text stringlengths 1 4.46k | employee_id stringclasses 45
values |
|---|---|
Just kidding. | dev34 |
T Boone must have heard this because he sold everything today. | dev34 |
9000 contracts. | dev34 |
John | dev34 |
Looks good. | dev34 |
I'm a little confused as to how many users can be on. | dev34 |
The system needs to be able to handle 50+ users at one time, each being able to post messages any time. | dev34 |
As far as lunch, it's a done deal. | dev34 |
I need names of people who should be allowed. | dev34 |
It is not for the whole floor, but rather for people who need to stay at their desk during the day. | dev34 |
Please advise, John Enron North America Corp. | dev34 |
What design are you talking about? | dev34 |
Do I have pink elephants on all my emails or something? | dev34 |
I'm very enthused that I have the skillset to be an advertising critic when I grow up. | dev34 |
It's something I've always wanted to do. | dev34 |
PS. | dev34 |
I'm a little sarcastic as well. | dev34 |
Boys: I'm sorry you were not able to attend last night. | dev34 |
I do appreciate your efforts to make this book as successful as it has been. | dev34 |
It's not quite the same as being in my company, but take your respective wives, or swap, I don't care, out this weekend on me. | dev34 |
Try to keep it under $300 per couple. | dev34 |
Keep up the good work, John | dev34 |
Jeff: Anything ever happen with Pedron? | dev34 |
John | dev34 |
Just an update: Today I set up a front month fixed price gas daily product priced at parity to NYMEX. | dev34 |
I thought the response was tremendous. | dev34 |
It really shows that we might have an angle to put out more of the curve and become the predominant benchmark for the industry rather than the exchange. | dev34 |
One problem I had was linking 2 syncopated basis products. | dev34 |
I set up a new product for the prompt that was Nov GD/D Henry Hub that was a syncopated basis of 0/0 to the Nov Nymex. | dev34 |
However, since Dec Nymex is a syncopated basis to Nov Nymex, I could not set up a syncopated basis link around the Dec Nymex. | dev34 |
Any ideas? | dev34 |
Can you swap me with Fletch. | dev34 |
Try to make all of my interviews as late as possible. | dev34 |
John | dev34 |
Russell: I think I should give you a little background on small ventures. | dev34 |
Bill Perkins and I have a strong personal and professional relationship. | dev34 |
He is an extremely creative individual. | dev34 |
Whalley actually commented on him today as someone "who thinks outside the box". | dev34 |
Bill actually sat in a bar four years and said the next tradeable market would be bandwidth. | dev34 |
He has been successful in the gas business when he has had someone to filter his ideas. | dev34 |
As such he provides an informal consulting role to Enron. | dev34 |
He throws out ideas and, every once in a while, he comes up with a great one. | dev34 |
He pointed out an anomalous pricing occurence in the options market, a market I normally don't follow closely, that I translated into a multimillion dollar trade for Enron. | dev34 |
In return, I have agreed to have Enron intermediate his trades within reason. | dev34 |
I want to emphasize that continuing this relationship should be considered a high priority. | dev34 |
I am willing to accept some of the credit risk exposure as a cost of doing business. | dev34 |
Bill understands his role as an independent in the market and performs the right risk/reward trades for someone with finite capital. | dev34 |
I place very high confidence in Bill not conducting high risk trades. | dev34 |
Having said that, we certainly need to monitor his credit exposure and continue to require LC's. | dev34 |
Just understand that he is at a different level of sophistication that any other non-investment grade counterparty. | dev34 |
I understand there was some concern in regards to the Transco Z6 spread option he traded. | dev34 |
He was absolutely right about the valuation and we, on the trading desk, knew it as well. | dev34 |
There are a couple isolated products that Enron does not do a good job of valuing because of systems limtations. | dev34 |
This was one product. | dev34 |
Our spread options are booked in Excel using option pricing models created by the research group. | dev34 |
The problem with these models is that they are strictly theoretical and don't take into account gas fundamental price limitations. | dev34 |
For instance, it is less probable, though not impossible, for a transport spread from a production area to a market area to go within variable cost than the models predict. | dev34 |
Thus it is necessary to apply a correlation skew curve on top of the overlying correlation used. | dev34 |
Obviously, we have this function in our pricing models. | dev34 |
I was not aware this methodology had not been transferred to the valuation models. | dev34 |
This has since been changed. | dev34 |
Fortunately these incidents tend to be extremely rare as very few non-investment grade companies trade these types of products. | dev34 |
Finally, on Friday Bill wanted to do a trade that reduced his exposure to Enron. | dev34 |
I gave Mike Maggi the go ahead to do the trade without consulting credit. | dev34 |
I do not believe that I acted out of line in approving this trade considering the circumstances. | dev34 |
If you believe differently, please advise. | dev34 |
Thanks, John | dev34 |
John: I have asked Mike and Larry to spend half an hour each talking to you about opportunities on the gas floor. | dev34 |
Please advise if the following schedule is unacceptable. | dev34 |
I will be leaving today at 2:15. | dev34 |
Larry 4:00-4:30 Mike 4:30-5:00 Thanks, John | dev34 |
Mark: Let's keep the present system for the short-term. | dev34 |
I would like to continue looking at your work for another couple weeks. | dev34 |
We'll talk later, John | dev34 |
Credit lines are like bandwidth. | dev34 |
Create the capacity and we'll find a way to use it. | dev34 |
Received | dev34 |
Hey: I just want to confirm the trades I have in your book. | dev34 |
Net result: I have 4000 F in your book @ 4902. | dev34 |
Thanks, John | dev34 |
Premonition? | dev34 |
From: Jennifer Fraser 10/04/2000 03:01 PM | dev34 |
Mark: We are still on for drinks on the 19th. | dev34 |
You have called the market very well since you started sending me updates. | dev34 |
Unfortunately for both of us, a couple of good calls does not a soothsayer make. | dev34 |
Thus, keep sending me your updates so I can at least get a little broader judgment of your abilities. | dev34 |
In terms of my trading style, I take positions to make $.25-$1, not $.05. | dev34 |
Too much noise in this market to trade differently for me. | dev34 |
Can you handle this. | dev34 |
Please forward all names on the daily P&L sheet. | dev34 |
I get a copy every day if you need. | dev34 |
Something to take a look at | dev34 |
Thanks | dev34 |
Sorry for not responding. | dev34 |
I don't look at my email constantly through the day. | dev34 |
Don't have much to do in Q/U still it widens back out. | dev34 |
Thanks, John | dev34 |
Yea ... | dev34 |
the later the better. | dev34 |
Oops, I hadn't gotten to this one yet. | dev34 |
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