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Vince
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dev03.message.text
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Steve, I assume it's 9:00 a.m. my time, Monday.
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dev03.message.text
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It works for me.
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dev03.message.text
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I haven't responded in time to the your message re Thursday.
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dev03.message.text
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I had a few back to back meetings in the morning and I read your message quite late into the day.
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dev03.message.text
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Vince
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dev03.message.text
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Lance, Please, ask Shirley to order.
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dev03.message.text
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Vince
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dev03.message.text
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Gentlemen, I recommend that we purchase this package and split the cost 3 ways between 3 power trading desks.
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dev03.message.text
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I think that we should go for option 3 (~ $15,000).
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dev03.message.text
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Lance Cunningham in my group looked at this software package and found it very useful for modeling transmission problems.
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dev03.message.text
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Please, feel free to ask him for technical details in support of this recommendation.
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dev03.message.text
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Vince
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dev03.message.text
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Molly, It would be Tanya.
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dev03.message.text
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Vince Enron North America Corp.
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dev03.message.text
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Eric, I have a number of case studies on Enron but not the one on Sutton Bridge.
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dev03.message.text
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I know that Peter Tufano was working on it but when I checked the HBS site and tried to purchase it, I could not locate it.
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dev03.message.text
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When I talked to Peter a few months ago, he told me that the case study was ready and he was going through Enron's internal approvals.
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dev03.message.text
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I cc Mark Palmer on it.
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dev03.message.text
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Maybe he knows about this specific case study.
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dev03.message.text
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I wander if it was completed, given Sutton Bridge developments.
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dev03.message.text
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Vince
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dev03.message.text
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Mark, It was done in collaboration with John Sherriff.
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dev03.message.text
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Vince
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dev03.message.text
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Rick and Ted, It looks more like foxes building chicken houses as opposed to foxes guarding chicken houses.
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dev03.message.text
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I shall send a message to Bryan saying that the Research has to look under the hood and examine the mechanics of the model in order to sign off on it.
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dev03.message.text
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A dog and pony show is not sufficient.
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dev03.message.text
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In any case, the decision to approve the model should not be left to Ben and Kirstee.
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dev03.message.text
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Please, let me know what your thinking is.
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dev03.message.text
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Vince
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dev03.message.text
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EB 1962 Vince Kaminski Thanks
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dev03.message.text
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Location 0-413 PIN 003778
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dev03.message.text
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Bryan, We shall be glad to take a look at the system.
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dev03.message.text
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To sign - off on the vendor provided system we have to look under the hood and review the algorithms.
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dev03.message.text
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I hope the vendor will have no objections to it.
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dev03.message.text
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Another critical issue we have to solve on a short notice is to integrate the system you want to buy with the rest of VaR/credit systems.
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dev03.message.text
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We shall stand by to help in this endeavor.
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dev03.message.text
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An alternative approach is to evaluate to what extent your positions can be rolled into the existing risk systems.
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dev03.message.text
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Vince
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dev03.message.text
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10 Snowbird The Woodlands, TX 77381
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dev03.message.text
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Jens, I think I have cc'ed you on this.
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dev03.message.text
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John Nowlan approved and Stinson Gibner has the curves available for you.
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dev03.message.text
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Vince
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dev03.message.text
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Eric, I have one on EGS, one on Dhabol and a recent one on entrepreneurship in Enron.
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dev03.message.text
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You can buy the case studies from the HBS web-site.
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dev03.message.text
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Vince
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dev03.message.text
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Mike, FYI Vince
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dev03.message.text
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Paulo, Alex, Any interest?
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dev03.message.text
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Vince
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dev03.message.text
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Krishna, FYI Vince
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dev03.message.text
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Lance.
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dev03.message.text
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Perfect.
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dev03.message.text
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Vince
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dev03.message.text
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Frank, I am definitely interested in the resume.
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dev03.message.text
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I can meet the candidate on campus when I visit my son.
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dev03.message.text
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I am planning to come to Palo Alto around Thanksgiving.
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dev03.message.text
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Also, Energy and Power Risk Management (an English publication) organizes every year in Houston a POWER RISK conference (typically in May).
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dev03.message.text
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They ask me for recommendations regarding speakers.
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dev03.message.text
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Would you be interested in participating?
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dev03.message.text
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Vince
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dev03.message.text
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Lou, Thanks a lot.
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dev03.message.text
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Vince
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dev03.message.text
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Kevin, Lunch with Kristin is scheduled for the 20th of this month (Monday).
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dev03.message.text
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Vince
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dev03.message.text
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Tanya, Naveen, Just a thought.
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dev03.message.text
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Changes in the portfolio values may combine both the changes of prices and positions.
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dev03.message.text
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This happens if one tracks changes in the value of our historical gas portfolio.
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dev03.message.text
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A big jump in the volumetric position from day to day, combined with a moderate price movement may produce an observation that looks artificially big.
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dev03.message.text
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If the volumetric position was frozen, it's just a scaling factor and there should be no discrepancy between your numbers.
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dev03.message.text
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Of course, the correct approach is to separate the price process from the position changes.
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dev03.message.text
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Vince
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dev03.message.text
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Sam, This is the paper by Sharad.
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dev03.message.text
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I shall Stinson to do some editing.
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dev03.message.text
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Vince
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dev03.message.text
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Eric, FYI Vince
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dev03.message.text
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Rick, I asked Greg Whalley and he declined (he has a speaking engagement in London a day before).
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dev03.message.text
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I have sent an invitation to Louise Kitchen and she has not replied yet.
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dev03.message.text
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I shall catch her at the management conference in San Antonio and ask for a commitment.
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dev03.message.text
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It would help if you could mention this to her as well.
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dev03.message.text
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Vince
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dev03.message.text
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Larry, Please, take a look at this candidate.
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dev03.message.text
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I don't think his profile matches my requirements, but he looks quite interesting.
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dev03.message.text
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Vince
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dev03.message.text
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Shirley, 2 expense checks: Vince
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dev03.message.text
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Paul, Can you give me more information about your computer skills?
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dev03.message.text
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My group is very hands-on oriented and computer programming is a critical skill.
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dev03.message.text
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Vince
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dev03.message.text
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Gary, Any interest in this candidate?
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dev03.message.text
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His profile does not exactly match my requirements.
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dev03.message.text
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Vince
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dev03.message.text
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Shirley, No problem.
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dev03.message.text
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Vince
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dev03.message.text
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Shelley, My colleague, Clayton Vernon, who has a background in economics, wrote a short summary of arguments against the ROFR.
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dev03.message.text
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We are working on the second approach to the problem: we try to come up with a numerical estimate of the value of this option.
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dev03.message.text
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The fact that an incumbent shipper has this option has distributional consequences: he has something of value he never paid for.
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dev03.message.text
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Having a numerical estimate of the value of this option could help to argue against it.
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dev03.message.text
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The value of such an option is case specific; so we shall rather produce a template you can use for valuation case by case.
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dev03.message.text
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Vince Kaminski
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dev03.message.text
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Shirley, Yes.
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dev03.message.text
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Vince
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dev03.message.text
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