosel@enron.com" ] } }, { "id": "en-0269", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Fw: EPRM Article", "date_iso": "2000-12-12T09:41:00", "date_raw": "Tue, 12 Dec 2000 09:41:00 -0800 (PST)", "body": "Chris,\n\nI have read the paper. It reads very well. Two comments.\n\n1. It probably makes sense to include a note on the standard GBM simulation \nequation and\nthe way it's typically discretized.\n\n2. It will help the reader who did not read the earlier articles to explain \nwhat CT is (perhaps a footnote).\n\nI am also including a message I sent to Julie today.\n\n******************************************************************************\n***************\n 1. I would like to register 2 members of my group for both courses (in \nHouston):\n\na. Paulo Issler\nb. Alex Huang\n\nI shall attend the course on weather only. \n\n2. I have started the process to issue a check for 5,000 AUD for Lacima.\nShirley sent you an update on this. The 2nd installment comes from the budget \nof our \noffice in Australia. I shall talk to Paul Quilkey today about it. Please, let \nme know if there is any delay.\n\n3. The book will be used as textbook for the class I shall be teaching at \nRice.\nRice Univ bookshop is placing an order.\n\n4. I would like to order 50 copies for my group. What is the best\nway to place the order? Can we pay in US dollars?\n******************************************************************************\n***************\n\nBest regards.\n\nVince\n\n\"Chris Strickland\" on 12/12/2000 05:21:22 PM\nPlease respond to \"Chris Strickland\" \nTo: \ncc: \"Julie\" \nSubject: Fw: EPRM Article\n\nHi Vince,\n\nI'm wondering if you got this last week? If you could have a quick look and\nget back to me with any comments that would be great - Robin is chasing me\non this one!\n\nBest regards.\n\nChris.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/australia/31.", "message_id": "<30019219.1075856565562.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "chris@lacima.co.uk" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0270", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Gas Issues paper", "date_iso": "2000-12-12T10:48:00", "date_raw": "Tue, 12 Dec 2000 10:48:00 -0800 (PST)", "body": "What time is call and what is #?\n\n \n\t\n\t\n\tFrom: Rebecca W Cantrell @ ECT 12/12/2000 06:45 PM\n\t\n\nTo: Steve Montovano/NA/Enron@Enron, Jeff Dasovich/NA/Enron@Enron, Paul \nKaufman/PDX/ECT@ECT, Leslie Lawner/NA/Enron@Enron, Richard \nShapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: Gas Issues paper\n\nFor discussion during the conference call tomorrow, attached is a revision of \nLeslie's paper with an attachment illustrating the type of tariff information \nwe are capturing for the interstates. If you think we need to capture any \nadditional information, please advise.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/452.", "message_id": "<27570035.1075851007713.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "rebecca.cantrell@enron.com" ], "cc_emails": [ "steve.montovano@enron.com", "jeff.dasovich@enron.com", "paul.kaufman@enron.com", "leslie.lawner@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0271", "from": "Mark Haedicke", "to": [ "James Derrick" ], "cc": [], "subject": "Chart - Power risk areas", "date_iso": "2000-12-13T06:36:00", "date_raw": "Wed, 13 Dec 2000 06:36:00 -0800 (PST)", "body": "Jim: The draft memo on power is attached. Lots more work to do. Let me \nknow if you want to discuss further.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/688.", "message_id": "<16761264.1075845058309.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0272", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Draft", "date_iso": "2000-12-14T02:39:00", "date_raw": "Thu, 14 Dec 2000 02:39:00 -0800 (PST)", "body": "Confidential\n\nDraft\n\nTo: All of Wholesale\nFrom: Office of the Chairman\nSubject: Organizational announcement\n\nWe are pleased to announce the following changes within EGM.\n\nFinancial Trading \nThe Convertible Bond Arbitrage desk will be moving from EnronCredit.com to \nthe Equity desk under Gary Hickerson, and will be managed by Mike Bradley. \n\nBilly Lemmons has joined Gary Hickerson's group from EIM. He is responsible \nfor examining and developing Enron\u0001,s agriculture business. He is exploring \nthe agriculture value chain and outlining our risk management and origination \nopportunities.\n\nTransportation and Shipping\nDan Reck will be transitioning out of the coal group and will be exploring \nour rail and trucking initiatives. These markets together represent \napproximately $105 billion notionally, and we believe there are many \nsynergies between our energy, coal, and freight trading businesses. \n\nEnron is currently trading dry-freight (through EOL) and is a leading market \nmaker in this new product. This business is growing very quickly. We have \nasked Pierre Aury (and Scott Montcrief to co lead) our worldwide vessel \ntrading businesses. Scott will be responsible for all liquids vessel \nbusinesses and Pierre will manage all dry vessel businesses. The LNG vessel \nbusiness currently managed by Wayne Perry will remain in the LNG group, but \nwill also (report or coordinate with) into Pierre.\nWeather\nOur worldwide weather operations will continue to report to Mark Tawney in \nHouston. This business is also rapidly expanding which includes trading \nweather products in 10 countries and 40 states in the US. Mark will have all \nV@R allocation responsibility between Sydney, Tokyo, Oslo, and Houston. In \naddition we will be forming a weather-marketing desk in London. \n\nCrude and Products\nJanelle Scheuer will be joining the Global Products from Enron America's East \npower origination group, and (will be) developing a mid-market business \nspecifically for our liquids businesses. She will be reporting to John \nNowlan. \n\nBill White will be coming over from EBS and has responsibility for all U.S. \nfinancial crude trading. Don Schroeder will continue to have oversight and \nlead our physical crude business. (Mario De La Ossa has joined EGM from \nEquiva and will manage our product options book)\n\nDoug Leach will be expanding his fuel management role and focussing on xxxx. \nHe will report directly to John Nowlan.\nFinance and Structuring\nAndrew Makk has joined the finance team from the Middle East area. Most \nrecently he has been working on the Gaza project.\n\nJim Lewis has also joined this team. His last assignment was leading the \nstructuring group for Calme.\n\nBoth Andrew and Jim report to Larry Lawyer.\n \n\n(M&A)\n\n(Mark Waddlinton has joined EGM and will be managing this activity and \ncoordinating with all Enron Corp. M&A business)\n\nPlease join us in congratulating everyone in their new roles.\n\nFile; organization anon. dtd Dec 00 - EGM", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/464.", "message_id": "<14945155.1075857557247.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0273", "from": "John Lavorato", "to": [ "David Delainey" ], "cc": [], "subject": "Re: PRC", "date_iso": "2000-12-14T03:46:00", "date_raw": "Thu, 14 Dec 2000 03:46:00 -0800 (PST)", "body": "Same a mid year\n\nI'm smarter than everyone else.\n\nJust in Case\n\n* Managed a Trading group that is up 2 Billion (more if you included hits \ntaken) - probably not due to me.\n* Left a lot of money in Canada - some is still there.\n* Led the PPA deal - which I will resign and buy personally if you want to \nturn it back.\n* Created the Gas Fundamentals Group which every business unit is copying.\n* Came up with LTP which everybody hates but will fix our trader shortage in \nthe future and every company is copying.\n* Trained many great young kids in Calgary that are now key players in \nHouston.\n* Created structure and communication around our system strategy - brought \ntraders, IT, and back office together to create a plan that everyone has \nbought into. The future success is unclear but the exercise was very \nworthwhile.\n* Had very few VAR violations and helped improve our understanding and \nreporting of VAR. Completed mended the relationship between gas trading and \nthe risk group.\n* Should get most credit for the increase in power trades on EOL and the \ncontinuation of the increase in Gas.\n* Turned the East Power group into a focused trading group not a think tank \nthat bets on July-Aug power price - Still nowhere near completion.\n* Put a halt on the hiring of unqualified people - Have spent many hours \ndevising a plan to bring in qualified - experience people. You will see this \nimplemented in 2001.\n* Experimented with the \"Pay PRC\" which I think was very successful. I \nthink this will start our organization to think a little differently and \nhopefully in a way that will benefit us.\n* Possibly the best accomplishment is \"Killing the Dragon\".\n\nI'm glad you made me write this list down because for the first time in \nmonths I realized that I was smiling while I was writing.\n\nRegards\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/2383.", "message_id": "<31726574.1075857793503.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0274", "from": "John Lavorato", "to": [], "cc": [ "David Delainey" ], "subject": "DRAFT eBiz ARTICLE--CA Gas Prices", "date_iso": "2000-12-14T04:14:00", "date_raw": "Thu, 14 Dec 2000 04:14:00 -0800 (PST)", "body": "I thought I was very clear that we are not publishing anything internally \nabout California gas prices.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/537.", "message_id": "<32633330.1075845562537.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "eric.thode@enron.com" ], "cc_emails": [ "jennifer.walker@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0275", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Jose LNG - Crude Pricing", "date_iso": "2000-12-14T05:41:00", "date_raw": "Thu, 14 Dec 2000 05:41:00 -0800 (PST)", "body": "Eric, is this still a problem or did you get what you needed?\nm\n\nEric Gonzales\n12/04/2000 06:45 AM\nTo: Eric Groves/HOU/ECT@ECT\ncc: (bcc: Mike McConnell/HOU/ECT)\nSubject: Re: Jose LNG - Crude Pricing \n\nOur ability in crude is apparently very poor. What can J Wilson do thru \n2010? I want the crude desk to make us a price and present an acceptable \nvolume. \n\nIf we have to suggest to PDVSA only doing a crude index through 2012, I \nstrongly believe we should try if we can create some additional value thru \nthis structure. Tell me if you would like me to give him a call to explain \nwhat the effort potentially create.\n\nThanks\nEric\n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: Eric Groves 30/11/2000 17:04\n\t\n\nTo: Guido Caranti/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Emilio \nVicens/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt, Eric Gonzales/LON/ECT@ECT\ncc: \n\nSubject: Re: Jose LNG - Crude Pricing \n\n Per a conversation I had with John Wilson the head crude oil trader in the \nHouston office, the feasability of hedging price risk linked to WTI or Brent \non a 20 year deal is NOT a possibility. If we had 1/3 of our GSA price \nlinked to Brent our exposure for 20 years would be about 30 million barrels \nnotional or about 14 million barrels PV. At 5% our exposure would still be 5 \nmillion notional or 2.3 million PV. According to John, he would not be \ncomfortable doing anything past 2012 and even out that far he would not \nconsider doing more than about 1 million PV barrels in the years 2010 - \n2012. Given these comments, I would say that the size of our deal basically \nprecludes a look at Crude Oil hedges at this time. As far as the economics \nof the deal are concerned, we basically cannot even get an Offer to use to \nfigure out our economics. I am confident that if we pushed the issue to see \nif we could get a 20 year offer even for a small portion of the volumes that \nthe hedging costs would be too high, and therefore have left it at that for \nthe time being. Please advise if you have any thoughts on the issue.\n\nThanks,\n\nEric\n\nGuido Caranti@ENRON_DEVELOPMENT\n11/29/2000 09:27 AM\nTo: Eric Gonzales/LON/ECT@ECT\ncc: Emilio Vicens/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt@ECT, Larry \nLawyer/NA/Enron@Enron@ECT, Cris Sherman/HOU/ECT@ECT, Brent A \nPrice/HOU/ECT@ECT, Eric Groves/HOU/ECT@ECT, Daniel R \nRogers/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT \nSubject: Re: Jose LNG - Off-take Comments \n\nEric, thanks for your comments. Please see below in blue our observations and \nanswers. Let's talk later today if you have further questions.\n\nSaludos\n\nGuido and Emilio \n\nEnron Offtake Agreement\n\nSection 2\nShould this agreement start at commercial hand over of the plant under the \nEPC agreement. Benefit here is LDs under the EPC for late delivery go to \nproject company and project company has no obligation to lng buyers. In \naddition it preserves your 20 year offtake which should still match your GSA.\n\n The agreement should start at commercial hand over of the plant as you say. \nThe draft as it is now has only outer limits as to when that should happen \n(that being the earlier of 40 months after Financial Close or NTP or Dec 31 \n2004). We will add to this list \"the earlier of\" something like: \"the date on \nwhich the plant has produced LNG at at least 90% of its capacity for a period \nof 10 consecutive days\". We suggest putting something like this as opposed to \n\"commercial hand over\" because this is in the plant's/contractor's control \nand they could, for example, on purpose not meet a noise level requirement \nfor 4 months for example and delay commencement of the offtake contract \nwhile the project sells LNG at higher prices than in the term sheets.\n\nWith regards to the EPC LDs we agree that they should go only to the project \nbut we, as offtakers, can not wait for ever for the project to be completed \nwith out receiving gas or damages for something that is somehow (directly or \nindirectly) under the project's control. We have 4 months limits to how much \nthe project can be delayed on top of all the conservatism that EECC (or \nanother EPC Contractor) already built in. \n\nSection 6\nI would like to see some language in this section describing the pricing \nformula associated with expansions. Structure could be set as in this \ncontract where Pg is to reflect GSA costs and where the combined value of \nPcpi and Pa should be derived to provide an equity return to the sponsors of \n18%.\n\n We agree that would be better, but we included this section knowing that is \nsomething that is going to be a very difficult sell with PDVSA, because they \ndon't want us to sell down and then keep \"controlling\" new LNG businesses in \nJose. They will oppose this clause as they violently opposed the limited \nexclusivity at Jose that we managed to include in the GSA. We think that \nadding a restriction to the asset's returns now in the draft will make it \nvery tough to sell to PDVSA the entire Clause. Thus, jeopardizing our chance \nto control the output of future plants or expansions. We never intended to \nuse these off-take agreements as a vehicle to control future LNG volumes. \nNevertheless, we felt it was a good chance for us to start getting partial \ncontrol of the output. Pushing it too much will back fire and PDVSA will \nclearly realize what our intent is.\n\nSection 7\nWhere is the bonus calculation? We did not include it now on purpose. We \nwill include it when ever they \"remind\" us to do so. We want to have another \nfight about the bonus.\nWhere is the min price? The minimum price is in. We say that one of the \nterms in the price is Pg x En where En is never less than one\nI thought you guys were going to trade out CPI for a fixed number? We are \ngoing to try to do it, but that is first a GSA issue, and we don't want to \nput it here as something firm before we change it in the GSA. We precisely \nbracketed the CPI percentage in the formula because of our thought that we \nwant to make it zero \nHave you decided …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/332.", "message_id": "<32225037.1075843964838.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "eric.gonzales@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0276", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: Meeting Confirmation", "date_iso": "2000-12-14T07:29:00", "date_raw": "Thu, 14 Dec 2000 07:29:00 -0800 (PST)", "body": "should we invite mark wadington? \n\nJeff\n\n \n\t\n\t\n\tFrom: Cathy Phillips 12/14/2000 03:27 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT\ncc: carol_benter@mckinsey.com, Jennifer Burns/HOU/ECT@ECT, Helen Marie \nTaylor/HOU/ECT@ECT, Joyce Dorsey/HOU/ECT@ECT \nSubject: Meeting Confirmation\n\nThis is to confirm that the meeting to discuss crude and petrochemical ideas \nhas been scheduled for Thursday, January 11, 2001, from 2:00 to 5:00 p.m. \nThe meeting is scheduled to take place at the McKinsey & Company office \nlocated at 2 Houston Center, 909 Fannin, Suite 3500. You may park in the 2 \nHouston Center parking garage on McKinney. The attendees are as follows:\n\n Mike McConnell\n Jeff Shankman\n John Nowlan\n Jeff Donahue\n Suzanne Nimocks\n Ron Hume\n\nPlease let me know if you have any questions. Thank you.\n\nCathy Phillips\n713-853-6898", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/454.", "message_id": "<9562450.1075857557027.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "cathy.phillips@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0277", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re: Meeting Confirmation", "date_iso": "2000-12-14T09:54:00", "date_raw": "Thu, 14 Dec 2000 09:54:00 -0800 (PST)", "body": "Yes, CP, please include.\nm\n\nTo: Cathy Phillips/HOU/ECT@ECT\ncc: Mike McConnell/HOU/ECT@ECT \nSubject: Re: Meeting Confirmation \n\nshould we invite mark wadington? \n\nJeff\n\n \n\t\n\t\n\tFrom: Cathy Phillips 12/14/2000 03:27 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Jeff Donahue/HOU/ECT@ECT\ncc: carol_benter@mckinsey.com, Jennifer Burns/HOU/ECT@ECT, Helen Marie \nTaylor/HOU/ECT@ECT, Joyce Dorsey/HOU/ECT@ECT \nSubject: Meeting Confirmation\n\nThis is to confirm that the meeting to discuss crude and petrochemical ideas \nhas been scheduled for Thursday, January 11, 2001, from 2:00 to 5:00 p.m. \nThe meeting is scheduled to take place at the McKinsey & Company office \nlocated at 2 Houston Center, 909 Fannin, Suite 3500. You may park in the 2 \nHouston Center parking garage on McKinney. The attendees are as follows:\n\n Mike McConnell\n Jeff Shankman\n John Nowlan\n Jeff Donahue\n Suzanne Nimocks\n Ron Hume\n\nPlease let me know if you have any questions. Thank you.\n\nCathy Phillips\n713-853-6898", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/328.", "message_id": "<7856507.1075843964734.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ], "cc_emails": [ "cathy.phillips@enron.com" ] } }, { "id": "en-0278", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "org announcement", "date_iso": "2000-12-14T10:56:00", "date_raw": "Thu, 14 Dec 2000 10:56:00 -0800 (PST)", "body": "All,\n\nHere is the latest draft. Please make any changes you want and return. \nPaper mark up is best. Also please leave as a separate word document if you \ndo it via email for ease of changing and converting to email late afternoon.\n\nCathy, please review for your normal grammar and corrections. I realize that \nthis is a draft but it will help to have your changes early even though we \nwill be making additional changes in the afternoon.\n\nLarry, I would like your feedback and commentary as well.\n\nThanks,\nmike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/327.", "message_id": "<21592136.1075843964711.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com", "cathy.phillips@enron.com" ], "cc_emails": [ "larry.lawyer@enron.com" ] } }, { "id": "en-0279", "from": "Greg Whalley", "to": [ "John Arnold" ], "cc": [], "subject": "RE:", "date_iso": "2000-12-15T00:25:00", "date_raw": "Fri, 15 Dec 2000 00:25:00 -0800 (PST)", "body": "They do look tight. But after a $2 drop, you'd have to expect it to pinch. \nSeems like, unless things really fall out of bed, this spread should widen \nfrom here. Even if the front stays relatively unchanged.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent/7.", "message_id": "<8848335.1075845471776.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0280", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "", "date_iso": "2000-12-15T01:25:00", "date_raw": "Fri, 15 Dec 2000 01:25:00 -0800 (PST)", "body": "I wanted to thank you guys for all your support over the last painful week. \nAlthough I am definately not getting brave, I would like to request an extra \n15 Million for gas for the next week. The price levels are making it hard to \neliminate risk. I can give you my assurance that any increase in VAR day to \nday will come from price movement, not increase in position. \n\nLet me know \n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/539.", "message_id": "<22560945.1075845562581.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "ted.murphy@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0281", "from": "Mark Haedicke", "to": [ "James Derrick" ], "cc": [], "subject": "Re: Reliant", "date_iso": "2000-12-15T10:28:00", "date_raw": "Fri, 15 Dec 2000 10:28:00 -0800 (PST)", "body": "Jim:\n\nI am confused. LeBeouf wanted to represent ENA and EES and Reliant never \ncame up in the conversations. We picked Brobeck and it was painful for \nLeBoeuf. I think there must be some additional facts relative to New Power.\n\nRegards,\n\nMark\n\n\tJames Derrick@ENRON\n\t12/15/2000 06:01 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT, Vicki Sharp/HOU/EES@EES\n\t\t cc: \n\t\t Subject: Reliant\n\nFYI; should we have any discussions with LeBeouf re their representation? Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/696.", "message_id": "<27154974.1075845058535.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0282", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "", "date_iso": "2000-12-15T13:25:00", "date_raw": "Fri, 15 Dec 2000 13:25:00 -0800 (PST)", "body": "I wanted to thank you guys for all your support over the last painful week. Although I am definately not getting brave, I would like to request an extra 15 Million for gas for the next week. The price levels are making it hard to eliminate risk. I can give you my assurance that any increase in VAR day to day will come from price movement, not increase in position. \n\nLet me know \n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent_items/242.", "message_id": "<31051053.1075857687917.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "ted.murphy@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0283", "from": "John Lavorato", "to": [ "Greg Whalley", "David Delainey" ], "cc": [], "subject": "The Chairman's Reward", "date_iso": "2000-12-17T02:22:00", "date_raw": "Sun, 17 Dec 2000 02:22:00 -0800 (PST)", "body": "Despite my veto eBiz decided to publish something on California energy \nprices. I think Palmer overrulled me. He said that the article was harmless \nbut I still think it is stupid for us to be writing articles about this.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/541.", "message_id": "<2256460.1075845562625.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0284", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "", "date_iso": "2000-12-17T02:27:00", "date_raw": "Sun, 17 Dec 2000 02:27:00 -0800 (PST)", "body": "You goated me into it,\n\nHere goes\n\n400/per\n\nMinn -8\nNew Orleans -10\nDenver -3\nDenver-KC under 48\nJack -10\nClev +16\nChic +6 1/2\nIndi-Mia under 42\nBalt -15\n\nJohn I would like to sit with you a couple days this week if you'll let me. \nI'm very serious about covering you when your out in January. I would like \nto get a sense of what its like dealing with your EOL madness. Let me know.\n\nLavo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent/542.", "message_id": "<7820592.1075845562648.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0285", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "", "date_iso": "2000-12-17T14:27:00", "date_raw": "Sun, 17 Dec 2000 14:27:00 -0800 (PST)", "body": "You goated me into it,\n\nHere goes\n\n400/per\n\nMinn -8\nNew Orleans -10\nDenver -3\nDenver-KC under 48\nJack -10\nClev +16\nChic +6 1/2\nIndi-Mia under 42\nBalt -15\n\nJohn I would like to sit with you a couple days this week if you'll let me. I'm very serious about covering you when your out in January. I would like to get a sense of what its like dealing with your EOL madness. Let me know.\n\nLavo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent_items/245.", "message_id": "<33543077.1075857687984.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0286", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: Organizational Announcement - revised comments", "date_iso": "2000-12-19T02:30:00", "date_raw": "Tue, 19 Dec 2000 02:30:00 -0800 (PST)", "body": "Candidly, Mark wanted to leave it open as to whom it would report. He wanted \nto have control in it's growth and staffing, although it would be coordinated \nwith Thor. Mark (and I) talked to Thor about this a while ago, and will \nbegin weekly video calls in the new year about strategy, updates, new \nproducts, and growing this business continentally. (Mark was still concerned \nabout the members of the Oslo weather group that Thor managed poorly--in \nMark's mind). I'm sure we will get to a point that works best \norganizationally with Thor having a role. However, when you look at the P&L \nof the business, is doesn't illustrate his support of the business, which we \nare addressing. \n\nHope this helps, and you are relaxing a little....\n\nJeff\n\nMike McConnell\n12/19/2000 10:07 AM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Organizational Announcement - revised comments\n\nJeff,\nBelow is an email from John. Please let me know how to respond. I know you \nguys talked about this. Thor was in the loop here wasn't he? I know we took \nout the Thor reporting piece but in reality they do report up through him. \nHow many people do we expect in London? John and I did talk about this and I \ndidn't really think of it lately.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/413.", "message_id": "<25656840.1075857556018.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0287", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: SEC timing", "date_iso": "2000-12-19T02:42:00", "date_raw": "Tue, 19 Dec 2000 02:42:00 -0800 (PST)", "body": "Question: why do we need from jan 8 to jan 31 to respond to staff comments? \nI think we should squeeze that time dramatically to take a shot at Jan or \nearly Feb resolution. If there is slippage, I don't want our earliest target \ndate to be the end of Feb. \n\n\tSarah Novosel\n\t12/18/2000 05:27 PM\n\t\t \n\t\t To: Richard Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron\n\t\t cc: \n\t\t Subject: Re: SEC timing", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1948.", "message_id": "<4829913.1075851049963.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "sarah.novosel@enron.com" ], "cc_emails": [ "paul.kaufman@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0288", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: Resume - David Pruner", "date_iso": "2000-12-19T03:38:00", "date_raw": "Tue, 19 Dec 2000 03:38:00 -0800 (PST)", "body": "I know him from the gas market, and am not in love. \n\nMike McConnell\n12/19/2000 10:10 AM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Resume - David Pruner\n\nWhat do you think? He came very highly recommended from Amanda via voicemail.\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/412.", "message_id": "<11269522.1075857555995.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0289", "from": "Mark Haedicke", "to": [ "John Lavorato", "David Delainey" ], "cc": [], "subject": "Hypothetical Trading Strategies", "date_iso": "2000-12-19T09:42:00", "date_raw": "Tue, 19 Dec 2000 09:42:00 -0800 (PST)", "body": "As a follow up to our meeting with the traders last week about litigation \nrisks, I have drafted the attached hypos (so far) for discussion about legal \nrisks in the changing landscape. Let me know if you have any comments.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/702.", "message_id": "<25565883.1075845058671.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "john.lavorato@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0290", "from": "Mark Haedicke", "to": [ "David Delainey", "Greg Whalley" ], "cc": [], "subject": "Accomplishments for the Year 2000", "date_iso": "2000-12-19T10:30:00", "date_raw": "Tue, 19 Dec 2000 10:30:00 -0800 (PST)", "body": "My accomplishments for the year 2000 include the following:\n\n1. EEI Form Master Power Contract -- ENA Legal led the industry \ndevelopment of the first master power contract. The form is rapidly becoming \nthe industry standard for North America and in the process dramatically \nlowering costs and increasing liquidity. In October, we put an EEI into \nplace with PG&E with the result that Enron credit exposure is $50,000,000 \nless than under the prior contract.\n\n2. New Legal Risk Rating Methodology -- implemented a legal rating system \nwhich simplifies the review of legal risks and makes it much easier to \ndetermine whether or not we are being appropriately compensated for the legal \nrisks.\n\n3. EWS Legal Website for Training -- website has gone live for training \nregarding all major EWS legal issues. This website will reduce training \ncosts and increase availability of training to all employees. \n\n4. Developing New Businesses -- integral part of developing and \nstructuring Enron Online, bandwidth trading, equity trading, Clickpaper.com, \ninsurance, pulp, coal, Japan and Australia.\n\n5. Litigation Settlements -- many disputes were settled favorably \nincluding Fort James, California Px, TVA and BPA.\n\n6. Deal Machine Never Stops -- projects having lots of complex legal \nissues cutting across multiple disciplines including MG Metals, Las Vegas \nCogen II, Pastoria, sale of the Peakers, sale of HPL, Electrobolt, JV with \nTexaco (Bridgeline), posting agreements for Enron Online, East Coast Power, \nQF restructurings like Motown, Project Summer (sale of international assets) \nand on and on. \n\n7. Deregulation of Energy Trading -- ENA legal formed an energy coalition \nand worked through ISDA and our Washington office to pass legislation to \nsignificantly reduce CFTC oversight of ENA's trading business. \n\n8. Management -- built a deal-oriented team that understands the \nunderlying businesses and is working to share the legal technology across \nEnron.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/703.", "message_id": "<21295859.1075845058694.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "mark.frevert@enron.com", "david.delainey@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0291", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: draft Lay letter to Gov. Davis", "date_iso": "2000-12-19T14:25:00", "date_raw": "Tue, 19 Dec 2000 14:25:00 -0800 (PST)", "body": "See revised version attached and let me know what you think.\n\n\tTom Briggs\n\t12/19/2000 10:46 AM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, James D \nSteffes/NA/Enron@Enron, Linda Robertson/NA/Enron@ENRON, Cynthia \nSandherr/Corp/Enron@ENRON, Joe Hartsoe/Corp/Enron@ENRON\n\t\t cc: \n\t\t Subject: draft Lay letter to Gov. Davis\n\nAttached is a draft letter. I tried to get it down to one page, but it can \nuse more reduction. I also need info on when the 750MW of capacity will be in \nservice. I am leaving on holiday, so someone (like Rick) will have to \ncomplete the letter.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1081.", "message_id": "<20278303.1075851027074.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "tom.briggs@enron.com" ], "cc_emails": [ "cynthia.sandherr@enron.com", "james.steffes@enron.com", "joe.hartsoe@enron.com", "linda.robertson@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0292", "from": "Jeffrey Shankman", "to": [ "Louise Kitchen", "John Lavorato", "Greg Whalley" ], "cc": [], "subject": "crude jv marketer", "date_iso": "2000-12-20T04:27:00", "date_raw": "Wed, 20 Dec 2000 04:27:00 -0800 (PST)", "body": "Larry Gagliardi has been with us for 6 months marketing EOL crude/products \nfor 6 months and has signed up well over 50 customers according to Nowlan. \nHe came from the crude and products broker TCT and knows the traders in the \nbusiness. He's our guy, and I want to expand his role in the group, as well.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/395.", "message_id": "<10559497.1075857555588.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "louise.kitchen@enron.com", "john.lavorato@enron.com", "greg.whalley@enron.com", "andy.zipper@enron.com" ] } }, { "id": "en-0293", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-12-20T06:18:00", "date_raw": "Wed, 20 Dec 2000 06:18:00 -0800 (PST)", "body": "I will request this extension at tomorrow's executive committee of the board \nmtg. rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/170.", "message_id": "<11009007.1075858316553.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0294", "from": "David Delainey", "to": [], "cc": [ "Rick Buy" ], "subject": "Portfolio/Charter Review", "date_iso": "2000-12-22T01:18:00", "date_raw": "Fri, 22 Dec 2000 01:18:00 -0800 (PST)", "body": "Guys, can you put together the folllowing Portfolio/Charter Review for \nPrincipal Investing and Energy Capital Resources:\n a) detail existing portfolio - winners/losers; additions/deletions and \noverall performance;\n b) detail market conditions in your markets and any strategy changes \nfollowing;\n c) anticipated major transactions in 2001; and\n d) review charter and detail any proposed changes.\n\nI would anticipate that we sit down with Rick and Jeff at the end of January \n- please have package available for my review by mid January.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/848.", "message_id": "<19584781.1075854535655.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "michael.miller@enron.com", "c.thompson@enron.com", "scott.josey@enron.com" ], "cc_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0295", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [ "John Lavorato" ], "subject": "Re: Portfolio/Charter Review", "date_iso": "2000-12-22T06:44:00", "date_raw": "Fri, 22 Dec 2000 06:44:00 -0800 (PST)", "body": "Thanks- You guys need a rest. Have a great holiday. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/156.", "message_id": "<2938850.1075858316251.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0296", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: 2000 ACCOMPLISHMENTS", "date_iso": "2000-12-22T13:52:00", "date_raw": "Fri, 22 Dec 2000 13:52:00 -0800 (PST)", "body": "From: Richard Shapiro 12/22/2000 09:49 PM\n\t\n\nTo: Steven J Kean/HOU/EES@EES\ncc: Maureen McVicker/HOU/EES@EES \n\nSubject: Re: 2000 ACCOMPLISHMENTS \n\nSee my self-evaluation on PEP system. Thanks\n\nMaureen McVicker\n\n12/22/2000 03:47 PM\n\nTo: Bill Donovan/EPSC/HOU/ECT@ECT, Christie Patrick/HOU/ECT@ECT, Cynthia \nSandherr/Corp/Enron@ENRON, Elizabeth Labanowski/EPSC/HOU/ECT@ECT, Jackie \nGentle/LON/ECT@ECT, James D Steffes/NA/Enron@Enron, Jane \nWilson/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joe Allen/NA/Enron@Enron, Joe \nHartsoe/Corp/Enron@ENRON, Joe Hillings/Corp/Enron@ENRON, John \nAmbler/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, John \nHardy/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Jose \nBestard/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Lindolfo Ernesto \nPaixao/SA/Enron@Enron, Mark Palmer/Corp/Enron@ENRON, Mark \nSchroeder/LON/ECT@ECT, Michael Terraso/OTS/Enron@ENRON, Mike \nDahlke/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Mike G Smith/NA/Enron@Enron, \nNicholas O'Day/AP/Enron@Enron, Paul Kaufman/PDX/ECT@ECT, Peter \nStyles/LON/ECT@ECT, Tom Briggs/NA/Enron@Enron\ncc: Richard Shapiro/NA/Enron@Enron, Cindy Olson/Corp/Enron@ENRON \n\nSubject: 2000 ACCOMPLISHMENTS\n\nSteve Kean would like each of you to send him a list of your accomplishments \nfor 2000.\n\nIf you have already provided the list to Steve, please disregard this email.\n\nDUE DATE: Close of business, Thurs., Jan. 4", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/performance_management/52.", "message_id": "<10355392.1075848234296.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "maureen.mcvicker@enron.com" ] } }, { "id": "en-0297", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-12-25T13:16:00", "date_raw": "Mon, 25 Dec 2000 13:16:00 -0800 (PST)", "body": "asshole\n\nJohn J Lavorato@ENRON\n12/24/2000 08:45 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\nrams -3.5\nwash -7\nraiders -9 1/2\nbalt -5\nbears lions over 37\neagles bengals under 35 1/2\npats +4\nvikings +5.5", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/802.", "message_id": "<8841280.1075857641489.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0298", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2000-12-25T13:17:00", "date_raw": "Mon, 25 Dec 2000 13:17:00 -0800 (PST)", "body": "asshole\n\nJohn J Lavorato@ENRON\n12/23/2000 10:51 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\njohn\n\nI cant' seem to make my gambling problem go away.\n\nbills +3 250\ndenver -7 250\njack +3 1/2 250", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/801.", "message_id": "<26289855.1075857641467.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0299", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2000-12-26T11:34:00", "date_raw": "Tue, 26 Dec 2000 11:34:00 -0800 (PST)", "body": "Here is the name of an available options trader:\nJeremy Sorkin\nVP, Deutsche Bank\n713 757 9200\n\nWould fit Enron culture, but have had little contact with him professionally.\nMight be worth bringing him in. Tell me if you want me to call him.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/799.", "message_id": "<25486470.1075857641424.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0300", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Re: DRAFT PRESS RELEASE: Enron To Sell HPL To AEP", "date_iso": "2000-12-28T03:08:00", "date_raw": "Thu, 28 Dec 2000 03:08:00 -0800 (PST)", "body": "Eric, as per our discussion, I would suggest that we have no quotes or \ncomments in the press release. As a sale of assets, which we do actively, in \na our network strategy there is really nothing positive that can be said \nwithout reflecting poorly on the buyer. I would suggest that we approve an \nAEP press release as we did with Allegheny. If we have not already, I would \nnot send the attached press release to AEP without cutting out the quote.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/844.", "message_id": "<5707449.1075854535560.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "eric.thode@enron.com" ], "cc_emails": [ "brian.redmond@enron.com", "timothy.detmering@enron.com", "john.lavorato@enron.com", "mark.koenig@enron.com", "mark.palmer@enron.com" ] } }, { "id": "en-0301", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-01-01T08:36:00", "date_raw": "Mon, 1 Jan 2001 08:36:00 -0800 (PST)", "body": "i would have paid you in full Tueday morning and resigned my bookie \nservices...\n\nJohn J Lavorato@ENRON\n12/31/2000 10:43 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\nAlmost pulled off the 4 tease yesterday.\nI was robbed\n\nDenver +3 350\nPhili +3 350", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/788.", "message_id": "<27978344.1075857641184.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0302", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-01-01T23:57:00", "date_raw": "Mon, 1 Jan 2001 23:57:00 -0800 (PST)", "body": "you must bet sugar and orange bowls\n\nJohn J Lavorato@ENRON\n01/02/2001 07:25 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\ncurrent including tb -500 equals 4170", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/784.", "message_id": "<3159078.1075857641097.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0303", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "", "date_iso": "2001-01-02T02:40:00", "date_raw": "Tue, 2 Jan 2001 02:40:00 -0800 (PST)", "body": "What is the opportunity to look at Elba Island space in conjunction with the \nDhabol supply contract? That is, could we go to our LNG suppliers for India, \nand regotiate that contract and provide space for diverted cargoes if \nnecessary. Jim Hughes is spending his time figuring out what to do with \nDhabol and any suggestions we have may be helpful. \n\nThanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/350.", "message_id": "<1408582.1075857554533.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "eric.gonzales@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0304", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Bush Transition Teams", "date_iso": "2001-01-02T03:10:00", "date_raw": "Tue, 2 Jan 2001 03:10:00 -0800 (PST)", "body": "Attached is list for Bush's transition advisory teams- notably, we're absent \nfrom all but Commerce(Sandherr) and Energy(Lay). \n\nFrom: Lara Leibman on 01/02/2001 10:57 AM\nTo: Richard Shapiro/NA/Enron@Enron\ncc: \n\nSubject: [aaiadvisoryboard] aai- Transition Teams\n\nIn case you'd like the electronic version, here it is . . .", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1189.", "message_id": "<25696682.1075851030344.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "rosalee.fleming@enron.com", "steven.kean@enron.com", "linda.robertson@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0305", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "", "date_iso": "2001-01-03T08:03:00", "date_raw": "Wed, 3 Jan 2001 08:03:00 -0800 (PST)", "body": "Thanks for all your help with Sempra. Hard work, but certainly worth it. On \nanother note, Mike and I have discussed this $2 million issue with American \nCoal, and the interest rate hedge in the MPR. Bottom line, we are not taking \nthis hit. It seems it was a problem with Treasury, so send it to them. \n\nThanks. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/321.", "message_id": "<14229546.1075857553896.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "wes.colwell@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0306", "from": "Jeffrey Shankman", "to": [ "Rick Buy" ], "cc": [], "subject": "24-7 crude Book", "date_iso": "2001-01-04T01:51:00", "date_raw": "Thu, 4 Jan 2001 01:51:00 -0800 (PST)", "body": "I believe Greg W. is coming to talk to you today about this new business. \nFurther to this, I'd like to ask again how I can get access to VAR (I \nbelieve Lavorato and Sherriff have $5 million they each keep upstairs and \nallocate to their businesses as needed temporarily). Is this a Board \nquestion, or do you have the authority to allocate this VAR to me? \n\nOn another note, I've been helping Bill Bradford with PGE exposure issues. \nIf you too need my help, let me know.\n\nThanks for your help...\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/316.", "message_id": "<6421605.1075857553788.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0307", "from": "Sally Beck", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Benchmarking Study", "date_iso": "2001-01-05T01:27:00", "date_raw": "Fri, 5 Jan 2001 01:27:00 -0800 (PST)", "body": "I passed this information along to some of my direct reports for their \nthoughts, and truthfully didn't hear back from anyone and didn't follow up. \nTwo years ago, we agreed to be part of a benchmarking study that was done by \nAA's Houston office (interestingly enough, Wes Colwell was the AA partner who \nled this effort) and we had mixed results. The study was designed to cover \ngas and power. Despite our involvement in the steering committee, the study \nitself was very, very detailed, such that it was troublesome to complete. \nJim Fallon at the time refused to submit information on the majority of the \nquestions surrounding power, so our survey data for power was not very \nuseful. \n\nI would agree that at this time we will pass on this request. Thanks for \npassing it along, however. I would be happy to convey this directly to the \nperson that has contacted you. Just let me know his/her name and number and \nI will follow through on that if you would like. \n\nHope that your holidays was enjoyable and that the new year will be a good \none for you. --Sally \n\nVince J Kaminski\n01/03/2001 03:29 PM\nTo: Sally Beck/HOU/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT \nSubject: Benchmarking Study\n\nSally,\n\nI gave you some time ago a brochure on this benchmarking study request.\nThey renewed their request for Enron's participation.\n\nWhat is your view on this? Do you think the benefits of knowing what's\ngoing on offset the loss due information released and time spent on the \nproject.\n\nMy recommendation is to forget it.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/1040.", "message_id": "<2485853.1075856080487.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0308", "from": "David Delainey", "to": [ "Mark Haedicke" ], "cc": [], "subject": "Fidelity update", "date_iso": "2001-01-05T02:29:00", "date_raw": "Fri, 5 Jan 2001 02:29:00 -0800 (PST)", "body": "Randy, give them what they want and lets move on - don't give another \nguarantee provide the indemnity for the IRS and environmental claims. Mark \nif there is a flaw in my thinking let me know.\n\nJoe, these guys have been exceedingly difficult to deal with - I would think \ntwice before we bring these guys into any Enron deal in the future.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/822.", "message_id": "<33237706.1075854535076.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "randal.maffett@enron.com", "mark.haedicke@enron.com" ], "cc_emails": [ "joseph.deffner@enron.com" ] } }, { "id": "en-0309", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "F:\\Artists and Estates\\Butterfield, Deborah\\Butterfield.jpg", "date_iso": "2001-01-05T07:48:00", "date_raw": "Fri, 5 Jan 2001 07:48:00 -0800 (PST)", "body": "This is a tremendous 1980 example of a large Deborah Butterfield. I think it \nwould be worth seriously considering....", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/art_committee/4.", "message_id": "<20309825.1075843929515.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "lfastow@pdq.net" ] } }, { "id": "en-0310", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Action Learning Project Information", "date_iso": "2001-01-08T05:03:00", "date_raw": "Mon, 8 Jan 2001 05:03:00 -0800 (PST)", "body": "Kathy,\n\nEnron will be represented by myself (Vince Kaminski) and Kenneth Parkhill.\n\nVince\n\nKathy Spradling on 01/05/2001 05:04:21 PM\nTo: (Recipient list suppressed)\ncc: chamberl@rice.edu, castro@rice.edu, spradlin@rice.edu \nSubject: Action Learning Project Information\n\nDear Company Representative,\n\nWe are pleased to announce that your company\u0001,s proposal has been selected\nas a potential project in the Jones Graduate School of Management's Action\nLearning Project (ALP) Program. As indicated in the ALP brochure, company\nrepresentatives are invited to attend the ALP Program Introduction and\nStudent Networking Session on Wednesday, January 10. Please RSVP to Kathy\nSpradling, MBA Program Coordinator, at 713-348-3313 or e-mail her at\nspradlin@rice.edu by Monday, January 8 to let her know if you plan to\nattend the session. Please provide your company name and the names of\nrepresentatives attending the session so nametags can be prepared. Dress\nis business casual. Below is the schedule of events:\n\n8:30 9:00 a.m.\n? Continental Breakfast and setup of your company table\n? Farnsworth Pavilion (located in Rice Student Center)\n\n9:00 9:45 a.m.\n? Introduction and Program Overview with company representatives, ALP\nadministration and faculty liaisons\n? Farnsworth Pavilion (located in Rice Student Center)\n\n10:00 12:00 p.m.\n? Student Networking Session with company representatives and\nfirst-year students\n? Grand Hall (located in Rice Student Center)\n\nThe ALP Program Introduction and Student Networking Session will be held in\nthe Rice Student Center (numbers 10 and 11 on the campus map sent with your\nacceptance letter). Please contact Kathy Spradling if you need an\nadditional map faxed to you. There is a large amount of construction taking\nplace on campus. Once the Visitor\u0001,s lot near the Rice Memorial Center is\nfull, we recommend you park in the stadium lot in the designated Visitor\narea and take the shuttle bus to the Rice Memorial Center. Make sure to\nlet the bus driver know your destination.\n\nThe MBA Program Office has reserved the Grand Hall for the Student\nNetworking Session. Each company represented will have a table set up with\nsignage for your company. You may bring additional materials you feel\nmight be of interest to students such as company brochures, articles and\npackets. Due to the limited space, we are discouraging the use of display\nboards in the networking session. Unfortunately, no internet connections\nwill be available for use during the session.\n\nAgain, thank you for your interest in Rice. We look forward to working\nwith you, and hope to see you on Wednesday, January 10.\n\nCarrie Miller\nPam Castro\nKathy Spradling\n\nKathy M. Spradling\nMBA Program Coordinator\nJesse H. Jones Graduate School of Management\nRice University\n6100 Main Street, MS 531\nHouston, Texas 77005-1892\nPhone: (713) 348-3313\nFax: (713) 348-5251\nEmail: spradlin@rice.edu\nhttp://www.rice.edu/jgs\nE-mail: spradlin@rice.edu\nhttp://www.ruf.rice.edu/~jgs/", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/rice/225.", "message_id": "<27841820.1075856628539.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "spradlin@rice.edu" ], "cc_emails": [ "vince.kaminski@enron.com", "kenneth.parkhill@enron.com" ] } }, { "id": "en-0311", "from": "Jeffrey Shankman", "to": [ "John Arnold" ], "cc": [], "subject": "Re:", "date_iso": "2001-01-10T00:21:00", "date_raw": "Wed, 10 Jan 2001 00:21:00 -0800 (PST)", "body": "Yes, yes, yes. When would be helpful, bubbie.\n\nJohn Arnold\n01/09/2001 04:10 PM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: \n\nBubbie:\nYou are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's \ndinner featuring Brian Tracy, John Arnold, and Mike Maggi.\n\nRegrets only,\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/277.", "message_id": "<21961961.1075857552927.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0312", "from": "John Arnold", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2001-01-10T00:25:00", "date_raw": "Wed, 10 Jan 2001 00:25:00 -0800 (PST)", "body": "next Thursday at 7:00 pm\n\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Re: \n\nYes, yes, yes. When would be helpful, bubbie.\n\nJohn Arnold\n01/09/2001 04:10 PM\nTo: Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: \n\nBubbie:\nYou are hereby invited to the tenth annual Spectron/Enron Celebrity Tony's \ndinner featuring Brian Tracy, John Arnold, and Mike Maggi.\n\nRegrets only,\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/768.", "message_id": "<5273342.1075857640742.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0313", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "London - Week of January 15th", "date_iso": "2001-01-10T10:08:00", "date_raw": "Wed, 10 Jan 2001 10:08:00 -0800 (PST)", "body": "I plan to work out of the London office during the week of January 15. I \nwill leave Houston on Sunday and will be in the London office starting around \nnoon on Monday. I will be back in the Houston office on Monday, January 22. \nThe primary goals of the trip are:\n\n to work with Mike Jordan on an action plan to move the close and \nofficialization of London books to same day,\n\n to replicate an Operational Risk information session for London counterparts \n(we are doing this in Houston on January 11 per my e:mail to you for \nmanagers and above within Operations),\n\n to hold a training session for business controllers in the London office who \nwill participate in Doorstep reviews this year (outside EEL), \n\n to discuss with Mark Pickering the technology dependencies of the London \noffice related to speeding up London's information for the corporate DPR\n\n Patti Thompson (x39106) will have a detailed itinerary in hand if you need \nto reach me at any time next week.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/1012.", "message_id": "<21793815.1075856079842.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com", "richard.causey@enron.com" ], "cc_emails": [ "patti.thompson@enron.com", "tammie.schoppe@enron.com", "sharron.westbrook@enron.com" ] } }, { "id": "en-0314", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: Venezuela LNG", "date_iso": "2001-01-10T10:20:00", "date_raw": "Wed, 10 Jan 2001 10:20:00 -0800 (PST)", "body": "Thanks for keeping Mike and I informed as well. This is a huge project for \nus, potentially.\n\nRegards\n\nJeff\n\nRobert Johnston\n01/10/2001 05:16 PM\nTo: Randy Petersen/HOU/ECT@ECT, Emilio \nVicens/ENRON_DEVELOPMENT@ENRON_DEVELOPMENt\ncc: Jeffrey A Shankman/HOU/ECT@ECT, Scott Tholan/Corp/Enron@Enron, Brendan \nFitzsimmons/NA/Enron@Enron \nSubject: Venezuela LNG\n\nRandy- Emilio and I had a vigorous debate today over the content and \nconclusions of the CABC Group's analysis of the questions you asked about the \npolitical and regulatory situation in Venezuela. He expressed a number of \nareas of concern, some pertaining to the tone of the paper and others to its \naccuracy.\n\nI acknowledged his concerns and promised to do my best to improve the tone \nand clarify any inaccuracies. We will revisit with our sources to clarify \nthe following issues:\n\n1. Will the new Hydrocarbons Law just address liquid hydrocarbons or will it \naddress gas hydrocarbons? What details are available on the proposed law?\n2. If the new law does affect gas, will it in effect overturn the 1999 Gas \nLaw?\n3. Will gas tariffs be separate for transportation, distribution, and \nupstream, or will there be a single unified tariff? Is there a dispute \nbetween PDVSA and the Ministry of Mines and Energy on how this should be \nhandled?\n4. What is the current royalty and tax structure on gas? Will it be affected \nby the new HydroCarbons Law?\n5. What are the current renegotiation dynamics of the Cristobal Colon project \nbetween the government and foreign operators?\n\nOnce we have revisited with sources, I told Emilio that we will be happy to \ncorrect any subsequent errors. However, if we reconfirm the information in \nthe paper then perhaps the three of us can confer on how to proceed.\n\nThis has been a difficult assignment because we are essentially dealing with \nareas that are subject to interpretation and forecasting. Emilio and I \ndisagreed in some areas about the Chavez agenda, while agreeing in others. \nAlso, because the HydroCarbons Law has not yet been written, we can only go \non what sources in country are saying. Clearly, we have conflicting \ninformation and will work to clear up the contradictions ASAP.\n\nI suggest we postpone our Thursday meeting until both Emilio and I have time \nto conduct further follow-ups. As I have said to both you and Emilio, the \nCABC role here is not to take any position on the merits of the deal, but \nrather to answer the specific concerns brought up by RAC. Hopefully, these \nnext steps will resolve the situation in mutually satisfying manner.\n\nRJ", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/267.", "message_id": "<13123587.1075857552685.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "robert.johnston@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0315", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Bammel Storage Cushion Gas Issue.", "date_iso": "2001-01-10T11:29:00", "date_raw": "Wed, 10 Jan 2001 11:29:00 -0800 (PST)", "body": "Jim, I can assure you that neither John or myself are trying to attract blame \nor \"cover our backsides\"; however, I do believe that there is/was a genuine \nbreakdown in communication somewhere in the deal team, accounting and the \ndesk. As well, it appears that this is not completely a black and white \nissue and can legitimately attract a number of points of view. As executives \nof this company, you, Brian, Tim and Tom absolutely were responsible to \nensure that all aspects of this transaction are managed correctly. \nNevertheless, I think it is amazing we have not had more problems with this \ndivestment given the size, complexity, time and how intertwined it is into \nthe overall framework of ENA.\n\nI appreciate your candor and the unselfish maturity to bring to the trading \nfloor.\n\nI look forward to working with you as we continue to build our Texas and gas \nbusiness.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/817.", "message_id": "<18129156.1075854534962.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jim.schwieger@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "brian.redmond@enron.com", "wes.colwell@enron.com", "thomas.martin@enron.com", "edward.gottlob@enron.com" ] } }, { "id": "en-0316", "from": "John Arnold", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Tiger Team meeting Jeff Shankman's office", "date_iso": "2001-01-13T12:58:00", "date_raw": "Sat, 13 Jan 2001 12:58:00 -0800 (PST)", "body": "I'll be there\n\nVince J Kaminski\n01/12/2001 04:41 PM\nTo: Fletcher J Sturm/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Louise \nKitchen/HOU/ECT@ECT\ncc: Vince J Kaminski/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT, Christie \nPatrick/HOU/ECT@ECT \nSubject: Tiger Team meeting Jeff Shankman's office\n\nI would like to invite you to a meeting with Jeff Shankman on Tuesday\nJanuary 16, 3:30 p.m. at Jeff Shankman's office.\n\nWe are meeting to plan the agenda for the Tiger Team, a group of about 20 \nWharton School\nstudents visiting Enron. A Wharton tiger team works through a semester on a \nspecial project, proposed by\na corporation. The team sponsored by Enron works on project regarding the \nimpact of\nelectronic trading on the energy markets. The semester long project will \nresult in a report that\nwill be submitted to Enron for review and evaluation. I hope that you will \nfind this report useful.\n\n We have invited our tiger team to visit Enron. The students will arrive on \nThursday, \nJanuary 18, and will spend Friday at Enron. I would appreciate if you could \nfind 30 minutes\non Friday to talk to the students.\n\nThe meeting with Jeff on Tuesday should not last longer than 10-15 minutes.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/758.", "message_id": "<29259147.1075857640524.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "vince.kaminski@enron.com" ], "cc_emails": [ "ina.rangel@enron.com" ] } }, { "id": "en-0317", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "Imperial Holly Corporation", "date_iso": "2001-01-17T00:30:00", "date_raw": "Wed, 17 Jan 2001 00:30:00 -0800 (PST)", "body": "fyi- wasn't there a discussion on this at prc? rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/138.", "message_id": "<9691666.1075858315864.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0318", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "Eastern Canada", "date_iso": "2001-01-20T10:11:00", "date_raw": "Sat, 20 Jan 2001 10:11:00 -0800 (PST)", "body": "Guys, I can't recall how the corporate opportunity is managed between Canada \nand the US for these customers particularily with regard to their \ntransactions in Michigan et al. Is Eastern Canada now managed by the Central \ndesk from a trading and mid-market point of view since Story came down to \nHouston? How are the structured deals managed? Is this still the right split \nfor the business?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/798.", "message_id": "<4218560.1075854534537.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "hunter.shively@enron.com", "jonathan.mckay@enron.com", "laura.luce@enron.com", "rob.milnthorp@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0319", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Summary of Proposed Short-term Solution for California's Energy\n Crisis", "date_iso": "2001-01-21T08:24:00", "date_raw": "Sun, 21 Jan 2001 08:24:00 -0800 (PST)", "body": "I think there is merit in pursuing this. A couple of comments:\nIt may be unduly complicated to get customers to provide the funding. \nPerhaps we should focus on the banks instead. The deal might be further \nfunding in exchange for legislative and regulatory concessions on rates, \ntransmission and generation siting and the rest of the items you outline.\nRubin would be great to have, but having watched Summers in action I'm not \nsure we need another ex-treas. Summers is superb, up-to-speed, and \napparently willing to work on this. Linda -- how would Larry feel if we \nbrought in his ex-boss (I know they're buddies but does Summers really need \nthe help?).\nNeed to keep an eye on the ball for large customers-- many of whom are ours. \nthey will continue to need some access to better rates. Perhaps the proposal \ncould be converted to cash in exchange for demand reductions.\n\n\tJeff Dasovich\n\tSent by: Jeff Dasovich\n\t01/20/2001 10:54 PM\n\t\t \n\t\t To: skean@enron.com, Richard Shapiro/NA/Enron@Enron, James D \nSteffes/NA/Enron@Enron, Sandra McCubbin/NA/Enron@Enron, Susan J \nMara/NA/Enron@ENRON, Paul Kaufman/PDX/ECT@ECT, Linda Robertson/NA/Enron@ENRON\n\t\t cc: \n\t\t Subject: Summary of Proposed Short-term Solution for California's Energy \nCrisis", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/823.", "message_id": "<11883017.1075851018793.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.dasovich@enron.com" ], "cc_emails": [ "james.steffes@enron.com", "richard.shapiro@enron.com", "linda.robertson@enron.com" ] } }, { "id": "en-0320", "from": "Louise Kitchen", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: Business Cards", "date_iso": "2001-01-22T03:52:00", "date_raw": "Mon, 22 Jan 2001 03:52:00 -0800 (PST)", "body": "Everyone should be using Enron Net Works LLC in Sally's group from 1.1.2001.\n\nThanks\n\nNicki Daw@ENRON\n01/22/2001 10:51 AM\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: \n\nSubject: Business Cards\n\nLouise,\n\nI don't think I have seen you this year - Happy New Year!\n\nI have been asked what company name should be put on the business cards of \nsome of Sally Beck's group. I have been telling most people to stick with \nthey organisation names e.g. Enron North America or Enron South America, \nrather than Enron Americas/Enron Wholesale Services. Do you want everybody \nto use Enron Net Works, or should the trading support groups use their \nbusiness unit names ENA, EGM, EIM?\n\nSee you soon.\n\nNicki\n\nP.S. Mark gave me a voucher for Urban Retreat for Christmas, which I am very \npleased with. Sue's jealous, she got crystal!", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/kitchen__louise/7.", "message_id": "<25821812.1075849855955.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "nicki.daw@enron.com" ], "cc_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0321", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Weekly Report", "date_iso": "2001-01-22T05:04:00", "date_raw": "Mon, 22 Jan 2001 05:04:00 -0800 (PST)", "body": "Audience for the report? Is it you and Philippe, or will the report be \ndistributed to all on your memo distribution list? May make a difference in \ninformation provided. \n\nWe can update you on progress toward commercialization of mid and back office \noperations in the report. Would you also like some operating data - # of \ndeals, bcf scheduled, etc.? We can come up with a format and suggested \ncontent this week. --Sally \n\nLouise Kitchen\n01/22/2001 12:17 PM\nTo: tammie.schoppe@enron.com, Greg Piper/Corp/Enron@Enron, Andy \nZipper/Corp/Enron@Enron, Harry Arora/HOU/ECT@ECT, Beth \nPerlman/enron@EnronXgate, Jenny Rub/Enron@EnronXgate, Dan Bruce/HOU/ECT@ECT, \nRobert Jones/Corp/Enron@ENRON, Sally Beck/HOU/ECT@ECT, Thomas D \nGros/NA/Enron@Enron, Kerry Roper/GPGFIN/Enron@ENRON\ncc: Philippe Bibi \nSubject: Weekly Report\n\nI am asking Tammie to compile a Weekly Report (for delivery 8am Monday \nmornings) which is formatted as below. Please make sure starting next week \nthe information if received in adequate time.\n\nDeals Signed\nLOI Signed\nNDAs signed\nEarnings Report (from Kerry)\nIndividual Group general update (to include deals working plus other info)\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/932.", "message_id": "<1949406.1075856077901.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0322", "from": "John Arnold", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2001-01-22T13:37:00", "date_raw": "Mon, 22 Jan 2001 13:37:00 -0800 (PST)", "body": "Gentlemen:\nThe following champagne is available at 70% of approximate retail price. Also \nhave interest in trading for red wine. Retail prices derived from Spec's \nwebsite or Winesearcer.com. Wine has been stored at temperature controlled \nprivate wine storage facility.\n\nQuan Vintage Wine Retail\n3 1990 Perrier Jouet Brut Fleur de Champagne 110 \n1 1988 Piper Heidsek Reserve 65 \n2 1990 Dom Perignon 125\n1 1990 Veuve Cliquot Ponsardin La Grande Dame 100\n1 1988 Taittenger Millesine Brut 85 \n1 1992 Jacquart Millesine 29\n3 1990 Roederer Cristal 200\n\nAny interest??", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/747.", "message_id": "<23603725.1075857640286.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "greg.whalley@enron.com", "peter.keavey@enron.com" ] } }, { "id": "en-0323", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Crude - Physical", "date_iso": "2001-01-23T02:04:00", "date_raw": "Tue, 23 Jan 2001 02:04:00 -0800 (PST)", "body": "John,\n\nThis is a follow-up to our earlier discussion. I would like to have you lay \nout our physical crude needs to become a player a long with some action steps \nto accomplish the goal. I don't want to forget about this because I believe \nit may be something we need to assign someone or a mid-market or originator \nor team to accomplish. I would like to see foreign and domestic. \nI see this as one of our possible competitive advantages or at least to solve \nthe problem of not being in the know and getting second hand info or \npricing. \n\nThanks,\nmike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/268.", "message_id": "<5847821.1075843963176.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "john.nowlan@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0324", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Liz Demers research seminar", "date_iso": "2001-01-23T04:12:00", "date_raw": "Tue, 23 Jan 2001 04:12:00 -0800 (PST)", "body": "Marc,\n\nThanks for the invitation.\nI shall attend.\n\nVince Kaminski\nEnron\n\nMarc Epstein (by way of Kathy Spradling ", "from_email": "vince.kaminski@enron.com", "to_emails": [ "epstein@rice.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0325", "from": "Rick Buy", "to": [], "cc": [ "Greg Whalley" ], "subject": "Another $40 Million?", "date_iso": "2001-01-23T06:04:00", "date_raw": "Tue, 23 Jan 2001 06:04:00 -0800 (PST)", "body": "I go away for a day and come back to yet another $40 million of PGE exposure. \nI guess the lesson is to not go away. Where does this end? This is a painful \nway to learn about derivative credit exposure. Please inform all \"deal doers\" \nat EES that they better have RAC review their deals (Mercury) in detail \nbefore they sign. This is more out of control than anything else we have at \nEnron.\n\n Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/122.", "message_id": "<27168115.1075858315519.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "marty.sunde@enron.com", "dan.leff@enron.com", "wanda.curry@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "william.bradford@enron.com", "vicki.sharp@enron.com" ] } }, { "id": "en-0326", "from": "Jeffrey Shankman", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: FW: Wharton Resume Submission - Summer Intern", "date_iso": "2001-01-23T06:10:00", "date_raw": "Tue, 23 Jan 2001 06:10:00 -0800 (PST)", "body": "Let's make sure she gets an offer. Thanks. Jeff\n\nVince J Kaminski\n01/23/2001 01:23 PM\nTo: Kristin Gandy/NA/Enron@Enron\ncc: Jeffrey A Shankman/HOU/ECT@ECT, Vince J Kaminski/HOU/ECT@ECT \nSubject: FW: Wharton Resume Submission - Summer Intern\n\nKristin.\n\nKim is a member of the Tiger Team. She is interested in a summer\ninternship with Enron and I shall be glad to take her. \n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/176.", "message_id": "<9569264.1075857550501.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "vince.kaminski@enron.com" ], "cc_emails": [ "kristin.gandy@enron.com" ] } }, { "id": "en-0327", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "Re: Bonus Communication", "date_iso": "2001-01-26T00:41:00", "date_raw": "Fri, 26 Jan 2001 00:41:00 -0800 (PST)", "body": "Doesn't really count for your group I just include you on all of those types \nof messages - we have a lot of new people who have never worked the system \nbefore. \n\nI agree on the all or nothing - let's talk this afternoon. Its typical Enron \nexecution I'm afraid - this is our HR departments we are talking about!\n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: Sally Beck 01/24/2001 08:12 PM\n\t\n\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: \n\nSubject: Bonus Communication\n\nReceived your e:mail today about bonus letters not being ready until next \nweek. Timing is fine. However, Brent Price (EGM operations) received bonus \nletters for his operations team this afternoon from his HR team. Brent will \nbe out of the country on business next week, so he will distribute those \nletters right away. \n\nThis highlights the issues that I raised earlier this week when I found out \nthat not all operations personnel had been transferred to ENW as of January \n1. Not only do we have different HR teams with apparently different \ndirectives, but some of my team is still defined as an integral part of a \nbusiness unit (EGM and EIM) and the bulk of my team is operating as service \nproviders through ENW (dedicated of course to the success of Enron Americas, \nbut somehow starting to feel a bit removed). I think that Robert Jones is \nrunning down how I can get access to systems that give me information on \noperations employees who support EA, EGM and EIM. While necessary, that is \nreally not addressing my point. My conversation with Greg Whalley on moving \noperations under Net Works was very explicit on making that an all or nothing \nproposition (i.e. we would move ENA, EIM and EGM operations employees under \nENW). I asked about London, but he deferred at the time on that one. But \nthere was not deferral on EIM and EGM. This movement out of the business \nunits is not an insignificant change. \n\nI still believe that this needs to be all or nothing. We have now created \ntwo classes of operations staffs - one that is part of trading/origination \noperating companies and one that is part of Net Works. The company will \nbenefit if we can freely move employees from operating company to operating \ncompany to capitalize on skills. We have done this quite frequently in \noperations in the past, moving people from gas to crude products or gas to \npaper. We have now made that hard, because we have operations personnel on \nthree different payrolls - ENW, EGM and EIM. This creates assumptions around \nvalue judgements as well. EIM and EGM personnel are more integrally linked \nwith their business units than those who support EA. Over time, this won't \nbe a good message. The promotion memo that you plan to send out this week \nhighlights this problem. When I asked whether operations personnel under \nBrent Price would be included in the memo, the answer seems to be \"no\", \nbecause \"they are not ENW employees\". And yet we ranked and made promotion \ndecisions on Brent's staff jointly with ENA and EIM operations personnel. (I \nhad actually drafted a promotion memo from me that would cover all operations \npromotions regardless of business unit that they service, but I will not move \nforward with that given that your memo\n will address those promotions - or at least some of them) This seems like a \nsmall issue but is just a great example of a myriad of complications that \nwill arise . \n\nMy question again is whether this situation is bad execution on someone's \npart, or is it reflective of a change in Greg Whalley's view on having all \noperations personnel under Net Works? Have McConnell/Shankman and \nMcMahon/Bowen lobbied to have their operations personnel remain as an \nintegral part of their teams, reflected tangibly through remaining EGM and \nEIM employees? If that is the case, I fear that this inconsistency won't \nserve the company well as the year progresses. \n\nWe have time on the calendar on Friday, so we can discuss this further then. \n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/kitchen__louise/4.", "message_id": "<21834221.1075849855887.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0328", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "RE: Feedback on Enron Guest speaker for Global operations meeting\n DOW", "date_iso": "2001-01-29T01:35:00", "date_raw": "Mon, 29 Jan 2001 01:35:00 -0800 (PST)", "body": "Please keep Mike and I informed. If there is anything we can do to help, \nplease let us know. They should be a very important customer for us. John \nNowlan also has info on them. Thanks. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/145.", "message_id": "<6256673.1075857549825.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "carrie.robert@enron.com" ] } }, { "id": "en-0329", "from": "Jeffrey Shankman", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2001-01-29T04:08:00", "date_raw": "Mon, 29 Jan 2001 04:08:00 -0800 (PST)", "body": "Both Stuart Staley,and Dan Reck are being moved to $175k base each. In \nlooking across our vp. list, Mike and I felt like these are two of our top \nvp's, and we wanted to make an equity adjustment. They are low at the vp \nlevel within ews. \n\nThanks. Jeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/134.", "message_id": "<16992885.1075857549579.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "greg.whalley@enron.com", "sheila.knudsen@enron.com" ] } }, { "id": "en-0330", "from": "Jeffrey Shankman", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Tom Costantino", "date_iso": "2001-01-29T07:50:00", "date_raw": "Mon, 29 Jan 2001 07:50:00 -0800 (PST)", "body": "I thought he was in the running for the President position, after Pat died. \nHe phoned me today--did he indicate to you in what he is interested?\n\nJeff\n\n\tVince J Kaminski\n\t01/29/2001 02:12 PM\n\t\t \n\t\t To: Jeffrey A Shankman/HOU/ECT@ECT, Greg Whalley/HOU/ECT@ECT\n\t\t cc: Vince J Kaminski/HOU/ECT@ECT, John J Lavorato/Corp/Enron\n\t\t Subject: Tom Costantino\n\nJeff, Greg and John,\n\nOur old friend Tom Costantino is interested in coming back\nto Enron. It seems that his move to NYMEX either will not happen\nor will not happen for some time.\n\nYou can contact him at home:\n\nPhone: (713) 860 8687 (h)\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/128.", "message_id": "<33180366.1075857549450.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0331", "from": "Jeffrey Shankman", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Tom Costantino", "date_iso": "2001-01-29T08:03:00", "date_raw": "Mon, 29 Jan 2001 08:03:00 -0800 (PST)", "body": "I'll set him up on an interview schedule. Thanks. Jeff\n\n\tVince J Kaminski\n\t01/29/2001 04:01 PM\n\t\t\n\t\t To: Jeffrey A Shankman/HOU/ECT@ECT\n\t\t cc: Vince J Kaminski/HOU/ECT@ECT\n\t\t Subject: Re: Tom Costantino\n\nJeff, \n\nIt seems that NYMEX will not make a decision any time soon\nor they rejected Tom. I think the latter is the case.\n\nTom is looking for a trading or origination job with Enron.\nI think that we can use his expertise here.\n\nVince\n\nFrom: Jeffrey A Shankman on 01/29/2001 03:50 PM\nTo: Vince J Kaminski/HOU/ECT@ECT\ncc: \nSubject: Re: Tom Costantino \n\nI thought he was in the running for the President position, after Pat died. \nHe phoned me today--did he indicate to you in what he is interested?\n\nJeff\n\n\tVince J Kaminski\n\t01/29/2001 02:12 PM\n\t\t \n\t\t To: Jeffrey A Shankman/HOU/ECT@ECT, Greg Whalley/HOU/ECT@ECT\n\t\t cc: Vince J Kaminski/HOU/ECT@ECT, John J Lavorato/Corp/Enron\n\t\t Subject: Tom Costantino\n\nJeff, Greg and John,\n\nOur old friend Tom Costantino is interested in coming back\nto Enron. It seems that his move to NYMEX either will not happen\nor will not happen for some time.\n\nYou can contact him at home:\n\nPhone: (713) 860 8687 (h)\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/125.", "message_id": "<17635353.1075857549385.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0332", "from": "John Arnold", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re:", "date_iso": "2001-01-29T08:06:00", "date_raw": "Mon, 29 Jan 2001 08:06:00 -0800 (PST)", "body": "you're done\n\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Re: \n\ndoes this mean that you are a seller at 70% of the number you put in your \nretail column?? If so....\n\ni will take \n\nPJ Fluer\nDom\nLa Grande Dame\n\nthe cristal looks a little pricey @ 200, but @ 140 i'll take that too.\n\nJohn Arnold\n01/22/2001 09:37 PM\nTo: Greg Whalley/HOU/ECT@ECT, Peter F Keavey/HOU/ECT@ECT\ncc: \nSubject: \n\nGentlemen:\nThe following champagne is available at 70% of approximate retail price. Also \nhave interest in trading for red wine. Retail prices derived from Spec's \nwebsite or Winesearcer.com. Wine has been stored at temperature controlled \nprivate wine storage facility.\n\nQuan Vintage Wine Retail\n3 1990 Perrier Jouet Brut Fleur de Champagne 110 \n1 1988 Piper Heidsek Reserve 65 \n2 1990 Dom Perignon 125\n1 1990 Veuve Cliquot Ponsardin La Grande Dame 100\n1 1988 Taittenger Millesine Brut 85 \n1 1992 Jacquart Millesine 29\n3 1990 Roederer Cristal 200\n\nAny interest??", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/735.", "message_id": "<1363656.1075857640019.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0333", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Reorg draft", "date_iso": "2001-01-29T10:24:00", "date_raw": "Mon, 29 Jan 2001 10:24:00 -0800 (PST)", "body": "Jeff and John,\n\nAttached is the most recent draft of the reorg announcement. Cathy will have \nthis ready to go out tomorrow, close of business. Please review again and \nmark up any changes that you believe are required. Please read the Per and \nRandy section carefully for errors and wording. JN, Please change wording \nfor Randy's most recent assignment, i put something down as a marker. Also \ncome up with a 1 sentence lead for Randy on the expected growth and \nopportunities around his efforts.\n\nPlease read carefully for better wording and errors. Return to Cathy by 2 pm \nand we will make final changes and send it out at 6pm.\n\nThanks,\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/262.", "message_id": "<24151865.1075843962890.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com", "john.nowlan@enron.com" ], "cc_emails": [ "cathy.phillips@enron.com" ] } }, { "id": "en-0334", "from": "Rick Buy", "to": [], "cc": [ "James Derrick" ], "subject": "Investigation Research", "date_iso": "2001-01-29T23:57:00", "date_raw": "Mon, 29 Jan 2001 23:57:00 -0800 (PST)", "body": "Please be sure this is in some legal record or something so I don't have \nproblems with this in the future. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/114.", "message_id": "<24702115.1075858315347.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "sharon.butcher@enron.com" ], "cc_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0335", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "Board Review of KCS", "date_iso": "2001-01-30T01:38:00", "date_raw": "Tue, 30 Jan 2001 01:38:00 -0800 (PST)", "body": "The above transaction was presented to the Board on 1-29-2001. There was \nconsiderable discussion which I have summarized below.\n\nReturns: were the returns sufficient to syndicate the risk. I answered \npositively, which is what the capital price addresses. The dash return is a \nblended debt and equity return.(?)\n\nWas the $19 million excess proceeds enough to allow the company to operate. I \nanswered yes since 85% of reserves are producing and little capital will be \nneeded to develop pdnp and pud reserves.\n\nIs management capable of operating or will they be in chapter 11 again soon. \nI answered that the bankruptcy was a result of overpaying for Wyoming deal \nand low commodity prices last two years which resulted in a bb decrease below \noutstanding. We will have to watch this issue carefully.\n\nAre banks reluctant to support KCS and could this cause a liquidity problem? \nAnswered that all creditors were made whole and likely that someone will come \ninto credit but it was a risk, although for the time being they had enough \ncash to operate.\n\nThis feedback is just for fyi but it does indicate that board is active and \nnot a rubber stamp.\n\n Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/112.", "message_id": "<27481179.1075858315304.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.gorte@enron.com", "bradford.larson@enron.com", "david.delainey@enron.com", "john.thompson@enron.com", "ben.glisan@enron.com" ] } }, { "id": "en-0336", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: Your Consideration Appreciated", "date_iso": "2001-01-30T02:13:00", "date_raw": "Tue, 30 Jan 2001 02:13:00 -0800 (PST)", "body": "this was the guy that hired fred d'ambrosia back to enron after he was \nterminated for cause. a.g. is an ok guy but i'm not in love. i would \nhowever put him through the interview process. i'll follow up. \n\n\tMike McConnell\n\t01/30/2001 06:54 AM\n\t\t\n\t\t To: Jeffrey A Shankman/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: Re: Your Consideration Appreciated\n\nJeff, \nInteresting. Do you like this guy? What about Crude and products \norigination working for Randy? On the LNG front we should look at him if you \nlike him but i don't think it is a no brainer. Neal will be coming on in 2 \nweeks, do we need him? Maybe we do.\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/120.", "message_id": "<17452512.1075857549277.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0337", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "General Alarm---Enron Metals Recycling", "date_iso": "2001-01-30T03:01:00", "date_raw": "Tue, 30 Jan 2001 03:01:00 -0800 (PST)", "body": "A \"Doorstep\" inspection of this business was performed in accordance with our \nprocedures and apparently this business is a disaster!!! We need immediate \naction on this up to and including shutting it down. This was the worst we \nhave seen at Enron and I don't even want to put in this email what I heard \nwas going on there. \n\nWe need a coordinated solution here asap to avoid a real disaster, if there \nisn't one already. I'll speak with Rick Causey here about what immediate \naction we should take but the more you guys can dig into this the better. \nMore to come.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/109.", "message_id": "<20783848.1075858315239.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.sherriff@enron.com", "michael.brown@enron.com", "ted.murphy@enron.com", "fernley.dyson@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "shona.wilson@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0338", "from": "Jeffrey Shankman", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2001-01-30T03:04:00", "date_raw": "Tue, 30 Jan 2001 03:04:00 -0800 (PST)", "body": "Come on. You should come to the tuesday traders' meeting. they've been \nreally good. In 3321 4-5 each tuesday.\nI'll bring over a copy of the current book we are reading as enticement. \nIt's not a corvette, but it's a good book.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/118.", "message_id": "<9135586.1075857549233.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0339", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: General Alarm---Enron Metals Recycling", "date_iso": "2001-01-30T07:58:00", "date_raw": "Tue, 30 Jan 2001 07:58:00 -0800 (PST)", "body": "Ted tells me you guys have already taken action on this which greatly \nrelieves me. I did not want this procrastinated on. I have a meeting \nscheduled with Rick Causey and will get up to speed on what exactly what has \ntranspired prior to that meeting. Thanks for giving this your immediate \nattention. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/108.", "message_id": "<17895469.1075858315216.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.sherriff@enron.com", "michael.brown@enron.com" ], "cc_emails": [ "ted.murphy@enron.com", "fernley.dyson@enron.com", "richard.causey@enron.com", "shona.wilson@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0340", "from": "Rick Buy", "to": [], "cc": [ "James Derrick" ], "subject": "Investigation Research", "date_iso": "2001-01-30T11:57:00", "date_raw": "Tue, 30 Jan 2001 11:57:00 -0800 (PST)", "body": "Please be sure this is in some legal record or something so I don't have problems with this in the future. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/178.", "message_id": "<4466025.1075863359243.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "sharon.butcher@enron.com" ], "cc_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0341", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "Board Review of KCS", "date_iso": "2001-01-30T13:38:00", "date_raw": "Tue, 30 Jan 2001 13:38:00 -0800 (PST)", "body": "The above transaction was presented to the Board on 1-29-2001. There was considerable discussion which I have summarized below.\n\nReturns: were the returns sufficient to syndicate the risk. I answered positively, which is what the capital price addresses. The dash return is a blended debt and equity return.(?)\n\nWas the $19 million excess proceeds enough to allow the company to operate. I answered yes since 85% of reserves are producing and little capital will be needed to develop pdnp and pud reserves.\n\nIs management capable of operating or will they be in chapter 11 again soon. I answered that the bankruptcy was a result of overpaying for Wyoming deal and low commodity prices last two years which resulted in a bb decrease below outstanding. We will have to watch this issue carefully.\n\nAre banks reluctant to support KCS and could this cause a liquidity problem? Answered that all creditors were made whole and likely that someone will come into credit but it was a risk, although for the time being they had enough cash to operate.\n\nThis feedback is just for fyi but it does indicate that board is active and not a rubber stamp.\n\n Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/176.", "message_id": "<19073191.1075863359197.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.gorte@enron.com", "bradford.larson@enron.com", "david.delainey@enron.com", "john.thompson@enron.com", "ben.glisan@enron.com" ] } }, { "id": "en-0342", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "General Alarm---Enron Metals Recycling", "date_iso": "2001-01-30T15:01:00", "date_raw": "Tue, 30 Jan 2001 15:01:00 -0800 (PST)", "body": "A \"Doorstep\" inspection of this business was performed in accordance with our procedures and apparently this business is a disaster!!! We need immediate action on this up to and including shutting it down. This was the worst we have seen at Enron and I don't even want to put in this email what I heard was going on there. \n\nWe need a coordinated solution here asap to avoid a real disaster, if there isn't one already. I'll speak with Rick Causey here about what immediate action we should take but the more you guys can dig into this the better. More to come.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/173.", "message_id": "<14031945.1075863359131.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.sherriff@enron.com", "michael.brown@enron.com", "ted.murphy@enron.com", "fernley.dyson@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "shona.wilson@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0343", "from": "Rick Buy", "to": [], "cc": [ "Sally Beck" ], "subject": "Re: General Alarm---Enron Metals Recycling", "date_iso": "2001-01-30T19:58:00", "date_raw": "Tue, 30 Jan 2001 19:58:00 -0800 (PST)", "body": "Ted tells me you guys have already taken action on this which greatly relieves me. I did not want this procrastinated on. I have a meeting scheduled with Rick Causey and will get up to speed on what exactly what has transpired prior to that meeting. Thanks for giving this your immediate attention. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/172.", "message_id": "<4239310.1075863359107.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.sherriff@enron.com", "michael.brown@enron.com" ], "cc_emails": [ "ted.murphy@enron.com", "fernley.dyson@enron.com", "richard.causey@enron.com", "shona.wilson@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0344", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Confidential - Executive Committee Assistants", "date_iso": "2001-01-31T00:20:00", "date_raw": "Wed, 31 Jan 2001 00:20:00 -0800 (PST)", "body": "Shanna,\n\nI certainly believe that Jennifer is better than Kim. Jeff is certainly the \nappropriate judge but she is very young and has a lot yet to learn. This \ncomment is not meant as a cut down at all. John's questionable judgement \nshouldn't just be trumped however.\n\nMy thoughts,\nm\n\nShanna Funkhouser@ENRON\n01/30/2001 07:44 PM\nTo: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman/HOU/ECT@ECT\ncc: \nSubject: Confidential - Executive Committee Assistants\n\nMike and Jeff,\n\nI wanted to let you know that Kim Hillis is being promoted from Sr. Admin to \nExecutive Assistant. \n\nCathy Phillips, Nicki Daw and Kay Chapman are also Executive Assistants.\n\nPlease let me know if we need to re-visit a promotion for Jennifer and \nwhether it should be considered now, mid year or at a later time.\n\nThanks,\nShanna", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/256.", "message_id": "<29319578.1075843962708.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "shanna.funkhouser@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0345", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "bruce garner (pres and ceo)", "date_iso": "2001-01-31T06:16:00", "date_raw": "Wed, 31 Jan 2001 06:16:00 -0800 (PST)", "body": "don't forget to call mcmahon and give him a little grief. Ray told me this \nwas all Jeff M.'s doing.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/112.", "message_id": "<24108041.1075857549104.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0346", "from": "David Delainey", "to": [ "Greg Whalley", "John Lavorato" ], "cc": [], "subject": "Reviews", "date_iso": "2001-01-31T07:43:00", "date_raw": "Wed, 31 Jan 2001 07:43:00 -0800 (PST)", "body": "These are the reviews that I have completed or nearing completion:\n - Dave Duran\n - Joe Deffner\n - Tammy Sheppherd\n - Scott Josey\n - Brian Redmond\n - Rob Milnthorp\n - Janet Dietrich\n - Chris Calger\n - John Thompson\n - Max Yzaguirre\n - Jeff Donahue\n - Wes Colwell\n - Kay Chapman\n\nDavid, Greg told me that you were going to create a master list of \nreviews/reviewers to be completed to ensure that the Wholesale OOC's catches \nall commercial and non-commercial direct reports. I would suggest that we \nfollow up with a master list for each business unit to ensure that all \nreviews are completed across ENA much like the process we undertook at \nmid-year. I would shoot for 100% participation target. How are we making \nout on the NIM/Issues folks in ENA - either out the door or completed plans?\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/775.", "message_id": "<20739924.1075854534032.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com", "mark.frevert@enron.com", "david.oxley@enron.com" ] } }, { "id": "en-0347", "from": "David Delainey", "to": [], "cc": [ "Mark Haedicke" ], "subject": "Approval of a Non-Solicitation Provision", "date_iso": "2001-01-31T07:53:00", "date_raw": "Wed, 31 Jan 2001 07:53:00 -0800 (PST)", "body": "Janet, if you are ok, I'm ok - we usually only sign these type of \nnon-solicitations, stand-stills or non-competes if we are well down the road \ntowards having a reasonable probability to completing a transaction with the \ncounterparty. Otherwise, it becomes a nightmare to manage all these. I will \nleave it to your discretion.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/773.", "message_id": "<14280753.1075854533987.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "janet.dietrich@enron.com" ], "cc_emails": [ "stuart.zisman@enron.com", "mark.haedicke@enron.com" ] } }, { "id": "en-0348", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "", "date_iso": "2001-01-31T09:50:00", "date_raw": "Wed, 31 Jan 2001 09:50:00 -0800 (PST)", "body": "Thanks to everyone for their work on the Senate hearing. There are a couple \nof follow-up items:\n\nThanks to the Portland and Washington teams, Sen Wyden is very interested in \nidentifying the kind of information we need from the ISO (and PX to the \nextent it's still relevant) to make the market work better. We have written \nthis up before, I think we just need to put it in letter form. Alan -- \nplease take the lead on this and get a draft to Linda. I think we should \nidentify the information and also prepare a letter for the Chairman (?) that \ncould be sent to the FERC.\nMurkowski (the Committee Chairman) asked for an itemized list of things the \nfed should do to expedite siting as well as anything else we feel is \nnecessary to address the California crisis. We have identified the need for \nopen access across the nation, but he is looking for what can be done in the \n2-4 month time frame. Dave, I think your memo to me is a good start. Sue -- \ncould you please put those and any other suggestions in letter form and get \nthem to Linda?\nFinally, Sen Feinstein asked all of the witnesses to ask their CEOs not to \n\"price gouge\" -- yes, that's what she said. She appealed to everyone's \ncommunity spirit and asked suppliers to forbear charging high prices while \nCalifornia struggles to fix its problems. I think we should send a response \nfrom Ken. Jeff -- please take a cut and get to Linda. I think the basic \nmessages should be: we are actively working on solutions with California \npolicymakers (forward contracting was our idea after all); we are actively \npursuing demand reduction in the state, etc. We should also explain the \nnature of our business and pick up on some of the other solutions we \nidentified in the written testimony, offer to meet to discuss further, etc.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1707.", "message_id": "<7857246.1075848260763.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "linda.robertson@enron.com", "jeff.dasovich@enron.com", "james.steffes@enron.com", "richard.shapiro@enron.com", "david.parquet@enron.com", "alan.comnes@enron.com", "susan.mara@enron.com" ] } }, { "id": "en-0349", "from": "Sally Beck", "to": [], "cc": [ "Mike McConnell" ], "subject": "Analyst Rotation Recommendation - Jody Crook", "date_iso": "2001-02-02T06:20:00", "date_raw": "Fri, 2 Feb 2001 06:20:00 -0800 (PST)", "body": "Along with Mike McConnell, I am active in recruiting for Enron's Analyst \nProgram at the University of Oklahoma. We became involved in recruiting \nthere two years ago when I learned about a targeted undergraduate program \nthat seemed like it could be a good fit for our program. OU transformed \ntheir old PLM (Petroleum Land Management) program into the Energy Management \nProgram in the School of Business. This undergraduate degree retains the \ngeology, business law and other specialized classes that were part of the PLM \nprogram, but adds additional finance hours with a focus on derivatives and a \ntrading floor course. With the added plus of many of these students growing \nup in or around \"energy\" families in Oklahoma or Texas, I thought that \nrecruiting top graduates from this program could be beneficial to Enron. Our \nrecruiting efforts at OU continue to be successful and our OU Energy \nManagement graduates have done well at Enron. \n\nOur first hire from OU (and the top Energy Management student) was Jody \nCrook. He joined the analyst program last February after a December 1999 \ngraduation. His first rotation has been on my team, working as a risk book \nadministrator in gas trading. He is in the process of looking for a second \nrotation at the end of February, and I think that he is someone that you \nshould consider for a rotation on your team. In addition to this last year's \nrisk experience at Enron, Jody worked as a landman for two summers for \nBurlington Resources. \n\nI was very involved in recruiting Jody to Enron. I think very highly of him, \nand want to be sure that he has good rotations while in the Analyst program. \nHis background and your business seem to be a good fit. Please visit with \nJody as he contacts your group about a rotation. It will be well worth your \ntime. \n\nThanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/898.", "message_id": "<7261850.1075856076950.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "scott.josey@enron.com", "c.thompson@enron.com" ], "cc_emails": [ "jody.crook@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0350", "from": "Sally Beck", "to": [], "cc": [ "Mike McConnell" ], "subject": "Recommendation for Analyst Rotation - Jody Crook", "date_iso": "2001-02-02T06:22:00", "date_raw": "Fri, 2 Feb 2001 06:22:00 -0800 (PST)", "body": "Along with Mike McConnell, I am active in recruiting for Enron's Analyst \nProgram at the University of Oklahoma. We became involved in recruiting \nthere two years ago when I learned about a targeted undergraduate program \nthat seemed like it could be a good fit for our program. OU transformed \ntheir old PLM (Petroleum Land Management) program into the Energy Management \nProgram in the School of Business. This undergraduate degree retains the \ngeology, business law and other specialized classes that were part of the PLM \nprogram, but adds additional finance hours with a focus on derivatives and a \ntrading floor course. With the added plus of many of these students growing \nup in or around \"energy\" families in Oklahoma or Texas, I thought that \nrecruiting top graduates from this program could be beneficial to Enron. Our \nrecruiting efforts at OU continue to be successful and our OU Energy \nManagement graduates have done well at Enron. \n\nOur first hire from OU (and the top Energy Management student) was Jody \nCrook. He joined the analyst program last February after a December 1999 \ngraduation. His first rotation has been on my team, working as a risk book \nadministrator in gas trading. He is in the process of looking for a second \nrotation at the end of February, and I think that he is someone that you \nshould consider for a rotation on your team. In addition to this last year's \nrisk experience at Enron, Jody worked as a landman for two summers for \nBurlington Resources. \n\nI was very involved in recruiting Jody to Enron. I think very highly of him, \nand want to be sure that he has good rotations while in the Analyst program. \nHis background and your business seem to be a good fit. Please visit with \nJody as he contacts your group about a rotation. It will be well worth your \ntime. \n\nThanks. \n\n --Sally x35926", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/897.", "message_id": "<8665050.1075856076927.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "jean.mrha@enron.com", "julie.gomez@enron.com" ], "cc_emails": [ "jody.crook@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0351", "from": "Sally Beck", "to": [ "David Delainey", "John Lavorato" ], "cc": [], "subject": "In Calgary Office - February 7 and 8", "date_iso": "2001-02-02T09:11:00", "date_raw": "Fri, 2 Feb 2001 09:11:00 -0800 (PST)", "body": "I will be in the Calgary office with Peggy Hedstrom and her team next week on \nWednesday and Thursday, February 7 and 8. \n\nDo either one of you have a specific issue that needs to be addressed that I \ncould handle while I am in Calgary? My agenda with Peggy and her team is \npretty full, but I can add to that anything that you know of that we need to \naddress. Just let me know. \n\nThat puts me in Calgary for the staff meeting on Wednesday. I will sit in \nwith Rob Milnthorp on the video conference for the first hour of the \nmeeting. I already had a meeting scheduled with all of Peggy's team during \nthe second hour of your staff meeting. Due to location constraints, we will \nhave to keep that meeting as scheduled. So I will have to step out of the \nstaff meeting for the second hour.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/890.", "message_id": "<22957325.1075856076774.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "david.delainey@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "kay.chapman@enron.com", "kimberly.hillis@enron.com" ] } }, { "id": "en-0352", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [ "Jeffrey Shankman" ], "subject": "EGM - 2001 goals", "date_iso": "2001-02-05T01:59:00", "date_raw": "Mon, 5 Feb 2001 01:59:00 -0800 (PST)", "body": "Greg,\n\nI received request for our goals on a voicemail while coming back from \nVenezuela. I didn't know exactly what you were looking for or the audience \nbut i have listed a few initial goals and thoughts for each business unit. \nWe are in the process of creating more specific goals for each group for \n2001. Each already has their own but they are not in a final and consistent \nformat. We have an off-site meeting later this month in which we will \naddress this as a group. In addition, George and the coal group completed \ntheirs late last week and Mark Tawney is returning tomorrow with re-defined \ngoals as part of the process.\n\nAlso, I have attached some new global formats that I received as I was \nleaving the country on some specific items that we need to insure a \nsuccessful year. Most of this information has never been put together \nbefore. I have projected out a 50% growth factor as a starting point and \nwill break this down to specific groups and goals to insure that we will meet \nthese goals. As you know a lot of this was started when I put together the \nEGM presentation and gathered information for the analyst meeting. \n\nLet me know if you need something else or if this is not what you are looking \nfor.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/252.", "message_id": "<7082000.1075843962616.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "liz.taylor@enron.com", "mark.frevert@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0353", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "", "date_iso": "2001-02-05T06:12:00", "date_raw": "Mon, 5 Feb 2001 06:12:00 -0800 (PST)", "body": "Jeff, I understand you've been getting pricing from our crude/diesel traders \nfor some of your transportation work. Please do not go directly to the \ntraders, rather the structuring desk. Also, please coordinate your activites \nwith Dan Reck who is running Enron Freight, dealing with all trucking and \nrail issues. We are acquiring a company that has relationships with many of \nthe customers you've pitched. In most cases, we have been covering many of \nthese customers from the energy side already.\n\nThanks for your cooperation\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/100.", "message_id": "<26114011.1075857548824.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jeff.golden@enron.com", "javier.li@enron.com", "daniel.reck@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0354", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Various", "date_iso": "2001-02-05T08:36:00", "date_raw": "Mon, 5 Feb 2001 08:36:00 -0800 (PST)", "body": "Guys, as a follow on to our discussion last week:\n\n a) run the RFP for VN service for Electro - variety of terms, volumes as \nper our discussion - next thirty days - Orlando;\n b) explore the possibility of adding four additional LM's to the Electrobolt \nstructure as a form of generation mitigation for the Electro short - would \nPetrobras be open to this discussion and what would be the last date that we \nwould have to call NTP to get in on time to make 2003 - Joe;\n c) as much information on the nature of the Electro short and any customer \ncontractual positions that can be provided to Lavo to start estimating the \nvalue of the possible straddle - Orlando\n d) re-run the Cuiba MTM model given changing cost parameters, fuel issues \nand timing to determine what the possible hit may be and what are the \nmitigants - Joe;\n e) re-run budget numbers with correct view on re-organization costs - Joe;\n f) view on financial budget and strategic goals for 2001 and feedback to ESA \n- Lavo/Delainey;\n g) update commercial org chart reflecting discussions about the origination \nteams - Joe;\n and h) clarification on sale and asset responsibility in SA on a go forward \nbasis given changing opinions on effectiveness of current organization - Lavo.\n\nOutsourcing contacts:\n a) PetroCanada/Suncor - Eric LeDain\n b) Peoples Gas - Laura Luce\n c) Virginia Natural Gas - Ed McMichael\n d) Brooklyn Union - Ed McMichael\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/763.", "message_id": "<14408056.1075854533754.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "orlando.gonzalez@enron.com", "joe.kishkill@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0355", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: Tameeza Asaria resume per Amanda Martin", "date_iso": "2001-02-06T03:45:00", "date_raw": "Tue, 6 Feb 2001 03:45:00 -0800 (PST)", "body": "I'll set up an interview schedule for him....Jeff\n\n\tMike McConnell\n\t02/06/2001 11:41 AM\n\t\t \n\t\t To: John L Nowlan/HOU/ECT@ECT\n\t\t cc: Jeffrey A Shankman/HOU/ECT@ECT\n\t\t Subject: Tameeza Asaria resume per Amanda Martin\n\nAny interest? - Maybe for Randy or Doug?\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/91.", "message_id": "<31991027.1075857548627.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0356", "from": "David Delainey", "to": [ "Kenneth Lay", "Jeffrey Skilling", "Greg Whalley" ], "cc": [], "subject": "CDWR Response", "date_iso": "2001-02-06T11:07:00", "date_raw": "Tue, 6 Feb 2001 11:07:00 -0800 (PST)", "body": "FYI, Ken we may want you to speak to Peevey and Freeman. I believe that \ndiscussion should frame the proposal and attempt to set up a meeting with his \nstaff and advisors to answer questions about credit and documentation. In \nthe propsal, we have tried to frame the potential credit and legal holes in \ntheir RFP with our suggested language or documents. It would be helpful for \nthe commercial team in ENA/EES to meet with these gentlemen and their \nadvisors to describe the proposal and perhaps move towards negotiating a \ntransaction.\n\n The proposal includes:\n a) traded power products of various sizes and terms;\n b) unit contigent tolls from Pastoria (750MW) and Las Vegas Cogen (222MW) \nfor term;\n c) natural gas packages for size for one through five year terms to provide \ngas hedges for their QF portfolio or other contracted merchant toll contracts;\n and d) an preliminary proposal on DSM from EES.\n\nI will forward an executive summary from Chris Calger with more detail.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/759.", "message_id": "<30102233.1075854533667.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "kenneth.lay@enron.com", "jeff.skilling@enron.com", "greg.whalley@enron.com", "mark.frevert@enron.com" ] } }, { "id": "en-0357", "from": "David Delainey", "to": [ "Steven Kean" ], "cc": [], "subject": "CONFIDENTIAL - DO NOT DISTRIBUTE", "date_iso": "2001-02-06T11:26:00", "date_raw": "Tue, 6 Feb 2001 11:26:00 -0800 (PST)", "body": "Steve, I only have the following suggestion for the Office of the Chairman \nparagraph:\n\n \"Dave is forming an Office of the Chairman in EES. Joining Dave, in the \nOffice of the Chairman, will be Marty Sunde, as President, Global Marketing \nServices and Dan Leff, as President, Global Energy Services. Dan and Marty \nhave been instrumental in the development and execution of the successful EES \nbusiness model. In addition, Janet Dietrich will join the Office of the \nChairman as Chief Operating Officer. Currently, Janet is Managing Director \nin Enron Americas where she had successfully led both trading and origination \norganizations.\"\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/756.", "message_id": "<27636104.1075854533600.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0358", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "Technical Services", "date_iso": "2001-02-06T11:29:00", "date_raw": "Tue, 6 Feb 2001 11:29:00 -0800 (PST)", "body": "John, I asked Brian to investigate taking a number of ESA's engineering folks \ninto his central Technical Services group. These folks would continue to \nwork on ESA's projects but would get the resources and support of the \ncentralized body particularily in their negotiations with outside vendors \nincluding NEPCO and OEC. It would also be another linkage into the SAmerican \nbusiness from Houston to help monitor and defray technical and development \nrisk. Lets see if Kishkill and Redmond get to the right answer.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/755.", "message_id": "<4290031.1075854533578.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0359", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2001-02-07T07:35:00", "date_raw": "Wed, 7 Feb 2001 07:35:00 -0800 (PST)", "body": "Jeff,\nI called Joe this morning and left him a pre-email voicemail on this. I \nreferenced the power of 100% focus and the accountability for someone driving \nthe earnings and his pressure to make earnings in trading and electricity. \n\nI like your email and tone. I would like to recommend you add a statement \nabout Morten being very strong and that we aren't attempting to \"own\" him vs. \nhaving a 100% dedicated weather guy. I would also add that you want to talk \nhim about this and how we could move quickly to complete our global vision \nwith tawney.\n\nMIke\n\nFrom: Jeffrey A Shankman on 02/07/2001 09:03 AM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: \n\ntake a look", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/230.", "message_id": "<2551419.1075843962077.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0360", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Sempra", "date_iso": "2001-02-07T07:40:00", "date_raw": "Wed, 7 Feb 2001 07:40:00 -0800 (PST)", "body": "George,\n\nI just talked to Rich. I told him about the timing of the settlement \nproposal and that we should hear back late next week. I also suggested that \nif we get a negative response, that you and i would give him a call and \nupdate. He is being patient but I have a feeling that it has its limits. \nHis response is logical to this point because as he stated, there should be a \nlot of money in this for both parties and thus a commercial settlement.\n\nMike\n\n \n\t\n\t\n\tFrom: George McClellan 02/06/2001 05:53 PM\n\t\n\nTo: Mike McConnell/HOU/ECT@ECT\ncc: Gail Brownfeld/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT \nSubject: Sempra\n\nI left you a voice mail regarding Sempra and Kinder Morgan. Details as \nfollows:\n\nWe will make a revised settlement offer to Sempra by the end of this week. I \ndoubt that Sempra will accept our offer. If they fail to accept, we will \nhead into a litigation track - which means no synfuel will be produced at \nPier IX until the court decides on who wins the case. We expect the case to \ngo to court in the fourth quarter of this year.\n\nAs I previously advised, Kinder Morgan has been very patient with us during \nthis process. At some point in time we will have to address their claims, \nwhich by definition will have to go through us in order to reach Sempra.\n\nLet me know if I can provide any additional information.\n\nGeorge", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/229.", "message_id": "<9493298.1075843962054.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "george.mcclellan@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0361", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: Envera Press Release For Your Approval", "date_iso": "2001-02-09T03:43:00", "date_raw": "Fri, 9 Feb 2001 03:43:00 -0800 (PST)", "body": "I'd like to leave out mention of our equity participation in the first and \nthird paragraphs, and reword the second paragraph to state that envera's \ncustomers will have access to enron's products. (leave out the qualifier \n\"many\" which I read as \"partial\")\n\n\tHabiba Bayi@ENRON_DEVELOPMENT\n\t02/09/2001 11:24 AM\n\t\t \n\t\t To: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman@ECT\n\t\t cc: \n\t\t Subject: Envera Press Release For Your Approval\n\nAttached for your review and approval is the press release that Envera wishes \nto issue immediately announcing the participation of Enron Global Markets as \nan equity partner and trading member. We already have sent it to John Nowlan \nand John Viverito and secured their approval. Please let me know your \ncomments. \n\nThank you.\nHabiba", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/74.", "message_id": "<8926881.1075857548255.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "habiba.bayi@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0362", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "", "date_iso": "2001-02-12T00:20:00", "date_raw": "Mon, 12 Feb 2001 00:20:00 -0800 (PST)", "body": "As Mike and I look across all of our business units, we continue to look for \noptimal organizational structures that will enable each business unit to \nachieve it's targets for 2001 and beyond. In our weather business, there \nappears to be a lack of seamlessness. Reporting relationships, P&L, and \nvision for this business are not best aligned as this business exists today. \n\nMike and I would like to address this as follows: we need 100% full time \ndedication from each and any employee that is dedicated to the weather \nbusiness. All identified employees in the weather business will now become \nfull time employees of EGM and report to Mark Tawney. Accordingly Mark and I \nwill be looking at, with each of you, the employees that may be affected by \nthis transition and the need to hire additional employees. It is important \nthat both business units work together to determine which individuals will be \nin Weather, or will be in EEL. Once done, Mark will begin adding to the \nweather team in each of your regions. It is obvious that the organizations \nand product lines can lever each other and the synergy's will provide \npowerful results in our regional gas and power businesses in particular. \n\nIf you look at coal, lng, equities, etc, we have employees based in each of \nyour regions who report back into the appropriate business unit within EGM. \nThis restructure will similarly align weather. \n\nPlease give me a call and we will discuss the issues surrounding this new \nstructure.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/64.", "message_id": "<16031929.1075857547880.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "joseph.hirl@enron.com", "thor.lien@enron.com", "paul.quilkey@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "mark.tawney@enron.com" ] } }, { "id": "en-0363", "from": "Rick Buy", "to": [], "cc": [ "Mike McConnell", "Jeffrey Shankman" ], "subject": "Re:", "date_iso": "2001-02-12T02:35:00", "date_raw": "Mon, 12 Feb 2001 02:35:00 -0800 (PST)", "body": "No further Board approval is required. I'm told that new products on EOL \nrequire the lawyers to get involved but that will happen when you request to \nput the product online. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/89.", "message_id": "<10177605.1075858314797.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "gary.hickerson@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0364", "from": "Rick Buy", "to": [], "cc": [ "Mike McConnell", "Jeffrey Shankman" ], "subject": "Re:", "date_iso": "2001-02-12T14:35:00", "date_raw": "Mon, 12 Feb 2001 14:35:00 -0800 (PST)", "body": "No further Board approval is required. I'm told that new products on EOL require the lawyers to get involved but that will happen when you request to put the product online. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/152.", "message_id": "<28877603.1075863358586.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "gary.hickerson@enron.com" ], "cc_emails": [ "mike.mcconnell@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0365", "from": "Steven Kean", "to": [], "cc": [ "Jeffrey Skilling" ], "subject": "California Power Crisis", "date_iso": "2001-02-13T06:29:00", "date_raw": "Tue, 13 Feb 2001 06:29:00 -0800 (PST)", "body": "I am attaching several items that I hope you will find useful when you brief \nChambers:\n\nA background document (which is a bit dated, but still useful). This is an \ninternal document, so I would appreciate it if you would keep it confidential \n(though you are free to use the content in your own messages or documents).\nA basic outline of solutions.\nA summary of the Governor's recent executive orders. (It's another internal \nanalysis.) I think these orders show a better understanding of the problems \nand solutions than we have seen before. As we discussed on the phone, our \nbiggest problem is inertia ... we don't have much time, many solutions have \nlong lead times, and the political wheels grind slowly.\n\nJeff Dasovich: please forward any specifics on the demand buy down proposal \nand anything else that you think might be helpful background for Laura.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/596.", "message_id": "<9509497.1075851012820.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "lipsen@cisco.com" ], "cc_emails": [ "jeff.dasovich@enron.com", "karen.denne@enron.com", "jeff.skilling@enron.com" ] } }, { "id": "en-0366", "from": "Jeffrey Shankman", "to": [], "cc": [ "Mike McConnell" ], "subject": "Re: LNG Shipping", "date_iso": "2001-02-13T23:22:00", "date_raw": "Tue, 13 Feb 2001 23:22:00 -0800 (PST)", "body": "I'm not sure our plan is to collapse the LNG shipping group into coal (I \npresume you mean under Pierre). However, we have to look at our internal and \nexternal options. If you look at the structure of the exmar vessell it is \ncertainly far from ideal for enron. In fact it appears to be quite \none-sided. First we must look at what we want this group to be, and examine \nwhat skills each of the internal players can bring to the table--(including \nPierre and Wayne). Second estabish internal procedure, and trading \ncapabilities. Third, execute. I would agree that LNG shipping is a unique \nanimal, but before we hire anyone externally, I'd like to get everyone \ntogether to discuss the most appropriate way forward.\n\nThanks. Jeff\n\n\tRick Bergsieker@ENRON_DEVELOPMENT\n\t02/14/2001 06:29 AM\n\t\t \n\t\t To: Mike McConnell/HOU/ECT@ECT, Jeffrey A Shankman@ECT\n\t\t cc: Eric Gonzales@ECT\n\t\t Subject: LNG Shipping\n\nFurther to my voicemail yesterday, I understand through Eric that \nconsideration is being given to collapsing the LNG shipping responsibilities \ninto the coal group. I believe that this would be a mistake. Eric and I \nhave been talking about this for some time and have defined and are \nimplementing an organizational plan that we both believe is a good one. I \nwould like the opportunity to talk this through with you before you make any \nirreversible decisions.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/53.", "message_id": "<1646230.1075857547640.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "rick.bergsieker@enron.com" ], "cc_emails": [ "eric.gonzales@enron.com", "mike.mcconnell@enron.com" ] } }, { "id": "en-0367", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "EES Task Force", "date_iso": "2001-02-14T03:50:00", "date_raw": "Wed, 14 Feb 2001 03:50:00 -0800 (PST)", "body": "The Board meeting has concluded and I can now focus on the task force. The \nfollowing people in RAC have been assigned to this effort as follows:\n\nLegacy Opportunity\n\nMolly Harris\nTeresa Seibel\nJames Copeland\nMichael Tribolet\nJay Hachen\nMinal Dalia\nDon Rollins\nRick Carson\nJeff Soo\nDebbie Brackett\nSue Vasan\n\nOn Going Opportunities\n\nDenise Fury\nMark Wilson\nDana Smith\nAndrew Greer\nMartin O'leary\nJay Hachen\nDave Gorte\nDarren Schmidt\nVladi Gorny\nDavid Port\nJeff Soo\n\nThis is a huge commitment of staff from RAC and will strain us no end, but it \nis necessary. If you want RAC to lead this effort I will appoint Michael \nTribolet to manage the task. If you want someone else to manage the effort \nwe will assist as we can. Regardless of who leads this effort we need \nfollowing:\n\nCommitment of EES back office staff people \nCommitment of IT resources\nCommitment of Skilling to fund the overage to the RAC budget, which I am \nunder huge pressure to reduce, not increase.\n\nLet me know how to launch this program.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent/83.", "message_id": "<1096290.1075858314657.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com", "janet.dietrich@enron.com" ], "cc_emails": [ "wanda.curry@enron.com", "philippe.bibi@enron.com", "michael.tribolet@enron.com", "william.bradford@enron.com" ] } }, { "id": "en-0368", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "EES Task Force", "date_iso": "2001-02-14T15:50:00", "date_raw": "Wed, 14 Feb 2001 15:50:00 -0800 (PST)", "body": "The Board meeting has concluded and I can now focus on the task force. The following people in RAC have been assigned to this effort as follows:\n\nLegacy Opportunity\n\nMolly Harris\nTeresa Seibel\nJames Copeland\nMichael Tribolet\nJay Hachen\nMinal Dalia\nDon Rollins\nRick Carson\nJeff Soo\nDebbie Brackett\nSue Vasan\n\nOn Going Opportunities\n\nDenise Fury\nMark Wilson\nDana Smith\nAndrew Greer\nMartin O'leary\nJay Hachen\nDave Gorte\nDarren Schmidt\nVladi Gorny\nDavid Port\nJeff Soo\n\nThis is a huge commitment of staff from RAC and will strain us no end, but it is necessary. If you want RAC to lead this effort I will appoint Michael Tribolet to manage the task. If you want someone else to manage the effort we will assist as we can. Regardless of who leads this effort we need following:\n\nCommitment of EES back office staff people \nCommitment of IT resources\nCommitment of Skilling to fund the overage to the RAC budget, which I am under huge pressure to reduce, not increase.\n\nLet me know how to launch this program.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/146.", "message_id": "<118363.1075863358457.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com", "janet.dietrich@enron.com" ], "cc_emails": [ "wanda.curry@enron.com", "philippe.bibi@enron.com", "michael.tribolet@enron.com", "william.bradford@enron.com" ] } }, { "id": "en-0369", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "sen wyden", "date_iso": "2001-02-15T00:22:00", "date_raw": "Thu, 15 Feb 2001 00:22:00 -0800 (PST)", "body": "Sen Wyden called Jeff Skilling and I subsequently spoke to his staffer, \nJoshua Sheinkman.\n\nAs you know, Wyden wants to introduce legislation to facilitate disclosure of \noperating information about the electric grid and is now looking for more \ndetails. Wyden is not interested in pressing for additional disclosure of \nfinancial information.\nThe additional details they are looking for include: what information should \nbe made available; when should it be made available, how should it be made \navailable and who should make it available. On this last point, I suggested \nthat the legislation should apply to the transmission system operator, \nwhoever that is (i.e. it could be an investor owned utility, a publicly-owned \nutility, an ISO or an RTO). I also pointed out that FERC could make this \nhappen by itself, except in the case of public utilities like BPA. Extending \nFERC jurisdiction to these entities could be among the main benefits of the \nlegislation.\nAlan, please pull together the recommendations on each of these issues and \nforward to Linda. Linda, after we have the information (and perhaps some \nlegislative language to go with it) please forward to Joshua at \njoshua_sheinkman@wyden.senate.gov.\nWyden would like our help in getting Sen Nickles to cosponsor the \nlegislation. (Linda)\nIt may also be useful to suggest a letter from wyden to FERC asking them to \nuse their existing authority to start these disclosures as soon as possible \nfor those entities wver which they have jurisdiction. (Linda and Joe)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1643.", "message_id": "<6763758.1075848259189.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "alan.comnes@enron.com", "linda.robertson@enron.com", "joe.hartsoe@enron.com" ], "cc_emails": [ "scott.bolton@enron.com", "richard.shapiro@enron.com", "james.steffes@enron.com", "paul.kaufman@enron.com" ] } }, { "id": "en-0370", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Howard Confirmation", "date_iso": "2001-02-16T09:43:00", "date_raw": "Fri, 16 Feb 2001 09:43:00 -0800 (PST)", "body": "Jeff,\n\nI cannot interview Howard on Tue (business trip).\nI think the organization is very interested in him.\n\nI don't know what \"illicts your attention\" means.\n\nVince\n\n\"$$$$$$$$$$$$$$$$$$$$$$$$$$$\" on 02/16/2001 03:02:36 PM\nPlease respond to \"$$$$$$$$$$$$$$$$$$$$$$$$$$$\" \nTo: Vince.J.Kaminski@enron.com\ncc: \nSubject: Howard Confirmation\n\nHi Vince, I'm on vacation from Friday (today) until Tuesday. Rachel/London \nsent me this confirmation last night and think it illicts your attention- Did \nthey get it right to meet you satisfaction? I hope your interview goes well \nwith Howard too. It's all set.\n\nAny feedback on the guys from Ford Credit and Citigroup/Oxford University? I \nown them outright- no other firms involved! FYI: My fees are always much less \non these candidates (exclusive ownership by myself) as there are no middlemen \ninvolved from these \"other firms\". I luckily have been attracting very \ntalented candidates with just doing business \"as myself\" rather than MRI. I \nam very encouraged. Please check them out, Vince... as you know- I always \nsend you them first then on to my other clients -if you reject them.\nBye Vince, Thank you for the business!\nJeff\nPS- Use my cellphone if you want me (the next 4 days) for anything; I'm here \nfor you- 949 813 2241\n\n*******************************************************\nCandidate's Name: Howard Haughton\n\nDate of Interview: Tuesday 20 February 2001\n\nTime of Interview: 2.00pm\n\nInterviewers: David Weekes Enron Credit Sales\n& Marketing\n Mark Leahy Enron Credit Sales &\nMarketing\n Bryan Seyfried Enron Credit Executive\n Markus Fiala Enron Credit Trading\n Robina Barker-Bennett Enron Credit\nSyndication\n Ted Murphy Executive RAC\n\n Each interview will be approximately 45 minutes.\n\nAddress: 40 Grosvenor Place\n London\n SW1X 7EN\n\nSwitchboard: 020 7783-0000\n\nClosest Tube/Train Station: Victoria\n\nTo ask for: David Weekes at main reception\n\nLocation Map attached\n (See attached file: Location Map.pdf)\n\nI will take this as confirmed unless I hear otherwise from you. If you\nwould like to discuss this please contact me on 020 7783 5677.\n\nRegards\nRachel Quirke\nHuman Resources\n\n* Get free, secure online email at http://www.ziplip.com/ *", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/201.", "message_id": "<15014947.1075856619275.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jjw@ziplip.com" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0371", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Freeman and CDWR", "date_iso": "2001-02-19T03:03:00", "date_raw": "Mon, 19 Feb 2001 03:03:00 -0800 (PST)", "body": "Thanks Chris - I assume you are speaking about credit risk on the thirty day \ndeal when you refer to the $2M exposure on $100 - has Tim spoken to John \nabout this? I am supportive of this proposal and approach. Like our \ndiscussion, we have to find a way to be supportive to the re-development of \nthis market without creating un-acceptable credit or market losses. We also \nhave to support Lay's efforts in California.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "delainey-d/sent/702.", "message_id": "<26014787.1075854532368.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "christopher.calger@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0372", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-02-19T07:14:00", "date_raw": "Mon, 19 Feb 2001 07:14:00 -0800 (PST)", "body": "We've started breaking out separate P&L's. It's been a very difficult \nprocess so far for a number of reasons. The last processes will be \nseparating out the P&L on the executive reports and on VAR. That will happen \nthis week. Meanwhile, the P&L will be retroactive to the start of the year \nand we are going through all the positions such that the total skew is zero \nor an adjustment will be made to get it there. At the end of the year there \nwill be a number next to Maggi's name that he will not dispute. His \ncontribution to the fixed side when I'm on vacations or in meetings will \ncontinue to be a subjective process.\n\nFrom: John J Lavorato/ENRON@enronXgate on 02/19/2001 10:19 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: \n\nJohn\n\nI don't see Maggie's line on the P/L\n\nLavo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/674.", "message_id": "<8110821.1075857638672.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0373", "from": "Mike McConnell", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Weather organization", "date_iso": "2001-02-21T03:18:00", "date_raw": "Wed, 21 Feb 2001 03:18:00 -0800 (PST)", "body": "Jeff, \nLet me know what you think. Please make changes to make more accurate and \neffective. I will send this to him and follow up with a discussion. It \nneeds some work.\nm\n\ndraft\n\nJohn,\n\nI have just had some additional discussions on our Global weather business \nand have come to a decision on how we need to run the weather business. I \nbelieve that we do need 100% full time dedication from each and any employee \nthat is dedicated to the weather business including in the overall \ndevelopment and execution of or global strategy and positions. I have a \ngreat deal of confidence and am holding Mark Tawney responsible and \naccountable for extensive growth and profitability in the business.\n\nWe need to hire additional people to add to grow the business in Japan and \nAustralia. Joe and Paul are on board with this strategy and Mark will work \nwith them to accomplish the hiring of people and needed resources. This will \nnot be talk but we will get these people in place by specific deadlines. We \nwill pay all of those people's expenses and they will be on board with the \nhiring and will be expected to be a valuable team player and resource to \ntheir group.\n\nOn the Norway front, we need to implement the same organization structure. \nWe have talked a lot about Thor and better communication, but we need to make \na change. We will have weekly calls with him and the weather group to make \nsure that we are all on the same page and he is up to speed with where we are \ngoing. Jeff did have a video call with Thor to talk about his email and it \nwent well. Upon my return I learned that Thor and the London group put out a \npress release about putting out pricing on 1,000 cities and even changing the \nindex. Neither Mark or Jeff were even aware of this event nor was it even \nbrought up in the call as something that was going to happen. Also the \nhiring of xxxxxx as a weather originator, without any discussion, also \nillustrates the lack of communication or desire to work together. I am not \nsaying that Mark or Thor are totally to blame, they both deserve credit for \nnot working together, but we are going to change the future and make sure \nthat it will work better. I know that all of Thor's group is very loyal to \nThor and may not want to transition into EGM and if that is the case, we can \nmake it work via London. I think the key is our approach to Thor and that \nthis isn't meant as a reflection on him but is a consistent change with how \nwe are running all of our businesses around the world. The weather piece of \nhis business is very small and isn't going to effect his P&L significantly \n(he'll actually be net positive!)\n\nPlease give me a call and we will discuss the issues surrounding this new \nstructure and the best way to communicate it to those involved to make this \nthe most effective.\n\nThis email is going just to you and Jeff and won't be shared with anyone else.\n\nmike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/201.", "message_id": "<7364641.1075843961413.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0374", "from": "Jeffrey Shankman", "to": [ "Mike McConnell" ], "cc": [], "subject": "Jonathan Whitehead", "date_iso": "2001-02-21T03:20:00", "date_raw": "Wed, 21 Feb 2001 03:20:00 -0800 (PST)", "body": "I have some real concerns over this contract Louise put together for \nJonathan. Shanna, can you check this out with Robert Jones. I'd like to \nrestructure this contract. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/34.", "message_id": "<772074.1075857547204.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "shanna.funkhouser@enron.com" ] } }, { "id": "en-0375", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Jonathan Whitehead", "date_iso": "2001-02-21T03:44:00", "date_raw": "Wed, 21 Feb 2001 03:44:00 -0800 (PST)", "body": "Shanna,\n\nWhat a deal. When Jonathan and I talked, he did ask if this deal with Net \nWorks was a problem. I told him that I wouldn't imagine it would be an issue \nbut to work it out with Eric and i gave him yours and Cindy's name rather \nthan Robert. Is this out of line with others at his level and responsiblity?\n\nMike\n\nFrom: Jeffrey A Shankman on 02/21/2001 11:20 AM\nTo: Mike McConnell/HOU/ECT@ECT, Shanna Funkhouser/Corp/Enron@ENRON\ncc: \nSubject: Jonathan Whitehead\n\nI have some real concerns over this contract Louise put together for \nJonathan. Shanna, can you check this out with Robert Jones. I'd like to \nrestructure this contract. \n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/200.", "message_id": "<14682373.1075843961390.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "shanna.funkhouser@enron.com" ], "cc_emails": [ "eric.gonzales@enron.com", "jeffrey.shankman@enron.com", "cindy.skinner@enron.com" ] } }, { "id": "en-0376", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Pro-Caribe", "date_iso": "2001-02-21T03:48:00", "date_raw": "Wed, 21 Feb 2001 03:48:00 -0800 (PST)", "body": "Greg, Thanks. We'll resolve.\nm\n\nGreg Curran@ENRON\n02/15/2001 08:54 AM\nSent by: Greg Curran@ENRON\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Pro-Caribe\n\nMike \n\nThis issue has been going back and forth so Eric asked me to send you an \nemail to see if we can resolve this issue. I have been told by Eric that \nProCaribe is in EGM and Mariella continues to say that it is EGA. I can find \nreasons for this to fit in either place yet I think it is important to settle \nthis ASAP. I currently report into both groups so it is in my interest to \nresolve any misunderstandings as soon as they arise. I hope all is well.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/198.", "message_id": "<23736079.1075843961344.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.curran@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com", "eric.gonzales@enron.com" ] } }, { "id": "en-0377", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Enron Art Idea", "date_iso": "2001-02-21T04:24:00", "date_raw": "Wed, 21 Feb 2001 04:24:00 -0800 (PST)", "body": "Derryl,\n\nThank you for your email and ideas. I have kept up with some of the \nStrategic Sourcing activities and know that things are going well. \n\nEnron's art committee's stated vision, goals and objectives are similar to \nthe ones you reflected in your email.\n\nAs I have stated on an earlier voicemail to George (I can't remember if I \ncalled you as well) the Enron Art committee has spent a lot of time focussing \non our vision and goals for the Enron art collection. This has been \ncoordinated with the approval and support of Ken and Jeff and we have Ned \nRifkin (Menil) and Barry Walker (MFA) advising us. I believe that we are \nmaking progress with our goals and acquisitions.\n\nThank you for submitting these concepts. We are executing on our approved \ngoals and are not going to pursue your ideas at this time. \n\nGood luck with your endeavors.\n\nMike\n\nFrom: Derryl Cleaveland/ENRON@enronXgate on 02/21/2001 11:56 AM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: Richard Causey/Corp/Enron@ENRON, George Wasaff/NA/Enron@Enron \nSubject: Enron Art Idea\n\n \nMike,\n\u0001;\nFollowing up on your voicemail earlier today, below is a summary of our ideas \nregarding additional options for acquiring artwork.\u0001; If you would like to \ndiscuss further, we would be happy to address our ideas in greater detail.\n\u0001;\nDerryl\n\u0001;\n\u0001;\n\nEnron Art \u0001) An Alternative Approach\n\n\u0001;\n\u0001;\nGlobal Strategic Sourcing proposes an alternative to the traditional process \nutilized when sourcing art for Enron Center South. \n\u0001;\nWe recommend dividing the artwork requirements for the new headquarters into \nthree categories:\n\u0001;\n1.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; 1.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; Source artwork using your existing process.\u0001; \n\u0001;\n2.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; 2.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; Include pieces that would be displayed in a specific area \nof the building and rotated on a schedule authorized by your committee.\u0001; \nUtilizing a contest format, these pieces would be submitted by community \nmembers of all ages and ethnic backgrounds including area high school, \ncollege and university students, who exhibit an interest in art.\u0001; Entry \nrequirements for this segment could be centered around an Enron-based theme, \nsuch as innovation, energy or communication.\u0001; Rewards for winning entries \ncould be provided to individual artists, as well as teachers, professors or \nthe recipient\u0001,s institution.\u0001; Emphasis would be placed on the community \nrelations aspect of the program and would, at the same time, demonstrate \nEnron\u0001,s desire to be a good corporate citizen.\u0001; \n\u0001;\n3.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; 3.\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; Obtain higher-quality pieces from artists who may or may \nnot have international recognition, but whose works would be an asset to the \nworld-class operations center being constructed. Enron\u0001,s public relations \ndepartments in the U.S. and abroad, could serve as points of contact for \nidentifying this talent on a world-wide basis and for generating publicity \nfor the program.\u0001; This competition would focus on lesser-known artists and \nprovide Enron with an opportunity to discover new ideas and fresh \nperspectives, while emphasizing the artist's true creative spirit.\u0001; With this \nnew approach, your committee will have the opportunity to obtain high caliber \npieces from a variety of creators, while at the same time provide the artists \nwith international recognition and financial rewards.\u0001; \n\u0001;\nSpecific program rules, regulations and reward options for the above \ncategories of artwork would be at your discretion.\u0001; \n\u0001;\nThe following objectives could be achieved by implementing this alternative \napproach:\u0001; \n\u0001;\n?\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; obtain quality artwork for Enron Center South\n?\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; strengthen Enron\u0001,s community and international relations, while \nsupporting Fine Arts Programs on a world-wide basis.\n?\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; develop Enron\u0001,s image of a company rich in innovation, integrity \nand excellence \n?\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; demonstrate the value of diversity among all people and cultures, \nregardless of ethnic and/or social status, and\n?\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001;\u0001; contribute potential savings to Enron\u0001,s bottom line.\n\u0001;\n\u0001;", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/196.", "message_id": "<31144614.1075843961244.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "derryl.cleaveland@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "george.wasaff@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0378", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: FW: Enron's recent filing at ERCOT", "date_iso": "2001-02-21T10:35:00", "date_raw": "Wed, 21 Feb 2001 10:35:00 -0800 (PST)", "body": "Admittedly , ERCOT was handled poorly from a pleading submission perspective, \nbut there is a legitimate discussion going on within the company that , at \nthe very least, will result in a more flexible approach to market structure \nand , perhaps( this is my preference) will result in a sharpening and \nrefocusing of our positions that will acknowledge the necessity for an \n\"LMP\"-like approach in real-time to achieve sufficient depth of liquidity.( \nwith a keen focus on developing forward markets in transmission rights). \nAiring our differences and doubts externally creates absolutely no benefit - \nAt the end of the day, we're here ( no matter where we end up on this issue) \nto enhance the company's commercial success, not to win an ideological \nbattle. I understand and value the passion people in our group bring to their \nwork... I don't want to lose that \"fire\", but merely want to assure that it \nis properly directed. We will resolve this issue shortly and am quite sure \nwe will all work hard to ensure uniformity of message at that time.\n\nSusan J Mara\n02/21/2001 06:15 PM\nTo: \"Alaywan, Ziad\" \ncc: eschmid@caiso.com, dhawk@caiso.com, alexp@eccointl.com, \nharry.singh@neg.pge.com (bcc: Richard Shapiro/NA/Enron)\n\nSubject: Re: FW: Enron's recent filing at ERCOT \n\nZiad and Elena and Diane and Alex,\n\nIt is not exactly true -- but I can see how people got that idea. Enron has \ndecided to withdraw the filings we made in ERCOT. Our position on the ERCOT \nmarket structure is being reviewed. \n\nEnron continually goes through a process of reviewing its policies to make \nsure they are consistent with our business needs. I can tell you that there \nare some strong supporters of Hogan's policies INSIDE Enron now and these \nsupporters are finding an ear. \n\nCurrently, we are reviewing the positions we are taking on market structure \nin ERCOT and the east. We have to ensure we are practical -- from a business \npoint of view -- and not being just religious about our views. Probably the \nnumber one concern of the business people is the ability to have a deep, \nliquid market for trading. I believe that much of the discussion has focused \non the ways in which we can achieve such a market. \n\nAfter our review of ERCOT, Enron may indeed support a PJM-like structure for \nthe real-time market, but the filings we make will likely not imply that this \napproach be implemented everywhere. I expect that we will be free to support \ndifferent approaches in different parts of the country, depending on the \nevolution of the markets in each location.\n\nWhat does this mean for our position in California? So far, nothing. We are \nstanding firm on our California position, supporting the ISO and \nstakeholder-approved approach for congestion management, and do not have any \nplans to make new proposals. Further, we have the support of the Traders on \nthis.\n\nPlease feel free to call with any concerns. Believe me, I'm having just as \nhard of a time working through this as you all are.\n\nSue\n\nSue Mara\nEnron Corp.\nTel: (415) 782-7802\nFax:(415) 782-7854\n\n\t\"Alaywan, Ziad\" \n\t02/21/2001 01:12 PM\n\t\t \n\t\t To: \"Mara, Sue\" , \"Mara, Sue\" \n\t\t cc: \n\t\t Subject: FW: Enron's recent filing at ERCOT\n\nSue:\n\nIs this true????\n\nziad", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/247.", "message_id": "<29583525.1075851000826.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "susan.mara@enron.com" ], "cc_emails": [ "james.steffes@enron.com", "steven.kean@enron.com", "paul.kaufman@enron.com" ] } }, { "id": "en-0379", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-02-21T23:06:00", "date_raw": "Wed, 21 Feb 2001 23:06:00 -0800 (PST)", "body": "Monday it is\n\nFrom: John J Lavorato/ENRON@enronXgate on 02/21/2001 06:27 PM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: RE: \n\nYes", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/666.", "message_id": "<5487688.1075857638497.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0380", "from": "Mark Haedicke", "to": [ "James Derrick" ], "cc": [], "subject": "Re: FW: Approval of Law Firm", "date_iso": "2001-02-23T07:47:00", "date_raw": "Fri, 23 Feb 2001 07:47:00 -0800 (PST)", "body": "No problem. Mark\n\n\tJames Derrick/ENRON@enronXgate\n\t02/23/2001 03:03 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT, Kristina Mordaunt/Enron \nCommunications@Enron Communications, Vicki Sharp/HOU/EES@EES\n\t\t cc: \n\t\t Subject: FW: Approval of Law Firm\n\nPlease let me know if you have any objection to Eric's request. Thank you. \nJim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/809.", "message_id": "<15568220.1075845061264.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0381", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "", "date_iso": "2001-02-25T09:45:00", "date_raw": "Sun, 25 Feb 2001 09:45:00 -0800 (PST)", "body": "John,\n\nWe had a successful off-site in Miami this weekend. We reviewed all of the \nEGM businesses and our goals and objectives for 2001. I will send you a copy \nof the presentations for your information and review - good airplane reading. \n\n I have had several additional discussions on our Global weather business and \nhave come to a decision on how we need to run the weather business. I \nbelieve that we do need 100% full time dedication from each and any employee \nthat is dedicated to the weather business including in the overall \ndevelopment and execution of our global strategy and positions. I have a \ngreat deal of confidence and am holding Mark Tawney responsible and \naccountable for extensive growth and profitability in the business on a \nglobal basis.\n\nWe need to hire additional people to add to grow the business in Japan and \nAustralia. Joe and Paul are on board with this strategy and Mark will work \nwith them to accomplish the hiring of people and needed resources. This will \nnot just be talk but we will get these people in place by specific \ndeadlines. We will pay all of those people's expenses and of course the \nbusiness leaders will be on board with the hiring and the weather guys will \nbe expected to be a valuable team player and resource to their group.\n\nOn the Norway front, we need to implement the same organization structure. \nWe have talked a lot about Thor and better communication, but we need to make \na change. On the communication front, we will have weekly calls with him and \nthe weather group to make sure that we are all on the same page and he is up \nto speed with where we are going. If I am in town, I\u0001,ll make those calls as \nwell. Jeff did have a video call with Thor last week to talk about his \nemail and it went well. Upon my return from London, I learned that Thor and \nthe London group put out a press release about putting out pricing on about \n1,000 new products on 15 cities and even changing the index. Neither Mark \nnor Jeff were even aware of this event nor was it even brought up in the call \nas something that was going to happen. Also the hiring of Lars Elmlund as a \nweather originator, without any discussion, also illustrates the lack of \ncommunication or desire to work together. I am not saying that Mark or Thor \nare totally to blame, they both deserve credit for not working together, but \nwe are going to change the future and make sure that it will work better. I \nknow that all of Thor's group is very loyal to Thor and the weather guys may \nnot want to transition into EGM. If that is the case, we can make it work \nvia London. I think the key is our approach to Thor and that this isn't \nmeant as a reflection on him but is a change that is consistent with how we \nare running all of our EGM businesses around the world. The specific weather \npiece of his business is very small and isn't going to effect his P&L \nsignificantly (he'll actually be net positive!).\n\nI certainly want to do this with the least impact on the rest of your \norganization. Please give me a call and we will discuss the issues \nsurrounding this new structure and the best way to communicate it to those \ninvolved in order to implement this in the most effective manner.\n\nI am unavailable (London time) on Monday and Tuesday but will make myself \navailable to your schedule upon my return after that.\n\nThanks,\nmike\n\nPS - This email is going just to you and Jeff and won't be shared with anyone \nelse.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/191.", "message_id": "<33292681.1075843961083.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "john.sherriff@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0382", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-02-25T11:10:00", "date_raw": "Sun, 25 Feb 2001 11:10:00 -0800 (PST)", "body": "not really...\n\nalready have plans on thursday .\n\nare you going to the NYMEX candidate cocktail hour Tuesday?\n\nFrom: John J Lavorato/ENRON@enronXgate on 02/25/2001 07:02 PM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: RE:\n\noh god is there an agenda.\n\u0001;\nWould dinner Thursday work instead.\n\u0001;\n\u0001;", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/658.", "message_id": "<635677.1075857638319.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0383", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-02-26T00:51:00", "date_raw": "Mon, 26 Feb 2001 00:51:00 -0800 (PST)", "body": "He just rescheduled to Wednesday. How about dinner on Wednesday after that ?\n\nFrom: John J Lavorato/ENRON@enronXgate on 02/26/2001 07:31 AM\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: RE: \n\nYour buddy Beau invited me. How about prior to that or after that on Tuesday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/657.", "message_id": "<4701691.1075857638297.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0384", "from": "Jeffrey Shankman", "to": [ "Jeffrey Skilling", "Steven Kean" ], "cc": [], "subject": "", "date_iso": "2001-02-26T02:21:00", "date_raw": "Mon, 26 Feb 2001 02:21:00 -0800 (PST)", "body": "Hi guys. \n\nI wanted to let you know that I am extremely concerned about the \nAssociate/Analyst program, so much so that I feel all the work I have done, \nand all the time I have spent on the program has had little impact outside \nWharton/Penn recruiting. In fact we won't get more than 1 associate from \nWharton this year for a variety of internal and external reasons. This \nprogram has brought incredible talent into the organization, but we have lost \na lot of momentum over the last two years.\n\nIn as much as I would like to continue to support the program, I can't in \nits current form, and don't have time to fix what I thought we had been \naddressing. The entire program is disfunctional, and the commercial teams \nare not lending support to the program. I'd be very happy to spend a few \nminutes of your time (rather than blather on in an email) to give you both my \noverview of the program, and suggest changes and improvements. \n\nYou know you have my support, but the current state of affairs down there has \ngotten me to my rope's end with the program.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/sent/6.", "message_id": "<16413900.1075857546572.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jeff.skilling@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0385", "from": "Mark Haedicke", "to": [ "James Derrick" ], "cc": [], "subject": "Blakes", "date_iso": "2001-02-26T09:00:00", "date_raw": "Mon, 26 Feb 2001 09:00:00 -0800 (PST)", "body": "Jim: Here is the background of the \"dispute\" with Blakes. There is a lot of \nemotion on both sides. I believe we need Blakes on a going forward basis in \nCanada.\n\nMark Haedicke", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/816.", "message_id": "<3384754.1075845061436.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0386", "from": "Steven Kean", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2001-02-28T06:18:00", "date_raw": "Wed, 28 Feb 2001 06:18:00 -0800 (PST)", "body": "help is on the way. We are going to establish some senior executive \noversight as well as an executive director (probably someone who came through \nthe program). Charlene is going to be moving into a commercial role (which \nwas the original plan when she was brought into the organization). I'd be \nhappy to talk to you in more detail when I get back to Houston.\n\n\tJeffrey A Shankman@ECT\n\t02/26/2001 10:21 AM\n\t\t \n\t\t To: Jeff Skilling/Corp/Enron@ENRON, Steven J Kean/NA/Enron@Enron\n\t\t cc: \n\t\t Subject: \n\nHi guys. \n\nI wanted to let you know that I am extremely concerned about the \nAssociate/Analyst program, so much so that I feel all the work I have done, \nand all the time I have spent on the program has had little impact outside \nWharton/Penn recruiting. In fact we won't get more than 1 associate from \nWharton this year for a variety of internal and external reasons. This \nprogram has brought incredible talent into the organization, but we have lost \na lot of momentum over the last two years.\n\nIn as much as I would like to continue to support the program, I can't in \nits current form, and don't have time to fix what I thought we had been \naddressing. The entire program is disfunctional, and the commercial teams \nare not lending support to the program. I'd be very happy to spend a few \nminutes of your time (rather than blather on in an email) to give you both my \noverview of the program, and suggest changes and improvements. \n\nYou know you have my support, but the current state of affairs down there has \ngotten me to my rope's end with the program.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1590.", "message_id": "<14162855.1075848257694.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0387", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "RE: 1997 Risk paper on Pricing of Electricity Derivatives", "date_iso": "2001-03-01T01:36:00", "date_raw": "Thu, 1 Mar 2001 01:36:00 -0800 (PST)", "body": "Bernard,\n\nYes, I can read a DVI file. You can also cc\nmy home address: Vkaminski@aol.com. I shall\ntry to send you an answer to your question on weekend.\n\nVince\n\n\"Murphy, Bernard\" on 03/01/2001 09:18:58 AM\nTo: \"'Vince.J.Kaminski@enron.com'\" \ncc: \nSubject: RE: 1997 Risk paper on Pricing of Electricity Derivatives\n\nVince,\n\nI can send you a Scientific Word DVI file (at the weekend) if you can read\nSCientific Word files ? The dissertation hasn't been reviewed by Les or the\nExternal yet - although its been at FORC for 2 months. I think that the\nEmpirical Chapter is probably the one which would be of most relevance to\nboth our company's businesses - although I ultimately didn't have the time\nto 'explicitly' price the jump risk-premium which I conjectured is possibly\nimplicit in the prices of exchange-traded electricity futures-options -\nrather I developed an implicit estimation procedure which will enable a\nrough assessment (with a little bit of further work, but not too much) be\nmade of the price of jump risk in wholesale power markets.\n\nIn other words, I assumed spot jump-risk to be undiversifiable, and\nessentially devoted 2 Theoretical Chapters to :\n\n1) proving that a jump-diffusion trading model is \"incomplete\" (synthesising\nthe securities markets framework with martingale representation theory) -\nnote that I did not assume that markets could be dynamically completed with\n'term structure' securities as in the HJM w/ jumps papers of Shirakawa and\nDas and;\n\n2) deriving an explicit risk-adjustment process for 'implementing' the price\nof jump-risk using a jump-diffusion marginal indirect utility of wealth\nprocess (ie. a jump-augmented production economy approach in the spirit of\nCIR, Bates, Ahn & Thompson).\n\nIncidentally, I would be keen to find out if you or any of your team done\nmuch work on real-asset valuations in a spark-spread option-valuation\nframework ? I'm about to start a project evaluation of embedded\noptionality, and have a dilemna whether I should model the spot or forward\ngas / power price processes. With the former, I can model mean-reversion\nand jumps explicitly (obviously, important for capturing the optionality of\nout-of-the-money plant, which might otherwise be ignored in a pure-diffusion\nframework) but am not maximising the informational content of the available\nmarket data (that is, assuming there was a long-term market forward curve\nfor electricity); whereas in the latter the driftless forward supposition\nmeans that I have to capture mean-reversion via the futures volatility\nfunction, and jumps are less easy to calibrate. Any suggestions ?\n\nRegards\n\nBernard", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/sent/610.", "message_id": "<6312738.1075856450970.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "bernard.murphy@caminus.com" ], "cc_emails": [ "vkaminski@aol.com", "vince.kaminski@enron.com" ] } }, { "id": "en-0388", "from": "Sally Beck", "to": [ "Greg Whalley" ], "cc": [], "subject": "Follow Up Items", "date_iso": "2001-03-01T04:31:00", "date_raw": "Thu, 1 Mar 2001 04:31:00 -0800 (PST)", "body": "An update on two of the items that we discussed before you went out of town:\n\nDue Diligence Teams for Acquisitions Identified\n\nI have worked with my operations controllers in EWS and have identified a \nshort list of individuals that we could use in the due diligence efforts on \npotential acquisitions. We have identified our target teams for due \ndiligence efforts around commodities. While each person on the list has \nother duties currently, all have back ups that would allow them to be devoted \nto projects as they arise. I will review this list continually and update it \nas I identify other qualified operations personnel who could do an excellent \njob as part of a due diligence team. I mentioned that Kristin Albrecht had \ncreated a due diligence check list while she was in London on the MG \nacquisition. We will hold a session in the next 10 days to review this \nchecklist so that all are prepared. Let me know if you are interested in the \nnames on my list. Also let me know if there is a pending due diligence \neffort. \n\nDedicated Support Named for Transportation Business\n\nI met with Dan Reck and Chris Kravas week before last and have reviewed the \nexecutive summary from the consulting team. I followed up with Brent Price \n(my operations controller for EGM) to review his plan for creating an \nappropriate infrastructure to support that business. Currently, Todd Hall \nand Mike Perun on Brent's team are assessing what needs to be done. Todd has \nother responsibilities and Dan Reck was concerned about the amount of time \nthat Todd would have. Brent has since recruited Shelley Stubbs to play the \nlead role over operations integration for Webmodal. She will be returning to \nHouston from the London office by the end of March. She will be able to \nsplit her time starting next week to focus on Webmodal. Todd will stay \ninvolved until Shelley is devoted fulltime at the end of March. We will also \nkeep Mike Perun on the assignment working for Shelley. Shelley is expected \nto be in Houston next week, and I will sit in on meetings with her next week \nregarding our plans. I will keep you posted.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/829.", "message_id": "<24995139.1075856075376.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0389", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Revised draft attributes paper", "date_iso": "2001-03-01T23:35:00", "date_raw": "Thu, 1 Mar 2001 23:35:00 -0800 (PST)", "body": "Can we review over weekend- I'll ask Maureen to schedule an hour for the 3 of \nus on Monday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/468.", "message_id": "<12494397.1075851008666.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "james.steffes@enron.com", "steven.kean@enron.com" ], "cc_emails": [ "maureen.mcvicker@enron.com" ] } }, { "id": "en-0390", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Summer internship", "date_iso": "2001-03-02T09:36:00", "date_raw": "Fri, 2 Mar 2001 09:36:00 -0800 (PST)", "body": "Jinbaek,\n\nYou can coordinate the details with me.\nLet me know what the time frame is for you\nand we shall send you an appropriate offer.\n\nVince\n\nJinbaek Kim on 03/02/2001 04:43:06 PM\nTo: Vince.J.Kaminski@enron.com\ncc: \nSubject: Re: Summer internship\n\nDr. Kaminski,\n\nThank you very much.\nOf course, I'll be happy to have an opportunity\nto work at such a wonderful company.\nI was contacting with Surech Raghavan at Deal Bench team,\nand was going to express my appreciation to you again\nafter settling down process with them.\n\nFor the period of working,\nI still need to coordinate with my advisor and\nmay need to adjust according to that.\nbut anyway, I'll try to coordinate smoothly.\n\nPlease let me know whether I should keep contacting\nwith Deal Bench team,\nfor working period and\nfor misc. living support such as finding a place, rent a car, etc.\n\nI appreciate you so much again,\nfor arranging such meetings and giving me an opportunity.\nAll this opportunity will not be available to me,\nwithout your kind help.\n\nWarm Regards,\nJinbaek\n\n-----------------------------------------------------------------------\nJinbaek Kim\nPh.D Candidate\nDept. of Industrial Engineering and Operations Research\nU.C.Berkeley\nhttp://www.ieor.berkeley.edu/~jinbaek\n\nGo Bears!\n\n :\"'._..---.._.'\"; `. .' .' `.\n : a a : __....._\n : _.-0-._ :---'\"\"'\"-....--'\" '.\n : .' : `. : `,`.\n `.: '--'--' :.' ; ;\n : `._`-'_.' ;.'\n `. '\"' ;\n `. ' ;\n `. ` : ` ;\n .`. ; ; : ;\n .' `-.' ; : ;`.\n __.' .' .' : ; `.\n .' __.' .'`--..__ _._.' ; ;\n `......' .' `'\"\"'`.' ;......-'\n `.......-' `........'", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/194.", "message_id": "<5902975.1075856619120.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jinbaek@ieor.berkeley.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0391", "from": "John Arnold", "to": [ "Greg Whalley" ], "cc": [], "subject": "Re: Greg's Bill", "date_iso": "2001-03-06T04:05:00", "date_raw": "Tue, 6 Mar 2001 04:05:00 -0800 (PST)", "body": "i dont know sounds good to me\n\nGreg Whalley\n02/28/2001 05:32 PM\nSent by: Liz M Taylor\nTo: John Arnold/HOU/ECT@ECT\ncc: \nSubject: Greg's Bill\n\nJohnny,\n\nWhat does Greg owe you for the champagne? Is it $896.00?\n\nLiz", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/621.", "message_id": "<10550438.1075857637462.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0392", "from": "Steven Kean", "to": [], "cc": [ "James Derrick" ], "subject": "Re: Several matters", "date_iso": "2001-03-09T09:28:00", "date_raw": "Fri, 9 Mar 2001 09:28:00 -0800 (PST)", "body": "Thanks for the message. It's good to hear from you again. We have already \nhired Racicot (who now works for Bracewell and Patterson), but I'm not sure \nthat our arrangement would include what you may need, so I'm copying Linda \nRobertson in our DC office. Also, I'll copy Jim Derrick so he knows we might \nexpand our relationship there.\nLinda and Joe - thoughts on BPA and EOL?\n\n\tPamela Lesh/ENRON@enronxgate\n\t03/05/2001 04:04 PM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron\n\t\t cc: Paul Kaufman/PDX/ECT@ECT\n\t\t Subject: Several matters\n\nHi, Steve! Long time no talk. I hope you are well - I KNOW you are busy! I\njust have a couple of matters for your attention:\n\n1. We, as part of a group of Northwest IOUS, are exploring the possibility of\nretaining former Montana Governor Racicot to work BPA issues on our behalf. \nPGE will continue with Mike Andrews as our lobbyist but Racicot would work for\nthe IOUs as a group. Does this cause you any concerns? Incidentally, we may\nstep up our efforts somewhat in the general area of BPA because of the\nsituation out here. Please let me know if I or Mike should be coordinating\nwhat we do with any of your folks in DC.\n\n2. One of the major Northwest issues is who will be the next BPA\nAdministrator. For a variety of reasons, there really aren't any good\ncandidates from the Northwest and we're probably all to close to the situation\nanyway. I was wondering if the Enron net could come up with any good ideas\nfor someone with good energy and policy experience from outside the Northwest?\n Someone who would appeal to the Bush administration? \n\n3. With the delay in closing our sale to Sierra, we would very much like the\nability to use Enron Online for trading. I believe we can get the regulatory\napprovals necessary but apparently when we raised this some months ago, there\nwas strong opposition from within Enron, particularly Joe Hartsoe. Do you see\nan issue with pursuing this? How do you suggest I move this forward?\n\nThanks, Steve. As you may hear from time to time, things are going well here\nin Oregon. We are proceeding on our restructuring, which is beginning to get\nnotice from NARUC and others as a possible model for states that have not yet\nproceeded. It's an interesting world. I look forward to hearing from you.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/2040.", "message_id": "<6981765.1075851052219.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "pamela.lesh@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "james.derrick@enron.com", "linda.robertson@enron.com" ] } }, { "id": "en-0393", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro", "Steven Kean" ], "subject": "Re: Wyden Bankruptcy Amendment", "date_iso": "2001-03-14T09:39:00", "date_raw": "Wed, 14 Mar 2001 09:39:00 -0800 (PST)", "body": "The amendment was defeated\n\n\tJeff Dasovich\n\tSent by: Jeff Dasovich\n\t03/14/2001 11:11 AM\n\t\t \n\t\t To: James D Steffes/NA/Enron@Enron, Chip Schneider/Enron@EnronXGate, Linda \nRobertson/NA/Enron@ENRON, Richard Shapiro/NA/Enron@Enron, skean@enron.com\n\t\t cc: \n\t\t Subject: Wyden Bankruptcy Amendment", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1514.", "message_id": "<5681613.1075848254442.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.dasovich@enron.com" ], "cc_emails": [ "chip.schneider@enron.com", "james.steffes@enron.com", "jeff.dasovich@enron.com", "linda.robertson@enron.com", "richard.shapiro@enron.com", "skean@enron.com" ] } }, { "id": "en-0394", "from": "John Lavorato", "to": [], "cc": [ "Louise Kitchen" ], "subject": "", "date_iso": "2001-03-16T11:50:00", "date_raw": "Fri, 16 Mar 2001 11:50:00 -0800 (PST)", "body": "I've allowed one person to enter Enron America into Jacoby's group from Broadband. We need to be very selective because Broadband and EES will have people who will be put into redeployment. I expect Louise or I to approve any employee who enters Enron America. I will accept no exuses if someone slips in.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/hr/298.", "message_id": "<10460766.1075840859239.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.oxley@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0395", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: PJM Stip", "date_iso": "2001-03-18T11:38:00", "date_raw": "Sun, 18 Mar 2001 11:38:00 -0800 (PST)", "body": "Can we also get something in the stip that limits the market making activity \nor at least promises a reexamination of the scope of the market making \nactivity after some period of time. Also, can we strengthen the language to \ngive us something beyond simply a right to file -- which is a right we have \nanyway.\n\n\tJames D Steffes\n\t03/16/2001 03:34 PM\n\t\t \n\t\t To: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron\n\t\t cc: Joe Hartsoe/Corp/Enron@ENRON, Sarah Novosel/Corp/Enron@ENRON\n\t\t Subject: PJM Stip\n\nAttached is the proposed Stip to allow PJM to move forward as an RTO.\n\nIn the Stip, we argue that PJM should be approved by FERC but condition our \nacceptance on a FERC process to unify the Northeast markets.\n\nMy only comment is to delete the final WHEREAS paragraph on congestion \nmanagement. \n\nWhile our ability to later stop PJM from being an RTO is limited, I believe \nthat this gives us the ability to drive a consolidation of the Northeast \nmarkets - which is one of the goals of the East Power desk.\n\nIn addition, I think that the overall direction of PJM in commercializing its \nsoftware is a good activity for our interest - even if we don't want \neverything in their package.\n\nSarah is out until Monday when we need to get back with PJM.\n\nJim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1145.", "message_id": "<23194987.1075851029093.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "james.steffes@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "richard.shapiro@enron.com", "sarah.novosel@enron.com" ] } }, { "id": "en-0396", "from": "Mark Haedicke", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-03-19T05:17:00", "date_raw": "Mon, 19 Mar 2001 05:17:00 -0800 (PST)", "body": "John:\n\nI gave you a rewrite of Redman's list and the percentages. I will send it \nagain in case it got lost. Mark\n\n\tJohn J Lavorato/ENRON@enronXgate\n\t03/15/2001 02:54 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: \n\nMark\n\nYou still own me you expected values for Pan Nat.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/844.", "message_id": "<7893918.1075845062135.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0397", "from": "Rick Buy", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: advanced arbitrage enabling technology out of Caltech", "date_iso": "2001-03-19T11:21:00", "date_raw": "Mon, 19 Mar 2001 11:21:00 -0800 (PST)", "body": "Here is an application for George when he retires. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/206.", "message_id": "<27874330.1075863359871.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0398", "from": "James Derrick", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "FW: Teamwork", "date_iso": "2001-03-20T14:43:28", "date_raw": "Tue, 20 Mar 2001 14:43:28 -0800 (PST)", "body": "Jeff, FYI. This is from Bill Urquhart, the lead litigation partner at the California law firm that is representing us in the Los Angeles litigation. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/165.", "message_id": "<11853939.1075845096195.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0399", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Don Reid", "date_iso": "2001-03-22T07:43:00", "date_raw": "Thu, 22 Mar 2001 07:43:00 -0800 (PST)", "body": "All,\n\nI just talked with Andy Fastow and Brian Redmon. We need to pass on him, \nthey really didn't recommend him as I was led to believe.\nSorry,\nMike\n\nRandal Maffett\n03/22/2001 08:42 AM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: Eric Gonzales/LON/ECT@ECT, George McClellan/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT, Larry Lawyer/Enron@EnronXGate, Jeffrey A \nShankman/Enron@EnronXGate \nSubject: Re: Don Reid \n\nI met w/ him a couple weeks ago. Good guy w/ good overall experience but \nlacks any specific industry experience in crude/products/pet-chems. I'm the \none who referred him to you and Larry.\n\n \n\t\n\t\n\tFrom: Mike McConnell 03/21/2001 09:52 AM\n\t\n\nTo: Eric Gonzales/LON/ECT@ECT, George McClellan/HOU/ECT@ECT, John L \nNowlan/HOU/ECT@ECT\ncc: Larry Lawyer/Enron@EnronXGate, Jeffrey A Shankman/Enron@EnronXGate, \nRandal Maffett/HOU/ECT@ECT \nSubject: Don Reid\n\nAll,\n\nAttached is some information on a guy that I just met with and is in \nre-deployment within Enron. He is a finance guy by training, and has closed \ndeals as an originator for EE&CC. (He is not an EE&CC guy but was asked to \ngo over there to help as an assignment) Andy Fastow recommended that I see \nhim. I thought of your groups as a possible fit. \n\nHe is out of redeployment on Friday and if you have an interest to talk to \nhim I would lob in a quick call.\n\n Mike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/168.", "message_id": "<6642116.1075843960550.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "randal.maffett@enron.com" ], "cc_emails": [ "eric.gonzales@enron.com", "george.mcclellan@enron.com", "john.nowlan@enron.com", "larry.lawyer@enron.com", "jeffrey.shankman@enron.com" ] } }, { "id": "en-0400", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Supreme Decree", "date_iso": "2001-03-22T08:50:00", "date_raw": "Thu, 22 Mar 2001 08:50:00 -0800 (PST)", "body": "Congrats!!\n\nRay Alvarez\n03/22/2001 04:29 PM\nTo: Richard Shapiro/NA/Enron@Enron\ncc: \n\nSubject: Supreme Decree\n\nRick, I heard from my Bolivia regulatory team that the supreme decree is a \nreality and that it is very positive- including full recovery of the $100MM \ngas deferred account that we were hanging out on. I will provide more \ndetails as soon as I receive them. Ray", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/southern_cone/24.", "message_id": "<2533436.1075848280505.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "ray.alvarez@enron.com" ], "cc_emails": [ "steven.kean@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0401", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "FW: EFC Thank you e-mails to Board Members & Misc", "date_iso": "2001-03-23T04:00:00", "date_raw": "Fri, 23 Mar 2001 04:00:00 -0800 (PST)", "body": "Here's ad campaign that I found through Olivia( Davis's person in D.C.) \n....if this is it , not so bad.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/853.", "message_id": "<2093299.1075851019602.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "mark.palmer@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0402", "from": "David Delainey", "to": [ "Louise Kitchen" ], "cc": [ "John Lavorato" ], "subject": "Still working on it but here's where we are", "date_iso": "2001-03-24T17:49:00", "date_raw": "Sat, 24 Mar 2001 17:49:00 -0800 (PST)", "body": "Louise, I would like you to re-consider our original proposal for a few reasons. I have a lot of history on this one given I've been on both sides of the fence and was the original creator of what ultimately became the EIM group. As a result, I have been in many discussions with Lou and Jeff on these issues.\n\nIn the original agreement between EES and ENA the following SIC codes were excluded from EES as part of the minority shareholder agreement in 1996/1997:\n\tMining (except Oil and Gas);\n\tOil and Gas Extraction\n\tTextile Manufacturing\n\tPaper Manufacturing\n\tChemical Manufacturing\n\tPetroleum and Coal Products Manufacturing\n\tPlastics and Rubber Products Manufacturing\n\tGlass Manufacturing\n\tPrimary Metal Manufacturing\n\tFabricated and Metals Products Manufacturing\n\tMachinery Manufacturing\n\tRail Transportation.\n\nAll other SIC codes fell within EES. In 2000, with the buy-back of the minority shareholders, Lou, Jeff and I agreed to move several of the lower process load SIC codes into EES including Textile Manufacturing (like Springs Industries), Glass Manufacturing (like Owens Corning), Fabricated and Metals Product Manufacturing (like General Cable and American National Can) and Machinery Manufacturing (like Lockheed Martin). This was primarily because these customers tend to be of lower energy sophistication and consumption, numerous sites (in deregulated and regulated environments) and of small size. The EES value proposition fit these customers much better than wholesale. We have completed numerous significant term transactions and outsources in these industries (see parenthesis for several).\n\nFor the other SIC codes, these remained in ENA and EIM. EES has no interest in paper mills, smelters, fertilizer manufacturers, refiners, etc. We neither have the products or pricing capability to manage or close very large process oriented consumers. However, there are divisions inside these companies that we have been able to have some success. For example, the speciality chemicals divisions of the large chemical companies tend to be significantly smaller loads and ignored from a capital, DSM and commodity point of view by the large purchasing agents. Another example, is the gasoline retailing networks for the large oil and gas/refining companies which can be very small loads spread over thousands of sites. Another example, is the specialty paper/container board divisions of the paper companies. In several of the large oil and gas and petrochemical companies we have found fertile ground in their office buildings and research centers. Our proposal to limit EES's activities in the ENA SIC codes by consumption size was to give us some freedom to target these divisions inside these companies which ENA would normally ignore. If there is a better way to split this out than by a size definition lets discuss. Finally, given the more targeted and sophisticated sales process utilized in EES (by necessity), it would be easier to coordinate between the companies based on a size sort where EES had limited access to ENA's SIC codes versus the opposite.\n\nOn the surface your proposal looks reasonable; however, it fails to sufficiently manage the issues. For example:\n\t- how would you manage a customer like Wal-Mart which may use more than 10 MW at a site but requires a national or regional solution for all 10,000 sites in both deregulated and regulated jurisdictions;\n\t- how will we sufficiently manage the ENA sales force which tends to over-cover and \"under-product\" for the vast majority of these industries and customers ie) I think it would be a disaster for EES and ENA;\n\t- and EES has the relationship based selling capability and basic products to successfully manage these customers (you could argue right now that is all we have!).\n\nOn a final note, I believe strongly that John and I should send out a note to both organizations clarifying these issues because:\n\ta) it is way overdue - years in fact - it was always difficult when I was upstairs to get Lou to cooperate;\n\tb) it is extremely destructive and un-productive for multiple Enron groups to communicate and target the same customer;\n\tc) I don't believe that the employees (on both side of the fence) will honor the obligation unless it is expressly stated, openly communicated and enforced by the two management teams;\n\tand d) we need to be proactive, because \"cleaning\" it up after the dual call, etc significantly damages our credibility as Enron with a number of these customers.\n\nIt may be worthwhile in the same exercise to let you know what we may be doing in the the utility and generator markets in the interest of open communication and ensure your buy-in.\n\nI look forward to futher discussing this with you. Our motivations are not to try and enter ENA markets but to split the industrial and commercial segments between the two companies clearly which increases productivity and shareholder value.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/mrha/ooc/283.", "message_id": "<981487.1075840877176.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "janet.dietrich@enron.com" ] } }, { "id": "en-0403", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: CACs Forms", "date_iso": "2001-03-29T01:18:00", "date_raw": "Thu, 29 Mar 2001 01:18:00 -0800 (PST)", "body": "Louise:\n\nIs Enron ready for this? I think it is a good suggestion for the most \nsignificant deals. It is really positive in that it would force dealmakers \nto pay more attention to what the contracts provide. I am not sure it makes \nsense to follow this procedure for every deal that is dashed. Let's talk \nabout what are the objectives. Great question! \n\nMark\n\n\tLouise Kitchen\n\t03/28/2001 04:27 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: CACs Forms\n\nResponse?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/869.", "message_id": "<17901808.1075845062812.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0404", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: Astro's Baseball Season Tickets", "date_iso": "2001-03-29T10:36:00", "date_raw": "Thu, 29 Mar 2001 10:36:00 -0800 (PST)", "body": "Kim:\nCan I get 4 tix for the following games:\nApr 21 or 22 vs. St Louis\nJun 15 vs Texas\nJun 17 vs Texas\nThanks,\nJohn\n\nFrom: John J Lavorato/ENRON@enronXgate@enronXgate on 03/27/2001 09:45 AM\nSent by: Kimberly Hillis/ENRON@enronXgate\nTo: Phillip K Allen/HOU/ECT@ECT, W David Duran/HOU/ECT@ECT, Joseph \nDeffner/ENRON@enronXgate, Brian Redmond/HOU/ECT@ECT, Colleen \nSullivan/HOU/ECT@ECT, Mike Grigsby/HOU/ECT@ECT, Mike Swerzbin/HOU/ECT@ECT, \nJohn Arnold/HOU/ECT@ECT, Kevin M Presto/HOU/ECT@ECT, Hunter S \nShively/HOU/ECT@ECT, Fletcher J Sturm/HOU/ECT@ECT, Rogers \nHerndon/HOU/ECT@ect, Barry Tycholiz/NA/Enron@ENRON, Dana \nDavis/ENRON@enronXgate, Fred Lagrasta/HOU/ECT@ECT, Thomas A \nMartin/HOU/ECT@ECT, Scott Neal/HOU/ECT@ECT, Edward D \nBaughman/ENRON@enronXgate, Harry Arora/ENRON@enronXgate, Don \nMiller/HOU/ECT@ECT, Ozzie Pagan/ENRON@enronXgate, Michael L \nMiller/NA/Enron@Enron, Richard Lydecker/Corp/Enron@Enron, Jim \nSchwieger/HOU/ECT@ECT, Carl Tricoli/Corp/Enron@Enron, Frank W \nVickers/NA/Enron@Enron, Mark Whitt/NA/Enron@Enron, Ed McMichael/HOU/ECT@ECT, \nJesse Neyman/HOU/ECT@ECT, Greg Blair/Corp/Enron@Enron, Douglas \nClifford/NY/ECT@ECT, Michael J Miller/Enron Communications@Enron \nCommunications, Allan Keel/ENRON@enronXgate, Scott Josey/ENRON@enronXgate, \nBruce Sukaly/ENRON@enronXgate, Julie A Gomez/HOU/ECT@ECT, Jean \nMrha/NA/Enron@Enron, C John Thompson/ENRON@enronXgate, Steve \nPruett/ENRON@enronXgate, Gil Muhl/Corp/Enron@ENRON, Michelle \nParks/ENRON@enronXgate, Brad Alford/NA/Enron@Enron, Robert Greer/HOU/ECT@ECT\ncc: Louise Kitchen/HOU/ECT@ECT, Tammie Schoppe/HOU/ECT@ECT \nSubject: Astro's Baseball Season Tickets\n\nThe 2001 Astro's season is about to kick-off and Enron Americas Office of the \nChairman has four tickets to each game available for customer events.\n\nIf you are interested in using the tickets, please call Kim Hillis at x30681.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/562.", "message_id": "<9472142.1075857635664.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0405", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: CACs Forms", "date_iso": "2001-03-29T12:18:00", "date_raw": "Thu, 29 Mar 2001 12:18:00 -0800 (PST)", "body": "Louise:\n\nIs Enron ready for this? I think it is a good suggestion for the most significant deals. It is really positive in that it would force dealmakers to pay more attention to what the contracts provide. I am not sure it makes sense to follow this procedure for every deal that is dashed. Let's talk about what are the objectives. Great question! \n\nMark\n\n\tLouise Kitchen 03/28/2001 04:27 PM \t To: Mark E Haedicke/HOU/ECT@ECT cc: Subject: CACs Forms\t\n\nResponse?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/legal/17.", "message_id": "<16625554.1075840864005.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0406", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "FW: Resume: w/contact info", "date_iso": "2001-03-30T02:21:00", "date_raw": "Fri, 30 Mar 2001 02:21:00 -0800 (PST)", "body": "All,\n\nAttached is a resume for Trevor Woods. Trevor worked with me at HPL and \ndirectly for me in Technology. He is outstanding and left to do the dot com \nthing with his brother-in-law who was CEO of this company. He is interested \nto come back to Enron and is talking to various people around Enron. He has \noffer opportunities at EBS and EES and has been talking with Billy Lemmons \nabout ag. Trevor is great and would be excellent in a Jr. commercial roll in \nan origination type of function. \n\nHe is interested in moving pretty quickly and if you have an interest please \ncontact him in the near future. \n\nShanna can coordinate the times but i recommend him highly and he would be an \nasset to EGM.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/162.", "message_id": "<26078127.1075843960413.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "eric.gonzales@enron.com", "gary.hickerson@enron.com", "larry.lawyer@enron.com", "george.mcclellan@enron.com", "john.nowlan@enron.com", "daniel.reck@enron.com", "shanna.funkhouser@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0407", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Houston", "date_iso": "2001-03-30T03:17:00", "date_raw": "Fri, 30 Mar 2001 03:17:00 -0800 (PST)", "body": "I will pass on it. Thanks. Mark\n\n\tLouise Kitchen\n\t03/30/2001 07:49 AM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: Houston\n\nI don't suppose you have any interest in meeting them - but I thought I would \noffer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/881.", "message_id": "<21003697.1075845063105.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0408", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "HPL Sale - Energy Operations Task List", "date_iso": "2001-03-30T07:34:00", "date_raw": "Fri, 30 Mar 2001 07:34:00 -0800 (PST)", "body": "I talked with Anne Koehler in Legal today to determine her understanding of \nwhat is required from Energy Operations prior to the effective sale of HPL. \nAnne believes that she may have been the one to introduce the term \"protocol\" \ninto these discussions. To clarify, according to Anne, the \"protocol\" is not \nanticipated to be a formal legal document. Instead, Anne envisions simply \ne:mails or memos between Enron and AEP with regard to any sharing of \ninformation, agreements on processes to be followed in the transition, etc. \nOperational details to be decided between Enron and AEP have been handled \nexactly in that manner to date, with e:mails being sent from Bob Ball (Enron) \nto Steve Jackson (AEP). \n\nOnly critical changes to the Purchase and Sale Agreement will be formally \ndocumented. Bob Hall identified the treatment of cash accounts in the \noriginal Purchase and Sale Agreement as incorrect relative to cash flows for \ngas to be delivered in the month of May. He has worked with Enron's treasury \ngroup to establish the correct procedures and has worked with Sandi Braband \nin Legal to document this change to the Purchase and Sale Agreement as an \nAmendment to that agreement. As of today, Legal has completed revisions to \nthat amendment and Anne Koehler is sending it to Mary Perkins in Enron's \nTreasury group for her review. Upon Mary's review, Anne will forward the \namendment to AEP for their review before final signatures. \n\nWe devised this week a new format for incorporating the AEP-HPL transition \nissues on which my team has been focused and have provided that to both of \nyou. This new format incorporates the various memos and e:mails which have \nto date captured the status of transition issues. Items that only require \nactions by Enron will be our \"to do\" list. Each item has a due date and we \nwill update you weekly on progress. Those items that fall under the AEP list \nor which appear in both the Enron and AEP list will be the items to which we \nwill evidence communication to AEP and/or their agreement via the e:mails or \nmemos as suggested by Ann Koehler. I believe that this should satisfy your \nrequests earlier this week for written \"protocol\". We will also update you \nweekly on the status of those e:mails and/or memos between ourselves and \nAEP. \n\nI understand that the two of you have a regular weekly meeting for an update \non the HPL sale. To provide clarity for these update meetings, may I suggest \nthat we incorporate one of the following two approaches: \n\n 1) Brian and I hold a regular meeting just prior to your update meeting so \nthat Brian has a full understanding of operational transition items and \ntheir status, or \n\n 2) I attend the first part of your update meeting in order to provide a \nfirsthand update to the two of you. \n\nPlease let me know which one of these works best for you so that we can \nincorporate that into our schedules for next week.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/773.", "message_id": "<26586371.1075856074121.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com", "brian.redmond@enron.com" ], "cc_emails": [ "bob.hall@enron.com", "leslie.reeves@enron.com", "anne.koehler@enron.com", "anne.koehler@enron.com" ] } }, { "id": "en-0409", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Houston", "date_iso": "2001-03-30T14:17:00", "date_raw": "Fri, 30 Mar 2001 14:17:00 -0800 (PST)", "body": "I will pass on it. Thanks. Mark\n\n\tLouise Kitchen 03/30/2001 07:49 AM \t To: Mark E Haedicke/HOU/ECT@ECT cc: Subject: Houston\t\n\nI don't suppose you have any interest in meeting them - but I thought I would offer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/legal/15.", "message_id": "<33006367.1075840863956.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0410", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "HPL Sale - Energy Operations Task List", "date_iso": "2001-03-30T18:34:00", "date_raw": "Fri, 30 Mar 2001 18:34:00 -0800 (PST)", "body": "I talked with Anne Koehler in Legal today to determine her understanding of what is required from Energy Operations prior to the effective sale of HPL. Anne believes that she may have been the one to introduce the term \"protocol\" into these discussions. To clarify, according to Anne, the \"protocol\" is not anticipated to be a formal legal document. Instead, Anne envisions simply e:mails or memos between Enron and AEP with regard to any sharing of information, agreements on processes to be followed in the transition, etc. Operational details to be decided between Enron and AEP have been handled exactly in that manner to date, with e:mails being sent from Bob Ball (Enron) to Steve Jackson (AEP). \n\nOnly critical changes to the Purchase and Sale Agreement will be formally documented. Bob Hall identified the treatment of cash accounts in the original Purchase and Sale Agreement as incorrect relative to cash flows for gas to be delivered in the month of May. He has worked with Enron's treasury group to establish the correct procedures and has worked with Sandi Braband in Legal to document this change to the Purchase and Sale Agreement as an Amendment to that agreement. As of today, Legal has completed revisions to that amendment and Anne Koehler is sending it to Mary Perkins in Enron's Treasury group for her review. Upon Mary's review, Anne will forward the amendment to AEP for their review before final signatures. \n\nWe devised this week a new format for incorporating the AEP-HPL transition issues on which my team has been focused and have provided that to both of you. This new format incorporates the various memos and e:mails which have to date captured the status of transition issues. Items that only require actions by Enron will be our \"to do\" list. Each item has a due date and we will update you weekly on progress. Those items that fall under the AEP list or which appear in both the Enron and AEP list will be the items to which we will evidence communication to AEP and/or their agreement via the e:mails or memos as suggested by Ann Koehler. I believe that this should satisfy your requests earlier this week for written \"protocol\". We will also update you weekly on the status of those e:mails and/or memos between ourselves and AEP. \n\nI understand that the two of you have a regular weekly meeting for an update on the HPL sale. To provide clarity for these update meetings, may I suggest that we incorporate one of the following two approaches: \n\n\t1) Brian and I hold a regular meeting just prior to your update meeting so that Brian has a full \t\tunderstanding of operational transition items and their status, or \n\n\t2) I attend the first part of your update meeting in order to provide a firsthand update to the two of you. \n\nPlease let me know which one of these works best for you so that we can incorporate that into our schedules for next week.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/hpl/23.", "message_id": "<8754451.1075840851004.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com", "brian.redmond@enron.com" ], "cc_emails": [ "bob.hall@enron.com", "leslie.reeves@enron.com", "anne.koehler@enron.com", "anne.koehler@enron.com" ] } }, { "id": "en-0411", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: White House Talking Points and Abraham Mtg with EPSA", "date_iso": "2001-04-02T00:36:00", "date_raw": "Mon, 2 Apr 2001 00:36:00 -0700 (PDT)", "body": "Linda - as we discussed, adding a sentence on open access is key. Also, I \nwould delete the sentence about the transmission system not being designed \nfor the way it's being used today.\n\n\tRichard Shapiro\n\t04/02/2001 04:23 AM\n\t\t\n\t\t To: Linda Robertson/NA/Enron\n\t\t cc: Steven J Kean/NA/Enron@Enron, Mark Palmer/Corp/Enron@ENRON, Joe \nHartsoe/Corp/Enron\n\t\t Subject: Re: White House Talking Points and Abraham Mtg with EPSA\n\nIt would be nice to get a one sentence mention made of open access just to \nshow they care....I say this in part because of Scott Miller's e-mail \npleading for more focus on this issue. Thanks.\n\nLinda Robertson\n03/30/2001 12:31 PM\nTo: Steven J Kean/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Mark \nPalmer/Corp/Enron@ENRON\ncc: \n\nSubject: White House Talking Points and Abraham Mtg with EPSA\n\n1. I am faxing to you a bootleg copy of the draft talking points Ed received \nthis morning at the White House energy \"messaging\" meeting. These are very \nclose hold. Ed asked that we not circulate these to anyone. Ed asked us to \ngive him feedback of any concerns we have with the talking points (he will be \ngiving them comments). After glancing at the TPs, the obvious missing point \nis open access. However, I am not sure we should be alarmed about that. \nThere really isn't any policy in the TPs. This is a typical WH message \ndocument. Let me know if you think it is imperative to insert open access. \nAlso, Ed would like to position us as the coalition leader of the White House \noutreach effort. Any thoughts? \n\n2. I am faxing to you EPSA's summary of the generators meeting with \nSecretary Abraham. I am glad I did not attend this meeting. As you will see \nfrom the summary, there were three parts to the meeting: a) an exchange of \npolicy views, both long and short term, b) discussion of how to maximize \ngenerator output in Calif; and c) a request that industry participate in a \nDOE reliability group. I don't see any follow up for Enron, outside of our \nnormal course of activities and independent interchange with DOE officials. \nLet me know if you have additional thoughts.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1462.", "message_id": "<15136485.1075848253045.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "linda.robertson@enron.com", "mark.palmer@enron.com" ] } }, { "id": "en-0412", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: New President of PDVSA-Gas", "date_iso": "2001-04-02T05:13:00", "date_raw": "Mon, 2 Apr 2001 05:13:00 -0700 (PDT)", "body": "Emilio, let me know when it is official and draft up a congratulatory letter \nfor my signature and send via email. I'll put on my letterhead and sign.\nthanks,\nm\n\nEmilio Vicens@ENRON_DEVELOPMENT\n03/30/2001 06:11 PM\nTo: Mike McConnell/HOU/ECT@ECT, Eric Gonzales@ECT\ncc: \nSubject: New President of PDVSA-Gas\n\nMike and Eric,\n\nInformally I was told today that the new President of PDVSA Gas will be \nNelson Nava, this is very good news for us since he has been a very strong \nsupporter of the project for a long time. We have a solid relationship with \nNelson, so I believe he could be a good sponsor for our project. More \nimportantly, we will not have to educate Nelson about the project. Just in \ncase you don't remember, we all met him when we visisted PDVSA-Gas earlier \nthis years. The meeting in PDVSA-Gas was in his office.\n\nOnce it is official, it would be a very good idea for you Mike to call him to \ncongratulate him. I will let you two know next week.\n\nEmilio", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/160.", "message_id": "<577881.1075843960366.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "emilio.vicens@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0413", "from": "James Derrick", "to": [ "Mark Haedicke" ], "cc": [], "subject": "FW: Canadian Retail", "date_iso": "2001-04-04T08:53:34", "date_raw": "Wed, 4 Apr 2001 08:53:34 -0700 (PDT)", "body": "Perhaps we could discuss this following the GC meeting tomorrow. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/227.", "message_id": "<10039504.1075845097705.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "mark.haedicke@enron.com", "vicki.sharp@enron.com" ] } }, { "id": "en-0414", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Costs", "date_iso": "2001-04-04T12:08:00", "date_raw": "Wed, 4 Apr 2001 12:08:00 -0700 (PDT)", "body": "Rahil is working with me on a presentation that covers what our services are, \nthe creation of a pricing desk, how that will work (process and revenue \nsharing), selling of services for others, our operations pricing model, the \nDASH process, key contacts in operations, etc. I expect to review a draft by \nthis Friday. Tomorrow we will have the date set for such a meeting. We are \nchecking travel schedules for Laura Luce and Max Y. to see if we can catch \nboth in Houston sometime next week. Greg Piper suggests a meeting with all \norigination heads at once (a mini offsite). We will do that if we can set a \ndate that works for a majority. If that doesn't work, we will simply do \none-on-ones over the next ten days to get everyone. Targeted attendees are:\n\nGas Frank Vickers (East)\n Laura Luce (Central)\n Barry Tycholiz (West)\n\nDerivatives Fred LaGrasta\n\nPower Dave Duran\n Ozzie Pagan\n Ed Baughman\n Bruce Shuckley \n\nPortland Chris Calger\n\nCalgary Ladain\n\nMexico Max Y. \n\nWhen you and I met we discussed most of these names. I added the Calgary guy \nand Max. I also want to share this info with Bob Shults and his EOL \nmarketing team. They talk with a lot of customers and may have the \nopportunity to bring up our services as well. We have spent some time with \nJean Mrha and John Grass, and will share the presentation with them as well. \n\nDo you want to add any names? If we do wind up with one date that will work \nfor most, I will let you know that tomorrow so that you can attend if you \nwould like. --Sally \n \n\nLouise Kitchen\n04/04/2001 03:50 PM\nTo: Sally Beck/HOU/ECT@ECT\ncc: \nSubject: Costs\n\nWeren't we supposed to be having a meeting on costs of back office services \nwith the Heads of Origination? Are we close to having this?\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/740.", "message_id": "<11524475.1075856073304.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0415", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Costs", "date_iso": "2001-04-04T22:08:00", "date_raw": "Wed, 4 Apr 2001 22:08:00 -0700 (PDT)", "body": "Rahil is working with me on a presentation that covers what our services are, the creation of a pricing desk, how that will work (process and revenue sharing), selling of services for others, our operations pricing model, the DASH process, key contacts in operations, etc. I expect to review a draft by this Friday. Tomorrow we will have the date set for such a meeting. We are checking travel schedules for Laura Luce and Max Y. to see if we can catch both in Houston sometime next week. Greg Piper suggests a meeting with all origination heads at once (a mini offsite). We will do that if we can set a date that works for a majority. If that doesn't work, we will simply do one-on-ones over the next ten days to get everyone. Targeted attendees are:\n\nGas\t\t\tFrank Vickers (East)\n\t\t\tLaura Luce (Central)\n\t\t\tBarry Tycholiz (West)\n\nDerivatives\t\tFred LaGrasta\n\nPower\t\tDave Duran\n\t\t\tOzzie Pagan\n\t\t\tEd Baughman\n\t\t\tBruce Shuckley \n\nPortland\t\tChris Calger\n\nCalgary\t\tLadain\n\nMexico\t\tMax Y. \n\nWhen you and I met we discussed most of these names. I added the Calgary guy and Max. I also want to share this info with Bob Shults and his EOL marketing team. They talk with a lot of customers and may have the opportunity to bring up our services as well. We have spent some time with Jean Mrha and John Grass, and will share the presentation with them as well. \n\nDo you want to add any names? If we do wind up with one date that will work for most, I will let you know that tomorrow so that you can attend if you would like. --Sally \t\n\t\n\nLouise Kitchen\n04/04/2001 03:50 PM\nTo:\tSally Beck/HOU/ECT@ECT\ncc:\t \nSubject:\tCosts\n\nWeren't we supposed to be having a meeting on costs of back office services with the Heads of Origination? Are we close to having this?\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/133.", "message_id": "<13997875.1075845073026.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0416", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Visiting Enron May 4th", "date_iso": "2001-04-09T04:18:00", "date_raw": "Mon, 9 Apr 2001 04:18:00 -0700 (PDT)", "body": "Susan,\n\nThanks. It makes sense to call Christie and\nexplain the objectives of your visit in May.\n\nVince\n\n\"Susan C. Hansen\" on 04/06/2001 06:14:10 PM\nTo: Vince.J.Kaminski@enron.com\ncc: clovell@stanford.edu, donna Lawrence , \nhillh@stanford.edu, bambos@stanford.edu \nSubject: Visiting Enron May 4th\n\nDear Vince,\n\nthis is great news! Donna and I are delighted that you have time to see us\non May 4th.\n\nI'll be out of the office next week. By copy of this email to my\nassistant, Carol Lovell, I will ask her to get in touch with Shirley for\nscheduling as well as directions on where to meet you. We'll be glad to\nmeet with Christie Patrick as well.\n\nLooking forward to meeting you,\n\nSusan\n\nAt 05:36 PM 4/6/01 -0500, you wrote:\n\n>Susan,\n>\n>Thank you for your message. I shall be glad to meet with you on May the\n>4th.\n>I shall ask my assistant, Shirley Crenshaw (713) 853 5290, to call you to\n>set up the meeting.\n>\n>Also, for your information, we have recently set up a special unit to\n>coordinate Enron's\n>relationships with the universities. The person running this unit is\n>Christie Patrick.\n>Please, feel free to contact her and give my name as a reference. I shall\n>coordinate the meeting\n>on May the 4th with her.\n>\n>Vince\n>\n>\n>Additional information re Christie:\n>\n>Phone : (713) 853-6117\n>\n>Email: christie_patrick@enron.com\n>\n>\n>\n>\n>\n>\"Susan C. Hansen\" on 04/03/2001 04:33:54 PM\n>\n>To: vkamins@enron.com\n>cc:\n>Subject: Visit from Stanford?\n>\n>\n>Dear Dr. Kaminski,\n>\n>Let me briefly introduce myself, I am the Director of Corporate Relations\n>for the School of Engineering at Stanford University. In this role, I am\n>always on the watch for ways to bring our faculty together with companies\n>that have an appetite for engagement with top tier research institutions.\n>\n>I believe you know Hill Huntington, who is a senior researcher with\n>Stanford's Energy Modeling Forum. He suggested I get in touch with you for\n>some ideas about contacts at Enron. I'm in the process of planning a trip\n>to Texas in early May along with my colleague Donna Lawrence, the\n>university's Director of Corporate Relations. We were hoping to be able to\n>include a stop at Enron on our itinerary. Right now it appears that Friday,\n>May 4th would work best for us but we're at the very beginning of our trip\n>planning.\n>\n>The purpose of our visit would be to review the current relationship\n>between Enron and Stanford, to give you an overview of current priorities\n>in the School of Engineering, and ask for your help in identifying the best\n>points of contact.\n>\n>I look forward to hearing from you about your availability,\n>\n>Sincerely,\n>Susan Hansen\n>\n>\n>\n>\n>Susan C. Hansen\n>Director, Corporate Relations\n>School of Engineering\n>Stanford University\n>Stanford, CA 94305-4027\n>(650) 725-4219\n\nSusan C. Hansen\nDirector, Corporate Relations\nSchool of Engineering\nStanford University\nStanford, CA 94305-4027\n(650) 725-4219", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/stanford/26.", "message_id": "<5942462.1075856630401.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "susan.hansen@stanford.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0417", "from": "Steven Kean", "to": [ "Kenneth Lay" ], "cc": [ "Jeffrey Skilling", "Greg Whalley", "John Lavorato", "Louise Kitchen", "Rick Buy" ], "subject": "Call to Bob Glynn", "date_iso": "2001-04-09T08:12:00", "date_raw": "Mon, 9 Apr 2001 08:12:00 -0700 (PDT)", "body": "Per our discussion this morning, below is a summary of items to discuss with \nGlynn:\n\nAdding Enron's \"negative CTC claim\" to the list of claims: PGE's filing \nincluded a list of top twenty creditors. Our negative CTC claim was \napparently not taken into account in compiling that list. The list is \nnonbinding, however. PG&E will be required to file schedules of creditors on \nApril 20. Our negative CTC claim should be on Schedule F (for unsecured \nclaims). You may want to remind Glynn of your previous conversations and \nstate our expectation that the negative CTC claim will appear (preferably as \nuncontested) in the April 20 filing. (Note: if PG&E does not include the \nclaim we have an opportunity to file a proof of claim and ultimately the \ncourt determines the validity of the claim).\nIncluding Enron on the Creditors' Committee: PG&E may have the opportunity \nto influence representation on the creditors' committees. There are several \nreasons to suggest to Glynn that we be included: 1) we are a big creditor, 2) \nwe could be helpful in crafting a broader solution, and 3) we are one of the \nreal parties in interest behind the PX and ISO (who were listed as \nsignificant creditors but are really just \"passthroughs\" for the suppliers \n... and PG&E likely would not want to have those political bodies serving on \nthe creditors committee anyway).", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1444.", "message_id": "<16270280.1075848252628.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "jeff.skilling@enron.com", "greg.whalley@enron.com", "john.lavorato@enron.com", "louise.kitchen@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0418", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Visiting Enron May 4th", "date_iso": "2001-04-09T14:18:00", "date_raw": "Mon, 9 Apr 2001 14:18:00 -0700 (PDT)", "body": "Susan,\n\nThanks. It makes sense to call Christie and\nexplain the objectives of your visit in May.\n\nVince\n\n\"Susan C. Hansen\" on 04/06/2001 06:14:10 PM\nTo:\tVince.J.Kaminski@enron.com\ncc:\tclovell@stanford.edu, donna Lawrence , hillh@stanford.edu, bambos@stanford.edu \nSubject:\tVisiting Enron May 4th\n\nDear Vince,\n\nthis is great news! Donna and I are delighted that you have time to see us\non May 4th.\n\nI'll be out of the office next week. By copy of this email to my\nassistant, Carol Lovell, I will ask her to get in touch with Shirley for\nscheduling as well as directions on where to meet you. We'll be glad to\nmeet with Christie Patrick as well.\n\nLooking forward to meeting you,\n\nSusan\n\nAt 05:36 PM 4/6/01 -0500, you wrote:\n\n>Susan,\n>\n>Thank you for your message. I shall be glad to meet with you on May the\n>4th.\n>I shall ask my assistant, Shirley Crenshaw (713) 853 5290, to call you to\n>set up the meeting.\n>\n>Also, for your information, we have recently set up a special unit to\n>coordinate Enron's\n>relationships with the universities. The person running this unit is\n>Christie Patrick.\n>Please, feel free to contact her and give my name as a reference. I shall\n>coordinate the meeting\n>on May the 4th with her.\n>\n>Vince\n>\n>\n>Additional information re Christie:\n>\n>Phone : (713) 853-6117\n>\n>Email: christie_patrick@enron.com\n>\n>\n>\n>\n>\n>\"Susan C. Hansen\" on 04/03/2001 04:33:54 PM\n>\n>To: vkamins@enron.com\n>cc:\n>Subject: Visit from Stanford?\n>\n>\n>Dear Dr. Kaminski,\n>\n>Let me briefly introduce myself, I am the Director of Corporate Relations\n>for the School of Engineering at Stanford University. In this role, I am\n>always on the watch for ways to bring our faculty together with companies\n>that have an appetite for engagement with top tier research institutions.\n>\n>I believe you know Hill Huntington, who is a senior researcher with\n>Stanford's Energy Modeling Forum. He suggested I get in touch with you for\n>some ideas about contacts at Enron. I'm in the process of planning a trip\n>to Texas in early May along with my colleague Donna Lawrence, the\n>university's Director of Corporate Relations. We were hoping to be able to\n>include a stop at Enron on our itinerary. Right now it appears that Friday,\n>May 4th would work best for us but we're at the very beginning of our trip\n>planning.\n>\n>The purpose of our visit would be to review the current relationship\n>between Enron and Stanford, to give you an overview of current priorities\n>in the School of Engineering, and ask for your help in identifying the best\n>points of contact.\n>\n>I look forward to hearing from you about your availability,\n>\n>Sincerely,\n>Susan Hansen\n>\n>\n>\n>\n>Susan C. Hansen\n>Director, Corporate Relations\n>School of Engineering\n>Stanford University\n>Stanford, CA 94305-4027\n>(650) 725-4219\n\nSusan C. Hansen\nDirector, Corporate Relations\nSchool of Engineering\nStanford University\nStanford, CA 94305-4027\n(650) 725-4219", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/stanford/8.", "message_id": "<24523326.1075840796851.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "susan.hansen@stanford.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0419", "from": "Steven Kean", "to": [ "Kenneth Lay" ], "cc": [ "Jeffrey Skilling", "Greg Whalley", "John Lavorato", "Louise Kitchen", "Rick Buy" ], "subject": "Call to Bob Glynn", "date_iso": "2001-04-09T18:12:00", "date_raw": "Mon, 9 Apr 2001 18:12:00 -0700 (PDT)", "body": "Per our discussion this morning, below is a summary of items to discuss with Glynn:\n\nAdding Enron's \"negative CTC claim\" to the list of claims: PGE's filing included a list of top twenty creditors. Our negative CTC claim was apparently not taken into account in compiling that list. The list is nonbinding, however. PG&E will be required to file schedules of creditors on April 20. Our negative CTC claim should be on Schedule F (for unsecured claims). You may want to remind Glynn of your previous conversations and state our expectation that the negative CTC claim will appear (preferably as uncontested) in the April 20 filing. (Note: if PG&E does not include the claim we have an opportunity to file a proof of claim and ultimately the court determines the validity of the claim).\nIncluding Enron on the Creditors' Committee: PG&E may have the opportunity to influence representation on the creditors' committees. There are several reasons to suggest to Glynn that we be included: 1) we are a big creditor, 2) we could be helpful in crafting a broader solution, and 3) we are one of the real parties in interest behind the PX and ISO (who were listed as significant creditors but are really just \"passthroughs\" for the suppliers ... and PG&E likely would not want to have those political bodies serving on the creditors committee anyway).", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/portland/154.", "message_id": "<4268406.1075840890768.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "jeff.skilling@enron.com", "greg.whalley@enron.com", "john.lavorato@enron.com", "louise.kitchen@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0420", "from": "Mike McConnell", "to": [ "Steven Kean" ], "cc": [], "subject": "EGM briefing presentaion", "date_iso": "2001-04-10T10:40:00", "date_raw": "Tue, 10 Apr 2001 10:40:00 -0700 (PDT)", "body": "All,\n\nAttached is a draft copy of a presentation that was created as an internal \nbriefing document on the business activities within EGM. The purpose of this \npresentation is to communicate our activities and provide individuals with a \nmore detailed reference document on these businesses in case they come up in \nQ&A.\n\nThis is a confidential and internal document, which includes earnings \ntargets, goals and objectives. We have a shorter more external version that \nwe use to describe our businesses. I can provide that copy if you are \ninterested.\n\nPlease don\u0001,t hesitate to contact me if you have any questions or would like \nto discuss this in more detail. \n\nThanks,\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/126.", "message_id": "<3746435.1075843959576.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "andrew.fastow@enron.com", "steven.kean@enron.com", "mark.koenig@enron.com", "mark.palmer@enron.com", "paula.rieker@enron.com", "john.ambler@enron.com" ] } }, { "id": "en-0421", "from": "Mike McConnell", "to": [ "Steven Kean" ], "cc": [], "subject": "EGM presentaion and update", "date_iso": "2001-04-10T10:50:00", "date_raw": "Tue, 10 Apr 2001 10:50:00 -0700 (PDT)", "body": "Steve,\n\nAttached, for your information and reference, is copy of a presentation that \nwas created as an internal briefing document on the business activities \nwithin EGM. The purpose of this presentation is to communicate our \nactivities and provide individuals with a more detailed reference document on \nthese businesses in case they come up in Q&A.\n\nThis is a confidential and internal document, which includes earnings \ntargets, goals and objectives. We have a shorter more external version that \nwe use to describe our businesses. I can provide that copy if you are \ninterested.\n\nPlease don\u0001,t hesitate to contact me if you have any questions or would like \nto discuss this in more detail. \n\nThanks,\nmike\n\nPS I sent this to IR and Palmer but yours came back due to a bad email \naddress at EES.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/18.", "message_id": "<5856584.1075850993190.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0422", "from": "Mike McConnell", "to": [ "Kenneth Lay" ], "cc": [], "subject": "EGM presentation", "date_iso": "2001-04-10T11:08:00", "date_raw": "Tue, 10 Apr 2001 11:08:00 -0700 (PDT)", "body": "Ken, \n\nAs discussed in our conversation this afternoon, attached is a draft copy of \na presentation that was created as an internal briefing document on the \nbusiness activities within EGM. The purpose of this presentation is to \ncommunicate our activities and provide individuals with a more detailed \nreference document on these businesses in case they come up in Q&A.\n\nThis is a confidential and internal document, which includes earnings \ntargets, goals and objectives. We have a shorter more external version that \nwe use to describe our businesses. I can provide that copy if you are \ninterested.\n\nPlease don\u0001,t hesitate to contact me if you have any questions or would like \nto discuss this in more detail. \n\nMike \n\nPS - I will also send this to Jeff, IR and PR", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/124.", "message_id": "<12711413.1075843959510.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0423", "from": "Mike McConnell", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "EGM presentation", "date_iso": "2001-04-10T11:17:00", "date_raw": "Tue, 10 Apr 2001 11:17:00 -0700 (PDT)", "body": "Jeff, \n\nAttached is a draft copy of a presentation that was created as an internal \nbriefing document on the business activities within EGM. The purpose of this \npresentation is to communicate our activities and provide individuals with a \nmore detailed reference document on these businesses in case they come up in \nQ&A or if you need some quick facts about these businesses and I'm not \naround. \n\nThis is a confidential and internal document, which includes earnings \ntargets, goals and objectives. We have a shorter more external version that \nwe use to describe our businesses. I can provide that copy if you are \ninterested.\n\nPlease don\u0001,t hesitate to contact me if you have any questions or would like \nto discuss this in more detail. \n\nMike\n\nPS - I will also send one of these to IR and PR", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/123.", "message_id": "<9380105.1075843959478.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0424", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Costs", "date_iso": "2001-04-11T03:17:00", "date_raw": "Wed, 11 Apr 2001 03:17:00 -0700 (PDT)", "body": "I chose not to circulate a copy last Friday - reality was that I didn't think \nthat any of the originators would read it over the weekend anyway. We had \nhoped to have a final draft ready on Monday (April 9), with plans to review \nthat with Andy Zipper for his input and then two \"test runs\" with Ed Baughman \nand Frank Vickers on Tuesday. With any suggested changes from those test \nruns, my plan was to circulate copies to you and John Lavorato on Tuesday as \nwell so that you would be aware of the approach with the origination teams. \nWe scraped the idea of an offsite, and instead are setting up individual \nmeetings with lead originators and their teams. Unfortunately, I got food \npoisoning Monday night and was out of the office on Tuesday, so we are behind \nschedule by a day. I am in the office today, but at about half speed, and we \nwill try to make up for time lost yesterday. \n\nLouise Kitchen\n04/10/2001 03:26 PM\nTo: Sally Beck/HOU/ECT@ECT, Rahil Jafry/Enron@EnronXGate\ncc: \nSubject: Re: Costs \n\nWe haven't seen any presentation circulated - did I just not get a copy?\n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: Sally Beck 04/04/2001 07:08 PM\n\t\n\nTo: Louise Kitchen/HOU/ECT@ECT\ncc: Greg Piper/Corp/Enron \n\nSubject: Re: Costs \n\nRahil is working with me on a presentation that covers what our services are, \nthe creation of a pricing desk, how that will work (process and revenue \nsharing), selling of services for others, our operations pricing model, the \nDASH process, key contacts in operations, etc. I expect to review a draft by \nthis Friday. Tomorrow we will have the date set for such a meeting. We are \nchecking travel schedules for Laura Luce and Max Y. to see if we can catch \nboth in Houston sometime next week. Greg Piper suggests a meeting with all \norigination heads at once (a mini offsite). We will do that if we can set a \ndate that works for a majority. If that doesn't work, we will simply do \none-on-ones over the next ten days to get everyone. Targeted attendees are:\n\nGas Frank Vickers (East)\n Laura Luce (Central)\n Barry Tycholiz (West)\n\nDerivatives Fred LaGrasta\n\nPower Dave Duran\n Ozzie Pagan\n Ed Baughman\n Bruce Shuckley \n\nPortland Chris Calger\n\nCalgary Ladain\n\nMexico Max Y. \n\nWhen you and I met we discussed most of these names. I added the Calgary guy \nand Max. I also want to share this info with Bob Shults and his EOL \nmarketing team. They talk with a lot of customers and may have the \nopportunity to bring up our services as well. We have spent some time with \nJean Mrha and John Grass, and will share the presentation with them as well. \n\nDo you want to add any names? If we do wind up with one date that will work \nfor most, I will let you know that tomorrow so that you can attend if you \nwould like. --Sally \n \n\nLouise Kitchen\n04/04/2001 03:50 PM\nTo: Sally Beck/HOU/ECT@ECT\ncc: \nSubject: Costs\n\nWeren't we supposed to be having a meeting on costs of back office services \nwith the Heads of Origination? Are we close to having this?\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/713.", "message_id": "<32486438.1075856072677.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "rahil.jafry@enron.com" ] } }, { "id": "en-0425", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Enron Europe Regulatory Affairs Announcement", "date_iso": "2001-04-11T09:15:00", "date_raw": "Wed, 11 Apr 2001 09:15:00 -0700 (PDT)", "body": "From: Enron Europe Office of the Chairman@ECT on 04/11/2001 05:37 AM\nPlease respond to Enron Europe Office of the Chairman\nSent by: Enron Europe General Announcement@ECT\nTo: ECT Asia Pacific, ECT Dubai, ECT Europe, Enron VPs and MDs 1, Enron VPs \nand MDs 2, Enron Executive Committee\ncc: \n\nSubject: Enron Europe Regulatory Affairs Announcement\n\nAfter nearly five years in London, Mark Schroeder will be returning to the US \non April 11th to join the North American Coal Business with responsibility \nfor origination in the utility sector. Under Mark\u0001,s leadership, his team has \nmade significant contributions towards Enron Europe\u0001,s \u0001&first mover\u00018 advantage \nand its status as the leading new entrant in the liberalizing pan-European \nenergy markets. We wish him well in his new commercial role. \n\nWith Mark\u0001,s departure, the day-to-day management of the Government & \nRegulatory Affairs Department in Europe will rest with Peter Styles, Paul \nDawson, Paul Hennemeyer, and Doug Wood. Nick O\u0001,Day will continue in his \ncurrent leadership capacity in Japan. Each of these five individuals and \ntheir groups will now jointly report to the business heads and to Rick \nShapiro, in the Government & Regulatory Affairs team in Houston. Rick Shapiro \nwill continue to manage Government Affairs for the Americas. While the team \nmembers responsibilities will vary from time-to-time in response to shifting \ncommercial priorities, as well as the need to support other Enron Wholesale \nServices' business units from time-to-time, the general areas of \nresponsibility will be as follows:\n\nPeter Styles, based in Brussels, will continue to have responsibility for our \nEU and Netherlands advocacy. Paul Hennemeyer will lead efforts in the German \nspeaking countries (Germany, Austria, Switzerland) as well as France and \nBelgium. Peter and Paul will report to Eric Shaw. While seconded to the \ncommercial team in France, Philip Davies will address Nordic market issues on \nan ad hoc basis and also report to Paul on these issues. \n\nPaul Dawson will lead our UK, Spain and Italian power regulatory efforts as \nwell as the gas regulatory work in the UK. Doug Wood will support the \nContinental Gas team and the Central and Southeastern Europe Origination \nefforts, while also addressing the UK Climate Change Levy. Doug's role in \ngas will continue to be supplement, and not to supplant, the efforts of each \nof the team members' geographic responsibilities noted on the organisation \nchart. Paul and Doug will report to Richard Lewis locally.\n\nNick O\u0001,Day will also continue to report to Joe Hirl in Japan. \n\nOther regulatory support provided by Mark Schroeder will be addressed in \nanother organizational announcement that will be sent\nout from Government & Regulatory Affairs in Houston. Attached is the revised \norganization chart that now reflects the Government & Regulatory Affairs \norganization in Enron Europe.\n\nJohn Sherriff & Michael Brown\n\nPlease click on the link below to view the Regulatory Affairs organisational \ncharts for Europe and Japan.\n\nLink to organisational charts", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/organizational_issues/12.", "message_id": "<32279743.1075844265353.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0426", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Enron Europe Regulatory Affairs Announcement", "date_iso": "2001-04-11T09:22:00", "date_raw": "Wed, 11 Apr 2001 09:22:00 -0700 (PDT)", "body": "I still think an additional organizational announcement is necessary- I can \nexplain further when you so desire. Thanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/organization/17.", "message_id": "<20347144.1075848233165.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0427", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: Costs", "date_iso": "2001-04-11T13:17:00", "date_raw": "Wed, 11 Apr 2001 13:17:00 -0700 (PDT)", "body": "I chose not to circulate a copy last Friday - reality was that I didn't think that any of the originators would read it over the weekend anyway. We had hoped to have a final draft ready on Monday (April 9), with plans to review that with Andy Zipper for his input and then two \"test runs\" with Ed Baughman and Frank Vickers on Tuesday. With any suggested changes from those test runs, my plan was to circulate copies to you and John Lavorato on Tuesday as well so that you would be aware of the approach with the origination teams. We scraped the idea of an offsite, and instead are setting up individual meetings with lead originators and their teams. Unfortunately, I got food poisoning Monday night and was out of the office on Tuesday, so we are behind schedule by a day. I am in the office today, but at about half speed, and we will try to make up for time lost yesterday. \n\nLouise Kitchen\n04/10/2001 03:26 PM\nTo:\tSally Beck/HOU/ECT@ECT, Rahil Jafry/Enron@EnronXGate\ncc:\t \nSubject:\tRe: Costs \n\nWe haven't seen any presentation circulated - did I just not get a copy?\n\n \n\tEnron Capital & Trade Resources Corp. From: Sally Beck 04/04/2001 07:08 PM\t\n\t\t\n\nTo:\tLouise Kitchen/HOU/ECT@ECT\ncc:\tGreg Piper/Corp/Enron \n\nSubject:\tRe: Costs \n\nRahil is working with me on a presentation that covers what our services are, the creation of a pricing desk, how that will work (process and revenue sharing), selling of services for others, our operations pricing model, the DASH process, key contacts in operations, etc. I expect to review a draft by this Friday. Tomorrow we will have the date set for such a meeting. We are checking travel schedules for Laura Luce and Max Y. to see if we can catch both in Houston sometime next week. Greg Piper suggests a meeting with all origination heads at once (a mini offsite). We will do that if we can set a date that works for a majority. If that doesn't work, we will simply do one-on-ones over the next ten days to get everyone. Targeted attendees are:\n\nGas\t\t\tFrank Vickers (East)\n\t\t\tLaura Luce (Central)\n\t\t\tBarry Tycholiz (West)\n\nDerivatives\t\tFred LaGrasta\n\nPower\t\tDave Duran\n\t\t\tOzzie Pagan\n\t\t\tEd Baughman\n\t\t\tBruce Shuckley \n\nPortland\t\tChris Calger\n\nCalgary\t\tLadain\n\nMexico\t\tMax Y. \n\nWhen you and I met we discussed most of these names. I added the Calgary guy and Max. I also want to share this info with Bob Shults and his EOL marketing team. They talk with a lot of customers and may have the opportunity to bring up our services as well. We have spent some time with Jean Mrha and John Grass, and will share the presentation with them as well. \n\nDo you want to add any names? If we do wind up with one date that will work for most, I will let you know that tomorrow so that you can attend if you would like. --Sally \t\n\t\n\nLouise Kitchen\n04/04/2001 03:50 PM\nTo:\tSally Beck/HOU/ECT@ECT\ncc:\t \nSubject:\tCosts\n\nWeren't we supposed to be having a meeting on costs of back office services with the Heads of Origination? Are we close to having this?\n\nThanks\n\nLouise\n\n\n", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/106.", "message_id": "<4251841.1075845072282.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "rahil.jafry@enron.com" ] } }, { "id": "en-0428", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "FW: Credit Risk Model Comments - at this point.", "date_iso": "2001-04-12T07:05:10", "date_raw": "Thu, 12 Apr 2001 07:05:10 -0700 (PDT)", "body": "I believe the following series of emails is a colossal waste of time. Lets get risks into books, risk systems working, options valued and into books.It seems we are trying to build a race car when there are no roads. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/229.", "message_id": "<1412187.1075863360389.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com", "janet.dietrich@enron.com" ], "cc_emails": [ "s..bradford@enron.com" ] } }, { "id": "en-0429", "from": "James Derrick", "to": [ "Mark Haedicke" ], "cc": [], "subject": "RE: California Litigation Team", "date_iso": "2001-04-12T16:05:40", "date_raw": "Thu, 12 Apr 2001 16:05:40 -0700 (PDT)", "body": "Mark, query whether Bill Urquhart of Quinn Emanuel should be included. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/9.", "message_id": "<4950889.1075845092325.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "mark.haedicke@enron.com" ] } }, { "id": "en-0430", "from": "Mark Haedicke", "to": [ "James Derrick" ], "cc": [], "subject": "RE: California Litigation Team", "date_iso": "2001-04-16T09:38:00", "date_raw": "Mon, 16 Apr 2001 09:38:00 -0700 (PDT)", "body": "Jim: Good question. With all that is going on the answer is yes I think. \nMark\n\n\tJames Derrick/ENRON@enronXgate\n\t04/12/2001 06:05 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: RE: California Litigation Team\n\nMark, query whether Bill Urquhart of Quinn Emanuel should be included. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/920.", "message_id": "<8209821.1075845064108.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "james.derrick@enron.com" ] } }, { "id": "en-0431", "from": "Mike McConnell", "to": [ "Stanley Horton", "David Delainey" ], "cc": [], "subject": "Enron Global Markets - activities", "date_iso": "2001-04-18T10:00:00", "date_raw": "Wed, 18 Apr 2001 10:00:00 -0700 (PDT)", "body": "All,\n\nAttached is a draft copy of a presentation that was created as an internal \nbriefing document on the business activities within EGM. The purpose of this \npresentation is to communicate our activities and provide individuals with a \nmore detailed reference document on these businesses in case they come up in \nQ&A.\n\nThis is a confidential and internal document, which includes earnings \ntargets, goals and objectives. We also have a shorter and more external \nversion if you are interested. \n\nPlease don\u0001,t hesitate to contact me if you have any questions or would like \nto discuss this in more detail. \n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/119.", "message_id": "<33538329.1075843959381.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "cliff.baxter@enron.com", "kevin.hannon@enron.com", "stanley.horton@enron.com", "ken.rice@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0432", "from": "Steven Kean", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Re:", "date_iso": "2001-04-20T08:07:00", "date_raw": "Fri, 20 Apr 2001 08:07:00 -0700 (PDT)", "body": "I'll give 150.\n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: Jeff Skilling 04/19/2001 05:18 PM\n\t\n\nSent by: Sherri Sera\nTo: Cliff Baxter/HOU/ECT@ECT, Rick Buy/HOU/ECT, Ben Glisan/HOU/ECT@ECT, \nSteven J Kean/NA/Enron@Enron, Jeffrey Sherrick/Corp/Enron, Philippe A \nBibi/HOU/ECT, Michael Brown/NA/Enron, Wade \nCline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, James A Hughes/ENRON_DEVELOPMENT, \nLouise Kitchen/HOU/ECT@ECT, Rebecca McDonald/ENRON_DEVELOPMENT, Greg \nPiper/Corp/Enron, John Sherriff/LON/ECT@ECT, Greg Whalley/HOU/ECT@ECT, Janet \nR Dietrich/HOU/EES@EES, Mark S Muller/HOU/EES@EES, Matthew \nScrimshaw/LON/ECT@ECT, David Cox/Enron Communications@Enron Communications, \nKevin Hannon/Enron Communications@Enron Communications, Rod \nHayslett/FGT/Enron, Stan Horton/Houston/Eott@Eott, Danny \nMcCarty/ET&S/Enron@Enron\ncc: \n\nSubject: \n\nI know how incredibly busy you all are, so I'm sure that making a pledge to \nJeff for the MS150 has simply slipped your mind. Well the ride is this \nweekend, time is running out and we need you!\n\nEnron's goal is to raise $700,000, and Jeff's personal goal is to raise \n$50,000. As of today, we are a little better than half way there. Won't you \nconsider helping him reach his goal?\n\nThanks for your consideration. I look forward to hearing from you tomorrow...\n\nSherri :-)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1403.", "message_id": "<6272977.1075848250027.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0433", "from": "Stanley Horton", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Re:", "date_iso": "2001-04-20T11:50:00", "date_raw": "Fri, 20 Apr 2001 11:50:00 -0700 (PDT)", "body": "Hello, Sherri! I just wanted to let you know that Stan is out of the\noffice today on a field trip, but I will discuss this with him on Monday.\n\nCindy\n\nJeff_Skilling%ENRON@eott.com@eott.com on 04/19/2001 05:18:15 PM\n\nSent by: Sherri_Sera%ENRON@eott.com\n\nTo: Cliff_Baxter%ECT@EOTT.COM, Rick_Buy%ENRON@eott.com,\n Ben_Glisan%ECT@EOTT.COM, Steven_J_Kean%Enron@EOTT.COM,\n Jeffrey_Sherrick%ENRON@eott.com, Philippe_A_Bibi%ENRON@eott.com,\n Michael_Brown%ENRON@eott.com, Wade_Cline%ENRON_DEVELOPMENT@EOTT.COM,\n James_A_Hughes%ENRON@eott.com, Louise_Kitchen%ECT@EOTT.COM,\n Rebecca_McDonald%ENRON@eott.com, Greg_Piper%ENRON@eott.com,\n John_Sherriff%ECT@EOTT.COM, Greg_Whalley%ECT@EOTT.COM,\n Janet_R_Dietrich%EES@EOTT.COM, Mark_S_Muller%EES@EOTT.COM,\n Matthew_Scrimshaw%ECT@EOTT.COM,\n David_Cox%Enron_Communications@EOTT.COM,\n Kevin_Hannon%Enron_Communications@EOTT.COM,\n Rod_Hayslett%ENRON@eott.com, Stan_Horton@eott.com,\n Danny_McCarty%Enron@EOTT.COM\ncc:\n\nSubject:\n\nI know how incredibly busy you all are, so I'm sure that making a pledge to\nJeff for the MS150 has simply slipped your mind. Well the ride is this\nweekend, time is running out and we need you!\n\nEnron's goal is to raise $700,000, and Jeff's personal goal is to raise\n$50,000. As of today, we are a little better than half way there. Won't\nyou consider helping him reach his goal?\n\nThanks for your consideration. I look forward to hearing from you\ntomorrow...\n\nSherri :-)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/62.", "message_id": "<14065888.1075840151319.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0434", "from": "Steven Kean", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Re:", "date_iso": "2001-04-20T18:07:00", "date_raw": "Fri, 20 Apr 2001 18:07:00 -0700 (PDT)", "body": "I'll give 150.\n\n \n\n\tEnron Capital & Trade Resources Corp. From: Jeff Skilling 04/19/2001 05:18 PM\t\n\t\t\n\nSent by:\tSherri Sera\nTo:\tCliff Baxter/HOU/ECT@ECT, Rick Buy/HOU/ECT, Ben Glisan/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Jeffrey Sherrick/Corp/Enron, Philippe A Bibi/HOU/ECT, Michael Brown/NA/Enron, Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, James A Hughes/ENRON_DEVELOPMENT, Louise Kitchen/HOU/ECT@ECT, Rebecca McDonald/ENRON_DEVELOPMENT, Greg Piper/Corp/Enron, John Sherriff/LON/ECT@ECT, Greg Whalley/HOU/ECT@ECT, Janet R Dietrich/HOU/EES@EES, Mark S Muller/HOU/EES@EES, Matthew Scrimshaw/LON/ECT@ECT, David Cox/Enron Communications@Enron Communications, Kevin Hannon/Enron Communications@Enron Communications, Rod Hayslett/FGT/Enron, Stan Horton/Houston/Eott@Eott, Danny McCarty/ET&S/Enron@Enron\ncc:\t \n\nSubject:\t\n\nI know how incredibly busy you all are, so I'm sure that making a pledge to Jeff for the MS150 has simply slipped your mind. Well the ride is this weekend, time is running out and we need you!\n\nEnron's goal is to raise $700,000, and Jeff's personal goal is to raise $50,000. As of today, we are a little better than half way there. Won't you consider helping him reach his goal?\n\nThanks for your consideration. I look forward to hearing from you tomorrow...\n\nSherri :-)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/81.", "message_id": "<19489882.1075840151815.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0435", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Recap of 4/23 Meeting on Commercialization", "date_iso": "2001-04-23T08:28:00", "date_raw": "Mon, 23 Apr 2001 08:28:00 -0700 (PDT)", "body": "Three weeks ago I started a 15 minute meeting in my office on Monday mornings \nfor a key group working on the commercialization effort of mid and back \noffice services. Attendees are my key operations personnel involved, Todd \nBusby (for a preview of what's to come), Rahil and Fred Philipson. The \npurpose of the meeting is to review progress on items agreed to for the \nprevious week and to establish priorities for the current week. I have been \ncapturing all of this on the white board in my office to date. Today I \ndecided to recap in writing for everyone. Thought that you might be \ninterested. Open the attachment to the e-mail below. This way you will know \nmore of the details of our efforts each week. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/683.", "message_id": "<23686512.1075856071981.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0436", "from": "Sally Beck", "to": [ "Rick Buy" ], "cc": [], "subject": "Re: Operational Issues", "date_iso": "2001-04-23T11:08:00", "date_raw": "Mon, 23 Apr 2001 11:08:00 -0700 (PDT)", "body": "Focusing the right people on the right issues is always a good idea. I would \nlike to visit with you to understand what you mean by \"operational issues\". \nMy team has a meeting every other Monday focused on operational risk and we \nhave various working groups that focus on key projects or initiatives that \nvary with need. A daily meeting on operational issues would need to have the \nappropriate team members there, and I hesitate to add an additional meeting \nto any key folks on my team if operational projects/initiatives are being \ncovered either in our Monday operational risk meeting or in another forum. \n--Sally \n\nFrom: Rick Buy/ENRON@enronXgate on 04/23/2001 04:55 PM\nTo: Sally Beck/HOU/ECT@ECT, Debbie R Brackett/HOU/ECT@ECT, David \nPort/ENRON@enronXgate, David Hardy/LON/ECT@ECT, Shona Wilson/NA/Enron@Enron, \nWilliam S Bradford/ENRON@enronXgate\ncc: Ted Murphy/LON/ECT@ECT, Richard Causey/Corp/Enron@ENRON \nSubject: Operational Issues\n\nI think the daily IT issue meeting has been quite successful in addressing \nproblems in systems and working toward resolution on systems related issues. \nI would like to expand the scope of this meeting to include daily operational \nissues as well. \n\nI plan on restarting my attendance at these meetings on Wednesday. Can the \nRAC people listed above please make a start at some of the recurring issues.\n\nThanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent/681.", "message_id": "<9316116.1075856071937.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "richard.causey@enron.com" ] } }, { "id": "en-0437", "from": "Rick Buy", "to": [ "Sally Beck" ], "cc": [], "subject": "Operational Issues", "date_iso": "2001-04-23T14:55:33", "date_raw": "Mon, 23 Apr 2001 14:55:33 -0700 (PDT)", "body": "I think the daily IT issue meeting has been quite successful in addressing problems in systems and working toward resolution on systems related issues. I would like to expand the scope of this meeting to include daily operational issues as well. \n\nI plan on restarting my attendance at these meetings on Wednesday. Can the RAC people listed above please make a start at some of the recurring issues.\n\nThanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/239.", "message_id": "<17545476.1075863360615.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "sally.beck@enron.com", "debbie.brackett@enron.com", "david.port@enron.com", "david.hardy@enron.com", "shona.wilson@enron.com", "s..bradford@enron.com" ], "cc_emails": [ "ted.murphy@enron.com", "richard.causey@enron.com" ] } }, { "id": "en-0438", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Draft Organizational Announcement about Japan", "date_iso": "2001-04-24T00:34:00", "date_raw": "Tue, 24 Apr 2001 00:34:00 -0700 (PDT)", "body": "Suggested changes are highlighted below.\n\nJohn Sherriff@ECT\n04/24/2001 12:55 AM\nTo: (713) 529-7757, Ken Rice/Enron Communications, Kevin Hannon/Enron \nCommunications, Mark Frevert/NA/Enron, Greg Whalley/HOU/ECT, Mike \nMcConnell/HOU/ECT@ECT, Steven J Kean/NA/Enron@Enron, Mark \nPalmer/Corp/Enron@ENRON, Joseph P Hirl/AP/ENRON@ENRON, Jeremy \nThirsk/AP/Enron@ENRON, Morten E Pettersen/AP/Enron@Enron, Nicholas \nO'Day/AP/Enron@Enron, Jackie Gentle/LON/ECT, Richard Shapiro/NA/Enron@Enron, \nJeffrey McMahon/HOU/ECT, Jeffrey A Shankman/Enron@EnronXGate, Raymond \nBowen/enron@enronxgate, Joe Gold/LON/ECT@ECT, Bryan Seyfried/LON/ECT@ECT, \nJeff Kinneman/HOU/ECT, Rebecca McDonald/ENRON_DEVELOPMENT, Carey \nSloan/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Brian Stanley/EU/Enron, Michael R \nBrown/LON/ECT, Mark Evans/Legal/LON/ECT, Fernley Dyson/LON/ECT, Ted \nMurphy/LON/ECT@ECT, Rick Buy/HOU/ECT, Richard Causey/Corp/Enron, Mark E \nHaedicke/HOU/ECT@ECT, Drew C Lynch/LON/ECT, David Oxley/HOU/ECT@ECT, John J \nLavorato/Enron@EnronXGate, lkitchen@enron.co.uk\ncc: \n\nSubject: Draft Organizational Announcement about Japan\n\nMay I please have your comments if any on this draft by close of business \nWednesday. We hope to have agreed on the Q&A's by then and to send it out \nthe announcement on Thursday.\n\nJohn\n\nTo be sent to: All Enron Europe, all employees in Japan, all Global Markets \nand all VPs and up around the company\n\nEnron has established several wholesale businesses in Japan in the last year \nincluding Metals, Power Plant Development (via our investment in EnCom), \nCoal, LNG & Weather. We see significant opportunities in each of these \nbusinesses and we will continue to expand our presence in Japan in order to \ncapture these opportunities. However, while Japan continues to make progress \ntowards a liberalized electricity market, significant barriers to power \ntrading remain under the current interim market structure. Until further \ntangible steps are taken to improve third party access for electricity in \nJapan, we will suspend our power marketing efforts and focus on the \nsignificant opportunities that currently exist in our other wholesale \nbusinesses. [Any statement regarding our existing power sales commitment?] \nOnce the necessary regulatory changes have been completed we expect to \naggressively pursue Enron's traditional position as the leading buyer and \nseller of electricity in every deregulated market. \n\nWe are making a number of organization changes in order to better align our \nresources with the opportunities in the Japanese market. [deleted text] Joe \nHirl our President of Enron Japan will move to the Global Markets group and \nlead a team that will focus on developing all our Global Markets \nopportunities in Japan especially Weather, Oil, LNG, Coal, and \nShipping. We expect to continue our general recruiting of Japanese \nnationals and as President of Enron Japan, Joe will continue to provide the \noverall business leadership to both recruiting and the Analyst and Associate \nprogram in Japan. The Finance origination team headed by Jeremy Thirsk will \ncontinue to report to Joe and also move to Global Markets. Our power trading \ngroup led by Morton Erik Pettersen will transition into other roles around \nEnron. The Equity/FX/Interest rate team which is a part of Global Markets \nhas two employees in the Tokyo office today and they expect to expand their \nefforts throughout the year.\n\nThe EnCom group, which is our power plant development business (with minority \npartners) and headed by Carey Sloan will continue its efforts in developing \npower plants in Japan. We are pleased with the progress we are making on a \nnumber of sites and EnCom will continue to report to the Enron Europe Office \nof the Chairman.\n\nOur Metals team headed by Kazunari Sugimoto will continue to report through \nEnron Metals in London.\n\nBy May we expect Enron Credit to have two to three employees in Tokyo pursing \nthe Credit Derivative business. These employees remain in Enron Credit , a \npart of Enron Europe.\n\nEBS has two employees headed by Jim Weisser and this team expects to expand \nby year end.\n\nThe Industrial Markets team also expects to have two employees in the Tokyo \noffice in the next couple of months.\n\nIn the last seven months the commercial support services for Japan have been \ntransitioned to London for support and this is not changing. Jane McBride \nheads the legal team and will continue to functionally report to Mark Evans, \nGeneral Counsel in London. The RAC function will continue to report to Ted \nMurphy, head of RAC for Enron Europe. The Risk Management and Accounting \nteam is headed by Jan-Erland Bekeng will continue to functionally report to \nFernley Dyson in London. The IT, HR, Tax and real estate teams will also \ncontinue to functionally report to London. \n\nNick O'Day who heads the Public Affairs group (Government & Regulatory \nAffairs and the Public Relations) in Japan will report to the Enron Europe \nOffice of the Chair with a Public Relations functional reporting to Jackie \nGentle in London and a Government Affairs functional reporting to Rick \nShapiro in Houston. We anticipate that his team's efforts will be primarily \ndirected to supporting the EnCom power plant development team but they will \nalso continue to provide support for Global Markets, EBS & Industrial Markets.\n\nWe have already made considerable progress in breaking into the Japanese \nmarkets across a wide range of Enron businesses and we anticipate that this \nwill provide significant profit growth for years to come. Through these \ncurrent changes we can demonstrate our ability to be flexible and target our \nresources where they will realise the most immediate value for the company.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1398.", "message_id": "<16797668.1075848249856.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "john.sherriff@enron.com" ], "cc_emails": [ "jackie.gentle@enron.com", "richard.shapiro@enron.com", "mark.palmer@enron.com" ] } }, { "id": "en-0439", "from": "Sally Beck", "to": [ "Sally Beck" ], "cc": [], "subject": "ECS 4102 Weekly update w/ Beth Apollo (Blanca x57688)", "date_iso": "2001-04-24T06:08:04", "date_raw": "Tue, 24 Apr 2001 06:08:04 -0700 (PDT)", "body": "--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????+\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????1\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????*\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n\tMtg. to be held today, July 23rd at 2:00pm instead of July 24 due to travel.\n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: \nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject:", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/calendar/120.", "message_id": "<33351742.1075840354496.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0440", "from": "Sally Beck", "to": [ "Sally Beck" ], "cc": [], "subject": "50th flr Boardroom - CAO staff meeting (Sharron x37094)", "date_iso": "2001-04-24T06:09:46", "date_raw": "Tue, 24 Apr 2001 06:09:46 -0700 (PDT)", "body": "--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????0\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????+\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????+\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????+\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????.\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????3\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\ne-mail 8/24/01 from Sharron.\n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????+\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: ????????????????????????????????????????5\nDate: ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????\nSubject: \n\nrescheduled per Sharron's e-mail on 9/25/01.\n\n--------- Inline attachment follows ---------\n\nFrom: \nTo: Beck, Sally \nDate: Friday, October 19, 2001 2:42:08 GMT\nSubject: \n\nWhen: Tuesday, October 23, 2001 8:30 AM-9:30 AM (GMT-06:00) Central Time (US & Canada).\n\n*~*~*~*~*~*~*~*~*~*\n\ne-mail from Sharron 10/19/01\n\n--------- Inline attachment follows ---------\n\nFrom: +\nDate: Friday, October 19, 2001 2:42:08 GMT\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: +\nDate: Friday, October 19, 2001 2:42:08 GMT\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: +\nDate: Friday, October 19, 2001 2:42:08 GMT\nSubject: \n\n--------- Inline attachment follows ---------\n\nFrom: +\nDate: Friday, October 19, 2001 2:42:08 GMT\nSubject:", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/calendar/114.", "message_id": "<32680187.1075840354255.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0441", "from": "James Derrick", "to": [ "Mark Haedicke" ], "cc": [], "subject": "RE: industrial holdings investment-- arbitration proceeding", "date_iso": "2001-04-24T13:18:52", "date_raw": "Tue, 24 Apr 2001 13:18:52 -0700 (PDT)", "body": "Gail, thank you for your fine work on this, and congratulations on the great result! Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/47.", "message_id": "<18099165.1075845093326.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "gail.brownfeld@enron.com", "lisa.mellencamp@enron.com", "mark.haedicke@enron.com", "richard.sanders@enron.com" ] } }, { "id": "en-0442", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Potential Prospect", "date_iso": "2001-04-25T05:18:00", "date_raw": "Wed, 25 Apr 2001 05:18:00 -0700 (PDT)", "body": "Tom,\n\nWe are currently space constrained but we shall always take a qualified\ncandidate. Please, ask George to send me a resume and we shall get in touch \nwith him\nto arrange a phone/on-location interview.\n \n\nVince\n\nTom Arnold on 04/25/2001 09:15:09 AM\nTo: Vince.J.Kaminski@enron.com\ncc: \nSubject: Potential Prospect\n\nHey Vince,\n\nGiven that the Eastern Finance Conference is already taking place, I think\nit is safe to assume that they did not desire an energy derivative round\ntable discussion. However, I appreciate you volunteering to potentially\nhaving been on such a round table discussion.\n\nI've been teaching a \"real options\" course that has the students performing\nmonte carlo analysis, Black-Scholes pricing, and binomial pricing along\nwith a heavy dosage of understanding risk neutral pricing. A few of your\nnew hires from the undergraduate program will be coming from this course.\nHowever, I have a student who will be finishing his MBA next spring that is\nparticularly good. He is genuinely interested and curious about option\npricing, trading, and hedging with Excel/VBA skills. In fact, he usually\nfigures out when I make even very small mistakes in my calculations.\n\nThis is not to say that some of my other students aren't very talented\nthemselves, but that this person really stands out. Do you think you\nand/or Enron would be interested in such a person? If so, what do you\nrecommend that he do to get his foot in the door?\n\nHis intention is to finish the MBA, but I do not know if this would\npreclude you from hiring or at least taking a look at him now. His name is\nGeorge Moss and I ordinarily would not bother you directly about a\npotential employee. I am making an exception in this case because he is a\nparticularly good talent without being the slightest bit arrogant.\n\nOtherwise, I hope this e-mail finds you doing well and not travelling too\nmuch.\n\nTom\nProfessor Tom Arnold\nE.J. Ourso College of Business Administration\nDepartment of Finance\n2155 CEBA\nLouisiana State University\nBaton Rouge, LA 70803\nO: 225-388-6369\nF: 225-388-6366", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/138.", "message_id": "<26819398.1075856617860.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "tmarnol@lsu.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0443", "from": "Rick Buy", "to": [], "cc": [ "Greg Whalley" ], "subject": "UK Power Limits", "date_iso": "2001-04-25T12:08:13", "date_raw": "Wed, 25 Apr 2001 12:08:13 -0700 (PDT)", "body": "We have submitted your request for $30 million of UK Power VAR to the Board for approval. I thought about this issue a lot before doing so because I don't feel we are fully in control of the infrastructure there and a large limit can add to the danger. My understanding is that there is an IT and backoffice effort underway to improve this situation and it needs to have focus to complete. Please keep the pressure on over there to get the infrastructure where it needs to be. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/244.", "message_id": "<3159803.1075863360725.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "michael.brown@enron.com", "john.sherriff@enron.com" ], "cc_emails": [ "ted.murphy@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0444", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: Potential Prospect", "date_iso": "2001-04-25T15:18:00", "date_raw": "Wed, 25 Apr 2001 15:18:00 -0700 (PDT)", "body": "Tom,\n\nWe are currently space constrained but we shall always take a qualified\ncandidate. Please, ask George to send me a resume and we shall get in touch with him\nto arrange a phone/on-location interview.\n \n\nVince\n\nTom Arnold on 04/25/2001 09:15:09 AM\nTo:\tVince.J.Kaminski@enron.com\ncc:\t \nSubject:\tPotential Prospect\n\nHey Vince,\n\nGiven that the Eastern Finance Conference is already taking place, I think\nit is safe to assume that they did not desire an energy derivative round\ntable discussion. However, I appreciate you volunteering to potentially\nhaving been on such a round table discussion.\n\nI've been teaching a \"real options\" course that has the students performing\nmonte carlo analysis, Black-Scholes pricing, and binomial pricing along\nwith a heavy dosage of understanding risk neutral pricing. A few of your\nnew hires from the undergraduate program will be coming from this course.\nHowever, I have a student who will be finishing his MBA next spring that is\nparticularly good. He is genuinely interested and curious about option\npricing, trading, and hedging with Excel/VBA skills. In fact, he usually\nfigures out when I make even very small mistakes in my calculations.\n\nThis is not to say that some of my other students aren't very talented\nthemselves, but that this person really stands out. Do you think you\nand/or Enron would be interested in such a person? If so, what do you\nrecommend that he do to get his foot in the door?\n\nHis intention is to finish the MBA, but I do not know if this would\npreclude you from hiring or at least taking a look at him now. His name is\nGeorge Moss and I ordinarily would not bother you directly about a\npotential employee. I am making an exception in this case because he is a\nparticularly good talent without being the slightest bit arrogant.\n\nOtherwise, I hope this e-mail finds you doing well and not travelling too\nmuch.\n\nTom\nProfessor Tom Arnold\nE.J. Ourso College of Business Administration\nDepartment of Finance\n2155 CEBA\nLouisiana State University\nBaton Rouge, LA 70803\nO: 225-388-6369\nF: 225-388-6366", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/29.", "message_id": "<19589228.1075840785920.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "tmarnol@lsu.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0445", "from": "Richard Shapiro", "to": [ "Steven Kean", "John Lavorato" ], "cc": [], "subject": "What's ahead for California", "date_iso": "2001-04-26T08:19:00", "date_raw": "Thu, 26 Apr 2001 08:19:00 -0700 (PDT)", "body": "FYI- Seabron, as most of you know, is a consultant for us... his thoughts on \nFERC price cap order.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/california/135.", "message_id": "<31977104.1075848029934.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "james.steffes@enron.com", "steven.kean@enron.com", "jeff.dasovich@enron.com", "john.lavorato@enron.com", "tim.belden@enron.com", "alan.comnes@enron.com" ] } }, { "id": "en-0446", "from": "Stanley Horton", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: Some Background on California Gas Price Spikes--The Other Side\n of the Story", "date_iso": "2001-04-26T09:53:00", "date_raw": "Thu, 26 Apr 2001 09:53:00 -0700 (PDT)", "body": "I agree. I suggest the following. Joe, we need you to go give a pitch to \nMassey's assistats about what is going on. Next Jerry Halvorsen has \nscheduled a lunch with Massey in two weeks. He has invited me to attend. \nWhat do you think?\n\nSteven J Kean\n04/26/2001 03:09 PM\nTo: Joe Hartsoe/Corp/Enron@ENRON, Shelley Corman/Enron@EnronXGate\ncc: Stanley Horton/Corp/Enron@Enron, Linda Robertson/NA/Enron@ENRON, Ray \nAlvarez/NA/Enron@ENRON, Tom Briggs/NA/Enron@Enron \n\nSubject: Some Background on California Gas Price Spikes--The Other Side of \nthe Story\n\nWe need to communicate with Massey before he gets completely carried away \nblaming the interstate pipeline business for gas price spikes. We need to \nget him the information regarding Cal LDCs failure to fill storage and their \nopposition to additional pipeline construction in the state. Shelley -- \ncould you forward copies of the LDC filings to the group. Should Joe or I \n(or both) try to see massey when I am in town next week?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1131.", "message_id": "<14057098.1075851028753.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "steven.kean@enron.com" ], "cc_emails": [ "joe.hartsoe@enron.com", "shelley.corman@enron.com", "linda.robertson@enron.com", "ray.alvarez@enron.com", "tom.briggs@enron.com" ] } }, { "id": "en-0447", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Opinion Elite Survey", "date_iso": "2001-04-26T13:30:00", "date_raw": "Thu, 26 Apr 2001 13:30:00 -0700 (PDT)", "body": "Have we made this available to the Cheney team?\n\nFrom: Mark Palmer on 04/25/2001 04:02 PM\nTo: Richard Shapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Linda \nRobertson/NA/Enron@ENRON, Karen Denne/Corp/Enron@ENRON, Joe \nHartsoe/Corp/Enron@ENRON\ncc: \n\nSubject: Opinion Elite Survey\n\nHere's the Opinion Elite file. It looks very strong for our open access \nargument.\n\nSuggest we update the WH. Any other uses? I have the verbatims and cross \ntabs. We'll send a sanitized version (although there's not much I wouldn't \nwant everybody to see) to some of the interviewees who requested it.\n\nMark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1284.", "message_id": "<16428747.1075851032809.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "mark.palmer@enron.com" ], "cc_emails": [ "richard.shapiro@enron.com", "linda.robertson@enron.com", "karen.denne@enron.com", "joe.hartsoe@enron.com" ] } }, { "id": "en-0448", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "", "date_iso": "2001-04-27T13:52:00", "date_raw": "Fri, 27 Apr 2001 13:52:00 -0700 (PDT)", "body": "FEATURES: INFORMATION SERVICES \nPhysical benchmarksin an on-line world Startup on-line commodity exchanges seem not to realize that there are several good reasons why benchmarks derived from volumetric indices may not work--and may not be useful--for physical products, such as oil and petrochemicals. But there are other routes to price discovery \nBy Neil Fleming \n\nApr. 1, 2001 \nGlobal Energy Business \nPage 37 \nCopyright 2001 McGraw-Hill, Inc. \n\nSomewhere near 500 Internet-based exchanges for energy, oil, petrochemicals, and hydrocarbon shipping have been launched worldwide over the past two years. But most have since folded or been acquired. It's interesting to note that virtually all of those exchanges--both the survivors and the deceased--have two things in common. -- They were created from scratch by entrepreneurs from the technology world, or from the industries their exchanges are (or were) intended to serve. -- The businessmen and women behind them have followed the same train of thought in concluding that on-line trading was a business they could succeed at. \n\nThis train of thought can be broken down into four parts.\n\nPremise 1: On-line trading is ``more efficient'' and will save its participants money.\n\nPremise 2: I can capture some of those savings as site revenue.\n\nPremise 3: My site will be the best site out there, so everyone will use it.\n\nPremise 4: With all this liquidity, I can construct benchmarks. My benchmarks will be unimpeachably scientific and replace the existing, unscientific benchmarks currently used by the industry. As a result, I will make even more money, because I will become an information provider.\n\nThis article will examine those premises and the limits of their inherent logic, with a view to showing why very few--if any--of the 500 launched exchanges will survive. In particular, it will show why the logic of Premise 4 is not valid for markets in physical commodities, such as oil and petrochemicals.\n\nPremise 1: On-line trading is more efficient\n\nFew would question that, in theory, electronic trading has the potential to make liquid markets much more efficient. The history of EnronOnline, probably the most successful electronic energy trading system in the world today, supports that view. According to Enron, EnronOnline has succeeded in raising the number of transactions completed by each of its market makers from an average 672 in 1999 to 3,084 last year, while lowering the marginal cost per transaction by 75% over the two-year period.\n\nHowever, the markets that EnronOnline predominantly serves are two of the most liquid and homogeneous in the energy business: natural gas and electricity. Moreover, the exchange has achieved its efficiency gains using a model very different from any deployed by--or available to--most on-line exchanges. Essentially, Enron has used on-line trading to extend and complement its existing, off-line trading business. Enron's focus remains the transaction, rather than the transaction system.\n\nBy contrast, the majority of transaction platforms for physical commodities are interlopers. Their operators assume that commodities traders are willing to depersonalize their business by having their complex transactions executed not by humans, but by an electronic system that can do deals faster and more anonymously, and--at least in theory--with more players.\n\nThis assumption is a risky one, largely because it is based on a buyer's perception of how marketplaces should operate. It fails to take into account the concerns of physical commodity sellers and--more importantly--producers. Typically, producers wish to ensure that the uptake of their commodity is continuous, because that minimizes the volatility of the commodity's price. Relationships become all-important under such conditions--but relationships are hardly enhanced by electronic dealing. To quote the November/December 2000 issue of the Harvard Business Review, ``Few suppliers want to be anonymous contestants in ruthless bidding wars.''\n\nPremise 2: I can make money selling gains in efficiency\n\nThe logic underlying Premise 2 is potentially seriously flawed. For while there is no doubt that market participants are prepared to pay for more efficient services, such as electronic trading, the nature of the forces driving physical energy commodity markets casts doubt on whether a trading system can, in the long term, make a profit by charging per-transaction fees.\n\nHere's why: Although the era of competition is just beginning, it's clear that pressure on transaction fees is already downward, and will remain in that direction even if the number of participants in an exchange shrinks to a handful. In the energy business, the potential for efficiency gains--as a percentage of total industry cost--simply is not that great. For example, research done for Platts, a division of The McGraw-Hill Companies, New York, indicates that the total potential efficiency ``pool'' in the oil industry is only $150 million/year. Even if only 10 businesses were to try to carve a profitable enterprise out of such a pool, each would be hard-pressed to do so.\n\nWhat's more, such businesses would have an even harder time turning a profit because some of their competitors wouldn't be using a per-trade revenue model. In particular, sites operated by market participants, such as EnronOnline, will tend to charge nothing per trade, because their business models seek to profit not from commissions on transactions, but rather from the transactions themselves. By implication, it seems likely that an exchange will be able to make money only if its owners sell something else: clearing facilities, back-office integration, or information to decision-makers.\n\nPremise 3: My site will be the best, so it will capture all the market liquidity available\n\nThis statement--which essentially says that given enough marketing support, a site can change the trading patterns of an industry to capture all of its liquidity--is a fallacy.\n\nThe …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/mrha/ooc/245.", "message_id": "<23553538.1075840875879.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0449", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: call to Sen Kinder", "date_iso": "2001-04-30T00:28:00", "date_raw": "Mon, 30 Apr 2001 00:28:00 -0700 (PDT)", "body": "Nice work Kerry and Barb. I think we should do the follow up work on setting \na follow up meeting with the Senator. Ken left it open whether he would be \navailable when the Sen is in Houston, so we have made no commitment in that \nregard.\n\nJanine Migden\n\n04/27/2001 08:32 AM\n\nTo: Steven J Kean/NA/Enron@Enron\ncc: James D Steffes/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron, Susan M \nLandwehr/NA/Enron@Enron, Kerry Stroup/NA/Enron@Enron, Barbara A \nHueter/NA/Enron@Enron \n\nSubject: Re: call to Sen Kinder \n\nThanks Steve. \nThat's great news. Just as an FYI, the memo that Ken worked from was \nprepared by Kerry Stroup and Barbara Hueter who are the leads on Missouri. \nAs a follow-up, will Sen. Kinder be contacting Ken Lay directly or should \nKerry and Barbara contact Sen. Kinder's office as the date gets closer to \nmake arrangements? \nPlease advise.\nThanks,\nJanine\n\n\tSteven J Kean\n\t04/26/2001 08:07 PM\n\t\t \n\t\t To: Susan M Landwehr/NA/Enron@Enron, Janine Migden/NA/Enron@Enron\n\t\t cc: Richard Shapiro/NA/Enron@Enron, James D Steffes/NA/Enron@Enron\n\t\t Subject: call to Sen Kinder\n\nKen talked to Sen Kinder. He made the points you had prepared. Kinder \nagreed to shelve the legislation for this session. He said he had been \nhearing from several others, including Proctor and Gamble (which has a big \nfacility in his district) that the legislation was not going to help \ncompetition develop in the state. He expressed willingness to work with us \non a better package and also expressed interest in coming to Enron's \noffices. He is going to be in San Antonio in August and would like to come \nto Houston around that time.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1378.", "message_id": "<4837639.1075848249349.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "janine.migden@enron.com" ], "cc_emails": [ "james.steffes@enron.com", "richard.shapiro@enron.com", "susan.landwehr@enron.com", "kerry.stroup@enron.com", "barbara.hueter@enron.com" ] } }, { "id": "en-0450", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "NYTimes.com Article: The Real Wolf", "date_iso": "2001-04-30T01:32:00", "date_raw": "Mon, 30 Apr 2001 01:32:00 -0700 (PDT)", "body": "Please respond to vkaminskiThis article from NYTimes.com\nhas been sent to you by vkaminski@aol.com.\n\n/-------------------- advertisement -----------------------\\\n\nLooking for better IT solutions?\n\nToshiba is uniting digital, mobile and network innovations\nin a bold new vision of Information Technology for today\nand tomorrow. Take a closer look at life in the new Digital Age.\nAnd imagine how good IT can be. Visit Toshiba.com for more details.\n\nhttp://www.nytimes.com/ads/toshiba/index.html\n\n\\----------------------------------------------------------/\n\nThe Real Wolf\n\nRECKONINGS\nBy PAUL KRUGMAN\n\necently I received a letter from an economist I respect, chiding me\nfor my \"Naderite\" columns on the California energy crisis. He just\ndidn't believe that market manipulation by power companies could\npossibly be an important issue; it sounded too much to him like the\nsort of thing one hears from knee-jerk leftists, who blame greedy\ncapitalists for every problem, be it third-world poverty or high\napartment rents. The left has cried \"Wolf!\" so many times that\nsensible people have learned to discount such claims.\n\n But now a bona fide wolf has arrived, whose predatory behavior is\ndoing terrible damage to our most populous state - and nobody will\nbelieve it.\n\n True, California would be heading for a summer of power shortages\neven if it had never deregulated. And even if there was workable\ncompetition in the wholesale electricity market, prices in that\nmarket would spike during periods of peak demand, transferring\nbillions of dollars from either taxpayers or consumers to the\ngenerators.\n\n But the evidence is now overwhelming that there isn't workable\ncompetition in California's power market, and that the actions of\ngenerators \"gaming the system\" have greatly magnified the crisis.\nThe key fact is that California has somehow remained in a state of\nmore or less continuous power shortage and very high wholesale\nprices regardless of the level of demand. A rash of outages has\nkept the electricity market conveniently - and very profitably -\nshort of supply even during periods of low demand, when there ought\nto be lots of excess capacity.\n\n As Frank Wolak, the Stanford economist who also advises the\nstate's power grid, has pointed out, an outage at a power plant is\na lot like an employee calling in sick. You can't tell directly\nwhether he is really sick or has chosen to take the day off for\nother reasons, but you can look for circumstantial evidence. And\nsuch evidence has convinced Mr. Wolak that \"generators use forced\noutages strategically to withhold capacity from the market\" - a\nview shared by a growing number of other researchers.\n\n Which brings us to the latest move by the Federal Energy\nRegulatory Commission. On Wednesday, the commission apparently\ndecided to offer California some relief, and put new price caps in\nplace on the California electricity market. I say \"apparently\"\nbecause the more you look at the plan the less likely it seems to\nbe any help at all. Indeed, the measure was passed on a 2-to-1\nvote, with William Massey - the one commissioner who has been\nsympathetic to calls for price controls - voting against it on the\ngrounds that it would be ineffectual.\n\n What's wrong with FERC's plan? First, it caps prices only in\nemergency conditions - ignoring the fact that electricity prices\nhave stayed at hard- to-explain levels even when there is no\nemergency. In effect, the plan is laid out as if the electricity\nmarket were really competitive, in spite of all the evidence that\nit is not.\n\n Second, even those emergency price caps are full of loopholes,\noffering extensive opportunities for what Mr. Wolak calls \"megawatt\nlaundering\" - selling power to affiliated companies that for one\nreason or another are exempted from the price controls (for\nexample, the controls do not apply to \"imports\" from neighboring\nstates), then selling it back into the California market. Severin\nBorenstein of the University of California Energy Institute adds\nthat because the allowed price depends on the cost of generation at\nthe least efficient plant, generators will have a clear incentive\nto produce inefficiently: \"I predict we will find some plants we\nnever heard of before that are suddenly operating again, and they\nwill be pretty inefficient.\"\n\n The general verdict seems to be that this is not a serious plan.\nThere are serious proposals to mitigate the crisis out there -\nindeed, last fall Mr. Wolak submitted a proposal that was well\nreceived by other experts - but FERC has ignored all of them.\n\n The charitable interpretation is that FERC still doesn't get it,\nthat it just can't bring itself to believe that this time the wolf\nis real. The uncharitable interpretation is that last week's action\nwas meant to fail. The Medley Report, an online newsletter, calls\nthe FERC plan \"a grand exercise in posturing without substance . .\n. a very clever temporary move by the Bush administration to\ndeflect any political fallout\" from the looming disaster.\n\n Whatever the explanation, the plain fact is that FERC and the\nadministration have yet to offer California any significant\nrelief.\n\nhttp://www.nytimes.com/2001/04/29/opinion/29KRUG.html?ex=989601563&ei=1&en=6a900f004b3b1abf\n\n/-----------------------------------------------------------------\\\n\nVisit NYTimes.com for complete access to the\nmost authoritative news coverage on the Web,\nupdated throughout the day.\n\nBecome a member today! It's free!\n\nhttp://www.nytimes.com?eta\n\n\\-----------------------------------------------------------------/\n\nHOW TO ADVERTISE\n---------------------------------\nFor information on advertising in e-mail newsletters\nor other creative advertising opportunities with The\nNew York Times on the Web, please contact Alyson\nRacer at alyson@nytimes.com or visit our online media\nkit at http://www.nytimes.com/adinfo\n\nFor general information about NYTimes.com, write to\nhelp@nytimes.com.\n\nCopyright 2001 The New York Times Company", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/c/technote/mail/techmemos/5.", "message_id": "<31262300.1075840778267.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0451", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: VP Candidate Greg Shea", "date_iso": "2001-04-30T05:22:00", "date_raw": "Mon, 30 Apr 2001 05:22:00 -0700 (PDT)", "body": "From: John J Lavorato/ENRON@enronXgate@enronXgate on 04/30/2001 11:30 AM\nSent by: Kimberly Hillis/ENRON@enronXgate\nTo: Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joannie \nWilliamson/Corp/Enron@ENRON, Cliff Baxter/ENRON@enronXgate, James A \nHughes/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron, Mike \nMcConnell/HOU/ECT@ECT, Rebecca McDonald/ENRON@enronXgate, Mark \nMetts/Enron@EnronXGate, Stephanie Harris/ENRON@enronXgate, Maureen \nMcVicker/NA/Enron@Enron, Loretta Brelsford/ENRON@enronXgate, Dolores \nFisher/Enron@EnronXGate, Sherri Sera/Corp/Enron@ENRON, Jana L \nPaxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie \nBlackwood/ENRON@enronXgate, Mrudula \nGadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff Baxter/ENRON@enronXgate, \nMark Frevert/ENRON@enronXgate, Nicki Daw/ENRON@enronXgate, Lucy \nMarshall/Enron Communications@Enron Communications, Kathy \nMcMahon/NA/Enron@Enron, Jeremy Blachman/HOU/EES@EES, Philippe A \nBibi/ENRON@enronXgate, Raymond Bowen/ENRON@enronXgate, Michael R \nBrown/LON/ECT@ECT, Harold G Buchanan/HOU/EES@EES, Rick Buy/ENRON@enronXgate, \nRichard Causey/Corp/Enron@ENRON, David Cox/Enron Communications@Enron \nCommunications, David W Delainey/HOU/EES@EES, James Derrick/ENRON@enronXgate, \nSteve Elliott/Enron Communications@Enron Communications, Andrew S \nFastow/ENRON@enronXgate, Ben Glisan/HOU/ECT@ECT, Kevin Hannon/Enron \nCommunications@Enron Communications, Rod Hayslett/ENRON@enronXgate, Stanley \nHorton/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT, Mark \nKoenig/Corp/Enron@ENRON, Kenneth Lay/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, \nDanny McCarty/ET&S/Enron@Enron, Jeffrey McMahon/ENRON@enronXgate, Mark S \nMuller/HOU/EES@EES, Cindy Olson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken \nRice/Enron Communications@Enron Communications, Matthew \nScrimshaw/LON/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Jeffrey \nSherrick/ENRON@enronXgate, John Sherriff/LON/ECT@ECT, Jeff \nSkilling/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, \nThomas E White/HOU/EES@EES, G G Garcia/ENRON@enronXgate, Susan \nSkarness/ENRON@enronXgate, Karen K Heathman/ENRON@enronXgate, Sharron \nWestbrook/Corp/Enron@ENRON, Kay Chapman/HOU/EES@EES, Bridget \nMaronge/ENRON@enronXgate, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron \nCommunications@Enron Communications, Cindy Stark/Corp/Enron@ENRON, Rosalee \nFleming/Corp/Enron@ENRON, Tori L Wells/HOU/ECT@ECT, Cathy \nPhillips/HOU/ECT@ECT, Sue Ford/ENRON@enronXgate, Karen Owens/HOU/EES@EES, \nDorothy Dalton/Enron Communications@Enron Communications, Mercedes \nEstrada/Enron Communications@Enron Communications, Christina \nGrow/ENRON@enronXgate, Lauren Urquhart/LON/ECT@ECT, Laura \nTaylor/ENRON@enronxgate, Judy G Smith/HOU/EES@EES, Suzanne \nDanz/Corp/Enron@ENRON, Peggy McCurley/ENRON@enronXgate, Marsha \nSchiller/ENRON@enronXgate, Tammie Schoppe/HOU/ECT@ECT, Kimberly \nHillis/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, Sharon \nDick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Leah \nRijo/Enron Communications@Enron Communications, Kathy \nCampos/ENRON@enronXgate, Julie Armstrong/Corp/Enron@ENRON, Kelly \nJohnson/Corp/Enron@ENRON, Rebecca Carter/Corp/Enron@ENRON\ncc: \n\nSubject: VP Candidate Greg Shea\n\nI would like to pursue an offer to Mr. Shea prior to the next Executive \nCommittee meeting on May 7, 2001. Please forward your comments or questions \nby Tuesday, May 1, 2001 so that I can extend the offer by Wednesday, May 2, \n2001.\n\nYou will find attached the recommendation letter and his resume.\n\nRegards,\n\nJohn Lavorato\n\n \n\nTammie Schoppe on behalf of John Lavorato.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/208.", "message_id": "<7829442.1075844969996.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0452", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: VP Candidate Greg Shea", "date_iso": "2001-04-30T05:28:00", "date_raw": "Mon, 30 Apr 2001 05:28:00 -0700 (PDT)", "body": "The normal process is to have him interviewed by three members of the \nExecutive Committee who then confirm that he meets our requirements for being \nan Enron VP. I assume you are asking us to agree to deviate from this \nprocess. I am uncomfortable with that due to the fact that if the process is \nnot going to be adhered to anyone can nominate a person for VP based on the \nstrength of an individuals resume. If everyone else agrees to the exception \nI won't be the one to hold this up but I don't necessarily agree with the \nexception being granted.\n\nFrom: John J Lavorato/ENRON@enronXgate@enronXgate on 04/30/2001 11:30 AM\nSent by: Kimberly Hillis/ENRON@enronXgate\nTo: Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joannie \nWilliamson/Corp/Enron@ENRON, Cliff Baxter/ENRON@enronXgate, James A \nHughes/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron, Mike \nMcConnell/HOU/ECT@ECT, Rebecca McDonald/ENRON@enronXgate, Mark \nMetts/Enron@EnronXGate, Stephanie Harris/ENRON@enronXgate, Maureen \nMcVicker/NA/Enron@Enron, Loretta Brelsford/ENRON@enronXgate, Dolores \nFisher/Enron@EnronXGate, Sherri Sera/Corp/Enron@ENRON, Jana L \nPaxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie \nBlackwood/ENRON@enronXgate, Mrudula \nGadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff Baxter/ENRON@enronXgate, \nMark Frevert/ENRON@enronXgate, Nicki Daw/ENRON@enronXgate, Lucy \nMarshall/Enron Communications@Enron Communications, Kathy \nMcMahon/NA/Enron@Enron, Jeremy Blachman/HOU/EES@EES, Philippe A \nBibi/ENRON@enronXgate, Raymond Bowen/ENRON@enronXgate, Michael R \nBrown/LON/ECT@ECT, Harold G Buchanan/HOU/EES@EES, Rick Buy/ENRON@enronXgate, \nRichard Causey/Corp/Enron@ENRON, David Cox/Enron Communications@Enron \nCommunications, David W Delainey/HOU/EES@EES, James Derrick/ENRON@enronXgate, \nSteve Elliott/Enron Communications@Enron Communications, Andrew S \nFastow/ENRON@enronXgate, Ben Glisan/HOU/ECT@ECT, Kevin Hannon/Enron \nCommunications@Enron Communications, Rod Hayslett/ENRON@enronXgate, Stanley \nHorton/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT, Mark \nKoenig/Corp/Enron@ENRON, Kenneth Lay/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, \nDanny McCarty/ET&S/Enron@Enron, Jeffrey McMahon/ENRON@enronXgate, Mark S \nMuller/HOU/EES@EES, Cindy Olson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken \nRice/Enron Communications@Enron Communications, Matthew \nScrimshaw/LON/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Jeffrey \nSherrick/ENRON@enronXgate, John Sherriff/LON/ECT@ECT, Jeff \nSkilling/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, \nThomas E White/HOU/EES@EES, G G Garcia/ENRON@enronXgate, Susan \nSkarness/ENRON@enronXgate, Karen K Heathman/ENRON@enronXgate, Sharron \nWestbrook/Corp/Enron@ENRON, Kay Chapman/HOU/EES@EES, Bridget \nMaronge/ENRON@enronXgate, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron \nCommunications@Enron Communications, Cindy Stark/Corp/Enron@ENRON, Rosalee \nFleming/Corp/Enron@ENRON, Tori L Wells/HOU/ECT@ECT, Cathy \nPhillips/HOU/ECT@ECT, Sue Ford/ENRON@enronXgate, Karen Owens/HOU/EES@EES, \nDorothy Dalton/Enron Communications@Enron Communications, Mercedes \nEstrada/Enron Communications@Enron Communications, Christina \nGrow/ENRON@enronXgate, Lauren Urquhart/LON/ECT@ECT, Laura \nTaylor/ENRON@enronxgate, Judy G Smith/HOU/EES@EES, Suzanne \nDanz/Corp/Enron@ENRON, Peggy McCurley/ENRON@enronXgate, Marsha \nSchiller/ENRON@enronXgate, Tammie Schoppe/HOU/ECT@ECT, Kimberly \nHillis/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, Sharon \nDick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Leah \nRijo/Enron Communications@Enron Communications, Kathy \nCampos/ENRON@enronXgate, Julie Armstrong/Corp/Enron@ENRON, Kelly \nJohnson/Corp/Enron@ENRON, Rebecca Carter/Corp/Enron@ENRON\ncc: \n\nSubject: VP Candidate Greg Shea\n\nI would like to pursue an offer to Mr. Shea prior to the next Executive \nCommittee meeting on May 7, 2001. Please forward your comments or questions \nby Tuesday, May 1, 2001 so that I can extend the offer by Wednesday, May 2, \n2001.\n\nYou will find attached the recommendation letter and his resume.\n\nRegards,\n\nJohn Lavorato\n\n \n\nTammie Schoppe on behalf of John Lavorato.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/209.", "message_id": "<22511761.1075844970020.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0453", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: VP Candidate Greg Shea", "date_iso": "2001-04-30T15:22:00", "date_raw": "Mon, 30 Apr 2001 15:22:00 -0700 (PDT)", "body": "From:\tJohn J Lavorato/ENRON@enronXgate@enronXgate on 04/30/2001 11:30 AM\nSent by:\tKimberly Hillis/ENRON@enronXgate\nTo:\tWade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joannie Williamson/Corp/Enron@ENRON, Cliff Baxter/ENRON@enronXgate, James A Hughes/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron, Mike McConnell/HOU/ECT@ECT, Rebecca McDonald/ENRON@enronXgate, Mark Metts/Enron@EnronXGate, Stephanie Harris/ENRON@enronXgate, Maureen McVicker/NA/Enron@Enron, Loretta Brelsford/ENRON@enronXgate, Dolores Fisher/Enron@EnronXGate, Sherri Sera/Corp/Enron@ENRON, Jana L Paxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie Blackwood/ENRON@enronXgate, Mrudula Gadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff Baxter/ENRON@enronXgate, Mark Frevert/ENRON@enronXgate, Nicki Daw/ENRON@enronXgate, Lucy Marshall/Enron Communications@Enron Communications, Kathy McMahon/NA/Enron@Enron, Jeremy Blachman/HOU/EES@EES, Philippe A Bibi/ENRON@enronXgate, Raymond Bowen/ENRON@enronXgate, Michael R Brown/LON/ECT@ECT, Harold G Buchanan/HOU/EES@EES, Rick Buy/ENRON@enronXgate, Richard Causey/Corp/Enron@ENRON, David Cox/Enron Communications@Enron Communications, David W Delainey/HOU/EES@EES, James Derrick/ENRON@enronXgate, Steve Elliott/Enron Communications@Enron Communications, Andrew S Fastow/ENRON@enronXgate, Ben Glisan/HOU/ECT@ECT, Kevin Hannon/Enron Communications@Enron Communications, Rod Hayslett/ENRON@enronXgate, Stanley Horton/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT, Mark Koenig/Corp/Enron@ENRON, Kenneth Lay/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, Danny McCarty/ET&S/Enron@Enron, Jeffrey McMahon/ENRON@enronXgate, Mark S Muller/HOU/EES@EES, Cindy Olson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken Rice/Enron Communications@Enron Communications, Matthew Scrimshaw/LON/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Jeffrey Sherrick/ENRON@enronXgate, John Sherriff/LON/ECT@ECT, Jeff Skilling/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, Thomas E White/HOU/EES@EES, G G Garcia/ENRON@enronXgate, Susan Skarness/ENRON@enronXgate, Karen K Heathman/ENRON@enronXgate, Sharron Westbrook/Corp/Enron@ENRON, Kay Chapman/HOU/EES@EES, Bridget Maronge/ENRON@enronXgate, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron Communications@Enron Communications, Cindy Stark/Corp/Enron@ENRON, Rosalee Fleming/Corp/Enron@ENRON, Tori L Wells/HOU/ECT@ECT, Cathy Phillips/HOU/ECT@ECT, Sue Ford/ENRON@enronXgate, Karen Owens/HOU/EES@EES, Dorothy Dalton/Enron Communications@Enron Communications, Mercedes Estrada/Enron Communications@Enron Communications, Christina Grow/ENRON@enronXgate, Lauren Urquhart/LON/ECT@ECT, Laura Taylor/ENRON@enronxgate, Judy G Smith/HOU/EES@EES, Suzanne Danz/Corp/Enron@ENRON, Peggy McCurley/ENRON@enronXgate, Marsha Schiller/ENRON@enronXgate, Tammie Schoppe/HOU/ECT@ECT, Kimberly Hillis/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, Sharon Dick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Leah Rijo/Enron Communications@Enron Communications, Kathy Campos/ENRON@enronXgate, Julie Armstrong/Corp/Enron@ENRON, Kelly Johnson/Corp/Enron@ENRON, Rebecca Carter/Corp/Enron@ENRON\ncc:\t \n\nSubject:\tVP Candidate Greg Shea\n\nI would like to pursue an offer to Mr. Shea prior to the next Executive Committee meeting on May 7, 2001. Please forward your comments or questions by Tuesday, May 1, 2001 so that I can extend the offer by Wednesday, May 2, 2001.\n\nYou will find attached the recommendation letter and his resume.\n\nRegards,\n\nJohn Lavorato\n\n \t \n\nTammie Schoppe on behalf of John Lavorato.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent_items/9.", "message_id": "<11183483.1075844987507.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0454", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: VP Candidate Greg Shea", "date_iso": "2001-04-30T15:28:00", "date_raw": "Mon, 30 Apr 2001 15:28:00 -0700 (PDT)", "body": "The normal process is to have him interviewed by three members of the Executive Committee who then confirm that he meets our requirements for being an Enron VP. I assume you are asking us to agree to deviate from this process. I am uncomfortable with that due to the fact that if the process is not going to be adhered to anyone can nominate a person for VP based on the strength of an individuals resume. If everyone else agrees to the exception I won't be the one to hold this up but I don't necessarily agree with the exception being granted.\n\nFrom:\tJohn J Lavorato/ENRON@enronXgate@enronXgate on 04/30/2001 11:30 AM\nSent by:\tKimberly Hillis/ENRON@enronXgate\nTo:\tWade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joannie Williamson/Corp/Enron@ENRON, Cliff Baxter/ENRON@enronXgate, James A Hughes/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron, Mike McConnell/HOU/ECT@ECT, Rebecca McDonald/ENRON@enronXgate, Mark Metts/Enron@EnronXGate, Stephanie Harris/ENRON@enronXgate, Maureen McVicker/NA/Enron@Enron, Loretta Brelsford/ENRON@enronXgate, Dolores Fisher/Enron@EnronXGate, Sherri Sera/Corp/Enron@ENRON, Jana L Paxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie Blackwood/ENRON@enronXgate, Mrudula Gadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff Baxter/ENRON@enronXgate, Mark Frevert/ENRON@enronXgate, Nicki Daw/ENRON@enronXgate, Lucy Marshall/Enron Communications@Enron Communications, Kathy McMahon/NA/Enron@Enron, Jeremy Blachman/HOU/EES@EES, Philippe A Bibi/ENRON@enronXgate, Raymond Bowen/ENRON@enronXgate, Michael R Brown/LON/ECT@ECT, Harold G Buchanan/HOU/EES@EES, Rick Buy/ENRON@enronXgate, Richard Causey/Corp/Enron@ENRON, David Cox/Enron Communications@Enron Communications, David W Delainey/HOU/EES@EES, James Derrick/ENRON@enronXgate, Steve Elliott/Enron Communications@Enron Communications, Andrew S Fastow/ENRON@enronXgate, Ben Glisan/HOU/ECT@ECT, Kevin Hannon/Enron Communications@Enron Communications, Rod Hayslett/ENRON@enronXgate, Stanley Horton/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT, Mark Koenig/Corp/Enron@ENRON, Kenneth Lay/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, Danny McCarty/ET&S/Enron@Enron, Jeffrey McMahon/ENRON@enronXgate, Mark S Muller/HOU/EES@EES, Cindy Olson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken Rice/Enron Communications@Enron Communications, Matthew Scrimshaw/LON/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Jeffrey Sherrick/ENRON@enronXgate, John Sherriff/LON/ECT@ECT, Jeff Skilling/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, Thomas E White/HOU/EES@EES, G G Garcia/ENRON@enronXgate, Susan Skarness/ENRON@enronXgate, Karen K Heathman/ENRON@enronXgate, Sharron Westbrook/Corp/Enron@ENRON, Kay Chapman/HOU/EES@EES, Bridget Maronge/ENRON@enronXgate, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron Communications@Enron Communications, Cindy Stark/Corp/Enron@ENRON, Rosalee Fleming/Corp/Enron@ENRON, Tori L Wells/HOU/ECT@ECT, Cathy Phillips/HOU/ECT@ECT, Sue Ford/ENRON@enronXgate, Karen Owens/HOU/EES@EES, Dorothy Dalton/Enron Communications@Enron Communications, Mercedes Estrada/Enron Communications@Enron Communications, Christina Grow/ENRON@enronXgate, Lauren Urquhart/LON/ECT@ECT, Laura Taylor/ENRON@enronxgate, Judy G Smith/HOU/EES@EES, Suzanne Danz/Corp/Enron@ENRON, Peggy McCurley/ENRON@enronXgate, Marsha Schiller/ENRON@enronXgate, Tammie Schoppe/HOU/ECT@ECT, Kimberly Hillis/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, Sharon Dick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Leah Rijo/Enron Communications@Enron Communications, Kathy Campos/ENRON@enronXgate, Julie Armstrong/Corp/Enron@ENRON, Kelly Johnson/Corp/Enron@ENRON, Rebecca Carter/Corp/Enron@ENRON\ncc:\t \n\nSubject:\tVP Candidate Greg Shea\n\nI would like to pursue an offer to Mr. Shea prior to the next Executive Committee meeting on May 7, 2001. Please forward your comments or questions by Tuesday, May 1, 2001 so that I can extend the offer by Wednesday, May 2, 2001.\n\nYou will find attached the recommendation letter and his resume.\n\nRegards,\n\nJohn Lavorato\n\n \t \n\nTammie Schoppe on behalf of John Lavorato.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent_items/8.", "message_id": "<31945954.1075844987435.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0455", "from": "Kenneth Lay", "to": [], "cc": [ "Jeffrey Skilling" ], "subject": "Re: Gerald Smith", "date_iso": "2001-04-30T16:59:00", "date_raw": "Mon, 30 Apr 2001 16:59:00 -0700 (PDT)", "body": "Ken said \"Tim - I hope this works out\".\n\nRosie\n\nFrom:\tTim DeSpain@ECT on 04/20/2001 02:49 PM\nTo:\tKenneth Lay/Corp/Enron@ENRON, Jeff Skilling/Corp/Enron@ENRON\ncc:\tAndrew S Fastow/Enron@EnronXGate \nSubject:\tGerald Smith\n\nOver the past few months, Enron Global Finance has been evaluating various opportunities where Enron and Smith Graham & Company may be able to work together. Unfortunately, the process was slowed when our primary contact at Smith Graham, Gabriel Hayes, left the firm earlier this year. We have since reestablished discussions and the Global Finance Group is preparing a proposal that a portion (about $30 million) of the Enron Cash Balance Plan portfolio be dedicated to an emerging managers portfolio. One-third of this money ($10 million) would be invested in bonds, which could be placed with Smith Graham, as the fixed-income manager . (Total Plan assets are about $235 million.)\n\nThe proposal will be submitted to the Plan Administrative Committee at its quarterly meeting on May 3rd. The proposal should be well received as the Committiee has previously requested that we optimize our existing allocation to minority money managers. Gerald Smith has been advised that Enron is looking at ways to allocate money to the firm, and that a decision should be reached sometime in May. We have not communicated the specific details of our intentions as of yet pending the outcome of the May 3rd meeting.\n\nI am available for further discussion at your convenience.\n\nRegards,\nTim DeSpain\n(x31770)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/127.", "message_id": "<374859.1075840153181.JavaMail.evans@thyme>", "from_email": "kenneth.lay@enron.com", "to_emails": [ "tim.despain@enron.com" ], "cc_emails": [ "jeff.skilling@enron.com", "andrew.fastow@enron.com" ] } }, { "id": "en-0456", "from": "David Delainey", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "", "date_iso": "2001-04-30T20:04:00", "date_raw": "Mon, 30 Apr 2001 20:04:00 -0700 (PDT)", "body": "Jeff, in response to your note from M. Shapiro:\n\ta) we are formulating a response to Chase on a possible fix to the contract plus who will be the senior sponsership in Enron (as per my bcc from this morning);\n\tand b) on his offer to help with Kimberly Clark - I would suggest that we meet with Kimberly first, as scheduled on June 1; if it makes sense to use Shapiro's board position to help sell a future deal, lets leverage that resource in the future.\n\t\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/134.", "message_id": "<22477088.1075840153569.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0457", "from": "David Delainey", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "Macerich Conferences", "date_iso": "2001-04-30T20:12:00", "date_raw": "Mon, 30 Apr 2001 20:12:00 -0700 (PDT)", "body": "Jeff, \n\nI will be heading out to Macerich's offices to meet Macerich's management team. At that meeting, we will be discussing the outsource and the future relationship between the companies. He would also like me to speak to his direct reports about change management and other cultural characteristics of Enron. However, he would really like you to provide a presentation on the same general topics to the Macerich Company Conference in June. He has heard you speak and believes your approach and perspective can benefit the conference.\n\nObviously, these guys are an important relationship and reference for our commercial and real estate business.\n\nLet me know your interest.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/135.", "message_id": "<16628775.1075840153594.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0458", "from": "Jeffrey Skilling", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Macerich Conferences", "date_iso": "2001-04-30T20:20:00", "date_raw": "Mon, 30 Apr 2001 20:20:00 -0700 (PDT)", "body": "Dave, do you have a date and location in June? The month is filling up quickly, but if they can be flexible, we can probably work it out if Jeff is interested. Please advise. Thanks, SRS\n\nDavid W Delainey@EES\n04/30/2001 05:12 PM\nTo:\tJeff Skilling/Corp/Enron@ENRON\ncc:\t \n\nSubject:\tMacerich Conferences\n\nJeff, \n\nI will be heading out to Macerich's offices to meet Macerich's management team. At that meeting, we will be discussing the outsource and the future relationship between the companies. He would also like me to speak to his direct reports about change management and other cultural characteristics of Enron. However, he would really like you to provide a presentation on the same general topics to the Macerich Company Conference in June. He has heard you speak and believes your approach and perspective can benefit the conference.\n\nObviously, these guys are an important relationship and reference for our commercial and real estate business.\n\nLet me know your interest.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/sent_items/33.", "message_id": "<22376268.1075840163824.JavaMail.evans@thyme>", "from_email": "jeff.skilling@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "joannie.williamson@enron.com" ] } }, { "id": "en-0459", "from": "Jeffrey Skilling", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Macerich Conferences", "date_iso": "2001-04-30T20:24:00", "date_raw": "Mon, 30 Apr 2001 20:24:00 -0700 (PDT)", "body": "Dave, please disregard my previous e-mail about the date and location in June, unless June 4-7 in Park City, UT, is not it. As Jeff has to be in Wyoming on the evening of the 7th, it is possible that he speak in Park City that morning and then go on to Wyoming for the dinner he's attending there. I'll be back in touch once Jeff has seen this e-mail and responded with his interest...SRS\n\nDavid W Delainey@EES\n04/30/2001 05:12 PM\nTo:\tJeff Skilling/Corp/Enron@ENRON\ncc:\t \n\nSubject:\tMacerich Conferences\n\nJeff, \n\nI will be heading out to Macerich's offices to meet Macerich's management team. At that meeting, we will be discussing the outsource and the future relationship between the companies. He would also like me to speak to his direct reports about change management and other cultural characteristics of Enron. However, he would really like you to provide a presentation on the same general topics to the Macerich Company Conference in June. He has heard you speak and believes your approach and perspective can benefit the conference.\n\nObviously, these guys are an important relationship and reference for our commercial and real estate business.\n\nLet me know your interest.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/sent_items/32.", "message_id": "<33467919.1075840163799.JavaMail.evans@thyme>", "from_email": "jeff.skilling@enron.com", "to_emails": [ "david.delainey@enron.com" ], "cc_emails": [ "joannie.williamson@enron.com" ] } }, { "id": "en-0460", "from": "Mike McConnell", "to": [ "Kenneth Lay" ], "cc": [], "subject": "EGM - all company meeting", "date_iso": "2001-04-30T23:27:00", "date_raw": "Mon, 30 Apr 2001 23:27:00 -0700 (PDT)", "body": "Ken,\n\nPer my voicemail, we are having an all employee meeting on next Monday at the \nHyatt Regency. The purpose of this meeting is to pull everyone together for \nan update on EGM and a brief presentation from all the business units within \nEGM. This includes about 1 hour of business and then drinks and food - we \nexpect about 500 people. \n\nWe have made a lot of progress on changing the nature and profitability of \nthese businesses and we want to make sure everyone sees just how far we have \ncome in a few months. \n\nI believe they will be motivated to see the growth and profitability. We had \na record Q1 with $100 million of gross margin. That was 50% of what they \nmade in all of 2000. Combined with the fact that in December of 2000 alone \nwe made $87 million in gross margin, I believe it will have a big impact.\n\nIf you could attend the meeting even for a few minutes it would go a long way \nin helping us drive our other point which is that the EGM businesses are now \ncore to Enron and has the attention of both you and Jeff.\n\nThanks for considering this and let me know if you need any other information \nor assistance.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/101.", "message_id": "<29206973.1075843958965.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0461", "from": "Mike McConnell", "to": [ "Kenneth Lay" ], "cc": [], "subject": "Re: EGM - all company meeting", "date_iso": "2001-05-01T00:38:00", "date_raw": "Tue, 1 May 2001 00:38:00 -0700 (PDT)", "body": "Sorry, 3pm- 5+pm.\nm\n\nKenneth Lay@ENRON on 05/01/2001 06:30:06 AM\nSent by: Rosalee Fleming@ENRON\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Re: EGM - all company meeting \n\nGood morning, Mike. What time is the meeting?\n\nRosie\n\nTo: Kenneth Lay/Corp/Enron@ENRON\ncc: \nSubject: EGM - all company meeting\n\nKen,\n\nPer my voicemail, we are having an all employee meeting on next Monday at the \nHyatt Regency. The purpose of this meeting is to pull everyone together for \nan update on EGM and a brief presentation from all the business units within \nEGM. This includes about 1 hour of business and then drinks and food - we \nexpect about 500 people. \n\nWe have made a lot of progress on changing the nature and profitability of \nthese businesses and we want to make sure everyone sees just how far we have \ncome in a few months. \n\nI believe they will be motivated to see the growth and profitability. We had \na record Q1 with $100 million of gross margin. That was 50% of what they \nmade in all of 2000. Combined with the fact that in December of 2000 alone \nwe made $87 million in gross margin, I believe it will have a big impact.\n\nIf you could attend the meeting even for a few minutes it would go a long way \nin helping us drive our other point which is that the EGM businesses are now \ncore to Enron and has the attention of both you and Jeff.\n\nThanks for considering this and let me know if you need any other information \nor assistance.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/99.", "message_id": "<29722823.1075843958921.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0462", "from": "Stanley Horton", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Follow-up on SIAM Workshop", "date_iso": "2001-05-01T00:45:00", "date_raw": "Tue, 1 May 2001 00:45:00 -0700 (PDT)", "body": "Thanks for forwarding Peter's resume. By copy of this memo I am forwarding \nPeter's resume to Danny McCarty and Phil Lowry. Danny and Phil: Please \nfollow-up with Vince if you have an interest in meeting with Peter. He seems \nto be a very qualified candidate.\n\nVince J Kaminski@ECT\n04/30/2001 02:28 PM\nTo: Stanley Horton/Corp/Enron@Enron, Danny McCarty/ET&S/Enron@Enron\ncc: Vince J Kaminski/HOU/ECT@ECT \n\nSubject: Follow-up on SIAM Workshop\n\nI am forwarding for your attention the resume of Peter Percell\nwho has an extensive experience in modeling physical flows \nof natural gas in pipeline systems. Peter is looking currently for a job.\n\nI met him last week at the meeting of the Science and Industry Advance with \nMathematics\nsociety at the University of Houston.\n\nThe application of recent developments in optimization theory\nand numerical methods can help Enron to improve further \nefficiency of our pipeline system and reduce the consumption of compressor \nfuel.\n\nPlease, let me know if you interested in introducing Peter to executives\nin your organization. I shall be glad to make arrangements for an interview.\n\nVince Kaminski", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/212.", "message_id": "<18638534.1075844970093.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "vince.kaminski@enron.com" ], "cc_emails": [ "danny.mccarty@enron.com" ] } }, { "id": "en-0463", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: VP Candidate Greg Shea", "date_iso": "2001-05-01T00:48:00", "date_raw": "Tue, 1 May 2001 00:48:00 -0700 (PDT)", "body": "Sorry I guess I didn't read it very well. It's ok with me.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/213.", "message_id": "<27226767.1075844970115.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0464", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Polciy paper draft", "date_iso": "2001-05-01T01:35:00", "date_raw": "Tue, 1 May 2001 01:35:00 -0700 (PDT)", "body": "When do we want to get together to call Seabron w/ feedback?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/309.", "message_id": "<30170056.1075851002451.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0465", "from": "Stanley Horton", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Re: Follow-up on SIAM Workshop", "date_iso": "2001-05-01T10:45:00", "date_raw": "Tue, 1 May 2001 10:45:00 -0700 (PDT)", "body": "Thanks for forwarding Peter's resume. By copy of this memo I am forwarding Peter's resume to Danny McCarty and Phil Lowry. Danny and Phil: Please follow-up with Vince if you have an interest in meeting with Peter. He seems to be a very qualified candidate.\n\nVince J Kaminski@ECT\n04/30/2001 02:28 PM\nTo:\tStanley Horton/Corp/Enron@Enron, Danny McCarty/ET&S/Enron@Enron\ncc:\tVince J Kaminski/HOU/ECT@ECT \n\nSubject:\tFollow-up on SIAM Workshop\n\nI am forwarding for your attention the resume of Peter Percell\nwho has an extensive experience in modeling physical flows \nof natural gas in pipeline systems. Peter is looking currently for a job.\n\nI met him last week at the meeting of the Science and Industry Advance with Mathematics\nsociety at the University of Houston.\n\nThe application of recent developments in optimization theory\nand numerical methods can help Enron to improve further \nefficiency of our pipeline system and reduce the consumption of compressor fuel.\n\nPlease, let me know if you interested in introducing Peter to executives\nin your organization. I shall be glad to make arrangements for an interview.\n\nVince Kaminski", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent_items/5.", "message_id": "<23668513.1075844987364.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "vince.kaminski@enron.com" ], "cc_emails": [ "danny.mccarty@enron.com" ] } }, { "id": "en-0466", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: VP Candidate Greg Shea", "date_iso": "2001-05-01T10:48:00", "date_raw": "Tue, 1 May 2001 10:48:00 -0700 (PDT)", "body": "Sorry I guess I didn't read it very well. It's ok with me.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent_items/4.", "message_id": "<28856183.1075844987339.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0467", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: El Paso", "date_iso": "2001-05-01T12:04:00", "date_raw": "Tue, 1 May 2001 12:04:00 -0700 (PDT)", "body": "I will be in San Antonio, but available by phone. Mark\n\n\tLouise Kitchen\n\t04/30/2001 08:49 AM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: W David Duran/HOU/ECT@ECT, Joseph Deffner/HOU/ECT\n\t\t Subject: El Paso\n\nBearing in mind,that its the Board meeting tomorrow, I would like to suggest \nwe look to making a decision on the declaratory judgement on Thursday as \nopposed to Wednesday as we will not be able to run far enough up the flagpole \nby Wednesday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/951.", "message_id": "<2235482.1075845064837.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0468", "from": "Jeffrey Skilling", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Macerich Conferences", "date_iso": "2001-05-01T19:35:00", "date_raw": "Tue, 1 May 2001 19:35:00 -0700 (PDT)", "body": "Jeff has agreed to participate.\n\nThanks,\nJoannie\n\nDavid W Delainey@EES\n04/30/2001 05:12 PM\nTo:\tJeff Skilling/Corp/Enron@ENRON\ncc:\t \n\nSubject:\tMacerich Conferences\n\nJeff, \n\nI will be heading out to Macerich's offices to meet Macerich's management team. At that meeting, we will be discussing the outsource and the future relationship between the companies. He would also like me to speak to his direct reports about change management and other cultural characteristics of Enron. However, he would really like you to provide a presentation on the same general topics to the Macerich Company Conference in June. He has heard you speak and believes your approach and perspective can benefit the conference.\n\nObviously, these guys are an important relationship and reference for our commercial and real estate business.\n\nLet me know your interest.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/sent_items/31.", "message_id": "<31725673.1075840163774.JavaMail.evans@thyme>", "from_email": "jeff.skilling@enron.com", "to_emails": [ "david.delainey@enron.com", "sherri.sera@enron.com" ] } }, { "id": "en-0469", "from": "Mark Haedicke", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Re: El Paso", "date_iso": "2001-05-01T22:04:00", "date_raw": "Tue, 1 May 2001 22:04:00 -0700 (PDT)", "body": "I will be in San Antonio, but available by phone. Mark\n\n\tLouise Kitchen 04/30/2001 08:49 AM \t To: Mark E Haedicke/HOU/ECT@ECT cc: W David Duran/HOU/ECT@ECT, Joseph Deffner/HOU/ECT Subject: El Paso\t\n\nBearing in mind,that its the Board meeting tomorrow, I would like to suggest we look to making a decision on the declaratory judgement on Thursday as opposed to Wednesday as we will not be able to run far enough up the flagpole by Wednesday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/legal/10.", "message_id": "<3362030.1075840863817.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0470", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: summer work..", "date_iso": "2001-05-02T01:33:00", "date_raw": "Wed, 2 May 2001 01:33:00 -0700 (PDT)", "body": "Jinbaek,\n\nThanks for your message.\n\nWe have a number of additional fascinating projects that you can work\non. As a matter of fact, it would be great to have you here earlier.\n\nVince\n\n\"Jinbaek Kim\" on 05/02/2001 05:18:32 AM\nTo: , \"Raghavan, Suresh\" \n, \"Mesquita, Ross\" \ncc: \nSubject: summer work..\n\nLong time no see,\nHow have you been...must be busy and living a challenging life?\nI have been pretty busy too,\nto finish a project and write a paper, these days.\n\nEverything looks going OK for my summer internship.\nI took necessary steps to work out of campus, and sent\nsigned contract to Molly a week ago..\n\nHere is what I am expecting to do in the summer.\nPlease let me know if you have any change in mind.\nActually, I wonder a little bit if DealBench changed its business model...\nand maybe you got priority in something different\nbecause it has been quite a while since we talked.\nI'd like to what's going on in DealBench team...\nRaghavan and Ross,\nif we talk over phone it will be great!\n\nDr. Kaminski,\nIf you think there is something else interesting to work with during the\nsummer,\nto both you and I, please let me know.\nMy interest is auction, market design, and simulation.\nI am taking a financial engineering class, (mostly on option pricing)\nand working on electricity generator valuation problem based on\nspark spread option.\n\nAll of you,\nLet's keep in touch until we meet in June!!\n\nBest Regards,\nJinbaek\n\nTentative Work Period: 6/4 - 8/4\n\n1. Tasks:\n1) Survey on Auctions: the State of Art\nSingle-item auction, Multi-Unit auction, Sequential auction,\nMulti-attribute auction, Combinatorial auction\n\n - Theoretical\n - Experimental\n - Algorithmical\n\n2) Deal Bench's Auction Model Analysis\n\n2. Deliverables:\n1) 3 Presentations:\n - 1st presentation: around 6/30: on different auction types and researches\n - 2nd presentation: around 7/15: the State of Art in auction studies\n - 3rd presentation: around 8/1: Deal bench's model analysis\n\n2) Report:\nSummary of auction study in laymen's term\nDeal bench's model analysis", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/121.", "message_id": "<9004930.1075856617462.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jinbaek@ieor.berkeley.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0471", "from": "John Arnold", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "", "date_iso": "2001-05-02T07:35:00", "date_raw": "Wed, 2 May 2001 07:35:00 -0700 (PDT)", "body": "Jeff:\nTo explain the P&L of -349,000 : \nWe executed the trade when you gave the order (the delta anyway), first thing \nin the morning. The market rallied 8 cents from the morning, with the back \nrallying about 2.5 cents. On 904 PV contracts, curve shift was -226,000. \nThe balance, $123,000, is almost exactly $.01 bid/mid, which I think is \npretty fair considering the tenor of the deal and that it included price and \nvol. Cal 3 straddles, for instance, are $1.39 / $1.45.\n\nLooking out for you bubbeh:\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/459.", "message_id": "<29625634.1075857633360.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0472", "from": "Vince Kaminski", "to": [], "cc": [ "Vince Kaminski" ], "subject": "Re: summer work..", "date_iso": "2001-05-02T11:33:00", "date_raw": "Wed, 2 May 2001 11:33:00 -0700 (PDT)", "body": "Jinbaek,\n\nThanks for your message.\n\nWe have a number of additional fascinating projects that you can work\non. As a matter of fact, it would be great to have you here earlier.\n\nVince\n\n\"Jinbaek Kim\" on 05/02/2001 05:18:32 AM\nTo:\t, \"Raghavan, Suresh\" , \"Mesquita, Ross\" \ncc:\t \nSubject:\tsummer work..\n\nLong time no see,\nHow have you been...must be busy and living a challenging life?\nI have been pretty busy too,\nto finish a project and write a paper, these days.\n\nEverything looks going OK for my summer internship.\nI took necessary steps to work out of campus, and sent\nsigned contract to Molly a week ago..\n\nHere is what I am expecting to do in the summer.\nPlease let me know if you have any change in mind.\nActually, I wonder a little bit if DealBench changed its business model...\nand maybe you got priority in something different\nbecause it has been quite a while since we talked.\nI'd like to what's going on in DealBench team...\nRaghavan and Ross,\nif we talk over phone it will be great!\n\nDr. Kaminski,\nIf you think there is something else interesting to work with during the\nsummer,\nto both you and I, please let me know.\nMy interest is auction, market design, and simulation.\nI am taking a financial engineering class, (mostly on option pricing)\nand working on electricity generator valuation problem based on\nspark spread option.\n\nAll of you,\nLet's keep in touch until we meet in June!!\n\nBest Regards,\nJinbaek\n\nTentative Work Period: 6/4 - 8/4\n\n1. Tasks:\n1) Survey on Auctions: the State of Art\nSingle-item auction, Multi-Unit auction, Sequential auction,\nMulti-attribute auction, Combinatorial auction\n\n\t- Theoretical\n\t- Experimental\n\t- Algorithmical\n\n2) Deal Bench's Auction Model Analysis\n\n2. Deliverables:\n1) 3 Presentations:\n\t- 1st presentation: around 6/30: on different auction types and researches\n\t- 2nd presentation: around 7/15: the State of Art in auction studies\n\t- 3rd presentation: around 8/1: Deal bench's model analysis\n\n2) Report:\nSummary of auction study in laymen's term\nDeal bench's model analysis", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/resumes/12.", "message_id": "<6862692.1075840785516.JavaMail.evans@thyme>", "from_email": "vince.kaminski@enron.com", "to_emails": [ "jinbaek@ieor.berkeley.edu" ], "cc_emails": [ "vince.kaminski@enron.com" ] } }, { "id": "en-0473", "from": "John Arnold", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "", "date_iso": "2001-05-02T17:35:00", "date_raw": "Wed, 2 May 2001 17:35:00 -0700 (PDT)", "body": "Jeff:\nTo explain the P&L of -349,000 : \nWe 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.\n\nLooking out for you bubbeh:\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/67.", "message_id": "<12618029.1075852711809.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0474", "from": "Steven Kean", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re: DRAFT - AA PRC MEMO", "date_iso": "2001-05-04T08:40:00", "date_raw": "Fri, 4 May 2001 08:40:00 -0700 (PDT)", "body": "Looks fine to me. I have not cross checked the lists, but I assume you have \nincluded everyone who was designated to serve on the PRCs per the original \nmemo (in addition to the new bus unit additions)\n\nBilly Lemmons\n04/30/2001 06:41 PM\nTo: Stanley_Horton@Enron.com@Eott, Steven J Kean/NA/Enron@Enron, John \nSherriff/LON/ECT@ECT\ncc: Ted C Bland/Enron@EnronXGate, Teresa Bosien/Enron@EnronXGate \n\nSubject: DRAFT - AA PRC MEMO\n\nAttached is a draft memo (including attachments) outlining the modifications \nwe discussed last week. We can communicate changes by email, or I'll be \nhappy to arrange a short conference call. If possible, I would like to \ndistribute this by Wednesday or Thursday of this week. After the four of us \nreach consensus, I suggest we preview Cindy (and maybe the HR heads) prior to \ndistributing. \n\nYou will note that based on conversations I had with Skilling last week \n(where he emphasized his desire that we have one program, rather than a \nfractured program by business unit), I have added a review of the business \nunit distributions to the final meeting where we discuss the top perfomers. \nI've also added Janet Dietrich (tent.) and another EES person (tbd) to the AA \nCommittee, since they have a large group of AAs and no representation on the \ncommittee. \n\nPlease let me know if you have any questions or comments, and thanks for your \nhelp. Ted and Terry did all the hard work.\n\nRegards,\nBilly\n\nClick Print Preview or print a hard copy - it's easier to read.\nWe do not have the Europe groups included. Should probably include, or note \nin the memo itself that info is forthcoming.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/454.", "message_id": "<33160634.1075851007759.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "billy.lemmons@enron.com" ], "cc_emails": [ "stanley_horton@enron.com", "john.sherriff@enron.com", "ted.bland@enron.com", "teresa.bosien@enron.com" ] } }, { "id": "en-0475", "from": "Steven Kean", "to": [ "Mike McConnell" ], "cc": [], "subject": "Re: JDF Gala", "date_iso": "2001-05-04T09:30:00", "date_raw": "Fri, 4 May 2001 09:30:00 -0700 (PDT)", "body": "Thanks for the invite (and the follow up voicemail). I'd love to see the \nGeneral (and you of course), but I'm going to have to pass. Thanks anyway.\n\nSent by: Cathy Phillips@ECT\nTo: Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: JDF Gala\n\nI would like to invite you and a guest to join me for the annual Juvenile \nDiabetes Foundation Gala to be held on May 12, 2001 at the Westin Galleria. \nThe guest speaker this year will be General Norman Schwarzkof.\n\nPlease contact Cathy Phillips (X-36898) and let her know if you are \ninterested in attending. Thank you.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1358.", "message_id": "<9381576.1075848248791.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0476", "from": "Steven Kean", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: VP Candidate Greg Shea", "date_iso": "2001-05-04T09:37:00", "date_raw": "Fri, 4 May 2001 09:37:00 -0700 (PDT)", "body": "OK by me.\n\nFrom: John J Lavorato/ENRON@enronXgate@enronXgate on 04/30/2001 11:30 AM\nSent by: Kimberly Hillis/ENRON@enronXgate\nTo: Wade Cline/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Joannie \nWilliamson/Corp/Enron@ENRON, Cliff Baxter/ENRON@enronXgate, James A \nHughes/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron, Mike \nMcConnell/HOU/ECT@ECT, Rebecca McDonald/ENRON@enronXgate, Mark \nMetts/Enron@EnronXGate, Stephanie Harris/ENRON@enronXgate, Maureen \nMcVicker/NA/Enron@Enron, Loretta Brelsford/ENRON@enronXgate, Dolores \nFisher/Enron@EnronXGate, Sherri Sera/Corp/Enron@ENRON, Jana L \nPaxton/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Connie \nBlackwood/ENRON@enronXgate, Mrudula \nGadade/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Cliff Baxter/ENRON@enronXgate, \nMark Frevert/ENRON@enronXgate, Nicki Daw/ENRON@enronXgate, Lucy \nMarshall/Enron Communications@Enron Communications, Kathy \nMcMahon/NA/Enron@Enron, Jeremy Blachman/HOU/EES@EES, Philippe A \nBibi/ENRON@enronXgate, Raymond Bowen/ENRON@enronXgate, Michael R \nBrown/LON/ECT@ECT, Harold G Buchanan/HOU/EES@EES, Rick Buy/ENRON@enronXgate, \nRichard Causey/Corp/Enron@ENRON, David Cox/Enron Communications@Enron \nCommunications, David W Delainey/HOU/EES@EES, James Derrick/ENRON@enronXgate, \nSteve Elliott/Enron Communications@Enron Communications, Andrew S \nFastow/ENRON@enronXgate, Ben Glisan/HOU/ECT@ECT, Kevin Hannon/Enron \nCommunications@Enron Communications, Rod Hayslett/ENRON@enronXgate, Stanley \nHorton/Corp/Enron@Enron, Louise Kitchen/HOU/ECT@ECT, Mark \nKoenig/Corp/Enron@ENRON, Kenneth Lay/Corp/Enron@ENRON, Dan Leff/HOU/EES@EES, \nDanny McCarty/ET&S/Enron@Enron, Jeffrey McMahon/ENRON@enronXgate, Mark S \nMuller/HOU/EES@EES, Cindy Olson/Corp/Enron@ENRON, Lou L Pai/HOU/EES@EES, Ken \nRice/Enron Communications@Enron Communications, Matthew \nScrimshaw/LON/ECT@ECT, Jeffrey A Shankman/ENRON@enronXgate, Jeffrey \nSherrick/ENRON@enronXgate, John Sherriff/LON/ECT@ECT, Jeff \nSkilling/Corp/Enron@ENRON, Marty Sunde/HOU/EES@EES, Greg Whalley/HOU/ECT@ECT, \nThomas E White/HOU/EES@EES, G G Garcia/ENRON@enronXgate, Susan \nSkarness/ENRON@enronXgate, Karen K Heathman/ENRON@enronXgate, Sharron \nWestbrook/Corp/Enron@ENRON, Kay Chapman/HOU/EES@EES, Bridget \nMaronge/ENRON@enronXgate, Inez Dauterive/HOU/ECT@ECT, Carol Ann Brown/Enron \nCommunications@Enron Communications, Cindy Stark/Corp/Enron@ENRON, Rosalee \nFleming/Corp/Enron@ENRON, Tori L Wells/HOU/ECT@ECT, Cathy \nPhillips/HOU/ECT@ECT, Sue Ford/ENRON@enronXgate, Karen Owens/HOU/EES@EES, \nDorothy Dalton/Enron Communications@Enron Communications, Mercedes \nEstrada/Enron Communications@Enron Communications, Christina \nGrow/ENRON@enronXgate, Lauren Urquhart/LON/ECT@ECT, Laura \nTaylor/ENRON@enronxgate, Judy G Smith/HOU/EES@EES, Suzanne \nDanz/Corp/Enron@ENRON, Peggy McCurley/ENRON@enronXgate, Marsha \nSchiller/ENRON@enronXgate, Tammie Schoppe/HOU/ECT@ECT, Kimberly \nHillis/ENRON@enronXgate, Jennifer Burns/ENRON@enronXgate, Sharon \nDick/HOU/EES@EES, Beverly Aden/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Leah \nRijo/Enron Communications@Enron Communications, Kathy \nCampos/ENRON@enronXgate, Julie Armstrong/Corp/Enron@ENRON, Kelly \nJohnson/Corp/Enron@ENRON, Rebecca Carter/Corp/Enron@ENRON\ncc: \n\nSubject: VP Candidate Greg Shea\n\nI would like to pursue an offer to Mr. Shea prior to the next Executive \nCommittee meeting on May 7, 2001. Please forward your comments or questions \nby Tuesday, May 1, 2001 so that I can extend the offer by Wednesday, May 2, \n2001.\n\nYou will find attached the recommendation letter and his resume.\n\nRegards,\n\nJohn Lavorato\n\n \n\nTammie Schoppe on behalf of John Lavorato.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/956.", "message_id": "<33236498.1075851022361.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0477", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Gray Davis meeting", "date_iso": "2001-05-06T08:30:00", "date_raw": "Sun, 6 May 2001 08:30:00 -0700 (PDT)", "body": "I think the meeting is on Wednesday, but if you can be there (Sacremento, I \nexpect) you should. As I mentioned in my voicemail, I think the meeting will \nnot be particularly substantive; more likely it is a photo op for the \ngovernor to show how tough he is on the pirate generators. Based on your \nmessage below, should we still plan to send somebody? I still think we \nshould if we can manage the legal risk.\n\nMike: would you be able to attend as well?\n\nFrom: Richard B Sanders@ECT on 05/06/2001 10:45 AM\nTo: Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: Gray Davis meeting\n\nAs I indicated in my VM, I will be in LA early Tues morning. Would you like \nto talk about the isuues before your meeting--or would you like me to go?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1354.", "message_id": "<20889569.1075848248697.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.sanders@enron.com" ], "cc_emails": [ "michael.tribolet@enron.com", "richard.shapiro@enron.com", "james.steffes@enron.com", "jeff.dasovich@enron.com", "sandra.mccubbin@enron.com", "susan.mara@enron.com", "paul.kaufman@enron.com" ] } }, { "id": "en-0478", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-05-07T01:12:00", "date_raw": "Mon, 7 May 2001 01:12:00 -0700 (PDT)", "body": "none\n\nFrom: John J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM\nTo: Phillip K Allen/HOU/ECT@ECT, John Arnold/HOU/ECT@ECT, Harry \nArora/ENRON@enronXgate, Berney C Aucoin/HOU/ECT@ECT, Edward D \nBaughman/ENRON@enronXgate, Tim Belden/ENRON@enronXgate, Christopher F \nCalger/ENRON@enronXgate, Derek Davies/CAL/ECT@ECT, Mark Dana \nDavis/HOU/ECT@ECT, Joseph Deffner/ENRON@enronXgate, Paul Devries/TOR/ECT@ECT, \nW David Duran/HOU/ECT@ECT, Chris H Foster/ENRON@enronXgate, Chris \nGaskill/ENRON@enronXgate, Doug Gilbert-Smith/Corp/Enron@ENRON, Rogers \nHerndon/HOU/ECT@ect, Ben Jacoby/HOU/ECT@ECT, Scott Josey/ENRON@enronXgate, \nKyle Kitagawa/CAL/ECT@ECT, Fred Lagrasta/ENRON@enronXgate, John J \nLavorato/ENRON@enronXgate, Eric LeDain/CAL/ECT@ECT, Laura \nLuce/Corp/Enron@Enron, Thomas A Martin/ENRON@enronXgate, Jonathan \nMcKay/CAL/ECT@ECT, Ed McMichael/HOU/ECT@ECT, Don Miller/ENRON@enronXgate, \nMichael L Miller/ENRON@enronXgate, Rob Milnthorp/CAL/ECT@ECT, Jean \nMrha/ENRON@enronXgate, Scott Neal/HOU/ECT@ECT, David Parquet/SF/ECT@ECT, \nKevin M Presto/HOU/ECT@ECT, Brian Redmond/ENRON@enronXgate, Hunter S \nShively/ENRON@enronXgate, Fletcher J Sturm/HOU/ECT@ECT, \"Swerzbin, Mike\" \n@SMTP@enronXgate, C John Thompson/ENRON@enronXgate, \nCarl Tricoli/Corp/Enron@Enron, Barry Tycholiz/NA/Enron@ENRON, Frank W \nVickers/NA/Enron@Enron, Lloyd Will/HOU/ECT@ECT, Greg Wolfe/ENRON@enronXgate, \nMax Yzaguirre/NA/Enron@ENRON, John Zufferli/CAL/ECT@ECT\ncc: \nSubject: \n\nI asked everyone for their A/A needs and received very little feedback. \nPlease respond promptly.\n\nThanks \n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/448.", "message_id": "<2272171.1075857633122.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0479", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2001-05-07T11:12:00", "date_raw": "Mon, 7 May 2001 11:12:00 -0700 (PDT)", "body": "none\n\nFrom:\tJohn J Lavorato/ENRON@enronXgate on 05/07/2001 07:46 AM\nTo:\tPhillip 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\" @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\ncc:\t \nSubject:\t\n\nI asked everyone for their A/A needs and received very little feedback. Please respond promptly.\n\nThanks \n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/56.", "message_id": "<19546041.1075852711541.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0480", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "RE: Policy paper", "date_iso": "2001-05-09T11:36:00", "date_raw": "Wed, 9 May 2001 11:36:00 -0700 (PDT)", "body": "FYI\n\n\"Seabron Adamson\" on 05/09/2001 \n04:00:13 PM\nTo: \ncc: , \"Sabine Schnittger\" \n \n\nSubject: RE: Policy paper\n\nOK on the call.\n\nRe: Centralized unit commitment and your concerns.\n\nA few things to think about. Here are a few options:\n\n1) Have the ISO do it (you can also have \"bid-zero\" bilaterals if you want\nbut the basic mechanism is the same). This effectively gives you PJM, New\nYork, etc.\n\n2) You can have the traded flowgates approach, with the flowgate rights\nneeded to schedule. That way you get the right plants on in the right\nplaces, in theory at least. This might be interesting as a future\ndevelopment, but as we have previously agreed it is way too untested for use\nnow.\n\n3) You can have the transmission rights (e.g flow rights a la Alliance) be\npurely financial hedges (similar in some ways to FTRs), but you don't need\nthe flow right to schedule a transaction. This is the way that a bunch of\nthe RTOs seem to be going (e.g. Alliance). But this still leaves you needing\na way to create that feasible schedule. You can get feasibility by RT\nthrough the LMP but my sense is that the RTO needs to make sure there is\nenough capacity ready so that reliability can be protected. The problem of\nthe financial-only flowgate method in my book is that it doesn't meet one of\nthe key characteristics of a workable market - e.g. it doesn't really solve\nthe problem of congestion while there is time to do anything about it (e.g.\nbring more plants online other than a few CTs, hydros, etc.). The RTO will\nneed some way to handle this problem, or else handle large volumes of MWh by\nOOM calls at its discretion. I don't think we like that.\n\nI was talking with some people about Alliance on Monday and they seem to\nhave sort of lost track of the ball, at least in my book. They are now\ntalking about an alternative method for dealing with day-ahead congestion.\nThis would effectively take the form of the re-dispatch type process used in\nCalifornia. My view is that this sounds pretty clumsy, adds a lot of\ncomplication, and will be great fun for the big generators in Alliance.\nUnder this system I want to be AEP - the 600 pound gorilla of the region.\nAnd it is still effectvely centralized - the ISO takes in inc/dec bids and\nbroadcasts out prices, calculated by the OPF model. It has all of the\nelements of LMP, just done more than once. If I am a big intergrated\ngenerator/load utility with market power I can repeat the old games of\ncreating congestion by my scheduling in a constrained area and then getting\npaid to unwind it.\n\nSo I think we have some basic questions to address next week on the call. I\njust want to make sure we get an RTO model that can be made to work without\ntoo much duct tape and bailing wire. If we want to jump off the centralized\nunit commitment train we may need to go back and consider all of the\neconomic angles quite carefully. I am generally sympathetic to the\ndecentralized commitment idea but I also want to make sure we don't end up\nwith a muddle.\n\nCheers\n\nSeab\n\nThis e-mail, and any attachments thereto, is intended only for use by the\naddressee(s) named herein and may contain legally privileged and/or\nconfidential information. If you are not the intended recipient of this\ne-mail, you are hereby notified that any dissemination, distribution or\ncopying of this e-mail, and any attachments thereto, is strictly prohibited.\nIf you have received this e-mail in error, please immediately notify me at\n(617) 354-0060 and permanently delete the original and any copy of any\ne-mail and any printout thereof.\n\nSeabron Adamson\nFrontier Economics Inc\nTwo Brattle Square\nCambridge, MA 02138 USA\nPh: (617) 354-0060\nFax: (617) 354-0640\nseabron.adamson@frontier-economics.com\n\nwww.frontier-economics.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/market_structure/15.", "message_id": "<11153851.1075848226896.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0481", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: recent news", "date_iso": "2001-05-10T01:58:00", "date_raw": "Thu, 10 May 2001 01:58:00 -0700 (PDT)", "body": "FYI\n\nOrlando Gonzalez\n05/09/2001 08:22 PM\nTo: Richard Shapiro/NA/Enron@Enron\ncc: sergio.assad@enron.com \n\nSubject: recent news\n\nI skipped your name on this one. We are fully engaged on both these issues.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/southern_cone/22.", "message_id": "<24092922.1075848280333.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "james.steffes@enron.com", "paul.hennemeyer@enron.com", "susan.mara@enron.com", "jeff.dasovich@enron.com", "paul.kaufman@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0482", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "", "date_iso": "2001-05-11T01:35:00", "date_raw": "Fri, 11 May 2001 01:35:00 -0700 (PDT)", "body": "Ken Lay spoke with several California CEOs this morning and urged them to get \npersonally involved in pushing for a comprehensive set of reforms. Three \nexpressed willingness to help.\n\nScott McNealy (Sun): contact person - Piper Cole (piper.cole@sun.com); \nscott.mcnealy@engeng.sun.com. Mcnealy wants, by close of business today, a \n\"cheat sheet\" of the talking points to use with politicians (the \"8 or 10 \nelements of the solution\") with the expected comeback he may hear from the \npolitical leaders and our response to that comeback. He says he hasn't spent \ntime working on issues in Sacremento so we may also want to include a list of \nsuggested contacts.\nKevin Sharer (Amgen): contact person - Sarah Jensen, VP of Engineering and \nOperations (805.447.6785); ksharer@amgen.com. Sharer wants the same \ninformation as McNealy and he and McNealy both indicated their willingness to \ncall a meeting of other California CEOs. Sharer will also be having \nbreakfast with Hertzberg one week from today.\nRobert Day (Trust Co of the West): said that he is very close to the mayor \nof Los Angeles. He urged Ken to call the mayor (mentioning Day). Ken would \nlike some talking points for that call.\n\nJeff - please put these items together.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1332.", "message_id": "<14863662.1075848248181.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "jeff.dasovich@enron.com" ], "cc_emails": [ "sandra.mccubbin@enron.com", "paul.kaufman@enron.com", "james.steffes@enron.com", "richard.shapiro@enron.com", "susan.mara@enron.com" ] } }, { "id": "en-0483", "from": "Steven Kean", "to": [], "cc": [ "Kenneth Lay" ], "subject": "Re: Barton Bill", "date_iso": "2001-05-13T12:39:00", "date_raw": "Sun, 13 May 2001 12:39:00 -0700 (PDT)", "body": "Thanks for the explanation. I agree, though I may not have explained the \ncontext adequately to Ken.\n\nLinda Robertson\n05/11/2001 04:32 PM\nTo: Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: Barton Bill\n\nYou seemed troubled by the call to Barton. This bill may or may not be \nsubsumed by the comprehensive energy bill that Congress undertakes this \nsummer. Both bills have a very difficult, if not nearly impossible, path \nahead given that the Democrats are in no mood for compromise. The call to \nBarton was to: a) repair relationships (and with the Wall Street Journal \ncalling Barton about his troubled past with Enron, repair is needed); b) \nproclaim victory, even of a limited nature (something I think Enron has not \ndone much of); c) build a further bond with Barton so we would have more \ninput at full Committee (something we will need given the chances that this \nwill go off the track are real); and d) allow Enron to get significant credit \nfor the defeat of price caps. I hear from lots of DC sources that we have \nnot had any success in the House Energy and Commerce Committee. Numerous \nfolks at the markup noted in private conversations that this was Enron's \nfirst real role in the Committee. Thus, even though this is a very limited \nbill, the call made sense. I do not think that this means we should call the \nWhite House to push the bill with them. The bill itself still has lots of \nobstacles and many potential threats ahead.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1323.", "message_id": "<15672714.1075848247973.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "linda.robertson@enron.com" ], "cc_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0484", "from": "Mark Haedicke", "to": [ "David Delainey" ], "cc": [], "subject": "Re: Plan to Rebuild the Business", "date_iso": "2001-05-14T11:16:00", "date_raw": "Mon, 14 May 2001 11:16:00 -0700 (PDT)", "body": "The lawyers had a kick-off meeting today. Vicki and I echoed your point on \nnot shutting down the business. We have a great team assembled and I think \nit will calm down the traders in EWS. I will keep you posted.\n\nMark Haedicke\n\n\tDavid W Delainey@EES\n\t05/11/2001 05:55 PM\n\t\t \n\t\t To: Mark E Haedicke/HOU/ECT@ECT\n\t\t cc: \n\t\t Subject: Plan to Rebuild the Business\n\nMark, I appreciate your help in these matters. We need to be accurate and \nmanage our risk but we can't \"land the plane\" or kill current and future deal \nvelocity in the process. Let me know how I can help.\n\nThanks much\nDave", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/964.", "message_id": "<14905267.1075845065215.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0485", "from": "John Arnold", "to": [ "John Arnold" ], "cc": [], "subject": "RE: waiting", "date_iso": "2001-05-14T14:00:00", "date_raw": "Mon, 14 May 2001 14:00:00 -0700 (PDT)", "body": "maine impossible to get to...next option?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent/394.", "message_id": "<886235.1075857631931.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0486", "from": "Rick Buy", "to": [ "Greg Whalley", "John Lavorato" ], "cc": [], "subject": "Mariner", "date_iso": "2001-05-14T14:31:51", "date_raw": "Mon, 14 May 2001 14:31:51 -0700 (PDT)", "body": "I am on the Board of Mariner and attended a Board meeting last week discussing company. They are looking as good as I've seen them since the inception of the deal. It might be a good time to consider selling. Probably still couldn't get it off at book but closer than ever before. Just a thought. (As if you didn't have anything else to do.) Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/260.", "message_id": "<15662129.1075863361227.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0487", "from": "John Arnold", "to": [ "John Arnold" ], "cc": [], "subject": "RE: waiting", "date_iso": "2001-05-15T00:00:00", "date_raw": "Tue, 15 May 2001 00:00:00 -0700 (PDT)", "body": "maine impossible to get to...next option?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/2.", "message_id": "<15145857.1075852710297.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0488", "from": "Jeffrey Shankman", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "", "date_iso": "2001-05-15T11:41:00", "date_raw": "Tue, 15 May 2001 11:41:00 -0700 (PDT)", "body": "Thanks for the time yesterday. I wanted also to tell you about this recurring dream I've had (3 times now). Your buddy Lee Raymond's company bought Enron, you both become co-CEO (money on you), and our mgmt team gets to apply our way of business to ExxonMobil, and unbelievable wealth and shareholder value is created. Odds?\n\nJeff", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/inbox/227.", "message_id": "<23979233.1075840156178.JavaMail.evans@thyme>", "from_email": "jeffrey.shankman@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0489", "from": "Stanley Horton", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "RFP for coal bid", "date_iso": "2001-05-17T06:23:00", "date_raw": "Thu, 17 May 2001 06:23:00 -0700 (PDT)", "body": "Peggy Fowler should have someone from PGE calling you. If they don't please \nlet me know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/260.", "message_id": "<21954899.1075844971227.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0490", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Demand buy-down proposal", "date_iso": "2001-05-17T09:34:00", "date_raw": "Thu, 17 May 2001 09:34:00 -0700 (PDT)", "body": "As we discussed....... as much flesh as we can put on this by midday \ntommorrow would be quite helpful. I would think there are significant \naggregation opportunities available to us once this is implemented. Let me \nknow what else you need from me. Thanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/1166.", "message_id": "<18428273.1075851029631.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "dan.leff@enron.com", "harry.arora@enron.com" ], "cc_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0491", "from": "Stanley Horton", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "RFP for coal bid", "date_iso": "2001-05-17T16:23:00", "date_raw": "Thu, 17 May 2001 16:23:00 -0700 (PDT)", "body": "Peggy Fowler should have someone from PGE calling you. If they don't please let me know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/deleted_items/45.", "message_id": "<20315931.1075844977772.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0492", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Re: Memo on policy paper conclusions and staff call", "date_iso": "2001-05-21T08:42:00", "date_raw": "Mon, 21 May 2001 08:42:00 -0700 (PDT)", "body": "FYI\n\n\"Seabron Adamson\" on 05/21/2001 \n09:19:19 AM\nPlease respond to \nTo: \ncc: \n\nSubject: Memo on policy paper conclusions and staff call\n\nRick:\n\nPlease find attached a short memo regarding last week's call with Jim and\nthe Enron RTO team. It also has some thoughts on what we might cover with\nSteve K. at 2:00 p.m. CDT today.\n\nSome other time I would like to have a quick chat about how we move to the\nnext step with the RTOs. It strikes me that there has been a real absence of\ncleare-headed thinking in the stakeholder chin-wagging sessions. If FERC\nwill not impose a single design - on an abbreviated timeframe - is there\nanother way to add some economic logic into the equation?\n\nSpeak to you later...\n\nSeabron\n\nThis e-mail, and any attachments thereto, is intended only for use by the\naddressee(s) named herein and may contain legally privileged and/or\nconfidential information. If you are not the intended recipient of this\ne-mail, you are hereby notified that any dissemination, distribution or\ncopying of this e-mail, and any attachments thereto, is strictly prohibited.\nIf you have received this e-mail in error, please immediately notify me at\n(617) 354-0060 and permanently delete the original and any copy of any\ne-mail and any printout thereof.\n\nSeabron Adamson\nFrontier Economics Inc\nTwo Brattle Square\nCambridge, MA 02138 USA\nPh: (617) 354-0060\nFax: (617) 354-0640\nseabron.adamson@frontier-economics.com\n\n - 01-05-21 SA Memo to Rick Shapiro on RTO conference call.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/216.", "message_id": "<5688431.1075850999760.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "james.steffes@enron.com", "steven.kean@enron.com" ] } }, { "id": "en-0493", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [], "subject": "RE:", "date_iso": "2001-05-21T16:14:17", "date_raw": "Mon, 21 May 2001 16:14:17 -0700 (PDT)", "body": "I will look into this. Get back to you soon Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/266.", "message_id": "<2413540.1075863361358.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0494", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Revised Electricity Emergency Authorities Memo", "date_iso": "2001-05-22T09:16:00", "date_raw": "Tue, 22 May 2001 09:16:00 -0700 (PDT)", "body": "This is a thorough and helpful analysis. But, have we considered the broader \nemergency powers the president might have (i.e. beyond the clean air act \nwaivers requested by a governor)? It would seem that the importance of the \ndefense business in California, the large number of military facilities, the \npublic safety hazards of widespread blackouts, etc. ought to trigger some \nbroader authority. \n\nRichard Shapiro\n05/21/2001 05:26 PM\nTo: Steven J Kean/NA/Enron@Enron\ncc: \n\nSubject: Revised Electricity Emergency Authorities Memo\n\nFYI", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/980.", "message_id": "<24116493.1075851023803.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "richard.shapiro@enron.com" ], "cc_emails": [ "linda.robertson@enron.com", "sarah.novosel@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0495", "from": "Rick Buy", "to": [ "Mike McConnell" ], "cc": [], "subject": "FW: EGM books", "date_iso": "2001-05-23T09:20:52", "date_raw": "Wed, 23 May 2001 09:20:52 -0700 (PDT)", "body": "EGM has the largest number of trading books in the company with over 500 active books and despite this you guys do the best job getting worldwide information to us in a timely and accurate fashion. (I wish I could get the rest of the company to this point). I'm told that the people referenced below have contributed in a big way to this effort. Thanks for the effort. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shankman-j/old_email/53.", "message_id": "<30261989.1075852643766.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "a..shankman@enron.com" ] } }, { "id": "en-0496", "from": "Steven Kean", "to": [ "Richard Shapiro" ], "cc": [], "subject": "", "date_iso": "2001-05-23T10:34:00", "date_raw": "Wed, 23 May 2001 10:34:00 -0700 (PDT)", "body": "I just spoke with Clark Smith, head of Elpaso's merchant arm. I told him \nthat we had been hearing that El Paso was blaming Enrononline for problems in \nWestern gas markets. He asked for some more specifics about who exactly was \nspreading the rumor (I told him we had heard it from 3-4 sources). He \nacknowledged that EOL was not the problem; said he couldn't believe that it \nhad been identified as such; and said he would bring it up on his call with \nhis Washington team this afternoon.\n\nI think he will put it to rest (except for whatever damage has already been \ndone). I did promise to get some more specifics on who has told us that El \nPaso pointed to us. Can anybody give some info on that?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1277.", "message_id": "<8235772.1075848246806.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "leslie.lawner@enron.com", "christi.nicolay@enron.com", "rebecca.cantrell@enron.com", "joe.hartsoe@enron.com", "linda.robertson@enron.com", "james.steffes@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0497", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: EOL", "date_iso": "2001-05-24T07:15:00", "date_raw": "Thu, 24 May 2001 07:15:00 -0700 (PDT)", "body": "Is this it? I thought we had heard it from \"3 or 4\" sources. \n\n \n\tEnron Capital & Trade Resources Corp.\n\t\n\tFrom: Rebecca W Cantrell @ ECT 05/24/2001 11:30 AM\n\t\n\nTo: Steven J Kean/NA/Enron@ENRON\ncc: Leslie Lawner/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, Joe \nHartsoe/Corp/Enron@ENRON, Linda Robertson/NA/Enron@ENRON, James D \nSteffes/NA/Enron@Enron, Richard Shapiro/NA/Enron@Enron \n\nSubject: Re: EOL \n\nThe attorney for SoCal Edison mentioned it to Randy Rich when they were \ndiscussing the data request that SoCal Edison sent ENA/EES in the CPUC \ncomplaint proceeding. However, it has not been brought up in any of the \ntestimony filed in the case, nor raised at the hearing.\n\nSteven J Kean@ENRON\n05/23/2001 05:34 PM\nTo: Leslie Lawner/NA/Enron@Enron, Christi L Nicolay/HOU/ECT@ECT, Rebecca W \nCantrell/HOU/ECT@ECT, Joe Hartsoe/Corp/Enron@ENRON, Linda \nRobertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Richard \nShapiro/NA/Enron@Enron\ncc: \nSubject: \n\nI just spoke with Clark Smith, head of Elpaso's merchant arm. I told him \nthat we had been hearing that El Paso was blaming Enrononline for problems in \nWestern gas markets. He asked for some more specifics about who exactly was \nspreading the rumor (I told him we had heard it from 3-4 sources). He \nacknowledged that EOL was not the problem; said he couldn't believe that it \nhad been identified as such; and said he would bring it up on his call with \nhis Washington team this afternoon.\n\nI think he will put it to rest (except for whatever damage has already been \ndone). I did promise to get some more specifics on who has told us that El \nPaso pointed to us. Can anybody give some info on that?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/1261.", "message_id": "<17987807.1075848246436.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "rebecca.cantrell@enron.com" ], "cc_emails": [ "leslie.lawner@enron.com", "christi.nicolay@enron.com", "joe.hartsoe@enron.com", "linda.robertson@enron.com", "james.steffes@enron.com", "richard.shapiro@enron.com" ] } }, { "id": "en-0498", "from": "Stanley Horton", "to": [ "Mike McConnell" ], "cc": [ "Jeffrey Shankman" ], "subject": "MTBE legislation", "date_iso": "2001-05-24T08:38:00", "date_raw": "Thu, 24 May 2001 08:38:00 -0700 (PDT)", "body": "I just wanted to make sure you guys know everything I do. Actually this is \nsomewhat bullish considering past legislative attempts.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/sent/281.", "message_id": "<31124130.1075844971747.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0499", "from": "Stanley Horton", "to": [ "Mike McConnell" ], "cc": [ "Jeffrey Shankman" ], "subject": "MTBE legislation", "date_iso": "2001-05-24T18:38:00", "date_raw": "Thu, 24 May 2001 18:38:00 -0700 (PDT)", "body": "I just wanted to make sure you guys know everything I do. Actually this is somewhat bullish considering past legislative attempts.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "horton-s/deleted_items/66.", "message_id": "<7383845.1075844978345.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0500", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "European Weather", "date_iso": "2001-05-25T01:05:00", "date_raw": "Fri, 25 May 2001 01:05:00 -0700 (PDT)", "body": "John,\n\nHere is a brief email on a possible resolution for the European/Oslo weather \nsituation. Mark sent this draft to me last weekend but i haven't had time to \nreview it this week. Personally, I think that this is the wrong answer from \na Corporate perspective but this issue keeps hanging around and isn't worth \nany more of our time. For what it is worth, I think our communication \nstrategy did make a big difference but didn't get us exactly where we needed \nto be. These groups will be expected (and held accountable) for good and \nconsistent communication on an ongoing basis as well. For a P&L that is \nthis small (and negative) we are all spending too much time on this. There \nis more to this story but I think we should just drop it and move on to \nbigger and better things.\n\nI am certainly not wedded to any of this but would rather focus on all the \nother issues and problems on my plate. Let's discuss upon your return on our \nweekly call.\n\nThanks and I hope your vacation was relaxing.\n\nMike \n\nps-this hasn't been shared outside the group on the email.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/30.", "message_id": "<555284.1075843957359.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "john.sherriff@enron.com", "michael.brown@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0501", "from": "Mark Haedicke", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: Proposed Letter to WSJ", "date_iso": "2001-05-29T03:29:00", "date_raw": "Tue, 29 May 2001 03:29:00 -0700 (PDT)", "body": "I am ok with it. Mark Haedicke\n\n\t\"JOHN KLAUBERG\" \n\t05/29/2001 09:43 AM\n\t\t \n\t\t To: mark.palmer@enron.com\n\t\t cc: Mark.E.Haedicke@enron.com, Richard.Shapiro@enron.com, vsharp@enron.com\n\t\t Subject: Proposed Letter to WSJ\n\nMark: As I am sure you agree, I thought that CA Attorney General Lockyer's \ncomment last week in the WSJ was one of the most outrageous I have ever seen \nfrom a major public official. I wanted to send a brief \"Letter to the \nEditor\" of the WSJ to that effect. However, in light of the sensitivity of \nthe entire CA situation in general and the further press last week in the New \nYork Times, I did not want to do that without confirming with you that doing \nso would not be objectionable to the Company. A copy of the proposed letter \nis attached. I would propose to submit this in my individual capacity, not \nas counsel to the Company. I'll wait to hear from you, or from Mark, Vicki \nor Rick before doing anything. Thanks. John\n\nJohn Klauberg\nLeBoeuf, Lamb, Greene & MacRae, L.L.P.\n212 424-8125\njklauber@llgm.com\n\n==============================================================================\nThis e-mail, including attachments, contains information that is confidential \nand may be protected by the attorney/client or other privileges. This \ne-mail, including attachments, constitutes non-public information intended to \nbe conveyed only to the designated recipient(s). If you are not an intended \nrecipient, please delete this e-mail, including attachments, and notify me. \nThe unauthorized use, dissemination, distribution or reproduction of this \ne-mail, including attachments, is prohibited and may be unlawful.\n\n==============================================================================\n - wsj-ed.com.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/sent/970.", "message_id": "<2595151.1075845065358.JavaMail.evans@thyme>", "from_email": "mark.haedicke@enron.com", "to_emails": [ "jklauber@llgm.com" ], "cc_emails": [ "mark.e.haedicke@enron.com", "mark.palmer@enron.com", "richard.shapiro@enron.com", "vsharp@enron.com" ] } }, { "id": "en-0502", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [ "Greg Whalley" ], "subject": "RE:", "date_iso": "2001-05-30T07:15:20", "date_raw": "Wed, 30 May 2001 07:15:20 -0700 (PDT)", "body": "David Port should be contacting you shortly. We are in a major revamp of the policy and limits etc. Has to be submitted for next Board Meeting. I don't think there is appetite for increasing overall risk in Enron (corp var) so the allocation becomes critical. Should be an interesting discussion. More to come. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/274.", "message_id": "<30955938.1075863361535.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "david.port@enron.com" ] } }, { "id": "en-0503", "from": "James Derrick", "to": [ "Mark Haedicke" ], "cc": [], "subject": "FW: Bolivia Waiver", "date_iso": "2001-05-31T15:56:36", "date_raw": "Thu, 31 May 2001 15:56:36 -0700 (PDT)", "body": "Please see the message below. I would appreciate your responding directly to John Keffer. Subject to the usual caveat regarding arbitration and litigation, I have no objection to John's undertaking the representation, but the two of you are better positioned than I to know whether this would be a problem. Thank you. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/138.", "message_id": "<8154132.1075845095567.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "mark.haedicke@enron.com", "john.novak@enron.com" ] } }, { "id": "en-0504", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "LNG activities", "date_iso": "2001-06-01T00:40:00", "date_raw": "Fri, 1 Jun 2001 00:40:00 -0700 (PDT)", "body": "Eric,\n\nA couple of high priority activities we need to address very quickly.\nRun down of Nigeria deal (100/400 mmbtu/d)\nBahamas - Skilling update, acceleration of Corp effort, approvals\nElba - supply and managing t-o-p\nVen - Lay call, timing of Ven decision and game plan\nR Bergseiker future and other EI people\nAsia strategy and clarification\nCurrent view of Long/Short via category of segment (shipping, physical, \nfacilities)\n\nI know you are on top of all of these items but Jeff and I want to run them \ndown and get an update.\n\nThanks,\nm", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/19.", "message_id": "<23764233.1075843957055.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "eric.gonzales@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0505", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "Call memos regarding Sec. 201", "date_iso": "2001-06-01T03:22:00", "date_raw": "Fri, 1 Jun 2001 03:22:00 -0700 (PDT)", "body": "Let's discuss when you're back in- not urgent.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/archiving/untitled/4698.", "message_id": "<20477387.1075847723693.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0506", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Korea LNG opportunities", "date_iso": "2001-06-01T04:15:00", "date_raw": "Fri, 1 Jun 2001 04:15:00 -0700 (PDT)", "body": "Darrell,\n\nI attempted to call you a few minutes ago (late night your time - but there \nwas no voicemail). I didn't want to wait several more days before I contact \nyou. I'm out all weekend.\n\nEric shared with me some of your concerns about resources for a Korea LNG \nopportunity. I certainly understand your view but wanted to share some of my \nthoughts. Rick and/or Clay know the Asian LNG industry better than anyone \nelse in the company. They are very good and I have a lot of faith in them \nand their ability to assess opportunities and develop projects. They are \nlacking wholesale type of transaction experience that a few of the guys that \nhave recently come into the group have. That is why we have brought them \nin. We have a very strong team and i like the mix a lot. \n\nEric is the person we chose to run the group for many reasons but it wasn't' \ndone as a lack of faith in Rick or his original team. The biggest \nopportunities and the viewpoint we must take in this business is running it \nlike a wholesale unit and running it as a portfolio of transactions and \nbooks. That certainly doesn't mean that 20 years of experience doesn't have \nenormous value especially in the non-Atlantic markets. Rick is in the \nprocess of coming back to Houston after the shut down of our middle east \nprojects and strategy. Rick is also in the process of assessing what exactly \nhe would like to do in the time of transition. My very sincere hope is that \nhe will stay in the LNG group and perform a very important role especially in \nthis type of development or deal making role. Especially in a big deal in \nJapan, Korea or something in the Asian area. We will discuss this next week \nwhen he comes to town. \n\nI need Eric to be in Houston right now due to our Elba Island, Venezuela and \nBahamas immediate activity. He will certainly be engaged in everything but \nhe can not be focuses as much as you need in Korea or Joe needs in Japan.\n\nPlease give me a call next week and we can discuss this in more detail.\n\nThanks,\nmike\n\nPS - Frevert also likes this role for Rick. Also the Eric specific head role \nhas not been officially announced yet.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/18.", "message_id": "<29181611.1075843957032.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "darrell.kinder@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com", "eric.gonzales@enron.com" ] } }, { "id": "en-0507", "from": "Greg Whalley", "to": [ "Jeffrey Shankman" ], "cc": [], "subject": "Re:", "date_iso": "2001-06-05T22:40:00", "date_raw": "Tue, 5 Jun 2001 22:40:00 -0700 (PDT)", "body": "call liz and get on my calendar. maybe we can grab lunch or something. i \nheard about the ag meeting. sounds like things could have gone better, but \nit also sounds like jeff was a little difficult. he never has liked the \nnotion of that business though. i'll try to explain it next week.\n\ngreg", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent/23.", "message_id": "<4282799.1075845472139.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "jeffrey.shankman@enron.com" ] } }, { "id": "en-0508", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: FW: Enron Everywhere", "date_iso": "2001-06-05T22:49:00", "date_raw": "Tue, 5 Jun 2001 22:49:00 -0700 (PDT)", "body": "don't know about the relationship with dave, you'll have to work on that one.\n\ni will talk to stan, but i can't believe he has any interest in developing \npower plants anywhere.\n\nPortland General did just get a dash approved for building about 45 mw in \noregon. Stan Horton called me about it, and he was going to have someone in \nPortland (i'll remember the name in a minute) call tim belden about our \nfundamental analysis of the region.\nStan also mentioned the there is an unregulated side of PGE that is enterring \ninto these transactions. He wondered if that part of PGE should belong in \nEWS. Talk to tim and we'll decide how to approach that next week.\n\nFrom: John J Lavorato/ENRON@enronXgate on 06/05/2001 10:14 AM\nTo: Greg Whalley/HOU/ECT@ECT\ncc: \nSubject: FW: Enron Everywhere \n\nFun Fun Fun", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent/24.", "message_id": "<6756953.1075845472162.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0509", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: FW: May position : sold !!!!!", "date_iso": "2001-06-05T22:51:00", "date_raw": "Tue, 5 Jun 2001 22:51:00 -0700 (PDT)", "body": "by this ratio the rest ot the power group is really underperforming!!!!\n\nFrom: John J Lavorato/ENRON@enronXgate on 06/05/2001 10:22 AM\nTo: Greg Whalley/HOU/ECT@ECT\ncc: \nSubject: FW: May position : sold !!!!!\n\nThis 250K came from about 3 MW.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent/25.", "message_id": "<15919639.1075845472184.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0510", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: FW: Gas Curve Validation April 2001", "date_iso": "2001-06-05T23:09:00", "date_raw": "Tue, 5 Jun 2001 23:09:00 -0700 (PDT)", "body": "you should look into this. not that there are necessarily violations, but \nthere have to at least be questions. i used to get a curve report that \nshowed curve graphs on a volume bar chart. have you looked at anything like \nthat lately? you can find problems with a pretty quick scan.\n\nFrom: John J Lavorato/ENRON@enronXgate on 06/04/2001 08:35 AM\nTo: Vladimir Gorny/ENRON@enronXgate\ncc: Greg Whalley/HOU/ECT@ECT, Rick Buy/ENRON@enronXgate \nSubject: FW: Gas Curve Validation April 2001\n\nThis person hasn't found a violation in a year. I find that hard to believe.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent/27.", "message_id": "<23191443.1075845472229.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0511", "from": "Mike McConnell", "to": [], "cc": [ "Jeffrey Shankman" ], "subject": "Re: Enron Japan Plan Split", "date_iso": "2001-06-07T02:26:00", "date_raw": "Thu, 7 Jun 2001 02:26:00 -0700 (PDT)", "body": "Tom,\nI am fine with this but our effective date is a call of fairness that depends \non your view of the middle east adjustment. I don't want to be hard on this \nand get back a bigger number on middle east by default. Its up to you and \nyour judgement on what you think is appropriate and or a trade with Europe. \nI am fine with your ultimate decision.\nMike\n\nFrom: Thomas Myers/ENRON@enronXgate on 06/06/2001 06:55 PM\nTo: Mike McConnell/HOU/ECT@ECT\ncc: \nSubject: Enron Japan Plan Split\n\nMike,\n\nAttached is the proposed plan transfer to EGM for Enron Japan. These amounts \nhave been reviewed and approved by Joe Hirl. We are still working with Enron \nEurope to gain agreement on the effective date (April 1 or July 1) - will \nlet you know as soon as this is settled.\n\nHere's a summary of the Plan Amounts;\n\n\t\t\t Split after 2Q \n\t\t\t\n\t\t\t EGM \nMargin*\t1Q\t\t - \n\t2Q\t\t - \n\t3Q\t\t 3,750,000 \n\t4Q\t\t 3,750,000 \n\t2001\t\t 7,500,000 \n\t\t\t\n\t\t\t\nExpense\t1Q\t\t - \n\t2Q\t\t - \n\t3Q\t\t 3,366,377 \n\t4Q\t\t 3,366,377 \n\t2001\t\t 6,732,754 \n\t\t\t\n\t\t\t\nEBIT\t1Q\t\t - \n\t2Q\t\t - \n\t3Q\t\t 383,623 \n\t4Q\t\t 383,623 \n\t2001\t\t 767,246 \n\nIf we end up with an April 1 transfer, EGM will be kept whole on plan (will \nbe approx $3.4 MM expense, zero margin).\n\nPlease advise if you have any questions or wish to discuss this in further \ndetail. \n\nTom Myers 3-0475", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "mcconnell-m/sent/3.", "message_id": "<11677642.1075843956685.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "thomas.myers@enron.com" ], "cc_emails": [ "jeffrey.shankman@enron.com", "brent.price@enron.com" ] } }, { "id": "en-0512", "from": "James Derrick", "to": [ "Steven Kean" ], "cc": [], "subject": "FW: Enron Draft", "date_iso": "2001-06-07T13:24:40", "date_raw": "Thu, 7 Jun 2001 13:24:40 -0700 (PDT)", "body": "FYI should you get any media questions re this matter.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/150.", "message_id": "<17106435.1075845095846.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "steven.kean@enron.com", "s..palmer@enron.com" ] } }, { "id": "en-0513", "from": "James Derrick", "to": [], "cc": [ "Mark Haedicke" ], "subject": "RE: Peter Keohane re Enron Blakes relationship", "date_iso": "2001-06-08T13:24:41", "date_raw": "Fri, 8 Jun 2001 13:24:41 -0700 (PDT)", "body": "Peter, thank you for the message. Thanks to your good work, it appears that matters are in order. All the best. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/154.", "message_id": "<20107662.1075845095938.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "peter.keohane@enron.com" ], "cc_emails": [ "mark.haedicke@enron.com" ] } }, { "id": "en-0514", "from": "Richard Shapiro", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: Draft Energy legislation", "date_iso": "2001-06-12T06:37:00", "date_raw": "Tue, 12 Jun 2001 06:37:00 -0700 (PDT)", "body": "Leaving voicemail with two comments: 1 ) Demand buydown: establish \nparticipation threshold of 20 kw...residential inclusion is unnecessary and \nwill draw additional fire........2) Eliminating undue discrimination: we \nshould make clear that non-discrimination means all uses of transmission \nsystem subject to FERC's jurisdiction shall be treated in a \nnon-discriminatory manner. Thanks.\n\nFrom: Tom Briggs on 06/12/2001 11:42 AM\nTo: Linda Robertson/NA/Enron@ENRON, James D Steffes/NA/Enron@Enron, Richard \nShapiro/NA/Enron@Enron, Steven J Kean/NA/Enron@Enron, Sarah \nNovosel/Corp/Enron@ENRON, John Shelk/NA/Enron@Enron\ncc: \n\nSubject: Draft Energy legislation\n\nAttached please find draft legislation for Reliability and Demand Buy-Down. \nThe language is to be submitted to the DOE drafting team on Wednesday \nafternoon. Please provide comments and suggestions directly to me ASAP so \nthat I can make revisions for final submission.\n\nAdiitional language on 1) interconnections, 2) FERC jurisdiction over \nnon-jurisdictional transmission services,3)PUCHA repeal and 4) Tribal land \nROW should be circulated later today.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/859.", "message_id": "<7193993.1075851019745.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "tom.briggs@enron.com" ], "cc_emails": [ "linda.robertson@enron.com", "james.steffes@enron.com", "steven.kean@enron.com", "sarah.novosel@enron.com", "john.shelk@enron.com" ] } }, { "id": "en-0515", "from": "Steven Kean", "to": [], "cc": [ "Stanley Horton" ], "subject": "Re: DRAFT - PRC Follow Up Memo", "date_iso": "2001-06-13T00:39:00", "date_raw": "Wed, 13 Jun 2001 00:39:00 -0700 (PDT)", "body": "Looks fine to me.\n\nMaureen - please keep on file\n\nFrom: Billy Lemmons/ENRON@enronXgate on 06/13/2001 07:08 AM\nTo: Stanley Horton/ENRON@enronXgate, Steven J Kean/NA/Enron@Enron\ncc: Ted C Bland/ENRON@enronXgate, Teresa Bosien/ENRON@enronXgate \n\nSubject: DRAFT - PRC Follow Up Memo\n\nStan and Steve,\n\nBelow is a short email that I suggest we send as a follow up to each PRC \nmeeting. Please adjust as you feel appropriate, and I'll ask Terry Bosien to \nprovide your assistant with a list of attendees after each meeting for \ndistribution. I'm traveling today, but will be back in the office Thursday. \nIf you'd like to discuss my asst Maxine (x33499) knows how to reach me, or \nyou can contact Ted or Terry. \n\nRegards,\nBilly\n\n___________________\n\nThank you for participating in the [EES] Analyst & Associate PRC meeting \n[last Friday]. The Western Hemisphere final PRC meeting for Analysts & \nAssociates is set for July 18. The purpose of this meeting will be to review \nthe collective ranking distributions, and to discuss the performance of \nindividuals in categories 1 and 5. A subset of those who participated in \n[Friday's] meeting will be selected to participate on July 18. After the \nJuly 18 meeting, you will receive the ok to provide feedback to those you \nrepresented. If you are not the direct supervisor of those you represented, \nit is critically important that you work with the supervisor to insure \nconsistent and clear feedback and ownership of the ranking results.\n\nIf you have any questions, please feel free to contact Terry Bosien \n(x35230). Thank you again for your contributions to this important process.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/2546.", "message_id": "<8138469.1075850607755.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "billy.lemmons@enron.com" ], "cc_emails": [ "stanley.horton@enron.com", "ted.bland@enron.com", "teresa.bosien@enron.com", "maureen.mcvicker@enron.com" ] } }, { "id": "en-0516", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Operations Assignments", "date_iso": "2001-06-20T22:16:00", "date_raw": "Wed, 20 Jun 2001 22:16:00 -0700 (PDT)", "body": "Welcome back, again. You will have to let me know when you have baby pictures in the office - would love to see them. \n\nLast week, I orchestrated some changes within my operations organization which will free up more of my time to focus on the successful commercialization of mid and back office services. I have asked Bob Hall to lead operations for Enron Americas, with Peggy Hedstrom (Calgary operations), Jeff Gossett (Gas Risk and South America Operations), Stacey White (Power Risk) and Leslie Reeves (Confirmations and Settlements) reporting directly to him. He is enthusiastic about the additional responsibility and I believe that he will do an excellent job for Enron Americas. \n\nOther changes include appointing Kevin Sweeney as head of operations for EIM, with Brenda Herod reassigned as part of a project team that will work on the EES assimilation. I have also asked Beth Apollo to play a project management lead role in the assimilation of EES into EWS. \n\nI will be glad to fill you in on more details on any of these changes. The result is to give more responsibility to several key players - stretching them, but I will be there to support and coach them in their new roles if needed. Plus, I can now devote significantly more time to the commercialization effort. In that regard, I did move to the 27th floor (next to Piper) while you were out on leave. \n\nI wanted to share these changes with you before a memo goes out across the organization next Monday. Call me if you would like to discuss. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/mrha/ooc/215.", "message_id": "<16038878.1075840874896.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0517", "from": "Greg Whalley", "to": [ "David Delainey" ], "cc": [], "subject": "Re: PEP Stats - Mid Year", "date_iso": "2001-06-21T15:21:00", "date_raw": "Thu, 21 Jun 2001 15:21:00 -0700 (PDT)", "body": "yes!!! we could cancel it!!!!\n\nDavid W Delainey@EES\n06/21/2001 09:38 AM\nTo:\tGreg Whalley/HOU/ECT@ECT\ncc:\t \n\nSubject:\tPEP Stats - Mid Year\n\nfyi - less PRC's, less average time on line, some process improvements - lots more that can be done.\n\nregards\ndelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/83.", "message_id": "<560720.1075861365750.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0518", "from": "Greg Whalley", "to": [], "cc": [ "David Delainey" ], "subject": "RE: Principal Investments Update", "date_iso": "2001-06-26T08:15:46", "date_raw": "Tue, 26 Jun 2001 08:15:46 -0700 (PDT)", "body": "Get some time on my calendar to go over some of this stuff either this week or next. \nIt looks like you've accomplished a lot in redirecting our efforts. we should talk about what happens next and where you see the major opportunities.\nRegarding your request for help, you don't need help to refuse to accept \"dogs and cats\" while the BU tries to keep the good investments. Just refuse to accept the garbage without conditions. Don't waste too much time playing investment cop on the BUs. You have more important things to do. Also, refusing to negotiate with the BUs is like going on a hunger strike.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/48.", "message_id": "<3566258.1075852352468.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "kevin.garland@enron.com" ], "cc_emails": [ "ken.rice@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0519", "from": "Greg Whalley", "to": [ "David Delainey" ], "cc": [], "subject": "receivables", "date_iso": "2001-06-26T14:06:03", "date_raw": "Tue, 26 Jun 2001 14:06:03 -0700 (PDT)", "body": "do you know that your receivables have been increasing over the past few months? currently i understand that you have about $800mm in outstanding receivables. i don't know what the aging looks like, but it seems like a big number. we found this while we were trying to find out why we are having a hard time getting a handle on funds flow.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/45.", "message_id": "<2547785.1075852352395.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0520", "from": "Richard Shapiro", "to": [ "Steven Kean" ], "cc": [], "subject": "VP Commercial Support PRC Sub-Committee", "date_iso": "2001-06-27T00:08:00", "date_raw": "Wed, 27 Jun 2001 00:08:00 -0700 (PDT)", "body": "Are you attending? This is a change- why?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/669.", "message_id": "<25501145.1075851014629.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "steven.kean@enron.com" ] } }, { "id": "en-0521", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Confirmations for Monterrey Office", "date_iso": "2001-07-02T21:19:00", "date_raw": "Mon, 2 Jul 2001 21:19:00 -0700 (PDT)", "body": "Have a good trip to Monterrey. I hope that these bullet points help in your discussions tomorrow. --Sally \n\n?\tGordon Heaney (Houston) was named as the Operations liasion for the Monterrey office after the Doorstep Review during the first quarter. He is fluent in Spanish. Confirmations have been prepared in Houston since the inception of the Mexico business. \n\n?\tSince that time, Gordon and his boss, Joe Hunter (Manager over Derivatives Confirmations), have made a trip to Monterrey to meet the commercial team and to iron out the process flow for confirmations. \n\n?\tGordon and Joe meet with Agustin Perez and Jaime Williams when they are in Houston for bid week each month. \n\n?\tLast meeting with Agustin and Jaime was last week here in Houston. Primary focus of the conversation was around involving the commercial team in working with counterparties to get executed confirmations back in our hands. Our commitment is to get a spreadsheet to Agustin and Jaime each week that details unexecuted confirmations and responses, or lack thereof, from the counterparties. That way the commercial teams can push with their commercial contacts and Gordon can push with his contacts for executed confirmations. The first of these spreadsheets was sent to the Monterrey office today, per the commitment from Gordon and Joe last week. \n\nCreation of confirmations: Timing has improved since first quarter, as 25 to 30% of the deals are now done with counterparties who have recently executed ISDA master agreements. Confirmations for deals done with these counterparties are being sent Trade Date + 1. For counterparties without master agreements in place, there are often special riders to the confirmations with input required from Credit and Legal. These confirmations naturally take longer and are going out to the counterparties sometime after Trade Date + 1. I have asked Joe and Gordon to diligently push Credit and Legal to complete this process more promptly. \n\nExecution of confirmations: We have found that the counterparties in Mexico are more interested in having the invoice in hand as their documentation on a deal than in returning a signed confirmation to us. This is an education process that we will continue to work on with the help of the commercial team in Monterrey. \n\nMy opinion: Let's try the weekly spreadsheet status on unexecuted confirmations for a few weeks and monitor progress. It is my opinion that there is not the depth of business yet in the Monterrey office to warrant a fulltime confirmations person located there. I think that the bilingual contact here working closely with the commercial team in Monterrey will make a difference.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/mexico/70.", "message_id": "<19516033.1075840865845.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "bob.hall@enron.com", "leslie.reeves@enron.com" ] } }, { "id": "en-0522", "from": "Steven Kean", "to": [], "cc": [ "John Lavorato", "Louise Kitchen", "David Delainey" ], "subject": "Re: CPUC Postpones action on Direct Access Until Mid-August", "date_iso": "2001-07-04T23:46:00", "date_raw": "Wed, 4 Jul 2001 23:46:00 -0700 (PDT)", "body": "Please add Dave Delainey, John Lavorato and Louise Kitchens to updates with \nsignificant news like this one (they may already get them ... I didn't read \nthrough all the names). \n\nSusan J Mara\n07/03/2001 12:35 PM\nTo: Alan Comnes/PDX/ECT@ECT, Angela Schwarz/HOU/EES@EES, Beverly \nAden/HOU/EES@EES, Brenda Barreda/HOU/EES@EES, Carol Moffett/HOU/EES@EES, \nCathy Corbin/HOU/EES@EES, Chris H Foster/HOU/ECT@ECT, Christina \nLiscano/HOU/EES@EES, Christopher F Calger/PDX/ECT@ECT, Craig H \nSutter/HOU/EES@EES, Dan Leff/HOU/EES@EES, Debora Whitehead/HOU/EES@EES, \nDennis Benevides/HOU/EES@EES, Don Black/HOU/EES@EES, Douglas \nHuth/HOU/EES@EES, Edward Sacks/Corp/Enron@ENRON, Eric Melvin/HOU/EES@EES, \nErika Dupre/HOU/EES@EES, Evan Hughes/HOU/EES@EES, Fran Deltoro/HOU/EES@EES, \nGayle W Muench/HOU/EES@EES, Ginger Dernehl/NA/Enron@ENRON, Gordon \nSavage/HOU/EES@EES, Harold G Buchanan/HOU/EES@EES, Harry \nKingerski/NA/Enron@ENRON, James D Steffes/NA/Enron@ENRON, James W \nLewis/HOU/EES@EES, James Wright/Western Region/The Bentley Company@Exchange, \nJeff Messina/HOU/EES@EES, Jeremy Blachman/HOU/EES@EES, Jess \nHewitt/HOU/EES@EES, Joe Hartsoe/Corp/Enron@ENRON, Karen \nDenne/Corp/Enron@ENRON, Kathy Bass/HOU/EES@EES, Kathy Dodgen/HOU/EES@EES, Ken \nGustafson/HOU/EES@EES, Kevin Hughes/HOU/EES@EES, Leasa Lopez/HOU/EES@EES, \nLeticia Botello/HOU/EES@EES, Mark S Muller/HOU/EES@EES, Marsha \nSuggs/HOU/EES@EES, Marty Sunde/HOU/EES@EES, Meredith M Eggleston/HOU/EES@EES, \nMichael Etringer/HOU/ECT@ECT, Michael Mann/HOU/EES@EES, Michelle D \nCisneros/HOU/ECT@ECT, mpalmer@enron.com, Neil Bresnan/HOU/EES@EES, Neil \nHong/HOU/EES@EES, Paul Kaufman/PDX/ECT@ECT, Richard L Zdunkewicz/HOU/EES@EES, \nRichard Leibert/HOU/EES@EES, Richard Shapiro/NA/Enron@ENRON, Rita \nHennessy/NA/Enron@ENRON, Robert Badeer/HOU/ECT@ECT, Rosalinda \nTijerina/HOU/EES@EES, Sarah Novosel/Corp/Enron@ENRON, Scott Gahn/HOU/EES@EES, \nScott Stoness/HOU/EES@EES, Sharon Dick/HOU/EES@EES, skean@enron.com, Susan J \nMara/NA/Enron@ENRON, Tanya Leslie/HOU/EES@EES, Tasha Lair/HOU/EES@EES, Ted \nMurphy/HOU/ECT@ECT, Terri Greenlee/NA/Enron@ENRON, Tim Belden/HOU/ECT@ECT, \nTony Spruiell/HOU/EES@EES, Vicki Sharp/HOU/EES@EES, Vladimir \nGorny/HOU/ECT@ECT, Wanda Curry/HOU/EES@EES, William S Bradford/HOU/ECT@ECT, \nJubran Whalan/HOU/EES@EES, Richard B Sanders/HOU/ECT@ECT, Robert C \nWilliams/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, dwatkiss@bracepatt.com, \nrcarroll@bracepatt.com, Donna Fulton/Corp/Enron@ENRON, gfergus@brobeck.com, \nBruno Gaillard/EU/Enron@Enron, Linda Robertson/NA/Enron@ENRON, Ren, \nLazure/Western Region/The Bentley Company@Exchange, Michael \nTribolet/Corp/Enron@Enron, Phillip K Allen/HOU/ECT@ECT, Christian \nYoder/HOU/ECT@ECT, jklauber@llgm.com, Tamara Johnson/HOU/EES@EES, Greg \nWolfe/HOU/ECT@ECT, Jeff Dasovich/NA/Enron@Enron, Dirk vanUlden/Western \nRegion/The Bentley Company@Exchange, Steve Walker/SFO/EES@EES, James \nWright/Western Region/The Bentley Company@Exchange, Mike D Smith/HOU/EES@EES, \nRichard Shapiro/NA/Enron@Enron, Leslie Lawner/NA/Enron@Enron, Robert \nNeustaedter/ENRON_DEVELOPMENT@ENRON_DEVELOPMENT, Steve Walton/HOU/ECT@ECT, \npsmith3@enron.com, mjackso7@enron.com, Janel Guerrero/Corp/Enron@Enron, Mark \nFillinger/SF/ECT@ECT, Jennifer Rudolph/HOU/EES@EES, Martin \nWenzel/SFO/HOU/EES@EES, wgang@enron.com, Joseph Alamo/NA/Enron@Enron, Ray \nAlvarez/NA/Enron@ENRON, David Leboe/Enron@EnronXGate, Jay Zoellner/Western \nRegion/The Bentley Company@Exchange, Fatimata Liamidi/HOU/EES@EES, Sonia \nPerez/HOU/EES@EES, Chris Holmes/HOU/EES@EES, Venkatesh Mani/Western \nRegion/The Bentley Company@Exchange, Richard Crevelt/Western Region/The \nBentley Company@Exchange, Dave Perrino/SF/ECT@ECT, Malcolm \nAdkins/HOU/EES@EES, Kevin Keeney/HOU/EES@EES, Chris Stokley/ENRON@enronXgate, \nSteve C Hall/ENRON@enronXgate, Tracy Ngo/Enron@EnronXGate, triley@enron.com\ncc: \n\nSubject: CPUC Postpones action on Direct Access Until Mid-August\n\nThe vote to suspend direct access has been postponed. This is a positive \nsign that the legislature is making progress on a comprehensive solution. \n\nSue Mara\nEnron Corp.\nTel: (415) 782-7802\nFax:(415) 782-7854", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/attachments/899.", "message_id": "<13424559.1075851020841.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "susan.mara@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "jeff.dasovich@enron.com", "louise.kitchen@enron.com", "david.delainey@enron.com" ] } }, { "id": "en-0523", "from": "Greg Whalley", "to": [ "David Delainey" ], "cc": [], "subject": "RE: Attorney General Subpoena--EES Customers and Contracts", "date_iso": "2001-07-06T07:58:22", "date_raw": "Fri, 6 Jul 2001 07:58:22 -0700 (PDT)", "body": "i talked with sanders yesterday about our reactions to this subpoena and the one from the state senate. we are having a meeting on monday morning to discuss what to do.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/42.", "message_id": "<29560488.1075852352328.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "david.delainey@enron.com" ] } }, { "id": "en-0524", "from": "Richard Shapiro", "to": [ "John Lavorato", "Greg Whalley", "Louise Kitchen" ], "cc": [], "subject": "California Update--Legislative Push Underway", "date_iso": "2001-07-06T18:36:00", "date_raw": "Fri, 6 Jul 2001 18:36:00 -0700 (PDT)", "body": "FYI\n\nFrom:\tJeff Dasovich@ENRON on 07/06/2001 01:16 PM\nSent by:\tJeff Dasovich@ENRON\nTo:\tskean@enron.com, Richard Shapiro/NA/Enron@Enron, Wanda Curry/Enron@EnronXGate, Donald M Black/Enron@EnronXGate, Susan J Mara/NA/Enron@ENRON, Harry Kingerski/NA/Enron@Enron, Tim Belden/Enron@EnronXGate, Vicki Sharp/HOU/EES@EES, Jeremy Blachman/HOU/EES@EES, Phillip K Allen/Enron@EnronXGate, Alan Comnes/Enron@EnronXGate, Linda Robertson/NA/Enron@ENRON, Mike D Smith/HOU/EES@EES, Michael Tribolet/ENRON@enronXgate, Kristin Walsh/Enron@EnronXGate, Christopher F Calger/Enron@EnronXGate\ncc:\t \nSubject:\tCalifornia Update--Legislative Push Underway\n\n \t\t\n\nHertzberg (speaker of the CA Assembly) called a meeting yesterday afternoon of the group of market participants that have been negotiating the \"core/noncore\" proposal in California. The purpose of the meeting was to brief us on their activities and their gameplan for trying to find a solution for California. Here's a summary of the meeting. Please keep confidential.\n\nWork will be done over the weekend to put the core/noncore proposal in legislative language. (We will be in the room.)\nWork done by the \"Plan B\" group in the Assembly (Joe Dutra and Joe Nation) will also be put into legislative language over the weekend.\nBecause no proposal is \"comprehensive,\" a complete legislative package will be created from the various pieces that have been worked on thus far (i.e., core/noncore, \"Plan B,\" Edison MOU)\nIn addition, there are Republican demands that Hertzberg will need to address (e.g., end the litigation) in order to achieve bi-partison support, which is what Hertzberg's shooting for. \nTo move the legislation, the plan is to establish a \"conference committee,\" comprised of an equal number of Democrats and Republicans.\nThe committe would begin work on Monday and would attempt to finish putting a comprehensive bill together, vote it out of the Legislature and send it to the Governor for signing by Monday, July 16th.\nJuly 16th is the deadline because that is the date that the PUC will issue its proposed decision regarding, among other things, how DWR's revenue requirement will be put into rates, whether Direct Access needs to be suspended, etc.\nThe PUC is issuing the draft on the 16th in order to give everyone 30 days to review and comment before the Commission votes on a final order on August 15th. (The PUC will actually issue a \"thought piece\" on Monday the 9th and will use reactions to the \"thought piece\" to craft the develop the proposed decision it plans to issue on the 16th.)\nAll of this is still up in the air, however. As of right now, the leader of the Senate (Burton) has not agreed to Hertzberg's gameplan and the Republicans, while interested, have not yet committed to join the process.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/regulatory/133.", "message_id": "<15783559.1075840899620.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "john.lavorato@enron.com", "greg.whalley@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0525", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: FW: Dadisms", "date_iso": "2001-07-08T05:40:00", "date_raw": "Sun, 8 Jul 2001 05:40:00 -0700 (PDT)", "body": "George \"Herbert Hoover\" Bush.\n\n\"Robert Kean\" on 07/07/2001 10:13:19 AM\nPlease respond to \nTo: \"Alan Kean \\(E-mail\\)\" , \"'Doug & Karen Reiman \n\\(E-mail\\)'\" , \"Kathy Wedig \\(E-mail\\)\" \n, \"Melissa Kean \\(E-mail\\)\" , \"Phil \nKean \\(E-mail\\)\" , \"'Steve & Melissa Kean \n\\(E-mail\\)'\" \ncc: \"Diane Kean \\(E-mail 2\\)\" \n\nSubject: FW: Dadisms\n\nDadisms\n\n1. Run for the roundhouse Nellie, he'll never corner you there.\n2. Slick as catshit and twice as nasty.\n3. Like shit through a goose.\n4. Yeah, that's right, keep fiddlin' with that, you'll break it\n5. Ho! Ho! she cried in excess wild and waved her wooden leg on high!\n6. On accounta the war.\n7. They'll have to shoot him on judgement day.\n8. Then of course, there are the names: Katy, Devie, My Little Mochawk, Phil\nJofus, and Bubba\n9. Choke ass (referring to peanut butter)\n10. If it tastes good there are no calories\n11. Didn't know you were in town (as driver passes on the right, etc.)\n12. Like a couple of cub bears (meaning Rob and Phil)\n13. Washington D.C. District or Corruption\n14. Have some onions for defense\n15. He won't have the guts to do THAT again (when a bug hits the windshield)\n16. Saps goin' up the tree\n17. Big Al\n18. Douglas Doorite\n19. Must be a storm comin'; the kids are actin' up\n20. Constipate (concentrate)\n21. Like being in hell with your back broke\n22. gourd cover (hat)\n23. mitts, dogs, paws (hands or feet)\n24. you're too young\n25. Worthington (when we asked him where something was or where he was\ngoing)\n26. overhose (blue jeans)\n27. excruciating pain! (when we squeezed his hand)\n28. That's a hell of a note\n29. meat wagon (ambulance)\n30. drappies (drapes)\n31. grappies (grapes)\n32. Whoa horsie! Just cuz you only got 3 legs. (when he was putting on the\nbrakes in the car)\n33. Jeana, Jeana corpastina, I'm in love with you\n34. I love you anyway\n35. Scuse my boardin' house reach.\n36. Come on out and let me lay a wheel on ya! (in traffic)\n37. Sit down and start passin' (at meal time)\n38. That's a bit of all right.\n39. Here, guard this with your life (when he handed something to us at a\nstore)\n40. SOL (shit out of luck)\n41. I'll tell ya when your're 21.\n42. fernilla, dawberry, shocoletta (vanilla, strawberry, chocolate)\n43. straighten up, now.\n44. Pardon me soldier. (when he burped)\n45. I'm going to assume the position of a soldier. (when he was going to lay\non the couch for a nap)\n46. horses doovers\n47. lemon meringoo pie\n48. solft\n49. go ahead, see if it bends (when someone pulled out in front of him)\n50. Ioway State\n51. Cedar Rapids, Cedar Rapids, come on down. Hotel Roosevelt center of\ntown.\n52. A hundred dogs going wild in the tobacco field. Does your cigarette\ntaste difference? (a quote from the one Russian guy in Cascade)\n53. Cut her loose and let her wander.\n54. Get your dogs under the table.\n55. \"Shit!\" cried the queen and a thousand loyal subjects strained their\nbowels.\n56. Who's side are you on?! The power company? (when we left lights on)\n57. That makes it soggy and hard to light\n58. Full as a tick\n59. A treat instead of a treatment\n60. Intermittent Power", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/2493.", "message_id": "<31151856.1075850606502.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "rkean@starband.net" ], "cc_emails": [ "rex04@msn.com", "dkreiman@mcleodusa.net", "kat.wedig@netzero.net", "kean@rice.edu", "kean.philip@mcleodusa.net", "skean@enron.com", "dkean@starband.net" ] } }, { "id": "en-0526", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-07-08T13:54:52", "date_raw": "Sun, 8 Jul 2001 13:54:52 -0700 (PDT)", "body": "John:\nHere is my analysis of my guys:\nMike Maggi (2) : P@L for first half a bit misleading. Up till today, he has run and taken the P&L for 7 days. 3 days were in the first half of the year and 4 in July so far. Running EOL is a law of averages...some days you get killed some you do well. The second day he got massacred: T boone sold 3000 contracts as well as the floor selling on an illiquid day followed by gap down the next day. P&L for that day was -$7. the four days in july have been really good, probably +$6-7. So I look at his P&L for the first half of the year as Jan 1-Jul 6. That P&L of $15 is around my expectations. runs low var. pretty good at running EOL when I'm not there. A little too reactionary but hopefully more experience will help. makes most money in market making, probably slighlty negative in greeks and negative in curve shift. Would like for him to turn both of those positive. A bit hadicapped because present format doesnt allow him to fully get physical info. Required to spend all time in front of computer. needs to develop John Griffith to allow him to get off the desk more. good contrarian trader. often has opposite position of floor. willing to stop out and is nimble. needs to take more of a macro view of vol rather than ending up with everybody' elses positions. Vital for me to have him as a bbackup right now. Cannot function without one of us on the desk. \nComputer causing problems. will email with other guys later.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/242.", "message_id": "<32051768.1075852716259.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com", "jeanie.slone@enron.com" ] } }, { "id": "en-0527", "from": "Steven Kean", "to": [], "cc": [ "Steven Kean" ], "subject": "Re: FW: Dadisms", "date_iso": "2001-07-08T15:40:00", "date_raw": "Sun, 8 Jul 2001 15:40:00 -0700 (PDT)", "body": "George \"Herbert Hoover\" Bush.\n\n\"Robert Kean\" on 07/07/2001 10:13:19 AM\nPlease respond to \nTo:\t\"Alan Kean \\(E-mail\\)\" , \"'Doug & Karen Reiman \\(E-mail\\)'\" , \"Kathy Wedig \\(E-mail\\)\" , \"Melissa Kean \\(E-mail\\)\" , \"Phil Kean \\(E-mail\\)\" , \"'Steve & Melissa Kean \\(E-mail\\)'\" \ncc:\t\"Diane Kean \\(E-mail 2\\)\" \n\nSubject:\tFW: Dadisms\n\nDadisms\n\n1. Run for the roundhouse Nellie, he'll never corner you there.\n2. Slick as catshit and twice as nasty.\n3. Like shit through a goose.\n4. Yeah, that's right, keep fiddlin' with that, you'll break it\n5. Ho! Ho! she cried in excess wild and waved her wooden leg on high!\n6. On accounta the war.\n7. They'll have to shoot him on judgement day.\n8. Then of course, there are the names: Katy, Devie, My Little Mochawk, Phil\nJofus, and Bubba\n9. Choke ass (referring to peanut butter)\n10. If it tastes good there are no calories\n11. Didn't know you were in town (as driver passes on the right, etc.)\n12. Like a couple of cub bears (meaning Rob and Phil)\n13. Washington D.C. District or Corruption\n14. Have some onions for defense\n15. He won't have the guts to do THAT again (when a bug hits the windshield)\n16. Saps goin' up the tree\n17. Big Al\n18. Douglas Doorite\n19. Must be a storm comin'; the kids are actin' up\n20. Constipate (concentrate)\n21. Like being in hell with your back broke\n22. gourd cover (hat)\n23. mitts, dogs, paws (hands or feet)\n24. you're too young\n25. Worthington (when we asked him where something was or where he was\ngoing)\n26. overhose (blue jeans)\n27. excruciating pain! (when we squeezed his hand)\n28. That's a hell of a note\n29. meat wagon (ambulance)\n30. drappies (drapes)\n31. grappies (grapes)\n32. Whoa horsie! Just cuz you only got 3 legs. (when he was putting on the\nbrakes in the car)\n33. Jeana, Jeana corpastina, I'm in love with you\n34. I love you anyway\n35. Scuse my boardin' house reach.\n36. Come on out and let me lay a wheel on ya! (in traffic)\n37. Sit down and start passin' (at meal time)\n38. That's a bit of all right.\n39. Here, guard this with your life (when he handed something to us at a\nstore)\n40. SOL (shit out of luck)\n41. I'll tell ya when your're 21.\n42. fernilla, dawberry, shocoletta (vanilla, strawberry, chocolate)\n43. straighten up, now.\n44. Pardon me soldier. (when he burped)\n45. I'm going to assume the position of a soldier. (when he was going to lay\non the couch for a nap)\n46. horses doovers\n47. lemon meringoo pie\n48. solft\n49. go ahead, see if it bends (when someone pulled out in front of him)\n50. Ioway State\n51. Cedar Rapids, Cedar Rapids, come on down. Hotel Roosevelt center of\ntown.\n52. A hundred dogs going wild in the tobacco field. Does your cigarette\ntaste difference? (a quote from the one Russian guy in Cascade)\n53. Cut her loose and let her wander.\n54. Get your dogs under the table.\n55. \"Shit!\" cried the queen and a thousand loyal subjects strained their\nbowels.\n56. Who's side are you on?! The power company? (when we left lights on)\n57. That makes it soggy and hard to light\n58. Full as a tick\n59. A treat instead of a treatment\n60. Intermittent Power", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent_items/219.", "message_id": "<13376060.1075858884189.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "rkean@starband.net" ], "cc_emails": [ "rex04@msn.com", "dkreiman@mcleodusa.net", "kat.wedig@netzero.net", "kean@rice.edu", "kean.philip@mcleodusa.net", "skean@enron.com", "dkean@starband.net" ] } }, { "id": "en-0528", "from": "Sally Beck", "to": [ "John Lavorato", "Louise Kitchen" ], "cc": [], "subject": "EES Wholesale Assimiliation - Operations", "date_iso": "2001-07-11T17:00:47", "date_raw": "Wed, 11 Jul 2001 17:00:47 -0700 (PDT)", "body": "While Bob Hall has assumed the role of managing operations for Enron Americas on a daily basis, the responsibility still rests with me for the EES Wholesale assimilation for gas and power. Beth Apollo is working closely with me in a project manager role to insure that the varied projects necessary to strengthen the operations for the EES business are well coordinated. We are working closely with Don Black, Rogers Herndon and Jeff Richter, as well as coordinating with Anthony Dayo and Wes Colwell. \n\nWe are initially focusing on six key projects. There are numerous working sessions occuring each week as the project teams are beginning their work. At the request of Rick Causey and Rick Buy, we are meeting with them once a week to give an update on progress. \n\nWould you like for me to give you a brief overview of the initial six key projects with a review of the timelines for each? Just let me know and I will be glad to do that anytime. \n\n--Sally x35926", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ees/19.", "message_id": "<23342507.1075840821739.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "john.lavorato@enron.com", "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0529", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: FERC course on for Thurs, July 26, 1-4 p.m.", "date_iso": "2001-07-17T08:51:00", "date_raw": "Tue, 17 Jul 2001 08:51:00 -0700 (PDT)", "body": "Great news. With respect to the Commissoners, I think it makes sense to go \nback through Ellen and ask if she could set up meetings with a few \ncommissioners ater the staff briefing.\n\n\"wgramm\" on 07/17/2001 03:23:19 PM\nPlease respond to \n\nTo: \"Jerry Ellig\" , \"Steve Kean\" \n\ncc: \"Susan Dudley\" \n\nSubject: FERC course on for Thurs, July 26, 1-4 p.m.\n\nSusan got it done -- it'll be Thursday, July 26, 1-4 p.m. at FERC (a room on\nthe 3rd floor?). Susan has talked with Bill Albrecht. He'll probably be\ncoming in on Wed. p.m. Steve, any ideas about a Commissioner strategy?\n(invite them to attend, if the FERC folks agree; ask the FERC folks to do\nthe inviting; ask the FERC folks to help set up meetings afterwards or a\nfollow on if they like what we do and think it useful for Commissioners; try\nto do a walkaround -- that is, offer to have Jerry, Bill, Susan visit\ncommissioners individually Friday a.m. after the course or Thursday a.m.\nbefore the course?) Wendy\n\nWendy Gramm, Regulatory Studies Program\nMercatus Center\nGeorge Mason University\n703-993-4884", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent/2462.", "message_id": "<25901747.1075850605565.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "wgramm@osf1.gmu.edu" ], "cc_emails": [ "richard.shapiro@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0530", "from": "Steven Kean", "to": [], "cc": [ "Richard Shapiro" ], "subject": "Re: FERC course on for Thurs, July 26, 1-4 p.m.", "date_iso": "2001-07-17T18:51:00", "date_raw": "Tue, 17 Jul 2001 18:51:00 -0700 (PDT)", "body": "Great news. With respect to the Commissoners, I think it makes sense to go back through Ellen and ask if she could set up meetings with a few commissioners ater the staff briefing.\n\n\"wgramm\" on 07/17/2001 03:23:19 PM\nPlease respond to \n\nTo:\t\"Jerry Ellig\" , \"Steve Kean\" \n\ncc:\t\"Susan Dudley\" \n\nSubject:\tFERC course on for Thurs, July 26, 1-4 p.m.\n\nSusan got it done -- it'll be Thursday, July 26, 1-4 p.m. at FERC (a room on\nthe 3rd floor?). Susan has talked with Bill Albrecht. He'll probably be\ncoming in on Wed. p.m. Steve, any ideas about a Commissioner strategy?\n(invite them to attend, if the FERC folks agree; ask the FERC folks to do\nthe inviting; ask the FERC folks to help set up meetings afterwards or a\nfollow on if they like what we do and think it useful for Commissioners; try\nto do a walkaround -- that is, offer to have Jerry, Bill, Susan visit\ncommissioners individually Friday a.m. after the course or Thursday a.m.\nbefore the course?) Wendy\n\nWendy Gramm, Regulatory Studies Program\nMercatus Center\nGeorge Mason University\n703-993-4884", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/sent_items/189.", "message_id": "<15009709.1075858882811.JavaMail.evans@thyme>", "from_email": "steven.kean@enron.com", "to_emails": [ "wgramm@osf1.gmu.edu" ], "cc_emails": [ "richard.shapiro@enron.com", "james.steffes@enron.com" ] } }, { "id": "en-0531", "from": "Greg Whalley", "to": [ "Rick Buy" ], "cc": [], "subject": "Get Well Soon!!!", "date_iso": "2001-07-19T10:11:04", "date_raw": "Thu, 19 Jul 2001 10:11:04 -0700 (PDT)", "body": "Your guys need you. I'm completely out of control!!!", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/41.", "message_id": "<17838094.1075852352301.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0532", "from": "Rick Buy", "to": [ "Greg Whalley" ], "cc": [], "subject": "RE: Get Well Soon!!!", "date_iso": "2001-07-20T09:21:34", "date_raw": "Fri, 20 Jul 2001 09:21:34 -0700 (PDT)", "body": "At least you know you are out of control. That is partial success. Thanks for note. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/308.", "message_id": "<5458317.1075863362322.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0533", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [ "Greg Whalley" ], "subject": "RE: Gas Curve Validation June 2001", "date_iso": "2001-07-25T06:51:57", "date_raw": "Wed, 25 Jul 2001 06:51:57 -0700 (PDT)", "body": "I didn't see where she said it was mismarked. I have been seeing your comments on this validation process and I do think we (RAC) can improve here. I've asked David Port to dig in and make some recommendations. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/317.", "message_id": "<29891151.1075863362535.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0534", "from": "Stanley Horton", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "ETS BUSINESS REVIEW", "date_iso": "2001-07-30T08:36:20", "date_raw": "Mon, 30 Jul 2001 08:36:20 -0700 (PDT)", "body": "Jeff:\n\nIt has been awhile since we did a formal business review with you. \n\nWould you like to schedule a 2-hour review? I think we could cover the pipes, PGE, Wessex, Wind and EOTT during that period. It would depend on the level of detail you wanted.\n\nJust let me know.\n\nStan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/deleted_items/120.", "message_id": "<25101023.1075852648973.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "jeff.skilling@enron.com" ], "cc_emails": [ "sherri.sera@enron.com" ] } }, { "id": "en-0535", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: How are we doing on the contracts?", "date_iso": "2001-07-30T19:23:45", "date_raw": "Mon, 30 Jul 2001 19:23:45 -0700 (PDT)", "body": "does this mean that on a volatility basis he thinks the options are attractively priced? if so, i don't want him having any input to their pricing.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/38.", "message_id": "<7330336.1075852352234.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0536", "from": "John Lavorato", "to": [], "cc": [ "Louise Kitchen" ], "subject": "", "date_iso": "2001-08-01T06:26:18", "date_raw": "Wed, 1 Aug 2001 06:26:18 -0700 (PDT)", "body": "Rob\n\nI'm arriving at 12:30 on Wednesday. I would like to spend from 2 to 7 on Wednesday with the trading group (with all traders attending).\n\nTopics\n\n1. Full Gas Alberta and B.C. Fundamentals.\n\n2. Same for Power\n\n3. EOL discussion. Number of trades etc.\n\n4. Volume Discussion.\n\n5. Position Discussion.\n\nI'm staying until Saturday morning. I wouldn't mind playing golf late Friday. If you can't make it for family reasons, I understand. I wouldn't mind playing Silver Tip.\n\nOn Thursday and Friday morning besides sitting in on Retail Meetings I would like to talk about.\n\n1. PPA sale.\n\n2. Wholesale customer coverage and EOL usage from real customers.\n\n3. Other big deals we are looking at. We need some.\n\n4. Anything else you want to talk about.\n\nAlso\n\nWednesday and Thursday night I will eat and drink with anybody you want we to eat and drink with.\n\nCan you get Nella to coordinate with Dave and send me an adgenda.\n\nThanks\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/canada/10.", "message_id": "<8138371.1075840812906.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rob.milnthorp@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com", "kimberly.hillis@enron.com" ] } }, { "id": "en-0537", "from": "Greg Whalley", "to": [ "Jeffrey Skilling" ], "cc": [], "subject": "RE: Please Plan to Attend", "date_iso": "2001-08-01T21:50:59", "date_raw": "Wed, 1 Aug 2001 21:50:59 -0700 (PDT)", "body": "i am in london next week. are you using the video conference for this meeting?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/37.", "message_id": "<24119618.1075852352163.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "jeff.skilling@enron.com" ] } }, { "id": "en-0538", "from": "Stanley Horton", "to": [], "cc": [ "Jeffrey Skilling", "Rick Buy" ], "subject": "Net Variable Power Cost", "date_iso": "2001-08-02T09:38:20", "date_raw": "Thu, 2 Aug 2001 09:38:20 -0700 (PDT)", "body": "Someone from Rick Buy's Risk Management group will be calling you to schedule a visit to discuss with your team the procedures and strategy PGE has in place to manage the variability of our net variable power costs. Since Rick's group is a corporate Risk Management group there should be no market affiliate issues. The visit will enable us Houstonians to get even a better handle on the risk profile of your business given the tremendous volatility we have experienced in power prices.\n\nLet me know if you have any questions. Thanks in advance for your cooperation.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "skilling-j/deleted_items/99.", "message_id": "<540525.1075852648360.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "peggy.fowler@enron.com" ], "cc_emails": [ "jeff.skilling@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0539", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "", "date_iso": "2001-08-05T17:38:20", "date_raw": "Sun, 5 Aug 2001 17:38:20 -0700 (PDT)", "body": "Louise\n \nI think this weekend's Barrons put me over the top. I'm scared shitless about our turbines. Can we talk Monday or Tuesday about them. On the South American ones that we are getting next year. Can we turn them back for a fee? We need to be willing to take a big hit and exit this stuff.\n \nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/turbines/52.", "message_id": "<21794401.1075840949605.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0540", "from": "Rick Buy", "to": [ "David Delainey" ], "cc": [ "John Lavorato" ], "subject": "Remote Offices- Suggestions", "date_iso": "2001-08-10T08:53:50", "date_raw": "Fri, 10 Aug 2001 08:53:50 -0700 (PDT)", "body": "After reviewing the Doorstep audit at Long Beach with the team I have the following conclusion:\n\n1. We should shut these offices down because we can not control them. They don't make much money and will be a huge negative after losses at Long Beach.\n\n---or----\n\n2. We establish a rigid template for how these offices operate. My thought is that we create a McDonalds Hamburger type operation. Each office is exactly the same and operates under precise and well communicated rules. \"Hamburger\" quality is monitored from Houston routinely.\n\nThere are a huge number of these remote offices so we need to address how we proceed.\n\nAny thoughts? Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/331.", "message_id": "<18580116.1075863362927.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.delainey@enron.com", "janet.dietrich@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0541", "from": "David Delainey", "to": [], "cc": [ "Rick Buy", "John Lavorato" ], "subject": "Remote Offices- Suggestions", "date_iso": "2001-08-10T09:06:24", "date_raw": "Fri, 10 Aug 2001 09:06:24 -0700 (PDT)", "body": "Dan, in response to the following memo, can you discuss with Rick his ideas. I would also like to go through a detailed description of each EES office, its people and functions to determine which should be eliminated and which should be modified. Given the latest redeployments and terminations the field offices are a shadow of their previous stature either way. This is consistent with our overall strategies but perhaps we want to accelerate. If you could help set up the framework to discuss I would much appreciate.\n\nGood job on handling the \"5's\".\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/600.", "message_id": "<22323362.1075863365696.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "dan.leff@enron.com" ], "cc_emails": [ "rick.buy@enron.com", "janet.dietrich@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0542", "from": "Sally Beck", "to": [ "Rick Buy" ], "cc": [], "subject": "FW: Suggested text for message on EES meeting", "date_iso": "2001-08-14T08:38:38", "date_raw": "Tue, 14 Aug 2001 08:38:38 -0700 (PDT)", "body": "Since Sharron Westbrook has been the person providing notices regarding our EES/EWS Thursday meetings, I have forwarded this suggested language to her to use in notifiying all attendees of our planned changes for the meeting. You and I discussed resuming the meetings during the first week in September - I have indicated that we will resume the meetings during the second week. Beth Apollo has had a house under construction since her return from London and should be moving in on September 1st. She plans to take off that week to get moved in and settled, and to start her 2 year-old into her new school. We could try to patch Beth in by phone that week, but I think we would be better off having her here. So I made an \"executive\" decision to resume the next week, on September 13. That will also give me time to get with you during the first week in September, while Beth is out, to review with you the reporting tools that we will have developed for use in the meetings. Hope that all of this is okay with you. \n\nI have left Rick Causey and Dan Leff messages regarding the outcome of our discussions last week regarding this Thursday meeting. \n\nBeth and I have set aside time on Thursday this week to devise appropriate tracking and reporting tools to use in the meeting. -Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/620.", "message_id": "<30376672.1075863366203.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0543", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [], "subject": "crude and products trading update", "date_iso": "2001-08-20T12:28:01", "date_raw": "Mon, 20 Aug 2001 12:28:01 -0700 (PDT)", "body": "Mark and Greg, \n\nFYI, below is an update from John Nowlan on Q3 issues surrounding the crude and products P&L. I thought you would find this informative as to what is going on. Mike\n\n3rd Quarter update\nRecent steps taken to manage crude and products\nAs you are aware the big changes this year have come from breaking the various businesses into their respective area and giving the lead to managing the business to a specific individual e.g. J. Goughary - Gasoline, C. Mahoney - Distillates, N. Clarke - Resid, S. Bland - Petchems, B. White and D. Schroeder - Crude. This was done to give more business focus and ensure as we build the mid marketing and origination groups we have the right trading structure. As for origination and mid marketing we have been very successful building out the USA org and now will be looking to add some talent in Europe. Origination likewise we have been successful in the crude and products area with Randy's team. On the petchem side, I have been interviewing extensively over the past week and hope to have one very strong addition for Doug, Tim O'Neal, and two very highly rated associates coming from EBS. As for the trading itself, I imposed trading limits on all traders 3 weeks ago and, as will be addressed next, we are not losing much if any money on our daily trading rather the losses are coming from primarily one huge structured position. Lastly, we have been quite aggressive in divesting of any individuals, which were not helping us to achieve the goals, which we have set forth. Bill Briggs, Phil Clifford and Andrea Hauser will all be leaving the group.\n\n3rd Quarter loss explanation\nLosses to date: $40.23 million\n$30.79 is in the ERAC book (i.e. Don's big P+ and Nymex swap position)\n?\t$23.34 is due to Vega, Theta and Gammas\nVega: $4.30\nTheta: $16.72\nGamma: $2.30\n?\t$5.2 due to curve shift\n$5.2 million in distillates\n?\t$1.3 million we discovered in a mis -marked curve when Bill Briggs was terminated.\n?\t$5.52 million is curve shift (inventories we are holding globally in a falling market)\n\nP+ issues and management\nTwo key problems:\n1.\tCorrelation marked on the Cal 02 is still too low, we need to raise this correlation.\n2.\tNymex option position, which was put in the book to hedge the P+ position, is too large and mis -marked, i.e. the market is 3.20 and we are marked at 2.85.\nSolutions and steps forward:\nWe have $15 million to correct some of this problem and that was getting done late last week. Don has been talking to Koch and BP in restructuring the P+ book and moving a portion of the CAL 01 and early 02 position out as far as 03 so we have smaller, more manageable positions. Ideally over the next week we hope to get the book to a position where the theta bleed goes from $270k/day down to around $100k/day. This is worth $5.1 million a month to us. Lastly, once we get through the next few months a significant piece of our exposure rolls off.\n\nIn summary, the \"day trading\" the group has done has been steady in a very choppy market; it is the ERAC structure, which is tainting us. It would be useful to you if Rob, Don and I got together with you to go over all the specifics some time this week, as it is difficult to handle by Email.\n\nJohn Nowlan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/180.", "message_id": "<5907578.1075852349948.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "mark.frevert@enron.com", "greg.whalley@enron.com" ], "cc_emails": [ "a..shankman@enron.com", "l..nowlan@enron.com" ] } }, { "id": "en-0544", "from": "Stanley Horton", "to": [ "Rick Buy" ], "cc": [], "subject": "PGE Risk Manageent Analysis", "date_iso": "2001-08-22T14:47:41", "date_raw": "Wed, 22 Aug 2001 14:47:41 -0700 (PDT)", "body": "First of all my thanks to Vladimir for visit to PGE and the analysis work he did. After reviewing your PGE Summary memo, I think it would be helpful to meet and discuss the Recommendation/Action Steps in more detail. \n\nI will have my assistant call to establish a mutually agreeable time.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/703.", "message_id": "<5060983.1075863368338.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "rick.buy@enron.com", "vladimir.gorny@enron.com", "rod.hayslett@enron.com", "peggy.fowler@enron.com" ], "cc_emails": [ "cindy.stark@enron.com" ] } }, { "id": "en-0545", "from": "David Delainey", "to": [], "cc": [ "Greg Whalley", "John Lavorato", "Rick Buy" ], "subject": "NewPower", "date_iso": "2001-08-22T21:11:33", "date_raw": "Wed, 22 Aug 2001 21:11:33 -0700 (PDT)", "body": "Mark, The word on the street is that the NewPower folks are getting further in trouble (ie) strange trading activity, etc. Looks and smells a little like the old EES.\n\nCouple of opps:\n\t- get another shareholder on-side and demand an Enron led audit to confirm financial and operating health;\n\t- followed up by hostile exit of mgt team if significant issues arise.\n\nIssues:\n\t- obviously pushes us into another level of complicity/fiduciary in a blow up or bankruptcy not unlike the issues we faced with Kafus et al; however, given our continued interest a significant control issue could result in a significant acceleration of a write-off of our existing position plus any outstanding credit.\n\nI would recommend we force the management team to submit to a detailed audit as a part of a united shareholder iniative - Lets discuss.\n\nRick Buy, what is our current credit position?\n\nGreg/John, do you have a view on this one?\n\nRick Causey, we probably need a more \"permanent solution\" ot the NewPower issue.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/704.", "message_id": "<33011420.1075863368362.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "mark.muller@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com", "rick.buy@enron.com", "richard.causey@enron.com" ] } }, { "id": "en-0546", "from": "Greg Whalley", "to": [ "David Delainey" ], "cc": [ "John Lavorato", "Rick Buy" ], "subject": "RE: NewPower", "date_iso": "2001-08-23T06:32:48", "date_raw": "Thu, 23 Aug 2001 06:32:48 -0700 (PDT)", "body": "we need to be really careful with a decision to get closer to the company, notwithstanding our fiduciary responsibility. i do agree with either getting in or out. we should either get more active, or abandon our board seats and get some distance.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/26.", "message_id": "<3203154.1075852351910.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "david.delainey@enron.com", "mark.muller@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "rick.buy@enron.com", "richard.causey@enron.com" ] } }, { "id": "en-0547", "from": "Stanley Horton", "to": [ "Rick Buy" ], "cc": [], "subject": "MEETING WITH STAN", "date_iso": "2001-08-27T09:32:12", "date_raw": "Mon, 27 Aug 2001 09:32:12 -0700 (PDT)", "body": "This is to confirm a meeting with Stan Horton in EB5020 on Monday, September 10, from 3:30 to 4:15PM. During the first part of the meeting, Peggy Fowler will call in (on 713/345-7437) to discuss \"PGE Risk Management Strategy\", and the second part of the meeting will be dedicated to discussing the \"EPA Data Request on EOTT\". Stan is indicating that this meeting should be completed in 45 minutes max.\n\nPlease confirm your attendance with me via reply e-mail.\n\nAnd don't hesitate to call me if you have any questions or concerns about this meeting.\n\nCindy Stark\nExecutive Assistant to Stan Horton\nTel: 713/853-6197\nFax: 713/345-7047\nCindy.Stark@enron.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/735.", "message_id": "<28904084.1075863369386.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "peggy.fowler@enron.com", "rod.hayslett@enron.com", "vladimir.gorny@enron.com", "rick.buy@enron.com" ], "cc_emails": [ "mary.trosper@enron.com", "kathy.campos@enron.com", "araceli.romero@enron.com", "k..heathman@enron.com" ] } }, { "id": "en-0548", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW:", "date_iso": "2001-08-28T06:21:30", "date_raw": "Tue, 28 Aug 2001 06:21:30 -0700 (PDT)", "body": "Q3 - Above 50% probability deals over $1mm. TOTAL BELOW: $72.2mm\n\n1.\tEast Power\t\nCornhusker\t75%\t$5mm - $6.5mm (El Paso has until 7th September to complete the GP, number to book depends on working capital distribution)\nWind\t\t95%\t$35mm ($35mm in hedges - working with Wes's team, looking to book this 9/24/01 when San Antonio comes back on contract reassignment)\nAES \t\t95%\t$2mm (milestone payment from AES on Haywood)\nCalvert City\t5% \t$1mm (site sale)\n\n2.\tWest Power \nSaguaro \t50% \t$1mm (NRG closing other 50% from Edison and will complete ours after that - due 9/15/01)\nPSCo\t\t100%\t$4.7mm (incremental payment from Fountain Valley)\nLas Vegas\t90%\t$2mm (incremental earnings which we can book on closure - 8/31/01)\n\n3.\tECR\nEEX VPP \t50% $5mm (Issues - (i) 3rd party equity (ii) credit wrap in insurance market\n\n4.\tGas \nCMS\t\t75%\t$1mm\n\n5.\tCanada\nCNR\t\t60%\t$1.5mm\n\n6.\tMexico\nVitro\t\t80%\t$14mm\n\n7.\tNegatives \n[Kitchen, Louise] New Albany ($1.1mm) Repairs to plant pre sale\nHPL\t\tAlready in the summary but will come in ($7.6mm) below their budget on an annual basis\nBridgeline \tProbably ($13.8 - $17mm) to come in (($2mm) depreciation, ($5mm) accounting errors, ($10mm in underperformance)\n\nQuarter 4 \nLongview\t1% for Q3 / 70% for Q4 \t$15mm - $25mm (promote from sale)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/131.", "message_id": "<27517978.1075852998378.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0549", "from": "Greg Whalley", "to": [ "Mike McConnell" ], "cc": [], "subject": "oz", "date_iso": "2001-08-28T22:17:14", "date_raw": "Tue, 28 Aug 2001 22:17:14 -0700 (PDT)", "body": "we were trying to get an extension on the oz deal. did we get it?\nwe need to figure out what the schedule is on this deal and i would like to spend some more time on the pricing. \n \ni am going to have a problem with this claims trading meeting in the morning. we may need to postpone.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/19.", "message_id": "<12175000.1075852351752.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "mike.mcconnell@enron.com", "a..shankman@enron.com" ] } }, { "id": "en-0550", "from": "Greg Whalley", "to": [ "Kenneth Lay" ], "cc": [], "subject": "FW: Management Committee Offsite", "date_iso": "2001-09-03T12:24:09", "date_raw": "Mon, 3 Sep 2001 12:24:09 -0700 (PDT)", "body": "I'm sorry I haven't been more involved is setting this up, but I think the agenda looks kond of soft. At a minimum, I would like to turn the schedule around and hit the hard subjects like Q3, risk management, and asset sales first. I would also like to see a discussion on our funds flow, cash flow, and our balance sheet. If we don't get these things right, none of the rest of it matters.\n \nAlso, I notice that Cindy Olson and Beth Tilney are in attendance. This should only be for presentation, as they are not members of the management committee. It also seems a bit unusual to have Beth Tilney present for a discussion on company image and presentation, and not have Mark Palmer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/17.", "message_id": "<16986095.1075852351708.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "kenneth.lay@enron.com", "j..kean@enron.com" ] } }, { "id": "en-0551", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: limit order usage today", "date_iso": "2001-09-06T05:36:49", "date_raw": "Thu, 6 Sep 2001 05:36:49 -0700 (PDT)", "body": "yes. we've made budget this year. what do we need more income for?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/347.", "message_id": "<31567713.1075852719619.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0552", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "2002 Operational Costs", "date_iso": "2001-09-06T16:09:28", "date_raw": "Thu, 6 Sep 2001 16:09:28 -0700 (PDT)", "body": "I understand what you are looking for, and Bob Hall and I look forward to sitting down with you to review operations costs for Enron Americas. I do think it will be meaningful to you to look at the components of the aggregate number to understand all of the functions that are provided and the drivers behind the cost structure for each function. They are different. Some costs are impacted by number of transactions, some are not. For instance, all operating companies are allocated a portion of the cost of producing the DPR each day and posting results on the Executive Reports Viewer. Regardless of the number of transactions, there is a fixed cost for aggregating that information. That fixed cost estimated for the year likely will not change. What may change is the allocation methodology used -- i.e. if EEL adds four new product lines to be aggregated on the DPR and if it is a very manually intensive task to get that information daily, then we may adjust the allocations such that EEL's percentage of the total cost of producing the DPR will be appropriately increased. \n\nFor the past two years, we have created the operations budget for Enron Americas with a defined set of services as the underlying assumption in the budgets. There have been times when we have had to add personnel to handle new businesses that have been created that were unknown during the budget process (ex:wellhead desk) or deals that are done that are very operationally intensive (ex: asset management deals). When this happens, we calculate the fully-loaded cost of the person or persons required to support that new activity and have the commercial person responsible for that business sign off on the additional expense to be incurred that was not in the original operations budget - a change order to the original budget. \n\nI know that Wes is coordinating the budget review meetings for Enron Americas, so I will work with him to make that happen. In addition, Greg Piper and I are trying to get a time that works for you and John Lavorato early next week so that we can discuss the mechanics of a service level agreement. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/business_plans/38.", "message_id": "<9833313.1075840812154.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com", "m.hall@enron.com", "wes.colwell@enron.com" ] } }, { "id": "en-0553", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: FW: Gas & PoweRisk 2001", "date_iso": "2001-09-09T12:55:14", "date_raw": "Sun, 9 Sep 2001 12:55:14 -0700 (PDT)", "body": "Return-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: <99.1a5c62ac.28cc29cc@aol.com>\nDate: Sat, 8 Sep 2001 22:11:24 EDT\nSubject: Fwd: FW: Gas & PoweRisk 2001\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_b9.136b6003.28cc29cc_boundary\"\nX-Mailer: AOL 6.0 for Windows US sub 10539\n\nReturn-Path: \nReceived: from rly-za03.mx.aol.com (rly-za03.mail.aol.com [172.31.36.99]) by air-za01.mail.aol.com (v80.17) with ESMTP id MAILINZA17-0907195940; Fri, 07 Sep 2001 19:59:40 -0400\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-za03.mx.aol.com (v80.17) with ESMTP id MAILRELAYINZA37-0907195854; Fri, 07 Sep 2001 19:58:54 -0400\nReceived: from corp.enron.com (nahou-msmsw01p.corp.enron.com [192.168.110.108])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id f87Nwq702128\tfor ; Fri, 7 Sep 2001 18:58:52 -0500 (CDT)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Fri, 7 Sep 2001 18:58:50 -0500\nReceived: from NAHOU-MSMBX03V.corp.enron.com ([192.168.110.40]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Fri, 7 Sep 2001 18:58:50 -0500\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\nContent-Class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: multipart/mixed ; boundary=\"----_=_NextPart_001_01C137EF.4FE3F83A\"\nSubject: FW: Gas & PoweRisk 2001\nDate: Fri, 7 Sep 2001 17:49:12 -0500\nMessage-ID: <31738B46B7BD864080808A19977D9F754493A8@NAHOU-MSMBX03V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic: Gas & PoweRisk 2001\nThread-Index: AcEem8d+aXqGsYqOEdWxFQBQi+MJ2QZU4adA\nFrom: \"Kaminski, Vince J\" \nTo: \nX-OriginalArrivalTime: 07 Sep 2001 23:58:50.0232 (UTC) FILETIME=[0A4D7F80:01C137F9]\nX-Mailer: Unknown (No Version)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/663.", "message_id": "<5949511.1075863444631.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0554", "from": "Sally Beck", "to": [], "cc": [ "Rick Buy" ], "subject": "FW: RiskTrac project -- Project Green Light", "date_iso": "2001-09-10T11:17:14", "date_raw": "Mon, 10 Sep 2001 11:17:14 -0700 (PDT)", "body": "I reveiwed the attached draft of the document for Project Green Light with Rick Buy today just to let him know that this has taken shape since he and I discussed this in August. He asked that I forward a draft to each of you. Please let Tom know if you have suggestions or comments. Steve Stock is in London this week, and will be meeting with IT personnel and with Mike Jordan regarding this project. Upon Steve's return, the plan is that Tom will be able to complete this document with a planned timeline. Watch for this in final form next week. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/838.", "message_id": "<6144918.1075863372012.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "r..brackett@enron.com", "david.hardy@enron.com" ], "cc_emails": [ "tom.victorio@enron.com", "rick.buy@enron.com" ] } }, { "id": "en-0555", "from": "Greg Whalley", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE:", "date_iso": "2001-09-11T17:45:14", "date_raw": "Tue, 11 Sep 2001 17:45:14 -0700 (PDT)", "body": "i know that power will open at 6:30. will the gas markets be open then? we figured that we might go with 7 so that both were open.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/12.", "message_id": "<29123022.1075852351593.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0556", "from": "David Delainey", "to": [], "cc": [ "John Lavorato" ], "subject": "Real Time Pricing In Effect", "date_iso": "2001-09-12T08:12:01", "date_raw": "Wed, 12 Sep 2001 08:12:01 -0700 (PDT)", "body": "Greg, we maybe should discuss - I don't know that I disagree with Rogers action. My understanding is that we have added $10/MWhr premium on all deals until further notice; however, the impact of possible customer decision delays, un-available curves and the resulting idle sales force could cause a significant issue for Q3 retail financials. If the net result is some downtime for a couple days probably no problem - if it is more than a couple days it is very difficult to catch up. I will keep you in the loop.\n\nRegards\nDelainey", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/164.", "message_id": "<15088884.1075852349569.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "cc_emails": [ "john.lavorato@enron.com", "janet.dietrich@enron.com" ] } }, { "id": "en-0557", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "FW: friend of Bill McIlwain", "date_iso": "2001-09-13T07:34:49", "date_raw": "Thu, 13 Sep 2001 07:34:49 -0700 (PDT)", "body": "John\n\nAt your leisure can you interview this guy. He is in Houston in a couple of weeks. You may need him to resend his reume as I deleted it. Read the email traffic below.\n\nThanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/inbox/10.", "message_id": "<23905606.1075852727074.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0558", "from": "John Lavorato", "to": [ "John Lavorato" ], "cc": [], "subject": "Mtg: Updated: Conf Call Re: NUG Contract Management (Davis, Wilson,\n DeVries, Tripp, Lavorato, Milnthorp)", "date_iso": "2001-09-17T14:39:49", "date_raw": "Mon, 17 Sep 2001 14:39:49 -0700 (PDT)", "body": "When: Tuesday, September 18, 2001 1:00 PM-2:00 PM (GMT-07:00) Mountain Time (US & Canada). \n\n*~*~*~*~*~*~*~*~*~*", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/calendar/124.", "message_id": "<18796131.1075863336718.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0559", "from": "Stanley Horton", "to": [ "Greg Whalley" ], "cc": [], "subject": "DRAFT - EGS ORGANIZATION CHANGES MEMORANDUM AND ORG CHART", "date_iso": "2001-09-20T13:25:13", "date_raw": "Thu, 20 Sep 2001 13:25:13 -0700 (PDT)", "body": "Attached is a draft of our proposed EGS 'Organization Changes' announcement and organization chart for your review and comments by COB Friday, September 21.\n\nI am anticipating on distributing this communication Monday afternoon, September 24.\n\nThanks,\nStan\n\n \n\nCindy Stark\nExecutive Assistant to Stan Horton\nTel: 713/853-6197\nFax: 713/345-7047\nCindy.Stark@enron.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/145.", "message_id": "<11015267.1075852349096.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.ambler@enron.com", "a..hughes@enron.com", ".palmer@enron.com", "j..kean@enron.com", "mark.frevert@enron.com", "greg.whalley@enron.com" ], "cc_emails": [ "gary.smith@enron.com" ] } }, { "id": "en-0560", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [ "Louise Kitchen" ], "subject": "FW: Sundance B Bid from Duke", "date_iso": "2001-09-20T14:50:11", "date_raw": "Thu, 20 Sep 2001 14:50:11 -0700 (PDT)", "body": "We feel that selling at the levels below would be stupid. We'll keep searching for a better bid.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/canada/7.", "message_id": "<7666544.1075840812833.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0561", "from": "Stanley Horton", "to": [ "Kenneth Lay" ], "cc": [], "subject": "DRAFT \"ORGANIZATION CHANGES\" MEMO AND ORG CHART", "date_iso": "2001-09-21T12:57:25", "date_raw": "Fri, 21 Sep 2001 12:57:25 -0700 (PDT)", "body": "Ken:\n\nAttached is a draft of my proposed new organization announcement/org chart for your review and comments. I am planning to send out Enron Worldwide Monday afternoon, Sept. 24.\n\nThanks,\nStan\n\n \n\nCindy Stark\nExecutive Assistant to Stan Horton\nTel: 713/853-6197\nFax: 713/345-7047\nCindy.Stark@enron.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/628.", "message_id": "<33495398.1075852814245.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0562", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: QuickLink to Afgan Weather Briefing", "date_iso": "2001-09-24T07:59:32", "date_raw": "Mon, 24 Sep 2001 07:59:32 -0700 (PDT)", "body": "ya think? these guys wanted to pitch me on what they can do to track afgan weather. i don't see how we could possibly make money with that!!", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/11.", "message_id": "<2916558.1075852351571.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0563", "from": "Louise Kitchen", "to": [ "Mike McConnell" ], "cc": [], "subject": "El Paso/LNG", "date_iso": "2001-09-25T06:27:20", "date_raw": "Tue, 25 Sep 2001 06:27:20 -0700 (PDT)", "body": "The view is that the CapEx hold is across the company and your counterpart probably hasn't raised the issue of buying anything with higher management. Suffice to say our guys have confirmed they don't think the bid is real.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/1042.", "message_id": "<20254234.1075853023040.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0564", "from": "David Delainey", "to": [ "John Lavorato" ], "cc": [], "subject": "FW: Energy and Ancillary Service Pricing", "date_iso": "2001-09-25T15:55:18", "date_raw": "Tue, 25 Sep 2001 15:55:18 -0700 (PDT)", "body": "In the effort to understand this better is it fair to say that wholesale block prices between Friday afternoon and today have fallen on the offer side by $7.00 MWHr?\n\nFor example, these were the prices on Friday:\n\n\tJack in the Box\tPG&E\tOffer\t$41.15;\tA/S\t$4.93;\tBlock to Shape\t$1.25 = Total $47.33.\n\t\nThe total price to Jack was $60.31 and includes the following additional charges $3.03 losses, $3.40 interzonal congestion; $1.75 uplifts; $1.80 ISO charges; $0.50 settlements and $2.50 \"contract/legal\".\n\nI don't believe ancillaries and shape have changed dramatically; therefore, it would suggest that wholesale markets have changed by the number indicated above.\n\nOur information would suggest that SP 15 and NP 15 on-peak has not changed by this amount between Friday to today.\n\nThis leads to two results:\n\ta) the generator price is closer to our original offer and\n\tb) our original offer on Friday was out of market and EES paid too much for supply.\n\nEach dollar on the California deals is approximately $2.0M in value recognized in the wholesale versus retail organizations.\n\nPlease clarify.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/138.", "message_id": "<1500794.1075852348924.JavaMail.evans@thyme>", "from_email": "david.delainey@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0565", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Regrouping of ENW Budget Discussions", "date_iso": "2001-09-25T17:35:42", "date_raw": "Tue, 25 Sep 2001 17:35:42 -0700 (PDT)", "body": "Louise,\n\nTo make our ENW budget discussions most meaningful, we felt that coupling discussions of the Operations and IT Development budgets will make the most sense. To insure that we have the appropriate attendees in our ENW 2002 plan meetings and to schedule these meetings around Thursday as a religious holiday, I have worked with Wes Colwell and made a trade with Vince Kaminski to make all of this happen. There is no change to your calendar in terms of date, time or location of meetings. We have simply realigned topics and attendees as follows: \n\nDate\t\t\tTime\t\tLocation\tRevised Group\t\t\tRevised Attendees \n\nWed, 9/26\t\t11 - Noon\tEB3314\t\tCanada Support (unchanged)\tWes Colwell, Faith Killen, Louise\n\t\t\t\t\t\t\t\t\t\t\tKitchen, Sally Beck, Rob Milnthrop,\n\t\t\t\t\t\t\t\t\t\t\tBob Hall (added-responsible for EA\n\t\t\t\t\t\t\t\t\t\t\tOperations, including Calgary)\n\t\nThurs, 9/27\t\t1:30 -2:30\tEB3316\t\tENW: EOL & Infrastructure\tWes Colwell.Faith Killen,Louise\n\t\t\t\t\t\t\t\t\t\t\tKitchen, Sally Beck,Mark Pickering,\n\t\t\t\t\t\t\t\t\t\t\tJenny Rub, Greg Piper, Kerry Roper,\t\t\t\t\t\t\t\t\t\t\tBrad Richter (added-EOL), Jay \t\t\t\t\t\t\t\t\t\t\t\tWebb (added-EOL)\n\nFri, 9/28\t\t1 - 2pm\t\tEB3316\t\tResearch\t\t\tWes Colwell, Faith Killen, Louise\n\t\t\t\t\t\t\t\t\t\t\tKitchen,Vince Kaminiski (no \t\t\t\t\t\t\t\t\t\t\t\tchanges)\n\n\t\t\t3 - 4pm\t\tEB3314\t\tENW: Operations & IT Dev.\tWes Colwell,Faith Killen, Louise \n\t\t\t\t\t\t\t\t\t\t\tKitchen,Sally Beck, Beth Perlman,\n\t\t\t\t\t\t\t\t\t\t\tMark Pickering, Greg Piper, Kerry\n\t\t\t\t\t\t\t\t\t\t\tRoper, Bob Hall (added-EA \t\t\t\t\t\t\t\t\t\t\t\tOperations) \n\nI look forward to reviewing details with you in each of these meetings. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/business_plans/34.", "message_id": "<33448559.1075840812057.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com", "mark.pickering@enron.com", "wes.colwell@enron.com", "faith.killen@enron.com", "kerry.roper@enron.com", "tammie.schoppe@enron.com", "christina.valdez@enron.com" ] } }, { "id": "en-0566", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "RE: Regrouping of ENW Budget Discussions", "date_iso": "2001-09-26T06:23:07", "date_raw": "Wed, 26 Sep 2001 06:23:07 -0700 (PDT)", "body": "I am expecting an all in cost for this service - what do we achieve in separation. I had allocated two hours on Friday to do this from 1pm until 3pm. Are you not intending an all in cost (per transaction) of IT and Operations? If you believe that the outline below works then go ahead, do we just have the total number debate on Fridy - if so let's start at 2pm.\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/1020.", "message_id": "<12615211.1075853022531.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ], "cc_emails": [ "greg.piper@enron.com", "mark.pickering@enron.com", "wes.colwell@enron.com", "faith.killen@enron.com", "kerry.roper@enron.com", "tammie.schoppe@enron.com", "christina.valdez@enron.com" ] } }, { "id": "en-0567", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Regrouping of ENW Budget Discussions", "date_iso": "2001-09-26T08:19:11", "date_raw": "Wed, 26 Sep 2001 08:19:11 -0700 (PDT)", "body": "Wes and team had preset the meeting schedule and topics to be covered in each. The outline that I sent you with the changes for the remainder of this week is simply our best attempt at fitting coordinating topics around people availability and the meeting schedule that had already been set. The schedule that we have been working with that Wes provided did not allocate two hours for the Friday meeting. If you had set aside two hours, that had not been communicated to us. There were only two one-hour meeting slots on that schedule. One for ENW from 1-2 and one for Research from 3-4. I have a major conflict on Friday - I committed months ago to attend a meeting that Ken Lay asked to be involved in that is in the Woodlands that runs through the evening hours.. Only because Beth Perlman is out on Thursday for a religious holiday, I decided to \"skip out\" from this meeting to be here on Friday afternoon to discuss the Operations and IT Development budgets together. In order to minimize my time away from the Woodlands meeting, I orchestrated the time swap with Vince Kaminiski so that we could have our ENW meeting at 3:00. I will talk with you later today and fill you in on the commitment for Ken Lay. Maybe we can work together for a scheduling solution that works for both of us. I would appreciate your help on that, Louise. \n\nScheduling issues aside, Wes suggested that we also review with you the EES budget that ENW has prepared. Our approach so far has been to determine the appropriate and necessary spend for 2002 for expense and capital for all of the services that ENW provides to support the EES business. We have done this without regard to who will cover which expenses - EES or EA. That is a separate issue from understanding the services that need to be provided and our best estimate at costs. We are prepared, however, with a suggested split on the costs for discussion purposes. I have assumed that the decision on cost sharing or allocation would be made between the offices of the chair for EES and ENW. If you would like to cover all of ENW's budgets together, both for EES and EA, then it would make more sense to set a longer block of time (maybe 3 hours?). I will bring my schedule to our meeting at 11:00 today to cover the Canadian budget and we can work out a schedule that works for both of us. \n\nWe will be prepared to discuss pricing per transaction, but will hold that until the end of our meetings when we have been able to review with you the components of costs and the detail of capital projects. Our review of costs and projects in effect will serve as our \"scope of engagement\" discussion. A service provider would never quote a firm price until agreement had been reached on the scope of the engagement. We will have a straw man for discussion on that. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/69.", "message_id": "<12798189.1075852996654.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com", "mark.pickering@enron.com", "wes.colwell@enron.com" ] } }, { "id": "en-0568", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "RE: Conn. Coal Plants", "date_iso": "2001-09-26T20:09:44", "date_raw": "Wed, 26 Sep 2001 20:09:44 -0700 (PDT)", "body": "Both John Llodra and Don Miller have had discussions with regard to pursuing these assets over the last week. Essentially, these plants may be the first distress sales we see in the market place.\n \nJohn/Don - can you let everyone know how you plan to move forward.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/992.", "message_id": "<10471057.1075853021882.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "m..presto@enron.com", "mitch.robinson@enron.com", "dana.davis@enron.com", "john.llodra@enron.com", "j..broderick@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "david.duran@enron.com" ] } }, { "id": "en-0569", "from": "Richard Shapiro", "to": [ "Greg Whalley", "David Delainey", "Louise Kitchen", "John Lavorato" ], "cc": [], "subject": "FW: FERC Meeting Summary", "date_iso": "2001-09-27T08:12:45", "date_raw": "Thu, 27 Sep 2001 08:12:45 -0700 (PDT)", "body": "FYI\n\nToday's FERC meeting was a big deal. Some of the key actions are:\n\nDSTAR and RTO West are to be \"married,\" The FERC wants a single western RTO but will wait on making CAISO merge with other western RTOs so that California can \"heal its wounds.\" \nEvery utility needs to declare which RTO it plans to join by 12/1/01 (or possibly 12/15; not sure of date). Otherwise the utility will lose market-based rates, will be unable to get a merger approved, and will have its transmission rev req. scrutinized.\nThe commission favors 1 market structure applied to the four nationwide RTOs. It plans on holding a week of workshops and issuing a NOPR to determine this structure. The goal is to essentially re-issue the Order 888 tariff in a form that encompases the new functions of RTOs. Although consistent business rules applied to large geographic markets are a good thing, expect this new effort and redefining the RTO to delay ultimate implementation.\nAlthough California will be allowed to heal, it is ordering an operational audit of the Calfornia ISO.\nSeparately the FERC indicated the plan to issue a NOPR on market power and market based rates. Expect new rules and procedure to determine whether a market is sufficiently competitive to allow for market based rates.\n\nFurther summary, prepared by Sarah Novosel in our Govt. Affairs DC office, is provided bel o w \n\nThe Commission held its first open meeting with Pat Wood as the new Chairman today and discussed many interesting issues. The following is a summary of the meeting. The meeting is still going on, and we will provide an addendum to this email updating you on what was discussed this afternoon (regarding market power).\n\nRTOs \n\nChairman Wood expressed his desire to finish the RTO transition, and that the Commission needs to provide guidance and leadership in order to speed up the RTO transition. Chairman Wood considers the RTO effort on two tracks: 1) organizational -- what will the RTO organizations look like, and 2) substantive -- once you set up the organizations, what will they do.\n\nOrganizational Effort: Wood stated that this effort has already begun with the July 12 orders and the Northeast and Southeast mediation efforts. The Commission will be issuing additional orders in the northeast, southeast and Midwest within the next couple of FERC meetings. Wood also stated that it is time for RTO West and Desert Star to \"marry up,\" meaning, I suppose, that the two should consolidate. Wood does not think that California can be included in the western RTO yet since it has lingering problems.\n\nStructural Effort: The Commission will initiate a section 206 proceeding to address market design and structure issues in order to translate the 8 functions established in Order No. 2000 into RTO structures. To achieve this goal, the Commission is establishing an \"RTO week\" of advanced workshops, from October 15-19, in advance of issuing a NOPR, to address structural issues such as: congestion management; cost recovery; market monitoring; transmission planning; reliability; transmission rights. Wood also envisions that the Commission will develop a new pro forma tariff to replace the existing Order No. 888 transmission tariff. The new tariff will apply to all public utilities and RTOs.\n\nWood also recognized that some \"sticks\" are needed to entice RTO participation. Therefore, Wood proposes to have all public utilities come in by December 15, 2001 with a declaration to join an RTO. If they do not make this declaration, these entities will have their market based rate authority revoked on a prospective basis. Furthermore, Wood states that if entities do not join RTOs, they should not be authorized to merge their facilities, and that FERC will also look at their rates to determine whether they are still just and reasonable rates compared with rates offered by RTOs. Wood states that these \"sticks\" provide incentive, but do not mandate, RTO participation.\n\nWith regard to the pending requests for rehearing, Wood asked legal staff to figure out how \"FERC can get there.\" In other words, I think Wood is telling them to develop the legal analysis for denying rehearing.\n\nWhile Commissioner Breathitt is skeptical about some of these RTO proposals, because she was not required to vote on anything today, she only expressed her concern.\n\nUpcoming Dates\n\n\tOctober 15-19 --\tRTO Workshops\n\tEnd of October -- further orders on Northeast, Southeast, Midwest RTOs\n\tDecember 15, 2001 -- all public utilities must commit to an RTO or have their market based rates revoked\n\nProposed Rule for Standards of Conduct\n\nWithin the next few days, FERC will be issuing a Notice of Proposed Rulemaking (\"NOPR\") on standards of conduct for transmission providers. As explained at the meeting (we do not have a copy of the NOPR yet), the NOPR will propose to apply standards of conduct uniformly to electric transmission providers and gas pipeline transportation providers similarly. The NOPR also proposes to broaden the definition of affiliate to include all energy affiliates, not just marketers. The standards of conduct would not apply to RTOs and transmission providers who are members of an RTO may ask for an exemption from the standards.\n\nThe NOPR will also likely include a proposal that the standards apply to transmission-owners' marketing affiliates that are serving native load customers. As you know, the present standards do not apply to the affiliates of TOs that are only buying and selling power for native load customers. As the interim general counsel noted, these marketing affiliates can go into the control room and have unrestricted interaction with the TO. \n\nThere was some discussion of whether it is necessary to apply the standards to affiliates serving native load. Staff told the Commissioners that market participants have been complaining for years about this loop hole in the rules. Pat Wood said they will include the proposal in the NOPR (Breathitt may …", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/131.", "message_id": "<26868863.1075852348740.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "mark.frevert@enron.com", "greg.whalley@enron.com", "janet.dietrich@enron.com", "david.delainey@enron.com", "louise.kitchen@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0570", "from": "Richard Shapiro", "to": [ "Kenneth Lay" ], "cc": [], "subject": "FW: AMT memorandum for Dr. Lay", "date_iso": "2001-09-27T14:26:42", "date_raw": "Thu, 27 Sep 2001 14:26:42 -0700 (PDT)", "body": "As discussed\n \n \nAttached is the final version of the call memo for Dr. Lay. Please call if you have any questions.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/540.", "message_id": "<12532129.1075852811686.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0571", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Beaver Creek Home Rental", "date_iso": "2001-09-28T09:30:59", "date_raw": "Fri, 28 Sep 2001 09:30:59 -0700 (PDT)", "body": "Hello again\n\nThere is a gentleman here at work looking for a place for 10 in Beaver Creek. The website (Sales) has disappeared , so I can't show him the pictures - do you have another set of the pictures you could email me as I might have another customer for you.\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/971.", "message_id": "<21274267.1075853021302.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com", "inc.'.'premier@enron.com" ] } }, { "id": "en-0572", "from": "Rick Buy", "to": [ "John Lavorato" ], "cc": [], "subject": "Vlady", "date_iso": "2001-10-02T11:14:05", "date_raw": "Tue, 2 Oct 2001 11:14:05 -0700 (PDT)", "body": "I can't believe you finally got Vlady. You must have snuck in while I was on vacation. \n\nBy the way, Whalley, Port and I talked and decided we would try removing all your limits except var. Lets see how it works.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/368.", "message_id": "<24080235.1075863363908.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0573", "from": "Sally Beck", "to": [ "Rick Buy" ], "cc": [], "subject": "RE: Operational Risk Management", "date_iso": "2001-10-02T17:03:50", "date_raw": "Tue, 2 Oct 2001 17:03:50 -0700 (PDT)", "body": "Rick: \n\nThanks for the information on the task at hand regarding operational risk. We will certainly name an appropriate person from Operations to be involved in this project, and will work with you to help in achieving your objectives. There doesn't appear to be anyone from ETS on your distribution list. Operational risk is broad and would seem to be present in all of Enron's businesses. Is the initial focus simply on the \"wholesale businesses\", or is there an intent to make this enterprise-wide? \n\nI suspect that it would be helpful for all of us on the distribution list to have a context for the way in which you see this RAC initiative complementing, replacing, overlapping, or perhaps duplicating the work of EAS, AA's internal audit engagement, the critical self assessment process being piloted in London this year by the operations team in conjuction with the AA audits, Doorstep reviews, current operational risk reporting done by the various operations teams, and our major initiatives for EES tracked every other Thursday with you and Rick Causey. Before we each choose our appropriate representatives from our respective areas, it might be constructive to cover this in a kick-off meeting with the addressees on your memo. \n\nI might also suggest that we work to clearly define roles and responsibilities at the beginning of this project. The creation of a framework for quantifying enterprise-wide operational risk is perhaps different from the implementation of daily processes or systems that are used at the business unit levels. As on other policies devised by RAC, it would seem that implementation of anything new to meet reporting requirements against the to-be-developed operational risk policy should rest with the appropriate business unit/functional area outside RAC. The cross-functional team that will be formed is probably best used to give input to RAC in creating the policy, but may not necessarily be the right body for implementation of specific initiatives. \n\nFinally, the second bullet point in Wanda's list below is already being addressed through the project that you and I agreed upon in August to insure that information from all source systems to RisktRAC is complete, accurate and efficiently handled. As you and I discussed, this is a global effort spanning all commodities/all locations/all source systems. We have formed a steering committee with appropriate project managers and have worked closely with Debbie Brackett in defining the scope, approach, key milestones, resource requirements and projected timeline (Project Greenlight). A team of stakeholders from Operations, IT and Debbie Brackett will meet tomorrow in order to review the project plan with David Port and Bill Bradford for final input. My assistant is working with yours to set up a meeting then for Debbie and me to review the work done to date and to review the proposed plan and timeline. Assuming that you are comfortable with Project Greenlight when we review the details with you, I think that it would be appropriate to take this item off of the Wanda's list. We can certainly update the cross-functional team on efforts underway, but there is no need for a new team to focus on this bullet point. \n\nSally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/1061.", "message_id": "<17189030.1075863378087.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "richard.causey@enron.com", "mark.pickering@enron.com", "david.gorte@enron.com", "fernley.dyson@enron.com", "mike.jordan@enron.com", "wes.colwell@enron.com", "j.kaminski@enron.com" ] } }, { "id": "en-0574", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [], "subject": "RE: Vlady", "date_iso": "2001-10-02T19:20:10", "date_raw": "Tue, 2 Oct 2001 19:20:10 -0700 (PDT)", "body": "First. Thanks for the VAR.\n \nSecond. This is the only time I ever tried to get Vlady. He actually works for Dave not me.\n \nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/inbox/1063.", "message_id": "<11640269.1075863378207.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ] } }, { "id": "en-0575", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: Wharton Finance Conf", "date_iso": "2001-10-03T05:32:45", "date_raw": "Wed, 3 Oct 2001 05:32:45 -0700 (PDT)", "body": "Louise\n\nJeff would like me or you to do this. I'm grounded. Let me know if you can do it.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/52.", "message_id": "<21348345.1075852996243.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0576", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "IT budget is 735mm", "date_iso": "2001-10-03T07:24:30", "date_raw": "Wed, 3 Oct 2001 07:24:30 -0700 (PDT)", "body": "I'm planning to go see Greg with Wes for 10 minutes on Friday to let him know how far we have got with the budgets.\n\n(IT budget for this year is $735mm!!!!!!!!!!!!!!!!!!! - I'm still working on this one obviously)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/923.", "message_id": "<5702334.1075853020198.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0577", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "FW: Restaurants", "date_iso": "2001-10-04T10:14:31", "date_raw": "Thu, 4 Oct 2001 10:14:31 -0700 (PDT)", "body": "PICK A RESTAURANT FOR THIS MAKE SURE IT HAS A PRIVATE ROOM.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/deleted_items/143.", "message_id": "<12503851.1075852693544.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0578", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: Enpower and EOL Data for October 2nd", "date_iso": "2001-10-04T10:19:16", "date_raw": "Thu, 4 Oct 2001 10:19:16 -0700 (PDT)", "body": "ITS SO EASY TO PLAY MIND GAMES WITH THESE TWO.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/49.", "message_id": "<26889552.1075852996170.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0579", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2001-10-04T10:24:51", "date_raw": "Thu, 4 Oct 2001 10:24:51 -0700 (PDT)", "body": "Pull this up and click on hit chart\nhttp://sports.espn.go.com/mlb/players/profile?statsId=3918#\n\nYour tix are sec 154, row 12, seats 1-4, on the aisle of sec 155\nhttp://astros.mlb.com/NASApp/mlb/hou/ballpark/hou_ballpark_seating.jsp", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/475.", "message_id": "<16394838.1075852723772.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0580", "from": "Louise Kitchen", "to": [ "Greg Whalley" ], "cc": [], "subject": "Here's my email as per your instructions!", "date_iso": "2001-10-04T11:23:27", "date_raw": "Thu, 4 Oct 2001 11:23:27 -0700 (PDT)", "body": "We are pushing back heavily on several budgets and instead of cutting costs, they are just planning to hold more of the allocation up at Corp. Some areas are better than others but essentially, the overview is moving the wrong way (UP!). We have no jurisdication over the Corp numbers. \n\nAs an aside, the technology budget is up dramatically from last year, the numbers coming from IT are huge ($735mm this year (excluding Europe) versus $600mm last year for the whole of Enron Corp). We are all over this one but progress is slow.\n\nIf you want more details - let us know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/904.", "message_id": "<10392115.1075853019764.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "wes.colwell@enron.com" ] } }, { "id": "en-0581", "from": "Rick Buy", "to": [ "Sally Beck" ], "cc": [], "subject": "FW: No VaR", "date_iso": "2001-10-05T09:37:21", "date_raw": "Fri, 5 Oct 2001 09:37:21 -0700 (PDT)", "body": "fyi, we are considering buying a server. rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/377.", "message_id": "<22714382.1075863364108.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0582", "from": "Sally Beck", "to": [ "Kenneth Lay" ], "cc": [], "subject": "Center for Houston's Future", "date_iso": "2001-10-05T13:21:39", "date_raw": "Fri, 5 Oct 2001 13:21:39 -0700 (PDT)", "body": "I participated last weekend in the Leadership Forum for Fall 2001 of the Center for Houston's Future. I wanted to thank you for recommending me as a member of the Forum. I thoroughly enjoyed the opportunity to meet so many interesting, talented members of the Houston community. I know that I will enjoy working with the group during our second session, November 1-3, as well as collaborating on some \"homework\" assignments that we will complete between now and then. I especially am excited about the possibilities of making an impact on Houston's future through developing both relationships and action steps through my association with the Center. Thanks again for making this opportunity available to me. --Sally Beck", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/477.", "message_id": "<18787011.1075852810038.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0583", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-07T09:29:40", "date_raw": "Sun, 7 Oct 2001 09:29:40 -0700 (PDT)", "body": "yes, he'll be at work on monday. can you have docs ready sometime during the day?\n \nby the way, these are crappy pics. The prediction company says you go 4-7.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/487.", "message_id": "<8687794.1075852724041.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0584", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-07T14:31:09", "date_raw": "Sun, 7 Oct 2001 14:31:09 -0700 (PDT)", "body": "I thought we already sent him docs.\n \nOx?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/deleted_items/63.", "message_id": "<30957418.1075852690263.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ], "cc_emails": [ "david.oxley@enron.com" ] } }, { "id": "en-0585", "from": "Louise Kitchen", "to": [], "cc": [ "Sally Beck" ], "subject": "RE: DealBench in 2002", "date_iso": "2001-10-08T06:06:44", "date_raw": "Mon, 8 Oct 2001 06:06:44 -0700 (PDT)", "body": "George,\n \nWe are pretty sure DealBench is the cheapest in the market place - we are way below others for costs. Do GSS use DealBench for all our sourcing now?\n \nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/870.", "message_id": "<18185480.1075853018987.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "george.wasaff@enron.com", "greg.piper@enron.com" ], "cc_emails": [ "brad.richter@enron.com", "mark.pickering@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0586", "from": "Stanley Horton", "to": [ "Kenneth Lay" ], "cc": [], "subject": "RE: Ethanol Plant Project", "date_iso": "2001-10-09T05:50:04", "date_raw": "Tue, 9 Oct 2001 05:50:04 -0700 (PDT)", "body": "I have responded to Tom Davidson/ Just wanted to let you know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/454.", "message_id": "<10225765.1075852809452.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0587", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: 2002 Corporate Allocations to EIM", "date_iso": "2001-10-09T16:45:58", "date_raw": "Tue, 9 Oct 2001 16:45:58 -0700 (PDT)", "body": "note that his problems are not really corporate. he has problems with allocations from ENA and Europe.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/5.", "message_id": "<17423181.1075852351436.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0588", "from": "Greg Whalley", "to": [ "Mike McConnell" ], "cc": [], "subject": "", "date_iso": "2001-10-11T14:00:19", "date_raw": "Thu, 11 Oct 2001 14:00:19 -0700 (PDT)", "body": "Given what our announcement next week is going to look like, do you think it is a good idea to issue some options to some key players soon after the announcement. as sort of a down payment on bonus perhaps. i think it would be best to keep it to a reasonably small group. lets try to talk tomorrow and see if you have anyone we need to do this for.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/4.", "message_id": "<27410377.1075852351414.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "mike.mcconnell@enron.com" ] } }, { "id": "en-0589", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2001-10-11T17:01:28", "date_raw": "Thu, 11 Oct 2001 17:01:28 -0700 (PDT)", "body": "The y/y spreads have come in decently over the past week and a half. The 2/10 spread has moved from 104 to 94. It may be a good time to move the 3-10 to a cal 2 trade. Pira just gave their seasonal conference in NY and they are very bullish long term gas.\n\tPira's\n\tforecast\t\tNymex \nCal 2 \t2.45\t\t2.99\nCal 3\t3.00\t\t3.31\t\nCal 4\t3.70\t\t3.40\nCal 5\t4.00\t\t3.48\nCal 6\t4.10\t\t3.57\nCal 7\t4.20\t\t3.66\nCal 8\t4.30\t\t3.75\nCal 9\t3.60\t\t3.84\t\t(TransAlaska Highway Pipeline)\nCal 10\t3.80\t\t3.93\n3-10\t3.84\t\t3.59\n\nRegardless of what you think of Pira and long term price forecasts, the rest of the market does listen. They have a tremendous amount of respect in the industry and affect how customers and producers hedge. The flow, which has been buyers over for the way backs, I think will get more pronounced, especially if the front goes down. \n\nIn the past week, I've sold Duke 40,000/d Cal 6-10 and 25,000/d Cal 7-10. I've sold PGE maybe 30,000 day Cal 4-5. The only seller has been El Paso whom I believe is hedging production. He is trying to pressure the y/y spreads as a spec trade that I think was/is being done to front run the corp hedges. I've used it as an opportunity to put a lot of spreads away for inventory down the road. If you want to buy this strip back in the next 6 months, I think it's going to be much easier/cheaper to roll it closer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/546.", "message_id": "<21273679.1075852725729.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0590", "from": "Mike McConnell", "to": [ "Greg Whalley" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-11T17:12:43", "date_raw": "Thu, 11 Oct 2001 17:12:43 -0700 (PDT)", "body": "Yes....I have been very concerned about reloading our keys guys. Ken asked me about this and timing a couple of weeks ago and i suggested exactly what you are thinking. I don't think we can wait until year end. The opportunity to get everyone back in the money quickly and have a financial reason to stay and work through all of our issues is important. \n\nHow big of a group are you thinking? Jeff and I have our top MDs/ VPs into a couple of groupings. It also really depends on what the goal is. \n\nI'm in tomorrow.\n\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/120.", "message_id": "<5091934.1075852348457.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0591", "from": "Stanley Horton", "to": [ "Greg Whalley" ], "cc": [], "subject": "RE: Confidential", "date_iso": "2001-10-12T05:54:11", "date_raw": "Fri, 12 Oct 2001 05:54:11 -0700 (PDT)", "body": "I do not object to the idea but I don't feel like it is absolutely necessary to keep the key players on board. I am working on a new contract for Jim Hughes that should keep him happy. Same thing for Bob Hayes. McCarty just got 60,000 share option! as part of an old contract. Hayslett is fine. We just did a new contract for Dave Nuebauer(VP Marketing for NNG) and Steve Harris is in good shape. I got a some options during the year for our key regulatory people (Kilmer and Mary kay Miller.) Cordes is under a new contract (3 months old)\n\nIf however you do it for the other groups EGS will need to be included from a political standpoint. I tend to try and stay on top of this throughout the year. The key question we are going to have to answer is whether or not bonuses and LTI's will be awarded as usual.\n\nYou may want to check on one thing. In 1997 or 1998 Skilling capped the bonuses of Section 16b officers. He told me it was required under the compensation program since Enron had a loss ( Jay Block and MTBE write-off). The reduction in the cash bonus was made up with a grant of restricted stock for the difference. I assume this was correct. If the compensation program has not been amended you might have restrictions on cash awards to 16b officers that should be communicated. That could cause some issues! I doubt people would be thrilled to have their compensation reduced due to the actions of those who departed with a lot of money!\n\nLet me know if you need to discuss further.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/211.", "message_id": "<16845546.1075861366907.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0592", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Straw Man", "date_iso": "2001-10-12T19:11:08", "date_raw": "Fri, 12 Oct 2001 19:11:08 -0700 (PDT)", "body": "Here's my first pass on our 1-30. Spreadsheet at bottom.\n\nNumber 1\tBelden\t\nNumber 2\tArnold\t\nNumber 3\tSwerzbin\t\nNumber 4\tCalger\t\nNumber 5\tPresto\t\nNumber 6\tSturm\t\nNumber 7\tShively\t\nNumber 8\tMilnthorp\t\nNumber 9\tMotley\t\nNumber 10\tDavis\t\nNumber 11\tBenson\t\nNumber 12\tZufferli\t\nNumber 13\tDuran\t\nNumber 14\tMartin\t\nNumber 15\tAllen\t\nNumber 16\tGonzales\t\nNumber 17\tDevries\t\nNumber 18\tRichter\t\nNumber 19\tDavies\t\nNumber 20\tBlack\t\nNumber 21\tHerndon\t\nNumber 22\tMiler\t\nNumber 23\tTycholiz\t\nNumber 24\tDeffner\t\nNumber 25\tWiggs\t\nNumber 26\tArora\t\nNumber 27\tLuce\t\nNumber 28\tStorey\t\nNumber 29\tFoster\t\nNumber 30\tGrigsby", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/805.", "message_id": "<15894031.1075853017427.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0593", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "", "date_iso": "2001-10-13T07:56:16", "date_raw": "Sat, 13 Oct 2001 07:56:16 -0700 (PDT)", "body": "I think we have 3 that are on my list and not on yours. We have big differences in order. I'm very concerned about this process. I'll send you dave's email and you might understand why.\n \nCall me or resend me an email.\n \njohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/43.", "message_id": "<28052880.1075852996018.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0594", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-13T09:58:58", "date_raw": "Sat, 13 Oct 2001 09:58:58 -0700 (PDT)", "body": "I didn't get a copy of Dave's email but a few comments and I attach a compromise ordering. I added to your file schoolyard.\n \nOur differences are:\nMe - Don Miller, Joe Deffner,Chris Foster\nYou - Zipper, Ermis, Aucoin\n \nI would put them all ahead of Bernie however I have no data points apart from p&l on nothing with Frank so I can't comment on him.. Not huge differences in order, apart from your slant on Canadians! The main issue with yours is Calger behind Benson and Zufferli (and even maybe Dana), he's a future leader of this organisation. Your ordering is very P&L based.\n \nAre we supposed to cover Wes or will Causey? \n \nI added to your file schoolyard.\n \nSpeak to you later.\n \nLouise\nBelden\t\nArnold\t\nPresto\t\nShively\t\nSturm\t\nSwerzbin\t\nCalger\t\nDavis, Dana\t\nBenson\t\nMilnthorp\t\nZufferli\t\nHerndon\t\nMotley\t\nDavies\t\nmartin\t\ngrigsby\t\nTycholiz\t\nRichter\t\nBlack\t\nLuce\t\nAllen\t\nDevries\t\nWiggs\t\nDuran\t\nStorey\t\nArora\t\nZipper\t\nFoster\t\nErmis or Miller\t\nGonzales", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/803.", "message_id": "<19283204.1075853017382.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0595", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-13T16:00:59", "date_raw": "Sat, 13 Oct 2001 16:00:59 -0700 (PDT)", "body": "my order is actually future p\\l based. if it wasn't in enron n.a. i would put calger way higher. ie - if it was pulp and paper and i knew that we wouldn't have the opportunity to trade size, chris would be in the top 3. Maybe 1. But in this market we need to have the people who can make over 100 MM every year. just thinking.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/41.", "message_id": "<16682397.1075852995970.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0596", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: PRIVATE", "date_iso": "2001-10-13T16:13:36", "date_raw": "Sat, 13 Oct 2001 16:13:36 -0700 (PDT)", "body": "With Calger leading the likes of Parquet etc they can make $100mm plus - without him no chance. I think it's sort of indirect p&l.\n \nI think we are close enough I'd put our top 20 above any group - our final ten are really strong too. Harry, Orlando and Zipper as the last people on our list really does show we have some major talent.\n \nLet's not stick to 30 - let's do 33 putting Miller,Deffner, Foster, Zipper, Ermis and Aucoin in. Daliney's note shows he is giving a lot to people we have in our second half of the list.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/801.", "message_id": "<5271040.1075853017337.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0597", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2001-10-13T16:20:46", "date_raw": "Sat, 13 Oct 2001 16:20:46 -0700 (PDT)", "body": "Greg\n \nLouise and I are working on our list - we're close.\n \nOne thing that came up at a PRC meeting on Friday was the payment date for bonuses. I think we lose 1/2 of the first quarter every year while everyone waits and worries about bonuses. I suggested that we tell employees on Jan 10th and pay on Jan 15th. The only reason that was given that could prevent this was the date of the board meeting. If that could be changed we could easily be ready by the 5th to7th of Jan. Now that the company is not going to have seventy prc meetings we should be able to do this. Do you know any other obstacles? \n \nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/115.", "message_id": "<26519535.1075852348337.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0598", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: PRIVATE", "date_iso": "2001-10-13T16:23:54", "date_raw": "Sat, 13 Oct 2001 16:23:54 -0700 (PDT)", "body": "I sent you another one - it adresses your views. I would not add foster. In fact I would add Lagrasta and Baughman first. Maybe we should do 35.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/39.", "message_id": "<20052152.1075852995924.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0599", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "FW: Producer One Update", "date_iso": "2001-10-15T05:12:42", "date_raw": "Mon, 15 Oct 2001 05:12:42 -0700 (PDT)", "body": "Jean is still pushing to run wellhead desk, she may come and see you. I have pushed back stating that we are much better placed to evaluate her outsourcing business as it is and that we will review this when we have seen sime dealflow.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/797.", "message_id": "<85950.1075853017247.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0600", "from": "Richard Shapiro", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: New Deals for the week of Oct. 12", "date_iso": "2001-10-15T14:39:18", "date_raw": "Mon, 15 Oct 2001 14:39:18 -0700 (PDT)", "body": "Is Brooklyn Navy Yard deal still alive? Do you want us spending any time on this?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/regulatory/19.", "message_id": "<5866887.1075840895411.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0601", "from": "Mike McConnell", "to": [ "Kenneth Lay", "Greg Whalley" ], "cc": [], "subject": "EGM Q3 fact sheet", "date_iso": "2001-10-15T15:59:13", "date_raw": "Mon, 15 Oct 2001 15:59:13 -0700 (PDT)", "body": "All, \n\nAttached, for your information, is a 2 page financial and statistical fact sheet for EGM (as a consolidated unit and for each business unit). I obviously would have liked our gross margin and EBIT to be a lot larger but all the other facts show enormous growth and progress. I wanted to at least get it into your hands in case you needed a quick reference.\n\nThanks,\nMike", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/400.", "message_id": "<6689658.1075852807877.JavaMail.evans@thyme>", "from_email": "mike.mcconnell@enron.com", "to_emails": [ "kenneth.lay@enron.com", "greg.whalley@enron.com", "mark.frevert@enron.com", "mark.koenig@enron.com", "j..kean@enron.com", "andrew.fastow@enron.com" ], "cc_emails": [ "a..shankman@enron.com" ] } }, { "id": "en-0602", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: Organizational Announcement", "date_iso": "2001-10-15T19:12:55", "date_raw": "Mon, 15 Oct 2001 19:12:55 -0700 (PDT)", "body": "And you bug me about too many direct reports.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/102.", "message_id": "<10621353.1075852348004.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0603", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: Thoughts on Technology", "date_iso": "2001-10-16T07:47:08", "date_raw": "Tue, 16 Oct 2001 07:47:08 -0700 (PDT)", "body": "I think we are moving towards this concept.\nSteve Hotte will take over from Beth Perlman as CIO ENA. Anthony Dayao will remain CIO EES but in addition to Anthony's EES responsibilities, he will also assume responsibilty for creating a combined Wholesale/Retail Power Trading and Risk Management system working closely with Steve Hotte. \n\nOn the commercial side, I am thinking Beth. I have had preliminary discussions with Beth and Mark on her moving over to our side to manage our requirements. If you have a problem with this - let me know. I have to say finding someone to do this is a difficult job and all ideas welcome. I think Beth brings a base understanding of the business and certainly should be able to drill down on IT side. Its a huge budget and we need someone really responsible for it.\n\nOn the operations side, I have asked Sally to take a large portion of the IT development budget into her budget as essentially its things like maintenance.\n\nSounds like we are thinking the same thing and we have made some progress towards this goal.\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/756.", "message_id": "<16478308.1075853016293.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "tim.belden@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0604", "from": "James Derrick", "to": [ "Kenneth Lay", "Greg Whalley" ], "cc": [], "subject": "FW: Article sent from The Hindu", "date_iso": "2001-10-16T08:10:54", "date_raw": "Tue, 16 Oct 2001 08:10:54 -0700 (PDT)", "body": "Ken, Mark, and Greg: a thoughtful piece regarding Dabhol by The Hindu. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/394.", "message_id": "<2017443.1075852807679.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "kenneth.lay@enron.com", "mark.frevert@enron.com", "greg.whalley@enron.com" ] } }, { "id": "en-0605", "from": "Greg Whalley", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: Organizational Announcement", "date_iso": "2001-10-16T08:14:48", "date_raw": "Tue, 16 Oct 2001 08:14:48 -0700 (PDT)", "body": "they don't report to me, they report to mark", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/sent_items/68.", "message_id": "<31724564.1075861365328.JavaMail.evans@thyme>", "from_email": "greg.whalley@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0606", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "RE: EnronOnline Budgeting Method", "date_iso": "2001-10-16T13:39:03", "date_raw": "Tue, 16 Oct 2001 13:39:03 -0700 (PDT)", "body": "We can't wait for another meeting - we are in front of the OOC on Monday with the Enron Americas plan.\n\nHere's my numbers (I got them from etrade!!!!!):\n\n0 - 5000 transactions per day\t\t$ 8:00/normal transaction (including internals)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/89.", "message_id": "<9877335.1075852347668.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "brad.richter@enron.com", "raymond.bowen@enron.com", "a..shankman@enron.com", "john.sherriff@enron.com" ], "cc_emails": [ "jay.webb@enron.com", ".palmer@enron.com", "greg.piper@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0607", "from": "James Derrick", "to": [], "cc": [ "Kenneth Lay" ], "subject": "FW: my unfair treatment at Enron--please HELP", "date_iso": "2001-10-18T08:44:59", "date_raw": "Thu, 18 Oct 2001 08:44:59 -0700 (PDT)", "body": "I would appreciate your looking into this issue. Thank you. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/1455.", "message_id": "<22799063.1075862878841.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "sharon.butcher@enron.com", "michelle.cash@enron.com" ], "cc_emails": [ "kenneth.lay@enron.com", "mark.frevert@enron.com" ] } }, { "id": "en-0608", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-18T16:56:30", "date_raw": "Thu, 18 Oct 2001 16:56:30 -0700 (PDT)", "body": "Scott just sent you the message before I'd finished.\n\nSo I have a real long shot for you to talk to at some point. Matthew Scrimshaw - I don't think he'll move to Portland but he might.\n\nSo an ideas yourself?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/702.", "message_id": "<24682965.1075853015059.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com", "f..calger@enron.com" ] } }, { "id": "en-0609", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: EWS Q3 2001 experience ENRON Report", "date_iso": "2001-10-19T05:01:35", "date_raw": "Fri, 19 Oct 2001 05:01:35 -0700 (PDT)", "body": "there are still ena people using experience enron.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/33.", "message_id": "<24489981.1075852995782.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0610", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "RE: EPSA committee chairs", "date_iso": "2001-10-19T06:55:23", "date_raw": "Fri, 19 Oct 2001 06:55:23 -0700 (PDT)", "body": "Not in theory..but, and this is highly confidential, Jeff is likely(99.9%) to be a victim of downsizing. Can't we have Public Affairs back?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/300.", "message_id": "<23307919.1075858721934.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "lchurch@epsa.org", "rshapiro@enron.com" ] } }, { "id": "en-0611", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "RE: EPSA committee chairs", "date_iso": "2001-10-19T06:55:23", "date_raw": "Fri, 19 Oct 2001 06:55:23 -0700 (PDT)", "body": "Not in theory..but, and this is highly confidential, Jeff is\nlikely(99.9%) to be a victim of downsizing. Can't we have Public Affairs\nback?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/299.", "message_id": "<26562234.1075858721912.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "lchurch@epsa.org", "rshapiro@enron.com" ] } }, { "id": "en-0612", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2001-10-19T09:05:46", "date_raw": "Fri, 19 Oct 2001 09:05:46 -0700 (PDT)", "body": "Greg\n\nHere is a summary of some of the stuff that Tim and Chris put together for Edison.\n\nCTC's June 2000 - Jan 2001 \t\t93 MM\nAmount already paid by Edison\t\t(35) MM\nNet Owed June 2000 - Jan 2001\t\t58 MM\n\nCTC's Feb 2001 - Sept 2001\t\t52 MM (Our Calculations)\n\nTotal On our books\t\t\t110 MM\n\nT&D Payments withheld\t\t\t(7) MM\n\nNet Amount owed\t\t\t103\n\nTotal Amount Approved by CPUC for all ESP's is $243. Therefore it may be that they included our post January amounts. \n\nGreg I don't know if you were aware but there have been discussions between our RAC/Bankruptcy and Government affairs group and Edidson. \n\nA few weeks ago, we (government affairs) approached John Fielder of Edison to see if there was any chance that Edison might be willing to reach a deal on our Negative CTC/PX credit claim.\nAfter discussions with RAC, we offered to take 90 cents on the dollar for amounts owed through March 1. (There's general agreement with Edison on what the number is up to January 17, which would only leave 1.17--3.1 in dispute. But recall there's still the FERC refund issue which complicates the issue.) \nWe asked for 10% down immediately and a binding agreement that Edison would pay us by a date certain sometime in the next quarter. \nIn exchange, we said we'd drop our law suits at the PUC. In one suit, we're asking the PUC to have Edison pay us. In the other, we've stopped paying Edison for transportation costs until the PUC gets Edison to pay us. We're depositing what we owe Edison in an escrow account pending resolution.\nWe also agreed to work with Edison to get the PUC to end the whole residual CTC/PX credit framework retroactive to March 1, 2001. (That would reduce Edison's exposure to negative CTC and our exposure to positive CTC.)\nFor his part, Fielder was looking (in addition) for 1) an agreement on our part to forebear, and 2) an agreement that everyone, including DA customers, should pay what they rightly owe for a) Edison's undercollection, b) the bonds, and c) DWR's stranded contract costs. Some of these points would obviously be an issue.\nWe never resumed the talks in earnest because soon after our talk, Edison struck its bailout deal with the PUC. \n\nGreg\n\nI suggest Lay calls Edison and then Calger takes over all negotiations from that point.\n\nBelow are some other observations from Tim.\n\nOur reading of the CPUC-Edison settlement looks like there is no shareholder benefit if Edison reduces its payments to the CPUC. Furthermore, the settlement works through the math on how Edison should be able to meet all of its obligations by 2004, there is no detail on who gets paid first and the timing of when the money comes into Edison and when it goes out to creditors. There is no language in the Settlement that describes how they will go about figuring this out. It would be helpful to get Bryson's opinion on this matter.\n\nOur current origination activities with Edison have been focused on QF's. There are a bunch of QF's that are out of the money on a marginal cost basis who should not be running. Calger is trying to figure out how to shut those down and provide replacement power at a lower cost so that everyone wins. He is also looking at straight gas sales to hedge the gas risk embedded in the QF contracts.\n\nNotes:\n\nCTC's June 2000 - Jan 2001\nEdison will agree in principle that they owe us CTC's up through the demise of the PX in January. I believe that there position will be that CTC's went to zero (PX Credit equals embedded cost in rates) after the PX closed for business at the end of January.\n\nCTC's Feb 2001 - Sep 2001\nEdison will likely dispute these amounts. They have advocated for a change in the calculation of the CTC setting it to zero once the PX closed for business. It is interesting to note that Edison and PG&E have implemented different CTC calculation methodologies. Edison's methodology essentially ends the rate freeze, and therefore the PX credits and the calculation of the CTC's. PG&E's methodology uses PG&E's embedded cost of generation (including QF's) and a proxy price for CDWR purchases. It results in a PX Credit that is very close to the embedded generation number in rates. Neither of these methodologies has been approved by the CPUC. We don't know when, if ever, the CPUC will provide clarity on this important matter.\n\nAmount Paid by Edison\nChecks received from Edison, customer by customer, for CTC's.\n\nT&D Payments Witheld\nThe CPUC ordered that the CTC should not be a cash payment, but rather a credit that we could use to offset future amounts owed to Edison. It is not clear how this should work. Edison gave us credit for a while and then pulled the credits off the bill. Beginning in September we have remitted T&D payments to the CPUC rather than Edison and disputed the necessity to pay cash rather than offset our CTC receivable. CPUC has not opined on this matter.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/67.", "message_id": "<16276626.1075852347036.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "tim.belden@enron.com", "f..calger@enron.com" ] } }, { "id": "en-0613", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Database Tracking of Activities", "date_iso": "2001-10-19T12:10:53", "date_raw": "Fri, 19 Oct 2001 12:10:53 -0700 (PDT)", "body": "The Government Affairs group is involved in diverse and complex activities. Tracking and quantifying these activities is important for several obvious reasons - to keep upper management apprised of our activities; to illustrate the value added and risk managed by our group; and to keep each other properly informed so that we can better coordinate our efforts.\n\nCurrently, these activities take place on an ad-hoc manual basis, which is time-consuming and inefficient. We have a tool already in place to track our activities - the Project Tracking database in Lotus Notes. Currently this application is used primarily for RCR's, but beginning November1.2001, the Government Affairs group will use this application to track all projects and efforts - replacing the need for manual updated spreadsheets and activity quantification \"fire-drills\". The Projects have several features to allow capture of sub-sets of information, including Updates, Risk, Origination and Valuation.\n\n** Please note that this will become the only way that we'll gather this information. In other words, if you don't enter your data into Project Tracking, we won't know what you're doing! **( all other reports will be eliminated)\n\nThe current Lotus Notes application will be discontinued as of October 31,2001 and will be converted to a web-based product. You'll find the web-based version as easy or even easier to use than Lotus Notes. Additionally, conversion to a new database structure will allow for more versatile report extraction.\n\nBefore the conversion of the project data from Lotus Notes to Oracle, we need to do some data cleanup. Please expect a call in the next two weeks from Elizabeth Linnell, Bryan Gottfredson, or Darran Binns to schedule some time with you in person or on the phone regarding your current project list, additional projects to add, and a brief overview of the new system. Please feel free to call me if you have any questions and/or concerns.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/451.", "message_id": "<33258446.1075858727521.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0614", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Synchronization Log:", "date_iso": "2001-10-19T13:57:01", "date_raw": "Fri, 19 Oct 2001 13:57:01 -0700 (PDT)", "body": "15:57:00 Synchronizing Mailbox 'Shapiro, Richard'\n15:57:00 Synchronizing Hierarchy\n15:57:00 Synchronizing Favorites\n15:57:01 Synchronizing Folder 'Inbox'\n15:57:01 Synchronizing Folder 'Outbox'\n15:57:01 Synchronizing Folder 'Sent Items'\n15:57:01 \t 2 item(s) deleted in offline folder\n15:57:01 Synchronizing Folder '2001 PRC- midyear'\n15:57:01 Synchronizing Folder '2001 Witchunt'\n15:57:01 Synchronizing Folder '2002 Budget'\n15:57:01 Synchronizing Folder 'Agriculture'\n15:57:01 Synchronizing Folder 'antitrust'\n15:57:01 Synchronizing Folder 'Associations'\n15:57:01 Synchronizing Folder 'Broadband Services'\n15:57:01 Synchronizing Folder 'Bush Administration'\n15:57:01 Synchronizing Folder 'CAEM'\n15:57:01 Synchronizing Folder 'Calendar'\n15:57:01 Synchronizing Folder 'California'\n15:57:01 Synchronizing Folder 'California legal issues'\n15:57:01 Synchronizing Folder 'canada'\n15:57:01 Synchronizing Folder 'Central America'\n15:57:01 Synchronizing Folder 'CFTC'\n15:57:01 Synchronizing Folder 'codes of conduct'\n15:57:01 Synchronizing Folder 'compliments'\n15:57:01 Synchronizing Folder 'Computers'\n15:57:01 Synchronizing Folder 'Contacts'\n15:57:01 Synchronizing Folder 'Contributions'\n15:57:01 Synchronizing Folder 'Democrats'\n15:57:01 Synchronizing Folder 'distributed generation'\n15:57:01 Synchronizing Folder 'DOE'\n15:57:01 Synchronizing Folder 'Drafts'\n15:57:01 Synchronizing Folder 'Enron Online'\n15:57:01 Synchronizing Folder 'Enviromental'\n15:57:01 Synchronizing Folder 'EPSA'\n15:57:01 Synchronizing Folder 'Wholesale Markets'\n15:57:01 Synchronizing Folder 'Federal gov't Affairs'\n15:57:01 Synchronizing Folder 'Federal Legis.'\n15:57:01 Synchronizing Folder 'Florida'\n15:57:01 Synchronizing Folder 'Fuel cells'\n15:57:01 Synchronizing Folder 'Gas Issues'\n15:57:01 Synchronizing Folder 'Generation'\n15:57:01 Synchronizing Folder 'Global Markets'\n15:57:01 Synchronizing Folder 'Hedging'\n15:57:01 Synchronizing Folder 'humor'\n15:57:01 Synchronizing Folder 'India'\n15:57:01 Synchronizing Folder 'Industrial cust. solutions'\n15:57:01 Synchronizing Folder 'Interconnection Issues'\n15:57:01 Synchronizing Folder 'Investing'\n15:57:01 Synchronizing Folder 'Issue Papers'\n15:57:01 Synchronizing Folder 'Japan'\n15:57:01 Synchronizing Folder 'Journal'\n15:57:01 Synchronizing Folder 'Ken Lay'\n15:57:01 Synchronizing Folder 'LNG'\n15:57:01 Synchronizing Folder 'Market Structure( Seabron Adamson)'\n15:57:01 Synchronizing Folder 'Merchant Function group'\n15:57:01 Synchronizing Folder 'Mexico'\n15:57:01 Synchronizing Folder 'mid-atlantic'\n15:57:01 Synchronizing Folder 'midwest'\n15:57:01 Synchronizing Folder 'NARUC'\n15:57:01 Synchronizing Folder 'NERC'\n15:57:01 Synchronizing Folder 'Networks'\n15:57:01 Synchronizing Folder 'new england/ny'\n15:57:01 Synchronizing Folder 'Notes'\n15:57:01 Synchronizing Folder 'Organizational issues'\n15:57:01 Synchronizing Folder 'Personal'\n15:57:01 Synchronizing Folder 'Personal Travel'\n15:57:01 Synchronizing Folder 'Personnel'\n15:57:01 Synchronizing Folder 'policy papers'\n15:57:01 Synchronizing Folder 'PRC'\n15:57:01 Synchronizing Folder 'Presentations'\n15:57:01 Synchronizing Folder 'Price risk management.'\n15:57:01 Synchronizing Folder 'PUCHA'\n15:57:01 Synchronizing Folder 'QF's-- Risk Analysis'\n15:57:01 Synchronizing Folder 'Rail'\n15:57:01 Synchronizing Folder 'Retail Markets'\n15:57:01 Synchronizing Folder 'SCE deal'\n15:57:01 Synchronizing Folder 'SEC'\n15:57:01 Synchronizing Folder 'RTO campaign'\n15:57:01 Synchronizing Folder 'southeast'\n15:57:01 Synchronizing Folder 'Southern Cone'\n15:57:01 Synchronizing Folder 'Speaking engagements'\n15:57:01 Synchronizing Folder 'California Coverup'\n15:57:01 Synchronizing Folder 'Steel'\n15:57:01 Synchronizing Folder 'Synfuel Tax Crredits'\n15:57:01 Synchronizing Folder 'Tasks'\n15:57:01 Synchronizing Folder 'tax'\n15:57:01 Synchronizing Folder 'texas'\n15:57:01 Synchronizing Folder 'to do'\n15:57:01 Synchronizing Folder 'Training- Gov't. Affairs'\n15:57:01 Synchronizing Folder 'TVA'\n15:57:01 Synchronizing Folder 'VALUE'\n15:57:01 Synchronizing Folder 'Venezuela/colombia'\n15:57:01 Synchronizing Folder 'VP PRC'\n15:57:01 Synchronizing Folder 'west'\n15:57:01 Synchronizing Folder 'Western Governor's university'\n15:57:01 Synchronizing Views\n15:57:01 Synchronizing Forms\n15:57:01 Done", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/822.", "message_id": "<17679453.1075858745257.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0615", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "RE: PGA TOUR CHAMPIONSHIP", "date_iso": "2001-10-19T14:36:30", "date_raw": "Fri, 19 Oct 2001 14:36:30 -0700 (PDT)", "body": "I would like to allocate the costs on everything going forward. We need transparency on these events.\n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/686.", "message_id": "<9997737.1075853014652.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "dorie.hitchcock@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0616", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: The energy risk workshop, 14th February 2002", "date_iso": "2001-10-19T19:52:22", "date_raw": "Fri, 19 Oct 2001 19:52:22 -0700 (PDT)", "body": "Return-Path: \nReceived: from rly-yg03.mx.aol.com (rly-yg03.mail.aol.com [172.18.147.3]) by air-yg01.mail.aol.com (v81.9) with ESMTP id MAILINYG12-1016111730; Tue, 16 Oct 2001 11:17:30 -0400\nReceived: from inetc6.inetc.net (smtp3.inetc.net [212.36.169.3]) by rly-yg03.mx.aol.com (v81.9) with ESMTP id MAILRELAYINYG39-1016111654; Tue, 16 Oct 2001 11:16:54 -0400\nReceived: from desktop1 (demco-2.dsl.easynet.co.uk [217.204.205.210]) by inetc6.inetc.net (Rockliffe SMTPRA 4.5.4) with ESMTP id ; Tue, 16 Oct 2001 16:16:51 +0100\nMessage-ID: <033e01c15655$99c0e8d0$c47ba8c0@LONDON.GARP.COM>\nFrom: \"Andreas Simou\" \nTo: , \"Mark Williams\" \nCc: , \nSubject: The energy risk workshop, 14th February 2002\nDate: Tue, 16 Oct 2001 16:16:57 +0100\nOrganization: GARP\nMIME-Version: 1.0\nContent-Type: multipart/mixed;\tboundary=\"----=_NextPart_000_033A_01C1565D.FA5FE3A0\"\nX-Priority: 1\nX-MSMail-Priority: High\nX-Mailer: Microsoft Outlook Express 5.50.4807.1700\nX-MimeOLE: Produced By Microsoft MimeOLE V5.50.4807.1700\n\nDear Mark and Vince\n \nI know that it has been very trying for us all, but I do believe that we have got there in the end! I have attached a copy of the programme that I will send to the printers. Unless I hear from you by tomorrow my time, I will ask the printer to proceed with the information that I have.\n \nWe can discuss the exact specifics and logistics in the near future. I will of course be in touch again and will send you both copies of the brochure when it is printed. \n \nIn the meantime, can I please have the following information over the next few days (I know my demands are endless, but at least they are no longer pressing!):\n \n- a professional CV, around 70 to 100 words should be fine\n- your address\n \nI thank you in advance for your co-operation and look forward to working with you both on GARP 2002.\n \nKind regards\n \nAndreas\n \n______________________\nAndreas Simou\nConference Director, GARP\nTel: +44 (0)20 7626 9301\nFax: +44 (0)20 7626 9900www.garp.com \n \n \n - Energyriskworkshop.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/2284.", "message_id": "<1939550.1075863406044.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0617", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Newsletter", "date_iso": "2001-10-21T15:16:21", "date_raw": "Sun, 21 Oct 2001 15:16:21 -0700 (PDT)", "body": "TheMarket for Lemons and the Price of Dishonesty \nThe Nobel Memorial Prize in Economics was awarded thisyear to three economists: George Akerlof, Joseph Stiglitz and Michael Spence,who made significant contributions to modeling markets with information asymmetry.In many cases in a given market sellers or buyers may have exclusiveinformation that is not available to the counter party. The best-known examplecomes from the [paper by Akerlof, The Market for \"Lemons\": QualityUncertainty and the Market Mechanism, Quarterly Journal of Economics, 84,(1970), pages 488-500. \nAn owner of a used car can form a good idea of the qualityof his vehicle. He has much better information if his car is a lemon. As bothgood and bad used car have to sell at the same price - it is impossible for anaverage buyer to distinguish between good and bad merchandise - they sellers ofgood used cars are driven out of the market. Most traded used cars will belemons. Of course, there are ways to mitigate the problem: an owner of a goodused car may send signal to the buyer by offering him a guarantee or absorbingthe cost of inspection. \nHiring is a similardecision. As Michael Spence wrote in his paper Job Market Signaling,Quarterly Journal of Economics, 87, (1973), pages 355 - 374, to hire somebodyis frequently to purchase a lottery ticket. The employer cannot directlyobserve the productivity of a potential hire. \"What he does observe is aplethora of personal data in the form of observable characteristics andattributes of the individual, and it is these that must ultimately determinehis assessment of the lottery he is buying.\" The observable characteristics of an individual may be immutable (raceand, generally, sex) but in some cases certain attributes are alterable. A candidatecan modify such characteristics as education and job history. Some economistssay, tongue-in-cheek, that some candidates who attended top schools and spentmany painful hours studying useless subjects signal their willingness to dowhatever it takes to succeed. Another way to send a signal about one's qualityis to find a job with a top firm at the beginning of one's career and tosucceed in this firm before moving on. This provides a useful lesson to anybodywho plans to be in the labor market at some points in his or her life: thereputation of the current employer is critical to future employmentopportunities and should be defended at any cost. Honesty, at the end of theday, is an imperative dictated as much by morality as by one's self interest. \n\n - The Market for Lemons and the Price of Dishonesty.doc \n - The Market for Lemons and the Price of Dishonesty.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/720.", "message_id": "<13562086.1075863446059.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ], "cc_emails": [ "scrensh@enron.com" ] } }, { "id": "en-0618", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: Margin Meeting - Tues,Oct 23", "date_iso": "2001-10-21T19:18:19", "date_raw": "Sun, 21 Oct 2001 19:18:19 -0700 (PDT)", "body": "If I end up being out. You might need to attend this meeting.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/ooc/31.", "message_id": "<19589273.1075852995736.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0619", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [ "Greg Whalley" ], "subject": "FW: Syncrude", "date_iso": "2001-10-21T19:19:15", "date_raw": "Sun, 21 Oct 2001 19:19:15 -0700 (PDT)", "body": "We were working on this deal for about 3 years.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/61.", "message_id": "<1002413.1075852346891.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0620", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-22T06:22:25", "date_raw": "Mon, 22 Oct 2001 06:22:25 -0700 (PDT)", "body": "I almost bet all the underdog - wouldn't been 11-1. Instead bet mostly favorites. Yadda Yadda", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/deleted_items/386.", "message_id": "<27432545.1075852701143.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0621", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Uncle--you can have the Public Affairs Committee IF....", "date_iso": "2001-10-23T04:39:22", "date_raw": "Tue, 23 Oct 2001 04:39:22 -0700 (PDT)", "body": "Mark can't...preoccupation with titles too eei-like...does a disservice\nto epsa. This is true at all levels..epsa needs to stay hungrier..don't\nneed ceo's and vp's...Meredtith Phillipp can do public affairs.\n--------------------------\nRick S.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/564.", "message_id": "<22164452.1075858731735.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "lchurch@epsa.org", "rshapiro@enron.com" ] } }, { "id": "en-0622", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Re: Uncle--you can have the Public Affairs Committee IF....", "date_iso": "2001-10-23T04:39:22", "date_raw": "Tue, 23 Oct 2001 04:39:22 -0700 (PDT)", "body": "Mark can't...preoccupation with titles too eei-like...does a disservice to epsa. This is true at all levels..epsa needs to stay hungrier..don't need ceo's and vp's...Meredtith Phillipp can do public affairs.\n--------------------------\nRick S.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/455.", "message_id": "<10912466.1075858727613.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "lchurch@epsa.org", "rshapiro@enron.com" ] } }, { "id": "en-0623", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: Dasovich talked to Bryson (Edison CEO)", "date_iso": "2001-10-23T12:51:14", "date_raw": "Tue, 23 Oct 2001 12:51:14 -0700 (PDT)", "body": "Give me a call on this if you get a chance.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/41.", "message_id": "<4887980.1075852346336.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0624", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Synchronization Log:", "date_iso": "2001-10-24T12:49:13", "date_raw": "Wed, 24 Oct 2001 12:49:13 -0700 (PDT)", "body": "14:49:12 Terminated in error\n14:49:12 \t\t [8004011D-512-0-0]\n14:49:12 \t\t The attempt to log on to the Microsoft Exchange Server computer has failed.\n14:49:12 \t\t Microsoft Exchange Server Information Store\n14:49:12 \t\t For more information on this failure, click the URL below:\n14:49:12 \t\t http://www.microsoft.com/support/prodredirect/outlook2000_us.asp?err=8004011d-512-0-0", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/823.", "message_id": "<14086055.1075858745279.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0625", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Cash", "date_iso": "2001-10-24T15:19:16", "date_raw": "Wed, 24 Oct 2001 15:19:16 -0700 (PDT)", "body": "Here's what I have so far (who are we supposed to tell about this??)\n\n(i)\tBroker Margins\t\t\n\tApprox:\t $50mm\n\tAvailability:\t End of Week\n\tProbability:\t 85%\n\tCurrent position (initial margin) $60mm out. John Arnold will tomorrow bring a large portion of this back by moving positions to our Paribas credit line (we have a $75mm line \twhich we are only using $15mm of). I am working on the rest, which is spread across various other EGM books.\n\n(ii)\tPeoples JV\n\tApprox:\t$135mm\n\tAvailability:\tWithin month\n\tProbability:\t50%\n\tWe have (i) $10mm in the enovate bank account ($20mm in total, 50:50 Enron Peoples), (ii) $40mm storage inventory and (iii) $75mm in a pre-pay.\n\n(iii) \tEmmissions Reductions Credits (held by West Power). \n\tApprox:\t$25.5mm\n\tAvailability:\tDependent on whether financing\n\tProbability:\t50%\n\tIf the vehicle is rolled, then we could look to use the additional capacity. The vehicle will be rolled next week.\n\n(iv)\tMariner - Zero ($2mm in bank)\n\nDeffner's group working on EGM's $400mm and Joe Gold is ready to go with his $300mm. So that's good, we should be able to get some of this off.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/317.", "message_id": "<30058943.1075863342910.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0626", "from": "James Derrick", "to": [], "cc": [ "Stanley Horton" ], "subject": "RE: Transwestern Decision", "date_iso": "2001-10-24T16:12:32", "date_raw": "Wed, 24 Oct 2001 16:12:32 -0700 (PDT)", "body": "My heartfelt thanks to every member of the team. All the best. Jim", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/sent_items/303.", "message_id": "<4156456.1075852462746.JavaMail.evans@thyme>", "from_email": "james.derrick@enron.com", "to_emails": [ "drew.fossum@enron.com", "maria.pavlou@enron.com" ], "cc_emails": [ "rob.walls@enron.com", "stanley.horton@enron.com", "danny.mccarty@enron.com", "steven.harris@enron.com" ] } }, { "id": "en-0627", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: FW: Dynegy vs. Enron: A \"Tale of Two Companies\"", "date_iso": "2001-10-24T20:04:33", "date_raw": "Wed, 24 Oct 2001 20:04:33 -0700 (PDT)", "body": "Return-Path: \nReceived: from rly-yb05.mx.aol.com (rly-yb05.mail.aol.com [172.18.146.5]) by air-yb03.mail.aol.com (v81.9) with ESMTP id MAILINYB39-1024183745; Wed, 24 Oct 2001 18:37:45 2000\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-yb05.mx.aol.com (v81.9) with ESMTP id MAILRELAYINYB58-1024183704; Wed, 24 Oct 2001 18:37:05 -0400\nReceived: from corp.enron.com (nahou-msmsw03p.corp.enron.com [192.168.110.110])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id f9OMas324123\tfor ; Wed, 24 Oct 2001 17:36:54 -0500 (CDT)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Wed, 24 Oct 2001 17:36:53 -0500\nReceived: from NAHOU-MSMBX03V.corp.enron.com ([192.168.110.41]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Wed, 24 Oct 2001 17:36:53 -0500\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\ncontent-class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: multipart/alternative ; boundary=\"----_=_NextPart_001_01C15CDA.3795C304\"\nSubject: FW: Dynegy vs. Enron: A \"Tale of Two Companies\"\nDate: Wed, 24 Oct 2001 17:21:24 -0500\nMessage-ID: <31738B46B7BD864080808A19977D9F757ABDBA@NAHOU-MSMBX03V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic: Dynegy vs. Enron: A \"Tale of Two Companies\"\nThread-Index: AcFczSKEOV9gx7bTRSOXuwC2E+0CoAAADzlQAAMzRNA=\nFrom: \"Kaminski, Vince J\" \nTo: \nX-OriginalArrivalTime: 24 Oct 2001 22:36:53.0044 (UTC) FILETIME=[60D86740:01C15CDC]\nX-Mailer: Unknown (No Version)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/2417.", "message_id": "<5505346.1075863410188.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0628", "from": "Stanley Horton", "to": [], "cc": [ "James Derrick" ], "subject": "RE: Transwestern Decision", "date_iso": "2001-10-25T05:59:13", "date_raw": "Thu, 25 Oct 2001 05:59:13 -0700 (PDT)", "body": "I just read the order. My congratulations to each of you as well. Job well done. Now hopefully the Commissioners will issue an order consistent with the judges decision. We all needed some good news! By the way Drew you should probably come up with a better description of your past experiences than \"outhouse lawyer\".", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "derrick-j/deleted_items/122.", "message_id": "<14542283.1075852456018.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "drew.fossum@enron.com", "maria.pavlou@enron.com" ], "cc_emails": [ "james.derrick@enron.com", "rob.walls@enron.com", "danny.mccarty@enron.com", "steven.harris@enron.com" ] } }, { "id": "en-0629", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "", "date_iso": "2001-10-25T08:37:56", "date_raw": "Thu, 25 Oct 2001 08:37:56 -0700 (PDT)", "body": "New numbers for some people, could you please get these done asap including the new wording taking out any contingencies.\n\nWe are expecting them to start flowing in one hour.\n\nLouise\n\n\t\t\t\nMike Swerzbin\t1.50\t\t\nTim Belden\t1.40\t\t\nMatt Motley\t1.30\t\t\nJeff Richter\t0.90\t\t\nBadeer\t0.60\t\t\nFoster\t0.20\t\t\nTotal", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/304.", "message_id": "<19632064.1075863342550.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "david.oxley@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "michelle.cash@enron.com" ] } }, { "id": "en-0630", "from": "Louise Kitchen", "to": [ "Greg Whalley", "John Lavorato" ], "cc": [], "subject": "FW: customer positions", "date_iso": "2001-10-25T09:35:59", "date_raw": "Thu, 25 Oct 2001 09:35:59 -0700 (PDT)", "body": "Jay has been pulling reports over the last couple of days and so far so good. Reported attached if you need it.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/30.", "message_id": "<32123514.1075852346034.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ ".palmer@enron.com" ] } }, { "id": "en-0631", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Stats", "date_iso": "2001-10-27T11:15:18", "date_raw": "Sat, 27 Oct 2001 11:15:18 -0700 (PDT)", "body": "West Power Desk\nAssuming book outs \t2,208MW of 70,000MW (3.15%)\nNo book outs\t\t44,167MW of 70,000MW (63%) \n\nEast Power Desk\t\n\nWest:\nGross 1,500,000 MWhs\nIf it all goes physical (if people stop taking us), entire western market would be exposed by \n\n750,000/24\n31,250 average megawatts per day\nor as most of it is on peak\n650,000/16\n40,000MWs average on peaks / 70,000MWs entire market\n100,000/24\n4,167MWs of off peak\n\nTotal 44,167MWs out of 70,000MWs total market\n\nAssuming book out of 95%\n2,208MWs out of 70,000MW market.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/584.", "message_id": "<7781430.1075853011236.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0632", "from": "Louise Kitchen", "to": [ "Greg Whalley" ], "cc": [ "John Lavorato" ], "subject": "Mary Joyce", "date_iso": "2001-10-27T13:00:41", "date_raw": "Sat, 27 Oct 2001 13:00:41 -0700 (PDT)", "body": "Mary is working up all the options on severance and furloughs. She will have all the data and legal perspectives whenever we need to push a botton if we button.\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/17.", "message_id": "<13731374.1075852344524.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com", "mary.joyce@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0633", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "=?ANSI_X3.4-1968?Q?Fwd:_Zam=3Fwienie_183106_zosta=3Fo_z=3Fo=3Fone?=", "date_iso": "2001-10-27T23:23:33", "date_raw": "Sat, 27 Oct 2001 23:23:33 -0700 (PDT)", "body": "Return-Path: \nReceived: from rly-yb05.mx.aol.com (rly-yb05.mail.aol.com [172.18.146.5]) by air-yb05.mail.aol.com (v81.9) with ESMTP id MAILINYB53-1028012217; Sun, 28 Oct 2001 01:22:17 -0400\nReceived: from merlin.pl (poczta.merlin.com.pl [193.218.115.70]) by rly-yb05.mx.aol.com (v81.9) with ESMTP id MAILRELAYINYB57-1028012212; Sun, 28 Oct 2001 01:22:12 -0400\nReceived: from [193.218.115.77] (HELO poczta.merlin.pl) by merlin.pl (CommuniGate Pro SMTP 3.3.2) with SMTP id 3661488 for vkaminski@aol.com; Sun, 28 Oct 2001 07:22:11 +0100\nSubject: Zam?wienie 183106 zosta?o z?o?one\nFrom: \"Sklep internetowy Merlin\" \nTo: \"Wincenty Kaminski\" \nReply-To: sklep@merlin.pl\nMIME-Version: 1.0\nContent-Type: multipart/alternative; boundary=\"------=_NextPart_000_004E_01C0A56D.A19C5790\"\nDate: Sun, 28 Oct 2001 07:22:11 +0100\nMessage-ID: \nX-Mailer: Unknown (No Version)\n\nWitamy ze sklepu internetowego merlin.com.pl!\nBardzo dzi?kujemy za zainteresowanie nasz? ofert?. \nDotar?o do nas w?a?nie zam?wienie nr 183106 p?atne kart? kredytow?\n- autoryzacja dokonywana on-line \nRozpocz?cie jego realizacji uwarunkowane jest pomy?lnym przebiegiem autoryzacji podanej karty kredytowej. \nPoni?ej za??czamy informacje o z?o?onym zam?wieniu: \n\nZAM?WIENIE NR 183106\nZamawiaj?cy: \nWincenty Kaminski\nSnowbird 10 \nTX 77381 The Woodlands\nUSA\n \ntytu?, ilo??, warto??\n1. 5043702 - Quo Vadis, 1 szt., 44z?\nwarto?? zakup?w: 44 z?\nkoszt przesy?ki: 20 z?\n??cznie: 64 z?\nCeny towar?w wyszczeg?lnione powy?ej nie uwzgl?dniaj? 5% rabatu udzielanego klientom p?ac?cym kartami Visa Citibank (Poland).\nJe?eli zam?wienie przekracza kwot? 150 z? i autoryzacja karty zosta?a dokonana\non-line w firmie Ecard, przesy?ka na terenie Polski zostanie dostarczona bezp?atnie.\nWyb?r formy dostawy pozostawiamy klientom.\nOp?ata za dostaw? zostanie anulowana w chwili, gdy do sklepu dotrze \npotwierdzenie autoryzacji karty z firmy eCard. \nPo oko?o godzinie zaktualizowane dane o zam?wieniu b?dziesz m?g? obejrze? w historii Twoich zakup?w. \nForma p?atno?ci: karta p?atnicza (autoryzacja on-line)\nForma dostawy: poczta zwyk?a \nAdresat: \nWincenty Kaminski\nSnowbird 10 \nTX 77381 The Woodlands\nUSA\n \nPrzesy?ka zostanie wys?ana w ci?gu 14 dni roboczych licz?c od chwili potwierdzenia transakcji przez e-Card.\n\nAktualne dane o zam?wieniu znajdziesz w historii Twoich zakup?w. \nJe?li chcesz si? z nami skontaktowa?, napisz: sklep@merlin.com.pl \nlub zadzwo?: (+48 22) 607 79 93 lub 607 79 96 (od pon. do pt. w godz. 8-17) \nZapraszamy do nas ponownie http://www.merlin.com.pl", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/765.", "message_id": "<9918578.1075863447424.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0634", "from": "Rick Buy", "to": [ "Kenneth Lay" ], "cc": [ "Greg Whalley" ], "subject": "", "date_iso": "2001-10-29T14:12:59", "date_raw": "Mon, 29 Oct 2001 14:12:59 -0800 (PST)", "body": "Please ring Draper at AEP\n\nCurrent position:\n\nWe have paid them all of the margin they have contractual rights for - $33.5mm gone out today which is margin under our financial gas contract.\nHowever, they want full collateral on all of their power position (this is being driven by Bill Reid on their power floor -ex Enron employee), the amount is another $220mm (they have no collateral rights to this). \n\nEssentially, the credit guy (Frank Hilton) is hurting us in the market and anything you can do to help is appreciated. I believe some of this is vindictive behaviour from an ex-employee and senior management may not know what he is up to.\n\nLouise\n\nTel 011447778757656\n\n(care of Rick's email)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/205.", "message_id": "<18057715.1075852802649.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "kenneth.lay@enron.com" ], "cc_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0635", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: You got a mention in the FT today", "date_iso": "2001-10-29T19:50:42", "date_raw": "Mon, 29 Oct 2001 19:50:42 -0800 (PST)", "body": "finally read it - I thought it was pretty crappy.\n\nI am spending all my days in credit. Head above water but only just.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/deleted_items/140.", "message_id": "<12437885.1075852968487.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com", "matthew.scrimshaw@enron.com" ] } }, { "id": "en-0636", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-10-30T04:35:01", "date_raw": "Tue, 30 Oct 2001 04:35:01 -0800 (PST)", "body": "Although tennessee was a very good time not long ago, it sure seems like a long time ago.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/sent_items/707.", "message_id": "<11157221.1075861672863.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0637", "from": "Stanley Horton", "to": [ "Kenneth Lay" ], "cc": [], "subject": "Difficult times", "date_iso": "2001-10-31T05:57:26", "date_raw": "Wed, 31 Oct 2001 05:57:26 -0800 (PST)", "body": "I just wanted to let you know that if there is anything I can do to help I am more than willing to do it. These are difficult times and I am doing alot of floor meetings and table talks with the employees. They clearly do not understand how we got into this situation and just want some face time with Management. With the exception of NEPCO our fourth quarter looks good. I have uncovered alot of issues with NEPCO that I do not think anyone knew existed. I'll know more Friday after a businnes/budget review session.\n\nPlease let me know if I can help.\n\nStan", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/1641.", "message_id": "<21917583.1075862883770.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "kenneth.lay@enron.com" ] } }, { "id": "en-0638", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Houston Energy Group Speaker Invitation (Wednesday, November\n 14)", "date_iso": "2001-11-04T17:22:38", "date_raw": "Sun, 4 Nov 2001 17:22:38 -0800 (PST)", "body": "Content-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-yc04.mx.aol.com (rly-yc04.mail.aol.com [172.18.149.36]) by air-yc02.mail.aol.com (v82.22) with ESMTP id MAILINYC26-1102144212; Fri, 02 Nov 2001 14:42:12 -0500\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-yc04.mx.aol.com (v82.22) with ESMTP id MAILRELAYINYC42-1102144141; Fri, 02 Nov 2001 14:41:41 -0500\nReceived: from corp.enron.com (nahou-msmsw03p.corp.enron.com [192.168.110.110])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id fA2Jff322914\tfor ; Fri, 2 Nov 2001 13:41:41 -0600 (CST)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Fri, 2 Nov 2001 13:41:39 -0600\nReceived: from NAHOU-MSMBX03V.corp.enron.com ([192.168.110.40]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Fri, 2 Nov 2001 13:41:42 -0600\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\ncontent-class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: text/plain;\tcharset=\"iso-8859-1\"\nSubject: RE: Houston Energy Group Speaker Invitation (Wednesday, November \t14)\nDate: Fri, 2 Nov 2001 12:54:16 -0600\nMessage-ID: <31738B46B7BD864080808A19977D9F757ABE16@NAHOU-MSMBX03V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic: RE: Houston Energy Group Speaker Invitation (Wednesday, November \t14)\nThread-Index: AcFiWOGkFugFK85LEdWxIwBQi+MJ2QBdo/HA\nFrom: \"Kaminski, Vince J\" \nTo: \"\\\"Hayter, Gayle C.\\\" @ENRON\" \nCc: \nX-OriginalArrivalTime: 02 Nov 2001 19:41:42.0514 (UTC) FILETIME=[65CC8D20:01C163D6]\nX-Mailer: Unknown (No Version)\n\nGayle,\n\nI got home quite late last night. Here is the title of the presentation:\n\nVolatility of Energy Prices in the US Markets. Implications for Market\nand\nCredit Risk Management.\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/436.", "message_id": "<33306700.1075862460005.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0639", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: Goldman Sachs Due Diligence", "date_iso": "2001-11-04T19:37:50", "date_raw": "Sun, 4 Nov 2001 19:37:50 -0800 (PST)", "body": "There is a lot of confidential information here (in items 1and 2)\n\nDetailed monthly P&L covering all trading activity for the last three years\n\n \n\nPotential Exposure by sector (eg gas and electricity utility)\n\n \n\nDetailed monthly P&L covering all trading activity for the last three years.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/628.", "message_id": "<25619963.1075840844631.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0640", "from": "Louise Kitchen", "to": [ "Greg Whalley", "John Lavorato" ], "cc": [], "subject": "Confidential Due Diligence Info - GS", "date_iso": "2001-11-05T05:42:45", "date_raw": "Mon, 5 Nov 2001 05:42:45 -0800 (PST)", "body": "There is a lot of confidential information here (in items 1and 2) \n\nDetailed monthly P&L covering all trading activity for the last three years\n\n \n\nPotential Exposure by sector (eg gas and electricity utility)\n\n \n\nDetailed monthly P&L covering all trading activity for the last three years.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/267.", "message_id": "<18361957.1075861368310.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com", "w..delainey@enron.com" ] } }, { "id": "en-0641", "from": "Rick Buy", "to": [], "cc": [ "John Lavorato" ], "subject": "Info to Banks", "date_iso": "2001-11-05T07:28:50", "date_raw": "Mon, 5 Nov 2001 07:28:50 -0800 (PST)", "body": "We are trying to get the banks out of our hair a little bit here so let me know if there are any more requests for info and don't send anything to them without clearing it with me first. I will run sensitive stuff past Lavo and then try to let the banks know they have enough know. They are calling people directly now and we need to stop that. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/106.", "message_id": "<31839176.1075862188327.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "s..bradford@enron.com", "david.port@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0642", "from": "John Arnold", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: 8:30 am trade count", "date_iso": "2001-11-07T08:19:38", "date_raw": "Wed, 7 Nov 2001 08:19:38 -0800 (PST)", "body": "fyi : Having more and more counterparties that will only deal on one side of my market.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/602.", "message_id": "<26784107.1075840843991.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "louise.kitchen@enron.com", "jay.webb@enron.com" ] } }, { "id": "en-0643", "from": "Sally Beck", "to": [ "Greg Whalley" ], "cc": [], "subject": "Contact #'s - Beck and Piper", "date_iso": "2001-11-09T14:34:32", "date_raw": "Fri, 9 Nov 2001 14:34:32 -0800 (PST)", "body": "Contact numbers are listed below for Greg Piper and me if needed over the weekend. Mark Pickering is out of the country, and we are coordinating with him as we complete scenarios on reduced costs. Our team is continuing to work on this tonight and we will reconvene in the office starting at 8:00 am on Saturday. We are working in Conference Room 4100 on the 4th floor of ECS (next to my office). Please let us know when you would like to review the information. --Sally \n\nENRON NET WORKS\nOffice of the Chair\n\nName\tAssistant #\tOffice #\tMobile #\tHome #\tPager #\t\nGreg Piper - CEO\tTina Spiller x3-5746\tx3-6635\t713-646-4734\t713-668-9475\t877-552-1564\t\nSally Beck - COO\tChristina Valdez x5-9106\tx3-5926\t713-417-1591\t281-370-8568\tN/A\t\nPickering, Mark - CTO\tLisa Costello x3-1819\tx3-7698\t713-240-7406\t713-973-9130\tN/A", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/490.", "message_id": "<1719229.1075862305408.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "greg.whalley@enron.com", "liz.taylor@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0644", "from": "Stanley Horton", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-11-09T14:35:42", "date_raw": "Fri, 9 Nov 2001 14:35:42 -0800 (PST)", "body": "I will call him again on Monday. Do I get a commission. Just kidding.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/deleted_items/500.", "message_id": "<27412048.1075861707257.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0645", "from": "Sally Beck", "to": [ "Greg Whalley" ], "cc": [], "subject": "Enron Net Works - Cost Savings", "date_iso": "2001-11-11T12:47:23", "date_raw": "Sun, 11 Nov 2001 12:47:23 -0800 (PST)", "body": "We are prepared to get with you as soon as you would like after your return from New York to review projected cost savings from ENW. For each business unit that we support (EA, EGM, EIM, EES, EBS), we have prepared cost savings on expense and capital based on the three scenarios below. \n\n\tScenario 1:\tEnron exits the line of business, with immediate headcount reductions and cost savings quantified;\n\t\t\tskeleton staff remains for orderly exit of business; then final headcount reductions and cost\n\t\t\tsavings quantified (Lights Out)\n\n\tScenario 2:\tEnron retains and maintains line of business, but does not invest for growth; assumes no further systems \n\t\t\tenhancements; support is scaled back from current level and is minimal (Lights On - But Dim)\n\n\tScenario 3:\tEnron retains line of business and invests modestly to accommodate known market changes; service levels \n\t\t\tare scaled back from current level and are a step above minimal (Lights On - Brighter) \n\nCost savings in all three scenarios have been quantified at the following level of detail by commodity for EGM and EIM:\n\n\tEGM:\tFreight Markets\t\t\t\t\tEIM:\tForest Products\n\t\tFX/IR/Equity\t\t\t\t\t\tSteel\n\t\tDomestic Crude & Products\n\t\tInternational Crude & Products\n\t\tDomestic Coal\n\t\tInternational Coal\n\nCost savings have been identified for ENW's unallocated expense and capital as well. We have worked with HR to adjust cost savings for anticipated severance costs. \n\n--Sally \n\n713-853-5926\nsally.beck@enron.com\n\nCell\t713-417-1591\nHome\t281-370-8568", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/298.", "message_id": "<30004069.1075861369126.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "greg.piper@enron.com", "mark.pickering@enron.com" ] } }, { "id": "en-0646", "from": "John Lavorato", "to": [], "cc": [ "Louise Kitchen" ], "subject": "RE: Strategic Planning Meeting", "date_iso": "2001-11-12T05:34:12", "date_raw": "Mon, 12 Nov 2001 05:34:12 -0800 (PST)", "body": "chapter 1 - public relations.\n\nGo down the employee list from highest to lowest paid. When you get to someone that makes under 60 K per year make them Enron Americas Public Relations person.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent_items/635.", "message_id": "<13917495.1075861715138.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "jim.fallon@enron.com" ], "cc_emails": [ "w..delainey@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0647", "from": "Rick Buy", "to": [ "Greg Whalley" ], "cc": [ "Louise Kitchen" ], "subject": "Allocation of Capital", "date_iso": "2001-11-12T12:49:22", "date_raw": "Mon, 12 Nov 2001 12:49:22 -0800 (PST)", "body": "I think we urgently (next 2 days) need to have a meeting to discuss where we allocate capital and risk. Counterparties are very nervous and many are not extending us credit so we are having to prepay extensively to do business, both in the US and UK. I have two suggestions:\n\n-allocate to each business a fraction of our available liquidity\nor\n-appoint someone to make the call when a large chunk of cash is needed.\n\nFor example, EGM wants to send out $200- $300 million for sixty days to buy physical to cover an option with Koch. \n\nWe do not have infinite liquidity and we need to address it fast. I will try to set up a meeting tomorrow.\n\nRick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/305.", "message_id": "<20393567.1075861369297.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "greg.whalley@enron.com", "jeffrey.mcmahon@enron.com", "raymond.bowen@enron.com" ], "cc_emails": [ "s..bradford@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0648", "from": "Rick Buy", "to": [], "cc": [ "John Lavorato" ], "subject": "Mariner Board Seat", "date_iso": "2001-11-12T14:27:49", "date_raw": "Mon, 12 Nov 2001 14:27:49 -0800 (PST)", "body": "I know there is lots going on but I would like to resign from the Board of Mariner asap. I am having trouble devoting enough time to this function and feel it would be better if I turned it over to someone else. Dave Gorte in my group would be my recommendation as a replacement. If Dave does not have an interest, Brad Larson could also fill in. Any thoughts? If you have no issues I will proceed. Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "haedicke-m/inbox/556.", "message_id": "<8369478.1075861942625.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "e..haedicke@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0649", "from": "Stanley Horton", "to": [ "Greg Whalley" ], "cc": [], "subject": "RE:", "date_iso": "2001-11-14T05:53:32", "date_raw": "Wed, 14 Nov 2001 05:53:32 -0800 (PST)", "body": "As I said yesterday it is my understanding that we need Dynegy's permission in order to engage in such discussions. I however have not seen the final merger documents so I may be mistaken. Given Dynegy's presentation to the analysts on Monday it doesn't look like the want to divest of the pipes. This is Greg's call.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/326.", "message_id": "<20680140.1075861369800.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "jeff.donahue@enron.com", "greg.whalley@enron.com", "jeffrey.mcmahon@enron.com" ], "cc_emails": [ "s..muller@enron.com" ] } }, { "id": "en-0650", "from": "Louise Kitchen", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2001-11-14T16:15:53", "date_raw": "Wed, 14 Nov 2001 16:15:53 -0800 (PST)", "body": "Payments are seen by Treasury, Bowen and Me (as Cash person at the moment). Payments of the specific nature we are talking about would not be seen by anyone outside that group. Hickerson only sees aggregate cash and new bank accounts (whihc is how he saw Swapco).\n\nIt would not be visible apart from to Ray.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/344.", "message_id": "<13083755.1075861370281.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0651", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: An Invitation to the Financial Investment Technology (F.I.T.)\n - Program ...", "date_iso": "2001-11-14T20:53:56", "date_raw": "Wed, 14 Nov 2001 20:53:56 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-yc04.mx.aol.com (rly-yc04.mail.aol.com [172.18.149.36]) by air-yc01.mail.aol.com (v82.22) with ESMTP id MAILINYC19-1114151951; Wed, 14 Nov 2001 15:19:51 -0500\nReceived: from mail2.iqmailer.net (mail2.iqmailer.net [208.239.170.101]) by rly-yc04.mx.aol.com (v82.22) with ESMTP id MAILRELAYINYC43-1114151913; Wed, 14 Nov 2001 15:19:13 -0500\nReceived: from mail pickup service by mail2.iqmailer.net with Microsoft SMTPSVC;\t Wed, 14 Nov 2001 15:16:50 -0500\nErrors-To: \nFrom: \"Financial Investment Technology Program at UC\" \nTo: \nReply-To: \nSubject: An Invitation to the Financial Investment Technology (F.I.T.) - Program given at UC Berkeley\nMime-Version: 1.0\nX-Priority: 3\nContent-Type: multipart/alternative; boundary=\"---- Main boundary ----\"\nMessage-ID: \nX-OriginalArrivalTime: 14 Nov 2001 20:16:50.0527 (UTC) FILETIME=[4B3ACEF0:01C16D49]\nDate: 14 Nov 2001 15:16:50 -0500\nX-Mailer: Unknown (No Version)\n\n[IMAGE]\nMore efficient and quantitative than an MBA specialization in Finance, and more advanced than any available executive education course, the Financial Investment Technology (F.I.T.) program offers attendees an extraordinary opportunity to learn and apply the latest advances in financial theory and practice. The course will be held at the Haas School of Business on the U.C. Berkeley campus from January 7th to February 1st, 2002.\n To view a quick presentation about the upcoming F.I.T. program click on the URL below, or paste this URL into your browser's address bar:http://www.haas.berkeley.edu/finance/FIT/presentation \nAll thirteen members of the world-renowned finance faculty of the Haas School of Business teach the F.I.T. program. Most professors will teach their particular specialty and several, where relevant, their current research. In years past, the original research presented is now summarized in current textbooks. With these professors, you will spend quality, live-in learning time mastering the techniques of modern quantitative finance.\nThe program is presented in two sequential, two-week terms entitled \"Derivatives Modeling and Implementation\" and \"Dynamic Asset Management and Trading Strategies\". These two segments make for an integrated package, but you can choose either one separately. \n The F.I.T. program is intended for senior implementers, line managers, and strategists in asset management, investment banking, trading, enterprise-wide risk management, and corporate strategic planning. \n You can contact the program coordinator, Johanna Della Valle (please put 'FIT' in the subject line) via email or phone (510) 642-0114.\nWe hope to see you in January.\nJohn O'Brien and Mark Rubinstein \nF.I.T. Marketing and Executive Directors \nhttp://www.haas.berkeley.edu/finance/FIT \njohanna@haas.berkeley.edu\n____________________________________________________________ \nThis message is brought to you as a registered user or subscriber to Economist.com. If you wish to discontinue receiving third party messages, simply reply to this email with the word UNSUBSCRIBE in the subject line. Please be sure to use \"reply\" (rather than composing a new message), so that we may properly handle your request.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/465.", "message_id": "<33185582.1075862460703.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0652", "from": "Louise Kitchen", "to": [], "cc": [ "Greg Whalley", "John Lavorato" ], "subject": "RE: EnronOnline", "date_iso": "2001-11-15T11:48:00", "date_raw": "Thu, 15 Nov 2001 11:48:00 -0800 (PST)", "body": "To be honest, I really do not think my sign off on this. \n \nIt looks like the money is already mostly spent on the new design (I like it if that helps) - if you get delayed there obviously will be timing issues. The added functionality is definitely something beneficial which we want whichever the outcome is.\n \nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/359.", "message_id": "<25274060.1075861370739.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.piper@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "brad.richter@enron.com", "mark.pickering@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0653", "from": "Stanley Horton", "to": [ "Greg Whalley" ], "cc": [], "subject": "2002 Budget pool", "date_iso": "2001-11-15T15:53:38", "date_raw": "Thu, 15 Nov 2001 15:53:38 -0800 (PST)", "body": "The total bonus pool needed for EGS is $54,800,000. The amount charged and paid by joint ventures is $5,091062. The Enron portion would thus be $49,708,938. This is a reduction of $14,846,779 for 2001 bonuses charged to Enron.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/367.", "message_id": "<11350770.1075861370928.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "gary.smith@enron.com" ] } }, { "id": "en-0654", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2001-11-15T16:05:10", "date_raw": "Thu, 15 Nov 2001 16:05:10 -0800 (PST)", "body": "Based on Dave's planning process for next year, the attached organisation chart highlights the areas where cuts can be made.\nThe yellow people can leave, the person in red is still under discussion.\n\n \n\nIn terms of Virgo's group.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/deleted_items/384.", "message_id": "<22288664.1075861702590.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0655", "from": "John Lavorato", "to": [ "Stanley Horton" ], "cc": [], "subject": "RE:", "date_iso": "2001-11-16T05:33:49", "date_raw": "Fri, 16 Nov 2001 05:33:49 -0800 (PST)", "body": "Stan\n\nI met with El Paso yesterday. They seem very interested.\n\nThanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent_items/647.", "message_id": "<14385104.1075861715419.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "stanley.horton@enron.com" ] } }, { "id": "en-0656", "from": "Rick Buy", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: PG&E settlement offer", "date_iso": "2001-11-16T14:06:31", "date_raw": "Fri, 16 Nov 2001 14:06:31 -0800 (PST)", "body": "Greg- we plan to counter at indicated discount. Let me know if you disagree. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/385.", "message_id": "<6449454.1075861371468.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0657", "from": "Richard Shapiro", "to": [ "Louise Kitchen" ], "cc": [], "subject": "FW: EES / ENA Government Affairs Staffing & Outside Services", "date_iso": "2001-11-16T16:21:02", "date_raw": "Fri, 16 Nov 2001 16:21:02 -0800 (PST)", "body": "Here are revised headcount allocation numbers from what I left you( same number of people in total with better descriptions of responsibilities and more precise allocations)...also attached is outside services detail( reduced by $700,000 since our discussions earlier) with business unit allocations reflected. The overall budget based on these attachments, which would reflect the $ 700,000 outside services reduction and three additional people severed( all assistants) would come to $13,200,000. I would allocate as follows: EES:$5.9 million; Enron Americas:$6.8 million; and global assets picking up $500,000. Let's talk Monday.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/514.", "message_id": "<9646836.1075840841536.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "janet.dietrich@enron.com", "louise.kitchen@enron.com" ], "cc_emails": [ "jim.fallon@enron.com" ] } }, { "id": "en-0658", "from": "John Lavorato", "to": [ "John Arnold" ], "cc": [], "subject": "", "date_iso": "2001-11-18T08:49:33", "date_raw": "Sun, 18 Nov 2001 08:49:33 -0800 (PST)", "body": "I need to give you a task. Figure out what I lost last week.\n \nAlso, why don't we have the rest of month henry hub swap up on weekends.\n \nthis week\n \n150 each\n \nindi +5.5\njets +5.5\nphili -7\nseattle -3.5\ntenn +2\nsd +9\njack +5.5 -----> 250\nst louis -8 \nst louis/ne england over 46.5", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "arnold-j/inbox/148.", "message_id": "<4167938.1075861675808.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "john.arnold@enron.com" ] } }, { "id": "en-0659", "from": "John Arnold", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2001-11-18T09:49:54", "date_raw": "Sun, 18 Nov 2001 09:49:54 -0800 (PST)", "body": "will do.\n \nThe purpose of nymex on weekends is to make everybody in the industry bring up EOL every day. There were a few days when I would get in at 7 and power traders in the industry were already trading gas either throught the broker market or on ice. I'm trying to ensure EOL is the primary system used to trade gas. However, it is a money loser. If we gap down 10 cents over a weekend, I lose an average of 5 cents on 600 lots, $300,000, minus bid/offer on maybe 50 buy/sells of 30 lots times .005 is $75,000. I don't really want to put more automatic products on the system that do little good as far as promoting EOL but are money losers. The one exception is Hub cash which I think should be a 24 hour 5 day a week product. \n \nAre the FedEx's getting to everybody Monday or are you sending them Monday?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/deleted_items/551.", "message_id": "<2306810.1075861708890.JavaMail.evans@thyme>", "from_email": "john.arnold@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0660", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Preliminary Cost Savings for EA", "date_iso": "2001-11-19T08:10:00", "date_raw": "Mon, 19 Nov 2001 08:10:00 -0800 (PST)", "body": "From our work weekend before last, our third scenario (staying in the business, but making improvements more slowly and reducing some service levels), our estimated savings for Operations and IT Development were:\n\n\tAnnualized Savings (in millions) & Headcount Reductions (Enron Employees)\n\nDirect Costs\t\t\tBonus\t\tSubtotal \t\t\tNet \t\tCap\t\tTotal \nOps\t\tIT\t\tAccural\t\tSavings\t\tSeverance\tSavings\t\tEx\t\tSavings\n\n5.4\t\t12.8\t\t1.5\t\t19.7\t\t3.8\t\t15.9\t\t11.8\t\t27.7\tDollar Savings\n\n65\t\t71\t\t-\t\t136\t\t\t\t\t\t\t\t\tFTE Reduction\n\nThis work was not done at the level of identifying individuals, but rather positions. identify indiOur work today will be to further refine this estimate and to individuals' names. We have already identified our lower performers across Operations and IT as well. We had to get through our work this weekend in identifying higher performers supporting EIM and EGM who could potentially support EA and EES in an effort to provide an even stronger team for those two business units. \n\nThe above estimates of cost savings did not include savings from Jenny Rub, which she can calculate for us based on detail of headcount reductions and any systems work that is discontinued (i.e. server savings). The estimate also did not include any potential reductions in the EOL charges for EA that may result from cost reductions that Greg Piper is having with Brad Richter. \n\nYour desire to cut costs for EA but not reduce work force seem to be incompatible. We will do our work and then see how we can reconcile this with you. \n\n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/508.", "message_id": "<19570394.1075840841385.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0661", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "", "date_iso": "2001-11-19T18:18:44", "date_raw": "Mon, 19 Nov 2001 18:18:44 -0800 (PST)", "body": "9.\tMINORITY INTERESTS\n\n\tEnron consolidates a limited partnership (the Limited Partnership), for which the consolidated third party's ownership interest is reflected in minority interests on Enron's balance sheet in the amount of $691 million at September 30, 2001. The Limited Partnership assets include a $690 million note payable from Enron and certain merchant investments, both domestic and international. Enron anticipates the receipt of $250 million from the sale of one of the Limited Partnership's investments, a local gas distribution company in Brazil, upon the closing of the sale which is pending certain regulatory and other approvals. Enron may be required to use the net proceeds upon the closing of the sale, or a portion thereof, to repay a portion of the note payable. \n\n\tThe November 12, 2001 downgrade in Enron's senior unsecured debt rating to BBB- by Standard & Poor's has caused a ratings event related to the Limited Partnership. This ratings event started a nine business day period during which Enron has the right, until November 26, 2001, to either post an unsecured letter of credit equal to Enron's note payable, repay the note payable with the Limited Partnership investing such proceeds in permitted investments, or to purchase the investors' interest in the Limited Partnership. To the extent that Enron does not satisfy this requirement by November 26, 2001, the investors have the right to immediately begin to liquidate the Limited Partnership assets. Additionally, as a result of the rating downgrade, the investors, subject to certain actions, are able to accelerate and assign the note payable. Consistent with the restructuring plan discussed in Note 2, Enron is currently working with the lenders to develop a mutually acceptable amendment or waiver to the transaction documents in order to avoid an early Enron payment obligation. \n\n\tEither as a result of the restructuring plan discussed in Note 2 or to raise cash to repay Enron's obligation discussed above, Enron may sell the Limited Partnership assets for amounts below their carrying values. The net proceeds from the sale of such assets can be used to repay Enron's obligation. Accordingly, Enron may be required to record asset writedowns, possibly as early as the fourth quarter of 2001.\n\n\tIt is not possible to predict whether Enron will be able to favorably complete the actions described above. In the event that Enron fails to pay any debt obligations when due, including when such obligations may be accelerated, or is unable to refinance or obtain a waiver of its obligation, a series of events would begin which could impact Enron's compliance with the terms of its Revolving Credit Agreements and certain other obligations, including bank debt facilities. \n\nLouise Kitchen\nChief Operating Officer\nEnron Americas\nTel: 713 853 3488\nFax: 713 646 2308", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/deleted_items/617.", "message_id": "<25353149.1075861712500.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0662", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "RE: Preliminary Cost Savings for EA", "date_iso": "2001-11-19T19:17:50", "date_raw": "Mon, 19 Nov 2001 19:17:50 -0800 (PST)", "body": "Pretty huge cuts, I agree on cutting costs, its more about redefining and you may want to realign your business (as you said bring in some people from other areas). This is probably all the detail I'll require. Let me have your final numbers when you can. Obviously if there are any senior position changes I think the gas and power guys would have a view as they do know who they like or not.\n\nWe do want to run the business as is, I think the big difference is new IT projects, we should still look at them but ones on a short time scale. On Operations I think we just know that any growth planning we had envisaged is no longer required - we need to just get back to where we were. \n\nThanks\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/inbox/714.", "message_id": "<29625246.1075862310465.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0663", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Preliminary Cost Savings for EA", "date_iso": "2001-11-19T19:53:11", "date_raw": "Mon, 19 Nov 2001 19:53:11 -0800 (PST)", "body": "Our current plan on EA Operations would be to eliminate any planned headcount addtions and to reduce the current staff levels by 10%. I will get with you on Tuesday morning to review the names, but I feel confident that few if any would be recognized by your commerical guys, as we only engage our best in interfacing with the traders. Our current estimate on cost reductions for EA Operations is less than the $5.4MM estimated 2 weeks ago. \n\nBeth Perlman and team are continuing to work tonight and will have details available tomorrow. We are in agreement, as Bob Hall has worked with Beth's team to eliminate 4 main projects on the production support systems (MKM Enhancements, Unify Production Tuning, Decaf Strategic Rewrite, and one other that escapes me at the moment). Beth and her team are also working on the cost savings that will result from potentially halting or slowing down other commercially-driven IT projects. The headcount impact and dollar savings from these project eliminations are what Beth's team is focused on tonight. \n\n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/500.", "message_id": "<30221230.1075840841192.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "greg.piper@enron.com" ] } }, { "id": "en-0664", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: US Transmission Report-- Special!", "date_iso": "2001-11-19T19:56:13", "date_raw": "Mon, 19 Nov 2001 19:56:13 -0800 (PST)", "body": "Content-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-yd04.mx.aol.com (rly-yd04.mail.aol.com [172.18.150.4]) by air-yd01.mail.aol.com (v82.22) with ESMTP id MAILINYD14-1119222236; Mon, 19 Nov 2001 22:22:36 1900\nReceived: from ccdmnn1.roving.com ([208.198.98.11]) by rly-yd04.mx.aol.com (v82.22) with ESMTP id MAILRELAYINYD45-1119222219; Mon, 19 Nov 2001 22:22:19 -0500\nReceived: from lp1 (unknown [10.20.40.148])\tby ccdmnn1.roving.com (Postfix) with ESMTP id E18D26C9\tfor ; Mon, 19 Nov 2001 18:59:10 -0500 (EST)\nMessage-ID: <-1138236390.1006214012695.JavaMail.administrator@lp1>\nFrom: The Power Marketing Association \nTo: vkaminski@aol.com\nSubject: US Transmission Report-- Special!\nMime-Version: 1.0\nContent-Type: text/html; charset=iso-8859-1\nX-Roving-Queued: 20011119 18:53.30601\nX-Mailer: Roving Constant Contact 4.1.Patch54b (http://www.constantcontact.com)\nX-Roving-ID: 1000839703918\nDate: Mon, 19 Nov 2001 18:59:12 -0500 (EST)\n\nU.S Transmission Industry Report Everything you need to know about the fast changing transmission Industry Energy Info Source's U.S. Transmission Report is a 550-page, 4 part report which provides all you need to know about the fast changing transmission industry. The report takes a wide-ranging look at changes in the structure of the business, assesses current and projected reliability issues, examines how transmission is effecting bulk power markets, and analyzes the FERC-mandated RTO filings. ***Includes a Free Year of Wheeling & Transmission Monthly!! Now in its 15th year of publication, Wheeling & Transmission Monthly is the only source of comprehensive information on transmission and bulk power filings at the FERC. Every filing at FERC during the past month is summarized, complete with docket number for pulling the entire file. The most important filings are featured in \"Bulk Power Highlights.\" WTM also covers the key decisions at FERC, and stories at the Regional Transmission Organizations and Independent System Operators. It is a continuing update to your U.S. Transmission Industry Report. Normally $345, it is FREE with your order of the U.S. Transmission Report. Delivered in pdf format by email. Published by the Power Marketing Association. Download Ordering Information, a Complete Table of Contents and a Free Issue of Wheeling & Transmission Monthly at: http://www.pmaconference.com/transinfo.pdf ABBREVIATED TABLE OF CONTENTS: Volume I * The History of Transmission in the U. S. * The Impact of FERC Orders 888 and 889 * FERC's Push Toward RTOs through the Merger Approval Process * Discussion of the Creation of TransCos * Detailed Analysis of FERC Order 2000 * Detailed Discussion, Analysis, and Comparison of October 15 RTO Filings -- including Innovative Rate Treatments * Discussion of Current ISOs and Projections on their Jan. 15 RTO Filings * Listing of FERC Dockets and Policy Statements Regarding RTOs * Maps of Proposed TransC0 and RT0 Territories Volume II * Review of NERC's 2000 Reliability Assessment * Review of FERC Investigation of Bulk Power Markets * Discussion of California's Wholesale Market Problems * Analysis of Pricing Trends and Price Caps in ISOs * FERC Action On October 15th RTO Filings * Detailed Discussion, Analysis, and Comparison of January 15 RTO Filings * Tables of Regional Demand and Capacity * Analysis of FERC Conditional Approval of GridSouth TransCo * GridSouth's Request for Clarification on FERC Order Addendum I * Analysis of FERC Conditional Approval of GridFlorida TransCo * Analysis of FERC Rejection of Southern Company's SeTrans GridCo * Analysis of FERC Directed Changes to Southwestern Power Pool/Entergy Hybrid RTO Proposal * Update on Alliance and Midwest ISO Settlement * Analysis of FERC Conditional Approval of RTO West Addendum II * History of FERC RTO Activities * Analysis of Southeastern RTO Mediation Report * Analysis of Northeastern RTO Mediation Report * Update on RTOs - Alliance and Midwest * Update on TransCos - ITC, TransLink, and WestConnect Download Ordering Information, a Complete Table of Contents and a Free Issue of Wheeling & Transmission Monthly at: http://www.pmaconference.com/transinfo.pdf This email was sent to those who signed up for it. If you believe it has reached you in error, or you are no longer interested in receiving it, then please click here to edit your preferences", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/104.", "message_id": "<18516965.1075855467368.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0665", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: So far", "date_iso": "2001-11-19T20:35:25", "date_raw": "Mon, 19 Nov 2001 20:35:25 -0800 (PST)", "body": "to be clear\n \nNo employees to Mariner exept Keel and Josey initially. Melendrez and Bushman to Mariner in 3 to 4 months. The other employees (i think 5) will get the severence package once they have helped us sell the assets under Jesus's direction.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/855.", "message_id": "<12075822.1075855300808.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0666", "from": "Richard Shapiro", "to": [ "Louise Kitchen", "John Lavorato" ], "cc": [], "subject": "ENA/EES Gov't. Affairs Org. and budget", "date_iso": "2001-11-20T04:26:45", "date_raw": "Tue, 20 Nov 2001 04:26:45 -0800 (PST)", "body": "Jim Steffes forwarded to Janet late Monday the recommended organization and budget($ 6.4 million total for both companies). Jim should be the primary point of contact on both the budget and Gov't Affairs organization for ENA/EES( I'll address remainder of issues with Whalley, kean, and Fallon). As an aside, it's possible the $6.4 million could be reduced somewhat as we begin to mitigate legacy real estate issues and also consider locating the Houston-based staff in the above-referenced organization in available space with the business unit(s). Thanks.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kean-s/deleted_items/412.", "message_id": "<553723.1075862343248.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "w..delainey@enron.com", "janet.dietrich@enron.com", "louise.kitchen@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "jim.fallon@enron.com", "d..steffes@enron.com", "j..kean@enron.com" ] } }, { "id": "en-0667", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "FW: Trading Article", "date_iso": "2001-11-20T14:05:41", "date_raw": "Tue, 20 Nov 2001 14:05:41 -0800 (PST)", "body": "Energy Cos Limit Business With Enron After 10Q -Traders\nBy Mark Golden\n\n11/20/2001\nDow Jones Energy Service\n(Copyright (c) 2001, Dow Jones & Company, Inc.)\n\n NEW YORK -(Dow Jones)- Many energy trading companies were unwilling to sell\npower and natural gas for next day delivery to Enron Corp. (ENE) Tuesday\nmorning, a result of heightened credit concerns following the release of\nEnron's quarterly financial report Monday, traders and other sources said.\n\n For weeks, companies have limited both buying and selling with Enron for\nfuture deliveries. But for the first time since Enron's troubles began a month\nago, energy companies weren't selling to Enron in the spot markets for fear\nthat Enron might not be able to pay its bills as soon as next month.\n \"It's pretty well accepted in the industry that people are staying away for\nnow,\" said Charlie Sanchez, energy market manager for Gelber & Associates in\nHouston.\n\n Traders at all of the major companies contacted said they couldn't sell to\nEnron Tuesday morning. Several spokespeople for energy companies confirmed the\nsituation, but declined to say so on the record.\n\n \"Nobody will take Enron,\" one western electricity broker said. After\nstruggling, however, that broker eventually found a utility that was willing\nto sell to Enron Tuesday morning.\n\n Calpine, a prominent independent power producer and trader, said it was\nwilling to sell power to Enron.\n\n \"We continue to sell power to Enron and are monitoring the situation\nclosely,\" spokeswoman Catherine Potter said.\n\n The situation Tuesday morning was fluid. One utility that refused to sell to\nEnron in the morning was willing to do so in the afternoon, a person at the\ncompany said. That company's trading, however, was still limited to the spot\nmarkets.\n\n Credit concerns about the once-dominant energy trading company were\nheightened with Enron's filing of its third quarter annual report Monday\nevening with the U.S. Securities Exchange Commission.\n\n Enron may have to pay $690 million on a note that became a demand obligation\nwith the company's most recent credit-rating downgrade, Enron said in Monday's\nfiling. The company also warned that its profits in the fourth quarter could\nbe hurt by credit concerns, a decline in asset values and reduced trading\nactivity.\n\n \"The 10Q in and by itself is a document that could raise concerns,\" Fitch\nanalyst Ralph Pellecchia said. \"We have a lot of questions outstanding\nrelative to disclosures that were new to us and their strategies of how they\nare going to manage the situation.\"\n\n Companies are willing to buy from Enron in the spot gas and power markets,\nbecause taking delivery on commodity and paying for it a month later poses no\ncredit risk for the buyer.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/deleted_items/626.", "message_id": "<27275727.1075861712745.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0668", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "Synchronization Log:", "date_iso": "2001-11-20T15:00:05", "date_raw": "Tue, 20 Nov 2001 15:00:05 -0800 (PST)", "body": "17:00:02 Synchronizing Mailbox 'Shapiro, Richard'\n17:00:02 Synchronizing Hierarchy\n17:00:02 \t 1 folder(s) updated in offline store\n17:00:02 Synchronizing Favorites\n17:00:02 Synchronizing Folder 'Inbox'\n17:00:02 \t 4 item(s) deleted in offline folder\n17:00:02 \t 1 view(s)/form(s) added to offline folder\n17:00:02 Synchronizing Folder 'Outbox'\n17:00:02 Synchronizing Folder 'Sent Items'\n17:00:02 Synchronizing Folder '2002 Budget'\n17:00:03 Synchronizing Folder 'Agriculture'\n17:00:03 Synchronizing Folder 'antitrust'\n17:00:03 Synchronizing Folder 'Associations'\n17:00:03 Synchronizing Folder 'Broadband Services'\n17:00:03 Synchronizing Folder 'Bush Administration'\n17:00:03 Synchronizing Folder 'CAEM'\n17:00:03 Synchronizing Folder 'Calendar'\n17:00:03 Synchronizing Folder 'California'\n17:00:03 Synchronizing Folder 'canada'\n17:00:03 Synchronizing Folder 'Central America'\n17:00:03 Synchronizing Folder 'CFTC'\n17:00:03 Synchronizing Folder 'codes of conduct'\n17:00:03 Synchronizing Folder 'compliments'\n17:00:03 Synchronizing Folder 'Computers'\n17:00:03 Synchronizing Folder 'Contacts'\n17:00:03 Synchronizing Folder 'Contributions'\n17:00:03 Synchronizing Folder 'Democrats'\n17:00:03 Synchronizing Folder 'distributed generation'\n17:00:03 Synchronizing Folder 'DOE'\n17:00:03 Synchronizing Folder 'Drafts'\n17:00:03 Synchronizing Folder 'Enron Online'\n17:00:03 Synchronizing Folder 'Enviromental'\n17:00:03 Synchronizing Folder 'EPSA'\n17:00:03 Synchronizing Folder 'Wholesale Markets'\n17:00:03 \t 1 item(s) added to offline folder\n17:00:03 Synchronizing Folder 'Federal gov't Affairs'\n17:00:03 Synchronizing Folder 'Federal Legis.'\n17:00:03 Synchronizing Folder 'Florida'\n17:00:04 Synchronizing Folder 'Fuel cells'\n17:00:04 Synchronizing Folder 'Gas Issues'\n17:00:04 Synchronizing Folder 'Generation'\n17:00:04 Synchronizing Folder 'Global Markets'\n17:00:04 Synchronizing Folder 'Hedging'\n17:00:04 Synchronizing Folder 'humor'\n17:00:04 Synchronizing Folder 'India'\n17:00:04 Synchronizing Folder 'Industrial cust. solutions'\n17:00:04 Synchronizing Folder 'Interconnection Issues'\n17:00:04 Synchronizing Folder 'Investing'\n17:00:04 Synchronizing Folder 'Issue Papers'\n17:00:04 Synchronizing Folder 'Japan'\n17:00:04 Synchronizing Folder 'Journal'\n17:00:04 Synchronizing Folder 'Ken Lay'\n17:00:04 Synchronizing Folder 'LNG'\n17:00:04 Synchronizing Folder 'Market Structure( Seabron Adamson)'\n17:00:04 Synchronizing Folder 'Merchant Function group'\n17:00:04 Synchronizing Folder 'Mexico'\n17:00:04 Synchronizing Folder 'mid-atlantic'\n17:00:04 Synchronizing Folder 'midwest'\n17:00:04 Synchronizing Folder 'NARUC'\n17:00:04 Synchronizing Folder 'NERC'\n17:00:04 Synchronizing Folder 'Networks'\n17:00:04 Synchronizing Folder 'new england/ny'\n17:00:04 Synchronizing Folder 'Notes'\n17:00:04 Synchronizing Folder 'Organizational issues'\n17:00:04 Synchronizing Folder 'Personal'\n17:00:04 \t 1 item(s) added to offline folder\n17:00:04 Synchronizing Folder 'Personal Travel'\n17:00:04 Synchronizing Folder 'Personnel'\n17:00:04 \t 1 item(s) added to offline folder\n17:00:04 Synchronizing Folder 'policy papers'\n17:00:04 Synchronizing Folder 'PRC'\n17:00:04 Synchronizing Folder 'Presentations'\n17:00:04 Synchronizing Folder 'PUCHA'\n17:00:04 Synchronizing Folder 'QF's-- Risk Analysis'\n17:00:04 Synchronizing Folder 'Rail'\n17:00:04 Synchronizing Folder 'Retail Markets'\n17:00:04 Synchronizing Folder 'SCE deal'\n17:00:04 Synchronizing Folder 'SEC'\n17:00:04 Synchronizing Folder 'RTO campaign'\n17:00:05 \t 2 item(s) deleted in offline folder\n17:00:05 Synchronizing Folder 'southeast'\n17:00:05 Synchronizing Folder 'Southern Cone'\n17:00:05 Synchronizing Folder 'Speaking engagements'\n17:00:05 Synchronizing Folder 'Steel'\n17:00:05 Synchronizing Folder 'Synfuel Tax Crredits'\n17:00:05 Synchronizing Folder 'Tasks'\n17:00:05 Synchronizing Folder 'tax'\n17:00:05 Synchronizing Folder 'texas'\n17:00:05 Synchronizing Folder 'to do'\n17:00:05 Synchronizing Folder 'Western Governor's university'\n17:00:05 Synchronizing Folder 'TVA'\n17:00:05 Synchronizing Folder 'VALUE'\n17:00:05 Synchronizing Folder 'Venezuela/colombia'\n17:00:05 Synchronizing Folder 'VP PRC'\n17:00:05 Synchronizing Folder 'west'\n17:00:05 Synchronizing Views\n17:00:05 Synchronizing Forms\n17:00:05 Done", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/1491.", "message_id": "<4127636.1075862261824.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0669", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: AEP hired our credit person in Portland", "date_iso": "2001-11-21T05:34:50", "date_raw": "Wed, 21 Nov 2001 05:34:50 -0800 (PST)", "body": "Since Hiring Greg Wolfe and another marketer, AEP has been going after a lot of people in our Portland office.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/445.", "message_id": "<8780942.1075861374731.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "e..haedicke@enron.com" ] } }, { "id": "en-0670", "from": "Richard Shapiro", "to": [ "Richard Shapiro" ], "cc": [], "subject": "FW: Communication regarding urgency of transaction", "date_iso": "2001-11-21T07:17:24", "date_raw": "Wed, 21 Nov 2001 07:17:24 -0800 (PST)", "body": "As the timing to process filings that are necessary to obtain regulatory approvals for our merger with Dynegy approaches, \n many of you have received, or will receive in the next few days, requests for information that is necessary for these regulatory filings . Rick Shapiro is coordinating this effort for Enron and is working very closely with his counterparts at Dynegy We recognize that each of you are facing many demands at this time , but providing this information in the most accurate and expeditious manner possible is of the highest priority. Y our cooperation is very much appreciated.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/1023.", "message_id": "<22259506.1075862243098.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "richard.shapiro@enron.com" ] } }, { "id": "en-0671", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "RE: Sale of Napoleonville Land", "date_iso": "2001-11-25T12:10:03", "date_raw": "Sun, 25 Nov 2001 12:10:03 -0800 (PST)", "body": "At 4pm on Wednesday Liza arrived with the DASH. It had not been circulated prior to that and there was no-one available to discuss the deal as Eva was not in the office. Please have someone ready to discuss this deal and circulate the DASH in advance of when you want it signing.\n\n4pm on Wednesday with no briefing on the deal didn't give enough time to complete a DASH.\n\nLouise", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/99.", "message_id": "<16264633.1075861716799.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "jean.mrha@enron.com" ], "cc_emails": [ "john.lavorato@enron.com", "a..gomez@enron.com", "eva.rainer@enron.com", "gerald.nemec@enron.com" ] } }, { "id": "en-0672", "from": "Richard Shapiro", "to": [], "cc": [ "Louise Kitchen", "John Lavorato" ], "subject": "FW: Mexico", "date_iso": "2001-11-26T06:21:44", "date_raw": "Mon, 26 Nov 2001 06:21:44 -0800 (PST)", "body": "Can you talk with Jaime and figure out a plan of support for Mexico (if we still need one)? You might also want to check with John and/or Louise.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/103.", "message_id": "<18546714.1075861716893.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "d..steffes@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0673", "from": "Richard Shapiro", "to": [ "Louise Kitchen" ], "cc": [ "John Lavorato" ], "subject": "RE: Mexico", "date_iso": "2001-11-26T07:29:34", "date_raw": "Mon, 26 Nov 2001 07:29:34 -0800 (PST)", "body": "Agreed.\n--------------------------\nRick S.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/106.", "message_id": "<23846659.1075861716964.JavaMail.evans@thyme>", "from_email": "richard.shapiro@enron.com", "to_emails": [ "louise.kitchen@enron.com", "d..steffes@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0674", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: If we were going to pay....", "date_iso": "2001-11-27T09:13:58", "date_raw": "Tue, 27 Nov 2001 09:13:58 -0800 (PST)", "body": "RAC: Bill Bradford, Debbie Brackett\n\nTop analysts and associates - we have started ranking and will be finished today.\n\nWhat is Beck's list and does it include IT or is it the list we did?\n\nPower Scheduling too.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/sent_items/725.", "message_id": "<1047877.1075862848069.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.oxley@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0675", "from": "John Lavorato", "to": [ "Rick Buy" ], "cc": [ "Greg Whalley" ], "subject": "FW:", "date_iso": "2001-11-27T10:01:37", "date_raw": "Tue, 27 Nov 2001 10:01:37 -0800 (PST)", "body": "we bought 15000 contracts and our VAR didn't fall. Something is wrong with the model", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/507.", "message_id": "<25002844.1075861380997.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rick.buy@enron.com" ], "cc_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0676", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: VMAC Transaction", "date_iso": "2001-11-27T10:58:42", "date_raw": "Tue, 27 Nov 2001 10:58:42 -0800 (PST)", "body": "Seems like something which takes time to implement particularly as we do not have margin contracts with our counterparty - this changes the function of EnronOnline to a margin exchange mechanism. Long run not a short term solution.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/inbox/201.", "message_id": "<32652872.1075862850597.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "marc.eichmann@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "brad.richter@enron.com" ] } }, { "id": "en-0677", "from": "John Lavorato", "to": [ "Greg Whalley" ], "cc": [ "Louise Kitchen" ], "subject": "", "date_iso": "2001-11-27T15:56:11", "date_raw": "Tue, 27 Nov 2001 15:56:11 -0800 (PST)", "body": "Greg,\n\n1. We can include the sithe agreement in the master netting agreement although we do not believe that this will work for Dynegy as it is not a forward contract but an annuity stream which cannot be accelerated, however if they think it works - fine. We would not want the margin calculated net (it needs to be exclusive of this transaction). If they were to convert to two swaps in order to allow for acceleration in the master netting agreement, there is an accounting issue for us.\n\n2. In the East we are long physical power from them in the markets which are not pools. We are short to them in the pools which clear financially and we have no issues in the pools. So we do not need to do anything. I'll have the west soon. \n\n3. We will have our physical gas position by point soon. We will agree to prepay for all of Dec but we should only pay day by day.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "whalley-g/inbox/521.", "message_id": "<1335122.1075861381370.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "greg.whalley@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0678", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: kiedy sie zobaczymy", "date_iso": "2001-12-03T19:00:07", "date_raw": "Mon, 3 Dec 2001 19:00:07 -0800 (PST)", "body": "Return-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: \nDate: Mon, 26 Nov 2001 20:42:21 EST\nSubject: Fwd: kiedy sie zobaczymy\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_16c.504a0c2.2934497d_boundary\"\nX-Mailer: AOL 6.0 for Windows US sub 10539\n\nReturn-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: \nDate: Sat, 24 Nov 2001 17:05:55 EST\nSubject: Fwd: kiedy sie zobaczymy\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part3_16c.504a0c2.293173c3_boundary\"\nX-Mailer: AOL 7.0 for Windows US sub 118\n\nContent-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-xa04.mx.aol.com (rly-xa04.mail.aol.com [172.20.105.73]) by air-xa03.mail.aol.com (v82.22) with ESMTP id MAILINXA35-1124163700; Sat, 24 Nov 2001 16:37:00 -0500\nReceived: from relay.2com.pl ([193.178.241.56]) by rly-xa04.mx.aol.com (v82.22) with ESMTP id MAILRELAYINXA410-1124163640; Sat, 24 Nov 2001 16:36:40 -0500\nReceived: from mail pickup service by relay.2com.pl with Microsoft SMTPSVC;\t Sat, 24 Nov 2001 22:37:43 +0100\nX-Mailer: www.infocity.pl ver. 08.2001\nFrom: \"Zofia Grodek\" \nTo: \nSubject: kiedy sie zobaczymy\nDate: Sat, 24 Nov 2001 22:37:34 +0100\nMessage-ID: <351401c17530$3a930c40$cc01a8c0@pocztahoga>\nMIME-Version: 1.0\nContent-Type: text/plain;\tcharset=\"iso-8859-2\"\nX-MimeOLE: Produced By Microsoft MimeOLE V5.00.2919.6700\nX-OriginalArrivalTime: 24 Nov 2001 21:37:43.0406 (UTC) FILETIME=[3FE6E0E0:01C17530]\n\nDrogi Wicku! Czy wiesz ze mam na wykladzie syna Janusza Szyrmera, czyli bratanka Jacka! A mnie sie wciaz wydaje ze to wszysto byla tak nie dawno. Chlopak przyjechal na studia do Polski z USA. A Ty ! Ja zasmakowalam w wyjazdach do Stanow. Niestety moge tylko turystycznie. Chcialabym pojechac z moja starsza corka , ona jeszcze nie byla za Oceanem. Tylko ze my strasznie pracujemy! Poza tym mam klopoty ze zdrowiem, a to jest troche uciazliwe i czasochlonne. Napisz co u Was. Czekam. Zofia\n\n______________________________________________________________________\nZnajd? sobie nowe mieszkanko !!!\nhttp://www.hgn.pl", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/1090.", "message_id": "<16221477.1075855463615.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0679", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: FW: Wehadababy Itzaboy", "date_iso": "2001-12-03T21:57:25", "date_raw": "Mon, 3 Dec 2001 21:57:25 -0800 (PST)", "body": "Return-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: <127.71f0429.2924a582@aol.com>\nDate: Wed, 14 Nov 2001 23:58:42 EST\nSubject: Fwd: FW: Wehadababy Itzaboy\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_135.5b6bbae.2924a582_boundary\"\nX-Mailer: AOL 6.0 for Windows US sub 10539\n\nContent-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-yh02.mail.aol.com (rly-yh02.mail.aol.com [172.18.147.34]) by air-yh05.mail.aol.com (v81.9) with ESMTP id MAILINYH54-1019123514; Fri, 19 Oct 2001 12:35:14 -0400\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-yh02.mail.aol.com (v81.9) with ESMTP id MAILRELAYINYH27-1019123459; Fri, 19 Oct 2001 12:34:59 2000\nReceived: from corp.enron.com (nahou-msmsw02p.corp.enron.com [192.168.110.109])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id f9JGYv306483\tfor ; Fri, 19 Oct 2001 11:34:57 -0500 (CDT)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Fri, 19 Oct 2001 11:34:56 -0500\nReceived: from NAHOU-MSMBX03V.corp.enron.com ([192.168.110.40]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Fri, 19 Oct 2001 11:34:52 -0500\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\ncontent-class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: text/plain; charset=\"iso-8859-1\"\nSubject: FW: Wehadababy Itzaboy\nDate: Fri, 19 Oct 2001 11:24:46 -0500\nMessage-ID: <31738B46B7BD864080808A19977D9F757ABD8C@NAHOU-MSMBX03V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic: Wehadababy Itzaboy\nThread-Index: AcFWMbDIZP+Wu8IdEdWxIgBQi+MJ2QCiN2kg\nFrom: \"Kaminski, Vince J\" \nTo: \nX-OriginalArrivalTime: 19 Oct 2001 16:34:52.0037 (UTC) FILETIME=[FA0D0350:01C158BB]\nX-Mailer: Unknown (No Version)", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/818.", "message_id": "<31935086.1075840775842.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0680", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: FW:", "date_iso": "2001-12-03T21:57:55", "date_raw": "Mon, 3 Dec 2001 21:57:55 -0800 (PST)", "body": "Return-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: <122.75b7039.29232af6@aol.com>\nDate: Tue, 13 Nov 2001 21:03:34 EST\nSubject: Fwd: FW:\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_9b.1f087330.29232af6_boundary\"\nX-Mailer: AOL 6.0 for Windows US sub 10539\n\nReturn-path: \nFrom: VKaminski@aol.com\nFull-name: VKaminski\nMessage-ID: <170.3bfe18a.291f8941@aol.com>\nDate: Sun, 11 Nov 2001 02:56:49 EST\nSubject: Fwd: FW:\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part3_9b.1f087330.291f8941_boundary\"\nX-Mailer: AOL 6.0 for Windows US sub 10539\n\nContent-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-xf05.mx.aol.com (rly-xf05.mail.aol.com [172.20.105.229]) by air-xf01.mail.aol.com (v81.9) with ESMTP id MAILINXF110-1019180521; Fri, 19 Oct 2001 18:05:21 -0400\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-xf05.mx.aol.com (v80.21) with ESMTP id MAILRELAYINXF57-1019180459; Fri, 19 Oct 2001 18:04:59 -0400\nReceived: from corp.enron.com (nahou-msmsw03p.corp.enron.com [192.168.110.110])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id f9JM4w304754\tfor ; Fri, 19 Oct 2001 17:04:58 -0500 (CDT)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Fri, 19 Oct 2001 17:04:58 -0500\nReceived: from NAHOU-MSMBX03V.corp.enron.com ([192.168.110.40]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Fri, 19 Oct 2001 17:04:58 -0500\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\ncontent-class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: text/plain; charset=\"iso-8859-1\"\nSubject: FW:\nDate: Fri, 19 Oct 2001 16:34:52 -0500\nMessage-ID: <31738B46B7BD864080808A19977D9F757ABD99@NAHOU-MSMBX03V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic:\nThread-Index: AcFY5W8uV8avQMTXEdWxIgBQi+MJ2QAAEEeg\nFrom: \"Kaminski, Vince J\" \nTo: \"Lin, Martin\" \nCc: \nX-OriginalArrivalTime: 19 Oct 2001 22:04:58.0864 (UTC) FILETIME=[17D6F700:01C158EA]\nX-Mailer: Unknown (No Version)\n\nMartin, Lance\n\nWhat do you think?\n\nVince", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/inbox/102.", "message_id": "<12891771.1075840784712.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0681", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Data Requested", "date_iso": "2001-12-05T17:53:11", "date_raw": "Wed, 5 Dec 2001 17:53:11 -0800 (PST)", "body": "I assume that you have gotten the information regarding proposed bonuses that we discussed. The list of IT personnel (Development, EOL and Infrstructure) was slow in coming to me. And once received, when I asked for data from HR on last year's bonus amounts for these people to use as a starting point in the process, it became evident that several persons within HR were on this mission. Apparently others had been given the same task relative to the IT teams. Let me know if you did not get what you needed; but it seemed that there were enough hands in this that you should have received the information that you needed -- maybe more than once! --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/346.", "message_id": "<15813854.1075840837089.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0682", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "NewCo", "date_iso": "2001-12-06T18:23:07", "date_raw": "Thu, 6 Dec 2001 18:23:07 -0800 (PST)", "body": "I am going to ask Greg W if you can be included in NewCo, but I never really asked if you wanted to be. Do you want to be?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/1604.", "message_id": "<18434870.1075855290434.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0683", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "Can we please discuss EOL under Netco", "date_iso": "2001-12-09T16:23:22", "date_raw": "Sun, 9 Dec 2001 16:23:22 -0800 (PST)", "body": "I would like to discuss a change of management for EnronOnline under the Netco scenario. I believe that we have a very short period of time to get EnronOnlne back up and running and with this in mind it may be preferable to change out the management sooner rather than later. I think there is a lot of preparation work which can be done now.\n\nCan we discuss?\n\nThanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/1633.", "message_id": "<2161079.1075855291079.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.piper@enron.com", "sally.beck@enron.com" ] } }, { "id": "en-0684", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Ravi Thuraisingham", "date_iso": "2001-12-09T21:26:19", "date_raw": "Sun, 9 Dec 2001 21:26:19 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-za03.mx.aol.com (rly-za03.mail.aol.com [172.31.36.99]) by air-za04.mail.aol.com (v82.22) with ESMTP id MAILINZA49-1209195228; Sun, 09 Dec 2001 19:52:28 -0500\nReceived: from mta4.rcsntx.swbell.net (mta4.rcsntx.swbell.net [151.164.30.28]) by rly-za03.mx.aol.com (v82.22) with ESMTP id MAILRELAYINZA38-1209195202; Sun, 09 Dec 2001 19:52:02 -0500\nReceived: from compaq ([65.69.223.90]) by mta4.rcsntx.swbell.net (iPlanet Messaging Server 5.1 (built May 7 2001)) with SMTP id <0GO300L4YRQBW6@mta4.rcsntx.swbell.net> for vkaminski@aol.com; Sun, 09 Dec 2001 18:52:01 -0600 (CST)\nDate: Sun, 09 Dec 2001 19:09:11 -0600\nFrom: Ravi Thuraisingham \nSubject: Ravi Thuraisingham\nTo: Vince Kaminski \nMessage-id: <000901c18117$471b7fe0$5adf4541@compaq>\nMIME-version: 1.0\nX-MIMEOLE: Produced By Microsoft MimeOLE V5.00.2314.1300\nX-Mailer: Microsoft Outlook Express 5.00.2314.1300\nContent-type: multipart/mixed; boundary=\"----=_NextPart_000_0005_01C180E4.FC3DEC60\"\nX-Priority: 3\nX-MSMail-priority: Normal\n\nHi Vince, I will avoid talking about Enron since I managed to get it out of my mind by staying home over the last few days and spending time with my kids. Now that I had my break, I would like to ask you if don't mind giving me a lead or two in Houston or in Florida where I can pursue employment. I am also trying to get a start up out of San Jose going, which is being funded by Kumar Malavalli (Founcer and CTO of brocade--storage switch company that pioneered the networked storage). Kumar asked my to be the President and COO and become a board member. But the catch is that getting it founded to next round will be a challenge (2 to 6 months) and would require me to move to San Jose. I was going to do this if Enron had discharged me with something in my hand at least! Now that I am squeezed for money, I have decided work at an establish firm to build businesses around trading, technology or trading technology. \n - Storage Links.xls \n - Ravi Thuraisingham Nov 01.doc \n - Ravi Bio Nov 01.doc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/989.", "message_id": "<26942986.1075855460566.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0685", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Bob Hall Direct Reports", "date_iso": "2001-12-10T07:19:39", "date_raw": "Mon, 10 Dec 2001 07:19:39 -0800 (PST)", "body": "Confirming names that I gave you over the phone this am (with one addition - for Calgary - and one clarification on volume management):\n\nGas Risk:\t\tJeff Gossett\n\nPower Risk:\t\tStacey White\n\nDocumentation & \nSettlements (a) :\tLeslie Reeves\n\nGas Vol Mgmt:\t\tRita Wynne/Mark McClure (b)\n\nCalgary Ops:\t\tPeggy Hedstrom \n\nNotes:\n\n(a)\tDocumentation and Settlements under Leslie Reeves includes power, gas and financial derivatives. \n\n(b)\tCurrently, Rita Wynne and Mark McClure co-lead gas volume management. Bob's plan for NetCo is that Rita Wynne \n\twould be in NetCo and that Mark McClure would be on the team to lead volume management for the estate.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/301.", "message_id": "<4571245.1075840835927.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0686", "from": "Rick Buy", "to": [], "cc": [ "John Lavorato" ], "subject": "Information Flow to Banks or other Parties", "date_iso": "2001-12-10T16:11:36", "date_raw": "Mon, 10 Dec 2001 16:11:36 -0800 (PST)", "body": "As we go into a possible deal with someone on Netco, we need to screen info transmitted to parties carefully and try to not send something if possible. If we need to transmit info out lets review it before it goes. Lavo or one of his people may want to review as well. Thanks Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/55.", "message_id": "<32973925.1075840391628.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "david.port@enron.com", "s..bradford@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0687", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: FW: Additional Resources Needed - Financial Analysts", "date_iso": "2001-12-13T22:00:47", "date_raw": "Thu, 13 Dec 2001 22:00:47 -0800 (PST)", "body": "Content-Transfer-Encoding: quoted-printable\nReturn-Path: \nReceived: from rly-ye01.mx.aol.com (rly-ye01.mail.aol.com [172.18.151.198]) by air-ye04.mail.aol.com (v82.22) with ESMTP id MAILINYE45-1213180123; Thu, 13 Dec 2001 18:01:23 -0500\nReceived: from postmaster.enron.com (outbound5.enron.com [192.152.140.9]) by rly-ye01.mx.aol.com (v83.18) with ESMTP id MAILRELAYINYE110-1213180109; Thu, 13 Dec 2001 18:01:09 -0500\nReceived: from corp.enron.com (nahou-msmsw02p.corp.enron.com [192.168.110.109])\tby postmaster.enron.com (8.10.1/8.10.1/external_corp-1.08) with ESMTP id fBDN16027021\tfor ; Thu, 13 Dec 2001 17:01:06 -0600 (CST)\nReceived: from nahou-mscnx04p.corp.enron.com (unverified) by corp.enron.com (Content Technologies SMTPRS 4.2.1) with SMTP id for ; Thu, 13 Dec 2001 17:01:06 -0600\nReceived: from NAHOU-MSMBX01V.corp.enron.com ([192.168.110.38]) by nahou-mscnx04p.corp.enron.com with Microsoft SMTPSVC(5.0.2195.2966);\t Thu, 13 Dec 2001 17:01:06 -0600\nX-MimeOLE: Produced By Microsoft Exchange V6.0.4712.0\ncontent-class: urn:content-classes:message\nMIME-Version: 1.0\nContent-Type: text/plain; charset=\"iso-8859-1\"\nSubject: FW: Additional Resources Needed - Financial Analysts\nDate: Thu, 13 Dec 2001 16:55:47 -0600\nMessage-ID: <902B8E00B151D44C98CA48BDD4BEA3F5C7753D@NAHOU-MSMBX01V.corp.enron.com>\nX-MS-Has-Attach:\nX-MS-TNEF-Correlator:\nThread-Topic: Additional Resources Needed - Financial Analysts\nThread-Index: AcGEGY7ardj8g8L8R6KNs/jAIYEmxAAD7QSA\nFrom: \"Corey, Paula\" \nTo: \nX-OriginalArrivalTime: 13 Dec 2001 23:01:06.0526 (UTC) FILETIME=[0BD7A7E0:01C1842A]\nX-Mailer: Unknown (No Version)\n\nAny ideas?", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/802.", "message_id": "<25128846.1075840775456.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0688", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Dataroom", "date_iso": "2001-12-14T10:59:21", "date_raw": "Fri, 14 Dec 2001 10:59:21 -0800 (PST)", "body": "Following our Monday meeting, Bob Hall had Jeff Gossett and Stacey White coordinate with Commercial teams on data that they have provided to date in the due diligence process. Outside of these risk related reports, Bob and his team have not provided reports or other documents to any of the potential suitors. A few others on Bob Hall's team have had meetings with various due diligence teams and have discussed processes and controls, but again have not provided documents. (I do, however, believe that in the case of at least one due diligence team that our monthly operations report was given to the due diligence team by someone outside Bob Hall's team. I have not been able to confirm who within Enron provided that information.) \n\nI personally have not been involved in the majority of the due diligence process that has been conducted to date. I had one brief meeting with Solomon Smith Barney, but did not provide them with any documents. I have had two meetings with various team members with JPMorgan Chase, and again have not given them documents. \n\nEven though the only documents provided to date by the operations team have been risk related reports, we are compiling other information that supports discussions that the operations team has had with due diligence teams. The compilation of that data should be completed today. Since we had not provided documents (outside of risk reports) to due diligence teams, it has taken several days to canvas those who have had discussions with due diligence teams to create a complete list of items that have been covered verbally. I am compiling 2 binders with this data, which includes the following:\n\n\tOperations Organization Charts \n\tOperations Process Flows\n\tMonthly Operations Report\n\tMonthly Cash Collections Report\n\tDocumentation Reports\n\tDPR template\n\tRisk Analytics Group's Functions\n\tDoorstep Reviews - Concept \n\t2001 Reports from Doorstep Reviews \n\t\t-Calgary\n\t\t-Denver\n\t\t-Portland\n\t\t-Houston Gas and Power", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/258.", "message_id": "<26078300.1075840834788.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com", "mari.capestany@enron.com" ], "cc_emails": [ "m.hall@enron.com" ] } }, { "id": "en-0689", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Data Room Binders Complete", "date_iso": "2001-12-14T15:36:58", "date_raw": "Fri, 14 Dec 2001 15:36:58 -0800 (PST)", "body": "Came up to the 6th floor to see you a little after 5:00 today, but it was very quite on 6. Sorry that I missed you. I had earlier delivered to Mary Cook 5 binders of operational information for EA. Brought my copy by just to show you what we had put together. Mary is planning to e-mail you the index list from the binders. The binders are well-organized, color-coded and filled with information that appropriately addresses the controls and operational reporting that are used in managing the gas and power business. \n\nI will take my copy home with me over the weekend so that I can address any questions that may come up. We expect to substitute a more updated version of our cash collections process flow on Monday, assuming that Leslie Reeves has returned from jury duty. She apparently has the \"prettier\" version of the process flow, but has been tied up fullfilling her civic duty. -Sally \n\nWeekend Numbers:\tHome\t281-370-8568\n\n\t\t\tCell\t713-417-1591", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/254.", "message_id": "<8472076.1075840834691.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "m.hall@enron.com" ] } }, { "id": "en-0690", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Suggestion", "date_iso": "2001-12-16T14:16:52", "date_raw": "Sun, 16 Dec 2001 14:16:52 -0800 (PST)", "body": "1. Estate / Buyer pays $12.5mm in 2001 bonus payments to approx 600 people. To be delivered as retention payments.\n\n2. Retention pool to be established $50mm (75% cash 25% stock). This money to be provided by the Buyer outside of the established Bonus pool.\n\n3. Cash to be paid \n\t33% on signing\n\t33% in 6 months from signing\n\t33% in 12 months from signing\n\n4. Contracts:\n(i) \t70% of Top 10 - 2 year (within 3 days of signing)\n(ii) \t70% of Top 20 - 1 year (within 7 days of signing)\n(iii) \t70% of Top 50 - 1 year or retention (to be established on average pay for 2001) (within 60 days of signing)\n\nTop 10 to be identified as:\nWhalley\nLavorato\nKitchen \nColwell\nMilnthorp\nCalger\nShively\nAllen\nWebb\nBradford\n\nTop 20\nTop 10 plus\nBelden\nArnold\nSturm\nPresto\nDavis\nZufferli\nSwerzbin\nBenson\nTycholiz\nMartin", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/557.", "message_id": "<30825033.1075840968897.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0691", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Formal complaint", "date_iso": "2001-12-18T20:24:11", "date_raw": "Tue, 18 Dec 2001 20:24:11 -0800 (PST)", "body": "Content-Transfer-Encoding: 7bit\nReturn-Path: \nReceived: from rly-xe03.mx.aol.com (rly-xe03.mail.aol.com [172.20.105.195]) by air-xe01.mail.aol.com (v82.22) with ESMTP id MAILINXE17-1218175058; Tue, 18 Dec 2001 17:50:58 -0500\nReceived: from aprelay1.ap.org (aprelay1.ap.org [165.1.59.99]) by rly-xe03.mx.aol.com (v83.18) with ESMTP id MAILRELAYINXE310-1218175049; Tue, 18 Dec 2001 17:50:49 -0500\nReceived: from CTCMail2.ap.org ([165.1.22.58]) by aprelay1.ap.org (Lotus Domino Release 5.0.6a) with ESMTP id 2001121817425165:193641 ; Tue, 18 Dec 2001 17:42:51 -0500\nReceived: from ap.org ([165.1.4.136]) by CTCMail2.ap.org (Lotus Domino Release 5.0.5) with ESMTP id 2001121817572076:18523 ; Tue, 18 Dec 2001 17:57:20 -0500\nMessage-ID: <3C1FF61D.FBA09E51@ap.org>\nDate: Tue, 18 Dec 2001 18:06:21 -0800\nFrom: AP Corporate Communications \nReply-To: info@ap.org\nOrganization: The Associated Press\nX-Mailer: Mozilla 4.72 [en] (Windows NT 5.0; U)\nX-Accept-Language: en\nMIME-Version: 1.0\nTo: VKaminski@aol.com\nSubject: Re: Formal complaint\nReferences: \nX-MIMETrack: Itemize by SMTP Server on CTCMail2/TheAP(Release 5.0.5 |September 22, 2000) at 12/18/2001 05:57:20 PM,\tSerialize by Router on CTCMail2/TheAP(Release 5.0.5 |September 22, 2000) at 12/18/2001 05:57:22 PM,\tSerialize complete at 12/18/2001 05:57:22 PM,\tItemize by SMTP Server on APRelay1/TheAP(Release 5.0.6a |January 17, 2001) at 12/18/2001 05:42:51 PM,\tSerialize by Router on APRelay1/TheAP(Release 5.0.6a |January 17, 2001) at 12/18/2001 05:42:52 PM,\tSerialize complete at 12/18/2001 05:42:52 PM\nContent-Type: text/plain; charset=\"us-ascii\"\n\nYour e-mail has been received and forwarded to the editors.\nThank you\nAP Corporate Communications/NY\n\nVKaminski@aol.com wrote:\n>", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/787.", "message_id": "<6988381.1075840775080.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0692", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Merchant Power Monthly Free Sample", "date_iso": "2001-12-18T20:28:46", "date_raw": "Tue, 18 Dec 2001 20:28:46 -0800 (PST)", "body": "Content-Transfer-Encoding: 7bit\nReturn-Path: \nReceived: from rly-yg04.mx.aol.com (rly-yg04.mail.aol.com [172.18.147.4]) by air-yg04.mail.aol.com (v82.22) with ESMTP id MAILINYG49-1218005113; Tue, 18 Dec 2001 00:51:13 -0500\nReceived: from ccdmnn1.roving.com (ccdmnn1.roving.com [208.198.98.11]) by rly-yg04.mx.aol.com (v83.18) with ESMTP id MAILRELAYINYG46-1218005039; Tue, 18 Dec 2001 00:50:39 -0500\nReceived: from lp1 (unknown [10.20.40.148])\tby ccdmnn1.roving.com (Postfix) with ESMTP id 4D2031F95A\tfor ; Tue, 18 Dec 2001 00:58:57 -0500 (EST)\nMessage-ID: <1849245705.1008654603382.JavaMail.administrator@lp1>\nFrom: The Power Marketing Association \nReply-To: info@pmaconference.com\nTo: vkaminski@aol.com\nSubject: Merchant Power Monthly Free Sample\nMime-Version: 1.0\nContent-Type: text/html; charset=iso-8859-1\nX-Roving-Queued: 20011218 00:50.03319\nX-Mailer: Roving Constant Contact 4.1.Patch77 (http://www.constantcontact.com)\nX-Roving-ID: 1000863467988\nX-Return-Path-Hint: ESC1000863467988_1000838718712@in.roving.com\nDate: Tue, 18 Dec 2001 00:58:57 -0500 (EST)\n\n ...........................................................\nMerchant Power Monthly :: Download Free Sample Issue\n...........................................................\n Dick Cheney says we need a new powerplant every week.\n In just this month's issue, we have over 9,000 MW of new plants documented!\n - - Plus, the records on who owns each plant, their corporate structure, ownership changes and even foreign plants. Gleaned from FERC filings, we also provide you the docket number for each plant, so you can follow up and pull full documentation on any which are of interest-- free! We also provide you with feature stories on plants in progress from around the nation.\nSPECIAL OFFER: Order Merchant Power Monthly for only $196/year ($295/year if you require hardcopy) and receive FREE all of the back-issues of this millenium (in pdf format).\nEvery Exempt Wholesale Generator, Qualifying Facility, Power Marketer Filing, since January 2000, and start your subscription in January 2002, for only $196!!!\nSave even more with a corporate pdf site license. Only $1,000 for distribution to your entire company! Keep it on your server for access as required, rebroadcast it yourself, or give us the list of recipients and let us take care of delivery for you-- your choice!\nFOR THIS SPECIAL OFFER, YOU MUST ORDER BEFORE DECEMBER 30!\nFor a sample issue, download: http://www.pmaconference.com/0112MPM.pdf\n------------------------------------------------\n------------------------------------------------\nemail: info@pmaconference.com\nvoice: 201 784 5389\n .....................................................................\n \n.....................................................................\n This email has been sent to vkaminski@aol.com at your request, by PowerMarketers.com .\nVisit our Subscription Center to edit your interests or unsubscribe .\nView our privacy policy .\nPowered by \nConstant Contact(R)www.constantcontact.com", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/991.", "message_id": "<19979521.1075855460620.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0693", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "FW: Rider", "date_iso": "2001-12-19T12:18:12", "date_raw": "Wed, 19 Dec 2001 12:18:12 -0800 (PST)", "body": "This is the wording required for employment contracts for Canada which resolves the tax issue. Please discuss and include with Buyers\n\nThanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/547.", "message_id": "<26472729.1075840968663.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "david.oxley@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0694", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "The List?", "date_iso": "2001-12-19T15:25:15", "date_raw": "Wed, 19 Dec 2001 15:25:15 -0800 (PST)", "body": "Can you have someone send me the list that you said you have provided to suitors of the ENA business? I haven't seen it yet since we talked this morning. Bob Hall and I thought that list would be the best one for us to reconcile to for reporting to you and John on resignations. SInce you have submitted that list, we should also decide on a process for updating that with new names that we would substitute for someone who leaves. \n\nSince I haven't received the list yet, please send it to both Bob Hall and me. I will be out of the office on Thursday, so Bob will handle the details of a daily report starting tomorrow. \n\nThanks. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/224.", "message_id": "<7420882.1075840833911.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0695", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Palm Wireless Insider Guide Vol. 6", "date_iso": "2001-12-19T17:55:31", "date_raw": "Wed, 19 Dec 2001 17:55:31 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-xe01.mx.aol.com (rly-xe01.mail.aol.com [172.20.105.193]) by air-xe01.mail.aol.com (v82.22) with ESMTP id MAILINXE13-1219021908; Wed, 19 Dec 2001 02:19:08 -0500\nReceived: from c4m05.postdirect.com (c4m05.postdirect.com [64.14.218.123]) by rly-xe01.mx.aol.com (v83.18) with ESMTP id MAILRELAYINXE15-1219021846; Wed, 19 Dec 2001 02:18:46 -0500\nReceived: from postdirect.com (c4g1.postdirect.com [64.14.218.153])\tby c4m05.postdirect.com (8.8.8/) with ESMTP id XAA25016\tfor ; Tue, 18 Dec 2001 23:17:10 -0800 (PST)\nMessage-Id: <200112190717.XAA25016@c4m05.postdirect.com>\nDate: Tue, 18 Dec 2001 23:18:45 PST\nFrom: \"Palm Inc\" \nSubject: Palm Wireless Insider Guide Vol. 6\nTo: \"Wincenty Kaminski\" \nMIME-Version: 1.0\nContent-Type: text/html; charset=us-ascii\nX-Mailer: Unknown (No Version)\n\nPalm.Net \nwireless guide \nbrought to you by Insync Online \n------------------------------------------------- \nWeb Clipping Applications \n Applications \n \nManage your money on the go \nPalmTM brings you wireless banking! With web clipping \napplications for Wells Fargo, E*trade and more, you can \naccess your account balances, transfer funds, get stock \nquotes/alerts and even find convenient ATM locations. More => \n \n======================================== \nTips & \n Tricks \n \nWirelessly access files on your computer from your \nPalm VII/VIIx \nvVault's award-winning software means true connectivity \nwhen you're OOTO (out of the office). Cut the ties to \nyour desk! When you're working on the road you can \nremotely view, email or fax documents such as Word, \nExcel, PowerPoint or PDF on your computer via your \nPalmTM handheld. Get a FREE 60-day trial to see how \nyou can directly access and control desktop and \nonline-stored files in real time. More => \n \n======================================== \nService \n Updates \n \nFrom sea to shining sea \nPalm.net(R) already offers coverage in over 260 \nmetropolitan areas in the U.S. Now we're enhancing \ncoverage in Dulles, VA; Westlake Village, CA; Champaign, \nIL; New York and Richmond Hills, NY; Case Grande, AZ. As \nalways, there are no roaming charges because they're all \non the same network! More => \n \n======================================== \nSpecial Product \n News \n \nUltra-fast, continuous, wireless access \nThe Xircom(R) Wireless LAN Modem snaps onto your \nPalmTM m125, m500 or m505 handheld to give you \ncomplete, continuous Internet access. And it comes \nbundled with Palm OS applications like business email \nand Web browser, so you can access information as you \nroam around your workplace or campus. For you techies, \nit improves communication at up to 11Mbps or as much as \n1,000 feet. Translation: Stay connected without wires \nor worries. More => \n======================================== \nThe content of this message is based on your personal \nInSync Online profile. To modify your profile or \nunsubscribe from InSync Online return to your InSync \nOnline profile by clicking on the link below. Or, \nunsubscribe by replying to this message, with \n\"unsubscribe\" as the subject line of the message. (c)2001 Palm, Inc. All rights reserved Palm.com MyPalm Palm Store InSync Online", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/994.", "message_id": "<28526663.1075855460698.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0696", "from": "Sally Beck", "to": [ "John Lavorato", "Louise Kitchen" ], "cc": [], "subject": "Holiday Key Contact List - December 17-January 4, 2002", "date_iso": "2001-12-20T11:29:19", "date_raw": "Thu, 20 Dec 2001 11:29:19 -0800 (PST)", "body": "I am out of the office on vacation Thursday, December 20th - Friday, December 21st. I will be in town and can be reached by cell phone over the next few days (713-417-1591). On Wednesday, December 26 - Friday, December 28 ( following Christmas), I will be in New York. My contact number/hotel while in New York is listed on the attached in the event something critical should arise.\n\nI am attaching for your convenience a \"Holiday Key Contact\" list for operations for the business units. \n\nHave a safe and wonderful holiday!\n\n \n\t\t\t\n\n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/211.", "message_id": "<4029018.1075840833249.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "gary.hickerson@enron.com", "rodney.malcolm@enron.com", "jim.fallon@enron.com", "greg.piper@enron.com", "richard.causey@enron.com", "john.lavorato@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0697", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: data", "date_iso": "2001-12-23T14:41:30", "date_raw": "Sun, 23 Dec 2001 14:41:30 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-xb03.mx.aol.com (rly-xb03.mail.aol.com [172.20.105.104]) by air-xb02.mail.aol.com (v82.22) with ESMTP id MAILINXB27-1217181630; Mon, 17 Dec 2001 18:16:30 1900\nReceived: from hydrant.ruf.rice.edu (hydrant.ruf.rice.edu [128.42.31.100]) by rly-xb03.mx.aol.com (v82.22) with ESMTP id MAILRELAYINXB31-1217181618; Mon, 17 Dec 2001 18:16:18 -0500\nReceived: from RICE-EVO0000002.rice.edu (ostdiek.rice.edu [128.42.135.34])\tby hydrant.ruf.rice.edu (8.11.0/8.9.0) with ESMTP id fBHNGGf12390\tfor ; Mon, 17 Dec 2001 17:16:16 -0600 (CST)\nMessage-Id: <5.1.0.14.2.20011217170629.046821b0@pop.ruf.rice.edu>\nX-Sender: ostdiek@pop.ruf.rice.edu\nX-Mailer: QUALCOMM Windows Eudora Version 5.1\nDate: Mon, 17 Dec 2001 17:16:57 -0600\nTo: vkaminski@aol.com\nFrom: Barbara Ostdiek \nSubject: data\nMime-Version: 1.0\nContent-Type: text/plain; charset=\"us-ascii\"; format=flowed\n\nVince:\n\nI have a very off-the-wall question for you. I am interested in getting\nahold of historic electricity and weather derivatives data for a new\nresearch project I am working on. The project centers on comparing trading\nperiod and non-trading period volatility with the story being that markets\nthat are susceptible to weather shocks (ag commodities, natural gas, for\ninstance) will have a lower trading-period to non-trading period volatility\nratio than will markets where the primary information flow largely\ncoincides with the trading period (stocks and bonds, for instance). This\nhypothesis has been born out in the exchange-traded futures markets where I\nhave easy access to data. The larger question that is addressed gets at\nthe question of the extent to which the trading process itself drives\nvolatility as opposed to information driving volatility.\n\nThe hypothesis would seem to be even more sharply in focus in the\nelectricity and weather markets. But, I don't have any data to empirically\ntest this. (I haven't looked at the exchange-traded electricity contracts\nbut understand them to be quite illiquid). Any thoughts? Any chance\nsomeone in your group would be able to put together a data set of prices\nfor me? I don't know what your usual policy is on this or what the policy\ncurrently is. I should be able to keep the source of the data generic -\ni.e., a large OTC energy trader.\n\nThought it was worth asking. Thank you for your consideration.\n\nbbo", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/993.", "message_id": "<4583563.1075855460671.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0698", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: summay letters of recommendation", "date_iso": "2001-12-23T14:45:10", "date_raw": "Sun, 23 Dec 2001 14:45:10 -0800 (PST)", "body": "Return-Path: \nReceived: from rly-xc01.mx.aol.com (rly-xc01.mail.aol.com [172.20.105.134]) by air-xc01.mail.aol.com (v82.22) with ESMTP id MAILINXC17-1221074608; Fri, 21 Dec 2001 07:46:08 -0500\nReceived: from changeofhabit.mr.itd.umich.edu (changeofhabit.mr.itd.umich.edu [141.211.144.17]) by rly-xc01.mx.aol.com (v83.18) with ESMTP id MAILRELAYINXC14-1221074535; Fri, 21 Dec 2001 07:45:35 -0500\nReceived: from OPTIMAL (cs2428111-124.houston.rr.com [24.28.111.124])\tby changeofhabit.mr.itd.umich.edu (8.9.3/3.2r) with SMTP id HAA12873; Fri, 21 Dec 2001 07:45:34 -0500 (EST)\nMessage-ID: <010301c18a1d$1d426620$7c6f1c18@OPTIMAL>\nFrom: \"Chonawee Supatgiat\" \nTo: , \nSubject: summay letters of recommendation\nDate: Fri, 21 Dec 2001 06:43:38 -0600\nMIME-Version: 1.0\nContent-Type: multipart/alternative;\tboundary=\"----=_NextPart_000_0100_01C189EA.D20F3890\"\nX-Priority: 3\nX-MSMail-Priority: Normal\nX-Mailer: Microsoft Outlook Express 6.00.2600.0000\nX-MimeOLE: Produced By Microsoft MimeOLE V6.00.2600.0000\n\nHi Vince,\n \nThank you again for being my reference. If you remember you wrote one letter for me already for my greencard application. So you might want to refer to it to save your time. Here is the list of schools that I am applying.\n \n1) Northwestern IE&MS\n2) UC Berkley IEOR\n3) Stanford MS&Eng Information Science and Technology\n4) Stanford MS&Eng Production & Operations Management \n5) Princeton OR&FE\n6) Cornell OR&IE \n7) U.of.Wisconsin, Madison IE\n8) Purdue IE\n9) UT Austin OR&IE\n \nand business schools\n1) U. of Michigan Business school \n2) Stanford Business school \n3) University Of California, Berkeley Business school\n4) Duke Fuqua\n \nSome schools will contact you directly for the reference letter. There are seven schools, however, that we need to send the reference letters to them. Please send them at your earliest convenient. I am truly sorry for this rush. I was busy on job searching to find a new company to sponsor my visa so I did not have time to prepare the academic applications. \n \nDeadline: ASAP: Please send the reference letter at your earliest convenient. \n \n1) Stanford Business School \n \nPlease email Letters of Recommendation as either PDF files or MS Word documents to faculty_recruiter@gsb.stanford.edu.\n \n \n2) Stanford MS&Eng Production & Operations Management: \n \nProfessor Hau Lee\nDepartment of Management Science & Engineering\nTerman Engineering Center, Room 350\nStanford University\nStanford, CA 94305-4026\n \n3) Purdue IE: \n \nProfessor N. Prabhu\nChair, Industrial Engineering Faculty Search Committee\n1287 Grissom Hall\nPurdue University\nWest Lafayette, IN 47907-1287\n \n4) Northwestern IE&MS: \n \nProf. Mark S. Daskin\nChairman, Faculty Recruiting Committee\nDepartment of Industrial Engineering and Management Sciences\nNorthwestern University\nEvanston, IL 60208-3119\n \n \nDeadline: 1/15/02\n \n5) Stanford MS&Eng Information Science and Technology: \n \nChair of the IST Search Committee\nc/o Pat Emslie, Search Coordinator\nDepartment of Management Science & Engineering\n350 Terman Engineering Center\nStanford University\nStanford, CA 94305-4026\n \n6) UC Berkley IEOR: \n \nSearch Committee Chair\nDepartment of Industrial Engineering & Operations Research\nUniversity of California\n4135 Etcheverry Hall\nBerkeley, CA 94720-1777\nTelephone: (510) 642-5484\nFAX: (510) 642-1403\n \n7) Cornell OR&IE \n \nFaculty Search Committee,\nSchool of ORIE, Rhodes Hall, \nCornell University, \nIthaca, NY 14853.\n \n \nThank you very much, Vince. I really appreciate it.\n-Chonawee.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/776.", "message_id": "<21179930.1075840774807.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0699", "from": "John Lavorato", "to": [], "cc": [ "Louise Kitchen" ], "subject": "FW:", "date_iso": "2001-12-24T07:34:02", "date_raw": "Mon, 24 Dec 2001 07:34:02 -0800 (PST)", "body": "Dave\n \nThis woulda coulda shoulda language isn't going to work. We should stop waisting our time if we can't be more firm. I can't ask an employee to sign this.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/200.", "message_id": "<23880464.1075840832976.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "david.oxley@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0700", "from": "Kenneth Lay", "to": [], "cc": [ "Richard Shapiro" ], "subject": "RE: Rice University - Markets in Transition Symposium: January 10,\n 2002", "date_iso": "2001-12-26T09:32:32", "date_raw": "Wed, 26 Dec 2001 09:32:32 -0800 (PST)", "body": "Dr. Currall - Ken Lay asked me to advise you that given what's going on at Enron, he really cannot do this speech on January 10. He is suggesting Richard Shapiro as an alternative, if he is available. Rick Shapiro is a Managing Director of Global Government Affairs for Enron. His e-mail address is: richard.shapiro@enron.com. His phone number is 713-853-3407.\n\nRosalee", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "shapiro-r/deleted_items/58.", "message_id": "<15555301.1075855392648.JavaMail.evans@thyme>", "from_email": "kenneth.lay@enron.com", "to_emails": [ "scc@rice.edu" ], "cc_emails": [ "richard.shapiro@enron.com", "ginger.dernehl@enron.com" ] } }, { "id": "en-0701", "from": "Vince Kaminski", "to": [ "Vince Kaminski" ], "cc": [], "subject": "Fwd: Enron Seminar", "date_iso": "2001-12-29T12:49:44", "date_raw": "Sat, 29 Dec 2001 12:49:44 -0800 (PST)", "body": "Return-path: \nFrom: Texcorey@aol.com\nFull-name: Texcorey\nMessage-ID: <14f.6751e4c.295ea45f@aol.com>\nDate: Fri, 28 Dec 2001 23:45:19 EST\nSubject: Fwd: Enron Seminar\nTo: VKaminski@aol.com\nMIME-Version: 1.0\nContent-Type: multipart/mixed; boundary=\"part2_7d.1fde0cc0.295ea45f_boundary\"\nX-Mailer: AOL 7.0 for Windows US sub 118\n\nVince --\nHave you seen this? I thought you might find the research piece interesting. We are home , minus our luggage and ready for the new year!\nP -\nReturn-Path: \nReceived: from rly-za04.mx.aol.com (rly-za04.mail.aol.com [172.31.36.100]) by air-za04.mail.aol.com (v82.22) with ESMTP id MAILINZA41-1228144500; Fri, 28 Dec 2001 14:45:00 -0500\nReceived: from addison_fs.addison.com (cust-208-208-106-5.teleteam.net [208.208.106.5]) by rly-za04.mx.aol.com (v83.18) with ESMTP id MAILRELAYINZA45-1228144431; Fri, 28 Dec 2001 14:44:31 -0500\nReceived: From ADDISON_FS.ADDISON.COM (162.65.118.244[162.65.118.244 port:4140]) by addison_fs.addison.com\t (Mail essentials server 2.421) with SMTP id: <126@addison_fs.addison.com>\t for 12/28/01 1:41:16 PM -0600\nReceived: by mail.addisonsecurities.com with Internet Mail Service (5.5.2448.0)\tid ; Fri, 28 Dec 2001 13:41:10 -0600\nMessage-ID: \nFrom: Lauren Keena \nTo: ECclark32@aol.com, ccollett@houston.rr.com, bcollier5@houston.rr.com, acollins@hotmail.com, dcollins3@houston.rr.com, james_a_c@hotmail.com, jcollins17@houston.rr.com, Kennmary@houston.rr.com, Kimbersue@msn.com, thez3r1@hotmail.com, pcollins2@houston.rr.com, acolpean@houston.rr.com, clintcomeaux@hotmail.com, mcomello@aep.com, comisket@yahoo.com, mcommons20@hotmail.com, zj2931@kingwoodcable.com, KARLACOMPEAN@msn.com, rconcannontx@hotmail.com, flipntrini@ev1.net, hvn_fun_yet@hotmail.com, TomConeybeer@earthlink.net, mconfer@airmail.net, valdus@pdq.net, pconn@houston.rr.com, nconnell@madasafish.com, angelamconnelly@hotmail.com, mathisconner@aol.com, pmconner@yahoo.com, rlconnett@msn.com, yconnevey@houston.rr.com, kah3luas@ev1.net, connorfami@kingwoodcable.com, katt511@hotmail.com, donna_consemiu@hotmail.com, kconsidine@houston.rr.com, rcontern@umich.edu, contrerasdebbie@hotmail.com, wconwell@houston.rr.com, dhcooktx@aol.com, jcook1984@hotmail.com, kcook@enron.com, billcooksey@hotmail.com, mobiusjava@yahoo.com, feldercarb@hotmail.com, carolyncooney@msn.com, acooper2@columbus.rr.com, clarissa_cooper@hotmail.com, dlcooper@swbell.net, eufard.cooper@att.net, coopergm@net1.net, megancooper@ev1.net, ron_w_cooper@yahoo.com, james.copeland@entouch.net, corbachs@hotmail.com, jcorbell@lcc.net, cswillits@symet.net, ccorbin@aep.com, chadc@alumni.utexas.net, jessica.a.cordero1@jsc.nasa.gov, Kathryn_Cordes@hotmail.com, ycordov@hotmail.com, texcorey@aol.com, jcornett1@houston.rr.com, natasha.cornish@ntlworld.com, pwstech@home.com, simoncose@hotmail.com, pamela_71@yahoo.com, swtdist@yahoo.com, lancecunningham@houston.rr.com, margie_cunningham@msn.com, nsc@fourbridge.com, wcurra@enron.com, mkcurrie@yahoo.com, jcurry@bayoucity.net, kaliope71@yahoo.com, kcurry@houston.rr.com, kcurry@houston.rr.com, top801@thegrid.net, Val435@aol.com, jennifer_cutaia@hotmail.com, kcscutler@aol.com, dicutsforth@home.com, jcyprow@houston.rr.com, chris_czuppon@hotmail.com, guillecanovas@yahoo.com.ar\nSubject: Enron Seminar\nDate: Fri, 28 Dec 2001 13:41:08 -0600\nMIME-Version: 1.0\nX-Mailer: Internet Mail Service (5.5.2448.0)\nContent-Type: text/plain;\tcharset=\"iso-8859-1\"\n\nWealth Partners Presents a Special Program for Ex-Enron Employees, entitled\n\nTransitions: Your Job, Your Career, Your Family, Your Finances\nKeeping it all together, through the change.\n\nFour Dynamic Experts will address several of the key issues that are\nimportant to you, right now, during a period of transition.\n\n Kathie Nordt, president of I-focus, a technical recruiting firm,\nwill discuss how to market yourself in the new tight market environment.\n\n John Elder, creator of a grass-roots investment program to develop\nabandoned research begun by Enron, will discuss the metaphor of \"gold in\nabandoned mines.\"\n\n Kimber Seal, Ph.D. in psychology, will discuss the very human\nelement of anxiety presented during transitions, and how to keep the family\nharmonious during this time.\n\n Bill Dendy, Certified Financial Planner, will discuss personal\nfinances during transition; your choices, challenges, and opportunities.\n\nSeminar Location and Times\nFor your convenience, this workshop will be held at three different times\nand locations in the Houston area. Choose the one that fits your schedule,\nand RSVP today to reserve your place.\n\n 1st Workshop - Saturday, January 5th at the NASA Hilton\nClear Lake in the Captain Room, from 6:30 to 8:30pm.\n\n 2nd Workshop - Monday, January 7th at the Houston City Club\nin the Founders II room, from 6:30 to 8:30pm.\n\n 3rd Workshop - Tuesday, January 8th at the Woodlands Drury\nInn room 107, from 6:30 to 8:30pm.\n\nWe have limited seating so please reserve your spot now by calling\n1-866-808-0123.\n\nProspera Financial will not accept orders and/or instructions transmitted by\ne-mail, and will not be responsible for carrying out such orders and/or\ninstructions. Please do not transmit such information by email.\n\nThis email and any files transmitted with it are confidential and intended\nsolely for the use of the individual or entity to whom they are addressed.\nIf you have received this email in error please notify the system manager.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kaminski-v/deleted_items/1085.", "message_id": "<27673933.1075855463364.JavaMail.evans@thyme>", "from_email": "vkaminski@aol.com", "to_emails": [ "vkamins@enron.com" ] } }, { "id": "en-0702", "from": "Rick Buy", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Re-start/Integration Planning", "date_iso": "2001-12-30T08:10:07", "date_raw": "Sun, 30 Dec 2001 08:10:07 -0800 (PST)", "body": "Louise- Any notion of amount of risk bidders are comfy with, both credit and market? I doubt anything specific has been discussed but have any ranges been thrown out. Hope all is well. Happy New Year. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/177.", "message_id": "<24882904.1075840832415.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0703", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "Master Plan", "date_iso": "2001-12-31T08:19:31", "date_raw": "Mon, 31 Dec 2001 08:19:31 -0800 (PST)", "body": "Just when you thought it was safe............................\n\nWe need to start working on getting everyone together who is in Netco in time for the sale of the company. The ideal move time would be either this week-end or the next. The idea is that everyone (856) resides on 5 and 6 in the new building. HR has the most up to date list of who all of the people are. But essentially the organisation is just a smaller version of what we have today.\n\nAll commercial people on 6, non-commerical on 5. We would need to plan for an office to be created in the room next to mine (but hold off on implementing that piece).\n\nAs the credit group is already here (in the room next to mine) - it would be really good to move them first so they do not have to move back to the old building and then back.\n\nThanks", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/501.", "message_id": "<17521560.1075840967572.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "r..shepperd@enron.com" ], "cc_emails": [ "wes.colwell@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0704", "from": "Rick Buy", "to": [], "cc": [ "Louise Kitchen" ], "subject": "Big Pig", "date_iso": "2002-01-02T07:40:41", "date_raw": "Wed, 2 Jan 2002 07:40:41 -0800 (PST)", "body": "Andy- I will be out of office until friday. My mother in law had a heart attack on new years day and I'm dealing with that but will be flying back thurs pm and in office friday. If big pig people want to talk to me specifically I'll meet with them at their office or whatever. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/deleted_items/233.", "message_id": "<24797712.1075859285815.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "andy.zipper@enron.com" ], "cc_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0705", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Weather and Crude", "date_iso": "2002-01-02T08:56:11", "date_raw": "Wed, 2 Jan 2002 08:56:11 -0800 (PST)", "body": "The list of proposed Netco employees that Amy Fitzpatrick provided to me at your request included tabs for Weather and Crude. Do you contemplate that Netco would trade those commodities/products? Bob Hall's team that he has assembled for Netco does not include anyone with either Weather or Crude operations experience. \n\nWe retained two top-notch operations individuals - Todd Hall and Kevin Sweeney - who at this time are not on the list for Netco. Both have extensive risk management experience and both have also managed all aspects of trading operations - documentation, risk books and settlements. Todd and Kevin each are good managers and they are working managers who know how to execute the details.\n\nTodd has most recently been in charge of all aspects of operations for Weather. Prior to has role in EGM, Todd created the MPR and supported all daily activities around valuing the assets in that portfolio. He also has had extensive experience in gas risk management. \n\nSweeney's most recent assignment has been to manage operations for EIM. The bulk of his Enron experience has been in crude and crude products. He was part of the original team that opened the Singapore trading office and has experience in the UK as well. \n\nIf you anticipate dealing in commodities outside gas and power, Todd and Kevin would both be great players to have on the Netco team. \n\nLet's discuss. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/153.", "message_id": "<6981819.1075840831420.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0706", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "RE: Weather and Crude", "date_iso": "2002-01-02T09:06:35", "date_raw": "Wed, 2 Jan 2002 09:06:35 -0800 (PST)", "body": "No\n\nThe Weather group is the Meterologists and the Crude group are the original Fred Lagrasta marketers who were spun off under Randy Maffett - they will be brought back into the fold for gas marketing.\n\nSo we don't need mid/back office support.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/466.", "message_id": "<323275.1075840966723.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ] } }, { "id": "en-0707", "from": "Sally Beck", "to": [ "Greg Whalley" ], "cc": [], "subject": "FW: Weather and Crude", "date_iso": "2002-01-02T09:06:38", "date_raw": "Wed, 2 Jan 2002 09:06:38 -0800 (PST)", "body": "There are 3 excellent players whom I would draft onto any team that have not been picked up on the Netco list. \n\nTwo of the three are Todd Hall and Kevin Sweeney - details below in my e-mail to Louise. \n\nAnother excellent player is Shona Wilson. She currently leads the group that produces the DPR and the MPR. She had excellent experience with PWC before joining Enron, auditing trading companies in Europe. I have some thoughts on the value that she could bring in working with a new owner of the business. She could be instrumental in blending our risk reporting process with another entity. \n\nI am not sure about the extent of your involvement with the creation of Netco. If you do anticipate being involved, I would like to talk with you about these individuals and the roles that they could play in creating the best team for Netco. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/57.", "message_id": "<32100485.1075840369751.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0708", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "", "date_iso": "2002-01-02T11:26:59", "date_raw": "Wed, 2 Jan 2002 11:26:59 -0800 (PST)", "body": "The following people have been identified as no longer with the company although they are on the Netco list. Please let Kari know on any changes (Jeanie is out). I assume there are no problems but if so let me know.\n\nLarry Hunter\t- Documentation\nDeidre McCaffrey - Gas Origination\nLarry Cash - Gas Settlements\nJon Lewis - Risk", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/455.", "message_id": "<28767466.1075840966443.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "kari.oquinn@enron.com", "m.hall@enron.com", "sally.beck@enron.com", "laura.luce@enron.com" ] } }, { "id": "en-0709", "from": "Stanley Horton", "to": [ "Kenneth Lay" ], "cc": [], "subject": "PGE/NWN Purchase and Sale Agreement", "date_iso": "2002-01-02T15:27:26", "date_raw": "Wed, 2 Jan 2002 15:27:26 -0800 (PST)", "body": "I spoke with Dick Reiten today about when he could expect Enron to take the PGE/NWN deal to the creditor committee for approval. Dick says by next week he will have his financing lined up with the lenders only having outs if there is a substantial change in the economics of the deal due to regulatory action. He expects Oregon PUC approval in late May. He believes that he needs approval from the creditors committee by early February. He stated that his team is getting questioned on the timing of the creditor committee approval. He was pretty insistent that early February should be plenty of time to get approval on a deal of this magnitude.\n\nI told Dick the the Creditor Committee had a mountain of work to do and thought everyone involved needed to understand the complexities of the bankruptcy process before such a large deal was put before the Creditor Committee. He recognized that but stated the DIP banks were also asking his people about the sales process and timing and thought they would want affirmation that the deal was getting Creditor Committee approval.\n\nI told Dick that we would try to move the process along and thought early to mid February was the quickest we could hope to get Creditor Committee approval. (This was based on our conversation in Jeff's office that we would know betterabout the timing in 4 to 6 weeks.\n\nDick plans on us talking weekly about the the progress. As you can see he is thinks it very important to move this forward as quickly as possible.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lay-k/inbox/931.", "message_id": "<6509824.1075860842054.JavaMail.evans@thyme>", "from_email": "stanley.horton@enron.com", "to_emails": [ "kenneth.lay@enron.com", "jeffrey.mcmahon@enron.com", "raymond.bowen@enron.com" ], "cc_emails": [ "mark.metts@enron.com" ] } }, { "id": "en-0710", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [ "John Lavorato" ], "subject": "Netco Due Diligence", "date_iso": "2002-01-02T15:52:32", "date_raw": "Wed, 2 Jan 2002 15:52:32 -0800 (PST)", "body": "Big Pig:\n\nMet with them today and gave an overview of Operations. All went well. The CFO asked about performance measurements regarding costs per transaction. I described the Operations Pricing Model that I implemented several years ago. They were also interested in our ability to handle increased transaction flow, and I mentioned that through the OPM we were able to track the increased operational efficiencies that we experienced with the increase in transaction flow. The CFO asked to get some information regarding OPM. I have a summary report that reflects the decrease in cost per transaction plotted against the increase in transaction counts. This is not currently included in the data room. Do you want to review this before I pass it along to Andy Zipper to provide to the CFO? \n\nUBS:\n\nEddie Pittarelli (Head of Operations for UBS) called today to reconfirm the numbers of operations personnel slated for Newco. The spreadsheets that you had forwarded to me Louise (through Amy Fitzpatrick on December 19) totaled 172 for Operations, which included 32 for Gas Logistics. Eddie said that he was going into a meeting tonight where UBS would again discuss their level of interest. He wanted to know if the Operations staff was still primarily in tact, and I confirmed that is the case. Told him that the leads on Gas Risk, Gas Logistics, Power Risk, Settlements and Documentation were all here in place. He said that depending on the outcome of the meeting tonight that he plans to be in Houston within the next few days. FYI.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/136.", "message_id": "<25432801.1075840830904.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "m.hall@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0711", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: NETCO", "date_iso": "2002-01-02T16:57:04", "date_raw": "Wed, 2 Jan 2002 16:57:04 -0800 (PST)", "body": "Bob is out with the flu and may be out through tomorrow. I will coordinate with him on org charts. Where do you want to have Gas Logistics - under Bob in operations or under trading? Given your answer, we just need to be consistent with commercial on this for the org charts. \n\nAlso, I talked with Bob Hall today and would expect to hear definitively from him tomorrow regarding his commitment to Netco. I had an interesting conversation with Barry Pearce this morning, and sounds as if you already have an alternative plan under way. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/inbox/146.", "message_id": "<7819929.1075859292020.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0712", "from": "Louise Kitchen", "to": [ "Sally Beck" ], "cc": [], "subject": "", "date_iso": "2002-01-03T12:46:24", "date_raw": "Thu, 3 Jan 2002 12:46:24 -0800 (PST)", "body": "The lawyers have come back and ask if you are including any of your global counterparty or contract admin. Have we covered this function?\n\nLouise Kitchen\nChief Operating Officer\nEnron Americas\nTel: 713 853 3488\nFax: 713 646 2308", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/423.", "message_id": "<29455157.1075840965533.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "sally.beck@enron.com" ], "cc_emails": [ "angela.davis@enron.com" ] } }, { "id": "en-0713", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE:", "date_iso": "2002-01-03T15:30:42", "date_raw": "Thu, 3 Jan 2002 15:30:42 -0800 (PST)", "body": "Yes, these functions are covered in the Netco list put together by Bob. Under the tab labeled \"Documentation\" in the electronic list sent to me by Amy Fitzpatrick, there are certain employees whose job titles include the phrase \"Global Management\" - meaning global databases, including counterparty. Bill Hare is on the Netco list, and is the most knowledgeable person in the company regarding the global counterparty database. Contract administration for gas and power has been handled by Kim Theriot's group, and Kim has accounted for that activity in her listing of employees for Netco. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/109.", "message_id": "<18032946.1075840830165.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "m.hall@enron.com" ] } }, { "id": "en-0714", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: NETCO", "date_iso": "2002-01-03T16:24:11", "date_raw": "Thu, 3 Jan 2002 16:24:11 -0800 (PST)", "body": "Barry would be good and I do believe that he is an asset. I will talk with Wes and see what we can suggest. \n\nWith regard to your comment that I am \"in\", in my conversation with Greg Whalley a couple of weeks ago he said that he does need me to accomplish some things for the estate and that like Mark Haedicke, and perhaps himself, there could be some issues with the Estate and creditors committee if we were to go to Netco immediately. What I agreed to with Greg is that I will be focused on the Estate and that I would be interested in talking about Netco in 30 to 60 days. In the meantime, I will participate as much as you would like for me to on the due diligence process around the auction. I will gladly meet with any and all prospective buyers to make them comfortable with our processes, systems, staff expertise and operational controls. And you can also count on me if I can play a role in assuring that the staff destined for Netco is in tact and is motivated and excited about the opportunities there. \n\nLeslie Reeves will be getting the org charts to Tammie this afternoon before she leaves. Gas logistics is not included in the operations org charts, as our understanding is that logistics is being included in the commerical org charts. \n\n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/107.", "message_id": "<32416137.1075840830118.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0715", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Solomon Smith Barney", "date_iso": "2002-01-04T07:23:24", "date_raw": "Fri, 4 Jan 2002 07:23:24 -0800 (PST)", "body": "Mike Shanker called today and wants to spend Tuesday through Thursday next week in our office reviewing at a more detailed level the functional responsibilities within Operations and Accounting. His goal, on behalf of Frank Bisignano (which I am sure that I have misspelled), is to map the job functions that we have into the job functions as they are organized within Solomon Smith Barney. \n\nI told him that we would be glad to work with him. We will involve Bob Hall, Jeff Gossett, Stacey White, Leslie Reeves and others as needed in these more detailed discussions. \n\nMike says that Wes is sending him a functional org chart for his team today. I will touch base with Wes to make sure we are coordinated on our efforts. \n\nIs this the entity that had requested org charts that you asked for? --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/102.", "message_id": "<17696291.1075840829989.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ], "cc_emails": [ "m.hall@enron.com" ] } }, { "id": "en-0716", "from": "Rick Buy", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: The Euros", "date_iso": "2002-01-04T08:11:59", "date_raw": "Fri, 4 Jan 2002 08:11:59 -0800 (PST)", "body": "Be happy to spend some time with them. Am around all weekend if need be. Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/25.", "message_id": "<15186923.1075840390935.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0717", "from": "Sally Beck", "to": [ "Louise Kitchen", "John Lavorato" ], "cc": [], "subject": "Saturday Meeting", "date_iso": "2002-01-05T07:47:02", "date_raw": "Sat, 5 Jan 2002 07:47:02 -0800 (PST)", "body": "I have almost completely lost my voice today and am also running a fever. I have coordinated with Bob Hall this morning and he will attend the 10:00 meeting in ECN 30C1. He will be able to give a good overview of operations and will be able to coordinate any other information needs they may have. All that I could do at this point is cough and nod! \n \nI could certainly answer any questions for the Euros via e-mail, if needed, over the weekend. Call me at home (281-370-8568) and I will be glad to do so. \n \nI do expect to be in the office on Monday - hopefully with a voice. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/35.", "message_id": "<21521728.1075840369113.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com", "john.lavorato@enron.com", "tammie.schoppe@enron.com" ] } }, { "id": "en-0718", "from": "John Lavorato", "to": [], "cc": [ "Louise Kitchen" ], "subject": "FW:", "date_iso": "2002-01-06T13:20:49", "date_raw": "Sun, 6 Jan 2002 13:20:49 -0800 (PST)", "body": "I will qualify the following givin that I'm having trouble tracking down all the HR people I need the get the answers. I can perfect it tommorrow.\n \nAnalysts and Associates at beginning of 2001- 175\n \nA/A's in groups that are not including or smaller in Netco\n \nStructuring 15\nInvestments 10\nPower Plant Development 15\nE&P finance 5\nOther groups 15\nLayed Off in preperation for Netco - 30 (These were the weekest performers)\n \nSubtotal - 90\n \nCurrent A/A's in Netco 85\n \nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/89.", "message_id": "<20395713.1075840829672.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "mancini.gianfilippo@enel.it" ], "cc_emails": [ "s..muller@enron.com", "david.oxley@enron.com", "david.oxley@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0719", "from": "Louise Kitchen", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Transfers to Netco", "date_iso": "2002-01-08T15:16:03", "date_raw": "Tue, 8 Jan 2002 15:16:03 -0800 (PST)", "body": "It is going to be really difficult to do the split, eg the EnronOnline patent is moving, can we take all of the history of concerning that which is on drives etc", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/326.", "message_id": "<27167714.1075840963115.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "louise.kitchen@enron.com", "angela.davis@enron.com" ], "cc_emails": [ "mary.cook@enron.com", "eddy.daniels@enron.com" ] } }, { "id": "en-0720", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: Liquids guys", "date_iso": "2002-01-10T09:20:13", "date_raw": "Thu, 10 Jan 2002 09:20:13 -0800 (PST)", "body": "Arnold picked this group up from EGM because he said they were profitable and would be a good source of income. My recommendation is to drop them as we have no systems, lawyers, credit capacity to manage them. Unless I hear otherwise they will be gone.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/279.", "message_id": "<27090164.1075840962023.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0721", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato" ], "subject": "FYI: 2002 Netco Plan", "date_iso": "2002-01-10T11:33:32", "date_raw": "Thu, 10 Jan 2002 11:33:32 -0800 (PST)", "body": "Current costs. In these plans we have expensed software and hardware which we will probably amortize. Gets us around the $200mm mark.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/271.", "message_id": "<24207074.1075840961832.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "tim.belden@enron.com" ], "cc_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0722", "from": "John Lavorato", "to": [], "cc": [ "Greg Whalley", "Louise Kitchen" ], "subject": "FW:", "date_iso": "2002-01-10T13:06:41", "date_raw": "Thu, 10 Jan 2002 13:06:41 -0800 (PST)", "body": "Jeff\n\nDelainey is recruiting everybody. It will be very hard to meet the employee criteria set out by Umbrulla if this continues. As you see below, he is even recruiting traders. It's hard enough with the external companies.\n\nJohn", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/36.", "message_id": "<22459914.1075840828353.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "jeffrey.mcmahon@enron.com" ], "cc_emails": [ "greg.whalley@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0723", "from": "Sally Beck", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Proposed Promotions - Netco", "date_iso": "2002-01-10T17:18:46", "date_raw": "Thu, 10 Jan 2002 17:18:46 -0800 (PST)", "body": "I worlked with Jeff Gosset, Stacey White and Bob Hall today on their input for proposed promotions for Operations. Tana Cashion has the recommended names and salary increases. Do you need anything else? Description of their respoinsibilities, rationale for promotion recommendation, etc.? Let me know. \n\nI mentioned to Tana that letters had been given to both Jeff Gossett and Bob Superty in late November or December stating that they would be promoted from Director to Senior Director at the first of the year. We have Jeff covered, but with the change in Bob Superty's reporting relationship, I want to be certain that his promotion doesn't fall through the cracks. Tana was somehow unaware of these letters, although they were prepared by HR. As you review the entire list of proposed promotions, please be check to make sure that Bob Superty's name was submitted by Scott Neal for a promotion. \n\nThanks. --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/netco_hr/71.", "message_id": "<18216641.1075840882744.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0724", "from": "Sally Beck", "to": [ "John Lavorato" ], "cc": [], "subject": "Headcount for Operations - Need Questions Answered", "date_iso": "2002-01-12T07:23:19", "date_raw": "Sat, 12 Jan 2002 07:23:19 -0800 (PST)", "body": "John:\n \nI got the e-mail last night with the tabs for the breakdown of the current 184 for Operations, inclusive of Power and Gas Logistics. (The tabs total 184 with one Associate noted on a separate line in Power Logistics, and 183 without that Associate, so I don't know whether you are using 183 or 184 currently for the Operations total.) Taking this number to 100 in total is obviously a big change - 45.6% reduction. At this moment, I don't know how feasible that is. But I will work with Jeff, Stacey and Leslie to find out.\n \nWe need some questions answered first to go through this:\n \n1) Who is coordinating the look at headcount reductions for Gas and Power Logistics? Together, those groups represent 25% of the 184 headcount. Going in, I would asssume that they would take their proportionate share of reductions - should be 21 reductions. We need to know who we should work with to coordinate this. Need names and weekend contact numbers.\n \n2) What will the overall headcount be for Netco? What we need to know is how many gas and power traders there will be and whether or not their anticipated business scope changes. If commercial numbers don't change and the business scope doesn't change, a 45.6% reduction is probably out of the question. \n \n3) Is the 100 number for Operations only a start-up number? Could we anticipate adding staff as business ramps up, approval is obtained for physical gas business, etc.? Or is the 100 number intended to be the total headcount for all of 2002?\n \n4) What are UBS' expectations for mid and back office? What are the views from Legal and UBS on creating confirmations for EOL transactions? There were some discussions with Leslie Reeves about not confirming certain types of transactions. One firm, and I don't remember whether it was UBS or not, mentioned that we might not be the confirming agent on transactions, and that instead we would review third party paper prepared for confirmations. That is a completely different activity than we normally engage in, and would make a difference in staffing - perhaps requiring more people! We need to know those things from UBS to take a real stab at a revised number. Should we just pool our knowledge from various discussions that have been had with UBS, or is there someone with UBS that we should be talking with this weekend to get there view of what is required?\n \n5) Does the internal RAC group go forward under a headcount reduction - i.e. will we be coordinating and providing information to them, or will UBS assume some of their functions? This may impact our staffing needs. What about consolidated risk reporting - will Stacey and Jeff simply transmit data to UBS, or Netco have to provide some consolidated risk reporting before sending info to UBS?\n \nWe may have more questions, but these are key now to get at a feasible number. \n \n--Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/25.", "message_id": "<32375406.1075840368881.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "john.lavorato@enron.com" ], "cc_emails": [ "c..gossett@enron.com", "w..white@enron.com", "leslie.reeves@enron.com" ] } }, { "id": "en-0725", "from": "John Lavorato", "to": [ "Louise Kitchen" ], "cc": [], "subject": "RE: Conf. call for tomorrow(Saturday, Jan. 12th)", "date_iso": "2002-01-12T16:26:41", "date_raw": "Sat, 12 Jan 2002 16:26:41 -0800 (PST)", "body": "Meeting to be set up 5pm tomorrow - Tammie to email details.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/esvl/28.", "message_id": "<12456097.1075840828160.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "tammie.schoppe@enron.com", "tim.belden@enron.com", "rob.milnthorp@enron.com", "m..presto@enron.com", "s..shively@enron.com", "f..calger@enron.com", "louise.kitchen@enron.com" ] } }, { "id": "en-0726", "from": "Sally Beck", "to": [ "John Lavorato" ], "cc": [], "subject": "Numbers and Calgary", "date_iso": "2002-01-15T12:16:46", "date_raw": "Tue, 15 Jan 2002 12:16:46 -0800 (PST)", "body": "1) Did you add to the numbers that Jeff and I reviewed with you on Sunday? You had mentioned folding in some analysts and associates - did you do that? UBS was asking me about numbers today, and I wanted to be consistent with the answers. \n\n2) What about Calgary? You were going to ask Rob M. to have Peggy Hedstrom coordinate over the weekend. Didn't hear from her. Are you handling this through Rob? Or do you want me to include Calgary operations in the final org chart for Netco Operations? --Sally", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "beck-s/sent_items/17.", "message_id": "<16841352.1075840368691.JavaMail.evans@thyme>", "from_email": "sally.beck@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0727", "from": "Louise Kitchen", "to": [ "Greg Whalley", "John Lavorato" ], "cc": [], "subject": "FW: Govt & Reg Affairs Update", "date_iso": "2002-01-16T07:56:33", "date_raw": "Wed, 16 Jan 2002 07:56:33 -0800 (PST)", "body": "I am going to have Jim report to Haedicke with all of his people having a dotted line to the commercial desks - any issues let me know.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/220.", "message_id": "<12232574.1075840960638.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com", "john.lavorato@enron.com" ] } }, { "id": "en-0728", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE: Offer letters pulled for admins", "date_iso": "2002-01-18T06:48:48", "date_raw": "Fri, 18 Jan 2002 06:48:48 -0800 (PST)", "body": "Long and boring story - at about 12 we got those admins but their were no numbers in them - zeros. DAVID AND I sent them back - it doesn't change the numbers. \n--------------------------\nSent from my BlackBerry Wireless Handheld", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/212.", "message_id": "<31005098.1075840960455.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "jeanie.slone@enron.com", "neil.davies@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "david.oxley@enron.com" ] } }, { "id": "en-0729", "from": "Rick Buy", "to": [ "Louise Kitchen" ], "cc": [], "subject": "Netco People", "date_iso": "2002-01-18T07:42:54", "date_raw": "Fri, 18 Jan 2002 07:42:54 -0800 (PST)", "body": "Louise- We need to get Netco people and UBS off the floor on 28. It is demoralizing to the remaining estate people and I am having a huge problem keeping people in their seats. Three have quit this week and we need the ones that remain. Can you make this happen rapidly? Thanks, Rick", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "buy-r/sent_items/17.", "message_id": "<32075773.1075840390753.JavaMail.evans@thyme>", "from_email": "rick.buy@enron.com", "to_emails": [ "louise.kitchen@enron.com" ] } }, { "id": "en-0730", "from": "John Lavorato", "to": [ "Louise Kitchen", "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2002-01-21T12:19:48", "date_raw": "Mon, 21 Jan 2002 12:19:48 -0800 (PST)", "body": "Brawner done at 100k and 100k\nDavies done at 325k and 325k\n\nWhitt is fine at 150k and 150k @if Lucci is at 50k and 50k @if we offer employment to Theresa Staab who is a scheduler.\n\nAlso all of us may be going to NY on Thursday morning.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/netco_hr/59.", "message_id": "<18125791.1075840882454.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "louise.kitchen@enron.com", "rob.milnthorp@enron.com", "f..calger@enron.com", "greg.whalley@enron.com", "s..shively@enron.com", "m..presto@enron.com", "tim.belden@enron.com" ] } }, { "id": "en-0731", "from": "Louise Kitchen", "to": [ "Greg Whalley" ], "cc": [], "subject": "", "date_iso": "2002-01-21T13:53:24", "date_raw": "Mon, 21 Jan 2002 13:53:24 -0800 (PST)", "body": "You might want to ring Port - he wants the same numbers as Bill Bradford - so double what he has now.\nThere is a lot of disclosure around and so he thinks after he had bad treatment in the bonusses - the same is happening now.\n\nHis number is 281 292 1469.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/191.", "message_id": "<32352811.1075840959965.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "greg.whalley@enron.com" ] } }, { "id": "en-0732", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Laura", "date_iso": "2002-01-21T14:34:29", "date_raw": "Mon, 21 Jan 2002 14:34:29 -0800 (PST)", "body": "Did you see Laura's message. It reads like she is in.\n\nCurrently at the drug test place there are lots of ene people on the list\n--------------------------\nSent from my BlackBerry Wireless Handheld", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/189.", "message_id": "<16699771.1075840959920.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0733", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Re: Peoples Energy/UBS", "date_iso": "2002-01-21T14:47:53", "date_raw": "Mon, 21 Jan 2002 14:47:53 -0800 (PST)", "body": "Tried to call but couldn't reach you - I think we do need to discuss contracts for both of them and find the money for them. \nI am assuming from this that you are in - which is great news.\n\nI will forward to Oxley to make him aware that there is something coming.\n--------------------------\nSent from my BlackBerry Wireless Handheld", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/188.", "message_id": "<10262776.1075840959896.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "laura.luce@enron.com", "john.lavorato@enron.com" ], "cc_emails": [ "f..calger@enron.com", "s..shively@enron.com" ] } }, { "id": "en-0734", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "Re:", "date_iso": "2002-01-21T14:58:59", "date_raw": "Mon, 21 Jan 2002 14:58:59 -0800 (PST)", "body": "I saw an offer letter to teresa staab so if we didn't give it to her its on the reserve list somewhere.\n\nDavid - did it go out? If so whitt is done\n--------------------------\nSent from my BlackBerry Wireless Handheld", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/187.", "message_id": "<154337.1075840959873.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com", "david.oxley@enron.com" ] } }, { "id": "en-0735", "from": "John Lavorato", "to": [ "Greg Whalley", "Louise Kitchen" ], "cc": [], "subject": "", "date_iso": "2002-01-21T15:11:17", "date_raw": "Mon, 21 Jan 2002 15:11:17 -0800 (PST)", "body": "It's my turn, I've asked for nothing \n\nI need Caroline Abramo\n\nAs well as her bonus we need\n\n100k and 100k contract.\n\nA promotion to VP.\n\nAnd she wants to report Calger and Milnthorp.\n\nHunter and I think it is very important.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/_americas/netco_hr/55.", "message_id": "<18183206.1075840882357.JavaMail.evans@thyme>", "from_email": "john.lavorato@enron.com", "to_emails": [ "rob.milnthorp@enron.com", "f..calger@enron.com", "greg.whalley@enron.com", "louise.kitchen@enron.com", "s..shively@enron.com", "m..presto@enron.com", "tim.belden@enron.com" ] } }, { "id": "en-0736", "from": "Louise Kitchen", "to": [ "John Lavorato" ], "cc": [], "subject": "RE:", "date_iso": "2002-01-28T05:11:42", "date_raw": "Mon, 28 Jan 2002 05:11:42 -0800 (PST)", "body": "Don't worry - you're not supposed to let go while I'm away.\n \nSpeak to you later\n \nCell number 713 530 0838 or 011447778757656", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "lavorato-j/old_inbox/77.", "message_id": "<23766864.1075860789734.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "john.lavorato@enron.com" ] } }, { "id": "en-0737", "from": "Louise Kitchen", "to": [], "cc": [ "John Lavorato", "Greg Whalley" ], "subject": "RE:", "date_iso": "2002-02-04T08:52:42", "date_raw": "Mon, 4 Feb 2002 08:52:42 -0800 (PST)", "body": "Greg, Mark and I met with the Estate this morning and Canada did come up in terms of the Transistional Services agreement. Could you let us see Kyle's request and we'll try and help from this end. How many people is he asking for to be seconded to the Estate. I am concerned over IT requirements as we never developed this software in the first place - it was created by Razorfish.\n\nIn terms of 5, the person dealing with this is actually Per Dyrvik who is going to set up a conference call for us this morning.\n\nPeter - tried to ring you. Give me a call when you are free.", "provenance": { "corpus_url": "https://www.cs.cmu.edu/~enron/", "maildir_path": "kitchen-l/sent_items/58.", "message_id": "<8512673.1075840956871.JavaMail.evans@thyme>", "from_email": "louise.kitchen@enron.com", "to_emails": [ "peter.keohane@enron.com" ], "cc_emails": [ "rob.milnthorp@enron.com", "john.lavorato@enron.com", "greg.whalley@enron.com", "e..haedicke@enron.com" ] } } ] }