text
stringlengths
1
4.46k
employee_id
stringclasses
45 values
Other interesting note: We launched Reuters on Monday and the NYMEX wants to put it up on one of their huge wallboards.
dev10
They would buy a block of desktops to cover it.
dev10
Bad news is that, John Arnold, my new boss in approx 25 days, with some justification thinks this is a bad idea.
dev10
He will lose the ability to arb the floor against the OTC.
dev10
My view is that this will go away anyway as eNymex and ICEX do the same thing.
dev10
What are your thoughts ?
dev10
Hope all is well Andy
dev10
Please check with me prior to traveling to conferences.
dev10
Thanks
dev10
my work phone is 713 853 6994
dev10
I think this guy would be a good fit for RAC.
dev10
Send the resume to them.
dev10
FYI
dev10
I've asked Bob to be the business side representative to work with Operations and IT in getting the Kiodex project off the ground.
dev10
In addition he will be pursuing the channel partner opportunities with them regarding Product and Environment hosting services.
dev10
On the sales channnel effort he will work closely with Dave Forster.
dev10
looks good.
dev10
what are vector's major receipt and delivery points ?
dev10
Claudio, I am still in the process of setting up what we are going to look at and how, but it will very definitely be options focused.
dev10
I think the three major drivers we will care about will be Gas, Power, and weather.
dev10
I am particularly interested in the relationship of how gas and power prices react with weather.
dev10
One trade I am interested in is gas daily options that knock-in based on an observed temperature for the particular delivery point.
dev10
What are your views and what would you focus on if you were me ?
dev10
Thanks Andy
dev10
jeff said he does not have access to trade emissions allowances.
dev10
if he indeed does not, please turn him on for those.
dev10
if he does, let me know.
dev10
thanks.
dev10
I understand; however my request stands.
dev10
I would like a heads up whenever you are planning a trip like this, it is the same I ask of all my direct reports.
dev10
Thanks
dev10
John, On the first note: OK, thanks.
dev10
On the second, I would like the senior person on each team (and they know who they are) to figure how to divvy up the tasks based upon their teams relative skills.
dev10
You guys need to figure it out, with my help.
dev10
Right now we are a little heavily staffed for what we are doing and I am trying to find ways to cope with that.
dev10
This is one.
dev10
Your cooperation is appreciated.
dev10
Thanks,
dev10
I realize that traveling to see a client is part of our job.
dev10
I would just ask that we try to spend those expense dollars as efficiently and conscientiously as possible.
dev10
Thanks,
dev10
Mike's thoughts on subject...
dev10
What is, exactly, the state of play here ?
dev10
I nothing else happens, on Monday does the product go up on the wallboard ?
dev10
Has Eddie quoted on px to the Merc ?
dev10
I need to have my facts straight when this becomes a pissing match between Whalley ,Arnold and Lavorato.
dev10
Thanks, are we talking to GreatLakes pipepline as well ?
dev10
do we have a contract in front of them yet ?
dev10
Harry's comments.
dev10
He has a valid point on the volumetric suspension issue....i think he will launch the product but ask us to put this in the development queue.
dev10
Greg and Philippe Having listened to the DealBench presentation at our offsite and after discussing with Jay, I would like to propose the following with respect to DealBench and EnronOnline: 1).
dev10
The most valuable pieces of business functionality DealBench has are the data rooms and auctions.
dev10
The first might have some going concern value, but probably not much, as IntraLinks, the king, only generates $10MM in revs per year.
dev10
The second, auctions, while of value will probably be given away by competitors to get other business.
dev10
2).
dev10
The technology as a whole is not severable right now, and probably not ready for prime time.
dev10
Thus the chances of getting a bid for it as IPR that is above the costs of doing a deal is minimal.
dev10
We have some knowledge of this from our Offline experiences.
dev10
Recommendation: EnronOnline's auction functionality is very thin.
dev10
DealBench's has a lot of good business logic built into it.
dev10
While the code might not be up to our standards, it would be of value to integrate it into the EnronOnline platform.
dev10
This way we take advantage of the superior EnronOnline brand and not reinvent the wheel as far as business logic is concerned.
dev10
There will be some development needed to integrate and rewrite the DealBench auctions piece to accommodate the single EnronOnline login, as well as change the look and feel to an EnronOnline one, but this should be well worth it.
dev10
It is my STRONG belief that there is an untapped market for energy and commodity based auctions that EnronOnline should OWN.
dev10
As a part of this move we should re-deploy DealBench's auction marketing force to attack this space, which furthers the general commercial goals of ENE, as opposed to something that now is fringe at best.
dev10
Thanks,
dev10
Yes, but the other shoe is that we should shut down the rest of DealBench.
dev10
If not, we will need to make large costly changes to the infrastructure to keep it going.
dev10
I talked with Greg and he and bibi are for it.
dev10
Start the process with Guadaramma but keep it close to the vest as it is not official with the DealBench folks.
dev10
thanks.
dev10
Wasn't me.
dev10
Do we want to make this official ?
dev10
Give Raj a call.
dev10
I do not want my name in the article.
dev10
Please use Greg Piper's or Phillipe Bibi's.
dev10
Thanks
dev10
Thanks for the note.
dev10
Awaiting your review and response.
dev10
Andy Zipper
dev10
Kenny, Peggy, Mike, We would definitely like to get this finished by end of June.
dev10
We can move as fast as you need us to.
dev10
Ideally I would like both sides to get together early next to hash out any differences.
dev10
How does this work for you guys ?
dev10
Thanks
dev10
My pleasure.
dev10
Claudio, I agree with you.
dev10
The first bullet point will be easier to implement.
dev10
Generally I have found that there is sufficient divergence of opinions amongst wholesale players that you can get positions on that you want.
dev10
My goal would be to fulfill the function of both bullet points.
dev10
I think there are pockets of risk management of complex relationships around the firm, but no group dedicated to it.
dev10
Clearly we will need quantitative rigor to serve those functions.
dev10
questions: I am familiar with Quantos from my banking days, where a USD interest rate option pays off in a non USD currency at a fixed exchange rate.
dev10
What is the specific structure of the options you are looking at.
dev10
Regards, Andy
dev10
You're right he does look good.
dev10
I am very interested.
dev10
Can you set up a phone interview, and if that goes well bring him down for rounds.
dev10
When you get a chance can you gice me a call re: the above and Natsource.
dev10
I'm around most of tomrrow so any old time is fine with me.
dev10