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Steve Stock is very cooperative and takes a very rational, Enron-first approach to the problem.
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Privately, my concern is that the code, based on Tanya's report to me, leaves a lot to be desired.
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The code tends to be a very mechanical implementation of the algorithm, developed without a series attempt to optimize it.
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Let's keep paddling along.
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Vince
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Steve, I was delayed on my wait out.
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I probably hit the stop at Let me buy you a coffee this afternoon.
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What about 2:00?
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Vince
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Steve, Sign-off from the Research Group is something that requires defining formal rules going forward.
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My concern over the last few years was that we were asked on many occasions to sign - off on partial results of valuation, without the benefits of a full picture.
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Sometimes, we were asked to sign-off on trade ideas, over which we have no control long-term.
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I shall talk to Rick Buy and David Port about setting up more formal rules for the Research sign-off.
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Vince
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FYI Vince
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Tony, Thanks for the invitation.
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I shall be glad to meet your wife and havea dinner at your house.
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Take care Vince
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Steve, What about Thu?
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Vince
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Craig, This is a resume I have received.
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He does not fit my group.
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Any interest?
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Vince
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Christie, Feb the 20th is the best time for me.
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Vince
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Steve, What about coffee at 10, Thu?
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Vince
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Nice to hear from you.
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Dinner on Wednesday, Jan 31 would be great.
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Please, let me know where you are going to stay.
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Vince
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Molly, We want to hire this very bright young man as a part-time employee, reporting to Mike Roberts.
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Mike will be contacting you regarding the details.
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Vince
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Carrie, We have invited the team to dinner Thursday, 7:00 p.m.
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Would you loike to join us?
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Vince
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Melinda, Thanks.
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Vince
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Thanks.
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See you at 6:30.
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Vince
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FYI Vince
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Jodi, Chris can set up a conference call with myself, Stinson Gibner and Zimin Lu to discuss the real option applications.
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My assistant Shirley Crenshaw, 3-5290, will be glad to help him.
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Vince Enron Capital Management
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Molly, Thanks for the update.
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Two points.
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Please, let Neil McGregor know that many possible proposals were floated with regard to Anshuman and there was some noise in the system.
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We need L1 visa anyway and we decided to go ahead an arrange it.
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I shall also write to him and explain the confusion.
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Also, if I have the choice between upsetting Neil or Jeffs (Shankman and Skilling), I shall choose Neil.
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Vince Enron North America Corp.
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What about 9:30.
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I have a dentist appointment at 7:45 but I should get to the office by 9:30.
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Vince
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Neil, I would like to apologize for the confusion regarding Anshuman.
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We have floated a number of possible scenarios regarding his trip to Houston and there was a lot of confusion regarding the terms (given that I was talking to Sandeep every few days).
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Currently, we expect Anshuman to come to Houston for one month to work on the DPC project (at Jeff Shankman's request).
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The lawyers advised me that we need an L1 visa for him, irrespective of the duration of his stay.
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Sorry for the confusion.
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Candice, Maureen was sick for the last few days.
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When she comes back, I shall ask her to start the process regarding a formal offer for you.
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Vince
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I have called Mark Lay and left a message on his voice mail.
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Vince
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Johan My apologies for getting back to you with a delay.
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We shall be interested in talking to James.
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Please, let me know if: 1.
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You have an umbrella agreement with Enron 2.
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Can we contact James directly, or should we work through you.
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Vince
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Martin, No problem.
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Please, ask Stinson as well.
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Vince
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I have spoken with Mark Lay and he is interested.
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Even if we cannot help you here in Enron, he may be able to put you in touch with other CV groups in town.
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Please, call him directly and give my name as a reference.
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Good luck.
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Vince
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Darrell, Thanks a lot.
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A quick question: we haven't received your invoice for the last few model / paper reviews.
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Please, make sure that we are billed.
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Clewlow/Strickland book is out.
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I shall send you a copy today.
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Vince
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David, A reminder.
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We discussed a few days ago a consulting arrangement with Prof. Sheridan Titman from UT.
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Any feedback from Rick Buy?
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Please, let me know.
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Vince
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Shirley, That's fine.
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Vince
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Bryan, Did you have a chance to take a look at the resume I sent you?
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He looked like a great guy for your group.
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Vince
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Sheridan, I have just checked with RAC (David Gorte) and we have a green light to go ahead with the project.
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I shall you tomorrow to discuss the details.
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Vince
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