postbot/aeslc_kw huggingface dataset:
Subject: Background info for Ravi Thuraisingham's interview

Hi Jeff, thanks for the opportunity to talk to your group.
FYI, I recently talked to Vince Kaminiski (my former boss) while seeking advice on a career move that I feel I must make soon.
Vince suggested that I talk to John Lavorato directly to explore opportunities in gas and electricity trading as well as crude.
As a result, I have sent my information directly to John as well.
Currently, my discussions are predominantly with the crude desk via Bill White.
Here is quick background of my education and experience (detailed resume attached) to provide a basis for my with your group next couple of days.
I am currently a director of trading at EBS responsible for the data storage desk.
I work in Paul Racicot's organization within EBS.
I am looking to expand my quantitative and commercial skills into core franchise of Enron businesses and would appreciate an opportunity to talk to you regarding a position in the gas trading business.
Education:  B.Sc., M.Sc., (nuclear engineering, engineering science), university of Toronto CFA, Chartered Financial Analyst charter holder  Experience:  Ontario Hydro, Nuclear design Engineering			1989-1993 General Electric, Advance Nuclear Design			1993-1994 Tenera Energy, Software engineering, safety analysis		1994-1997  Deloitte & Touche, Capital markets--risk management, NYC	1997-1998
Subject: Weather Risk Management Newsletter  - 09.26.01

Please note the attached Weather Risk Management Newsletter, market update as of 09/26/01.
If you have any questions or concerns, please contact Sanjeev Khanna at ext.
3-849 or myself at ext.
3-5879.
Thanks,
Subject: Presentation

Danny,  I am sending you our latest presentation.
I am very disturbed by yesterday's events, I knew many traders that worked between WTC and WFC--yet I realize that our work has to continue.
I don't know if you will be flying with Mark this week, at any case you now have the latest version of our business concept.
If you have any questions please call me at 30315 or (mobile) 713 269 1777.
Subject: NNG/TW Actual meeting

Danny: I was visiting with Tracy this morning about the NNG/TW Actual meeting scheduled for Wednesday, December 12th at 2:30 (note follows Stan's Half Staff meeting).
Tracy inquired what material you want to cover.
Please consider and I will set up a meeting for you and Tracy to discuss in more detail.
Thanks.
Subject: Monthly Report on SLA Activity

Attached please find the September 2001 report (Exhibit No.
7 format) showing current month activity in the System Levelized Account (SLA).
Information for this report comes from data provided by Gas Accounting Dept.
Several items to note for this time period: Monthly MIP decreased from $2.8522 for August to $2.0535 for September.
The cash portion of the SLA increased $3.9 million and the future liability portion decreased $7.3 million for a net decrease of $3.4 million.
The two major components of the change in cash were: Purchases of 1.5 Bcf @ $2.25 for $3.4 million (cash out).
Shippers longed Northern 0.26 Bcf @ $3.29 for $0.8 million (cash out).
This file contains reports for the months of January through September.
To print the desired month's report, simply click on the respective tab.
pmb
Subject: Xtransco Info

In preparation for your Wednesday meeting with Heath, here are some supporting documents.
Will be calling on Tuesday to answer any questions.
1.
This is the main argument and rebuttal document   2.
This is the document Heath presented to his investment advisory board, incl.
Lay and Whalley   3.
This is a presentation describing the current skills of the team and ensuing organizational structure of the deal   4.
Some backup numbers on valuation this is IdleAire's   and Xtransco's  note they are based on different business models.
5.
Some backup documentation on fuel idling burn  (we are conducting tests with Grady Olson that are yielding the same results) and results from a prelim survey we conducted on truck drivers regarding their views and interest in value prop  (note these results are very rough--you should receive a better version before your meeting no Wednesday.)
Subject: Dave Neubauer office

Pam:  Please note that Dave Neubauer requested to move from the 39th floor to EB1354.
The EB1354 office is empty and ready for move-in.
Danny has approved the move and the location on the 39th floor has been challenging for Dave in regards to administrative assistance and when staff/employees are trying to locate him.
Please advise when we schedule Dave for a move.
It would be preferred to wait until Linda returns from vacation (week of October 19th) so we can properly handle the move.
If you have any questions, please call me at x33597.
Thanks.
Subject: Message from Stan's office

Cindy called this morning to let you know that Stan plans to go to Omaha January 9 for an all employee meeting for Northern Natural and Northern Borders.
You are welcome to travel on the plan with him.
Please advise Cindy next week what your plans are.
Subject: Accomplishments

Danny: You should have received Rob, Eric and Joe accomplishments.
Dave and Kent are the only ones outstanding.
I tired to get you some Gallery Bowl tickets from Reliant but, no luck.
I will pay you back for lunch next week too.
Cheers.
Have a great holiday.
I am off to Radio Shack.
Phil at my apt.
has me looking for a special connection/wire and feels certain that he can connect my DVD up.
The challenge is on!
Subject: Daily Summary of Risk Data 12/20

Summary Risk Data as of 	20Dec2001	Previous	 			 Active Financial Deals	        71	      98 *	 Active Physical Positions	        40	      40	 P&L  Daily ($thousands)	        0.5 	     (2.2)	 VaR ($thousands)	    1,533.8 	     492.1 *	 			 ETS Margin Account Deals	          0	       0	 			  *The decrease in active deals is from the early termination of both the NNG & TW ISDA agreements with RMTC effective 12/14/2001.
The increase in VaR is because the TW terminated contracts with RMTC have not yet been replaced.
The VaR is currently over the ETS VaR limit of $1,000,000.
Company	 MTM by Counter Party 	 Asset 	 Liability 	 Net 20Dec01 	 Previous 	 Change 	 NNG	EL Paso Energy Marketing**	          18,337.6 	 (20,632.1)	         (2,294.5)	   (2,259.2)	             (35.3)	 NNG	Reliant Energy Services	                 76.5 	            -   	              76.5 	         75.2 	               1.3 	 NNG	TransCanada Energy 	          22,687.4 	 (22,067.1)	             620.3 	       620.2 	               0.1 	 NNG	Grand Total	          45,858.9 	 (42,699.2)	          3,159.7 	    3,193.6 	             (33.9)	 							  ** All of our El Paso positions are closed as of December 18, 2001 and we have a net liability with a fair value of $2.3mm.
The terminated contracts with RMTC are now fixed receivables as of the early termination date of December 14, 2001 except for interest.
NNG is owed $4.8mm and TW is owed $33.9mm.
Amounts are past due.
Definitions: Physical deals modeled in the Caminus Zainet system are deals which have some form of price risk, (i.e.
Index to index deals, and anticipated fuel sales) This does not include standard transport and storage agreements or unhedged natural positions.
P&L  Daily:   Daily change in the  mark-to-market (MTM) valuation of all deals being tracked in the Caminus Zainet system.
This includes the origination and changes in value for both the physical and financial sides of hedges, along with any speculative trades and floating unhedged physical positions.
VaR is "Value at Risk":  Enron Corp policy defines this as the maximum expected one day loss on the portfolio given a 95% statistical confidence interval.
This number is currently calculated on the Caminus system using a variance covariance methodology, rather than a Monte Carlo simulation per the Enron Corp policy.
Subject: FYI

The on-line contracts Request 42975 and 42965, Route 1 were approved by Karen Brostad.
The report for Stan was sent to Cindy (only had three reports) to send in.
You were copied on the email.
FYI on the move.
Pam Daily received information today from Stan and Rod that the people in the 3AC (Lowry's group) have to be moved by January 18th the lease is being terminated early.
Kim Watson called Pam to get status on our move and Pam seemed overwhelmed by this information.
Kim has graciously volunteered to assist Pam in coordination of the move and how the moves will affect our move.
Kim and I discussed and came up with several alternatives.
Kim also suggested that we both assist Pam as we have to get Market Services and the groups placed one floor soon.
Pam wanted to move some of the people on 44 and 45 where our group was to moved and move them again when space opened?
Kim suggested either 47 or the 13th floor.
Mucho space on 47 and I took a rough count of the 13th floor.
10 offices and 82 cubicles.
Some of the cubes are very spacious.
Call me at home or on the cell tomorrow if you need anything.
Subject: Summary of IdleAire commercial terms

Danny, This is the summary of the commercial terms proposed to IdleAire (all the terms are still subject to further negotiation with IA).
We think we have something solid to work with provided we receive $12-15 mm in total funding over next 6 mos.
I greatly appreciate your continued support and your help in finding us some capital.
Cheers'
Subject: Storage Business

Danny,  Listed below are some statistics that we keep track of relative to our IDD business.
The growth of this business is attributable to the great mix and number of people that we have in the Storage group under Sue's direction.
We feel that a big reason for our success is the great team that we have built and we have gone to great lengths to insure that we have the right mix of people in the group.
This is why were so excited to see that Morgan was interested in coming back to the group.
Not only does this get our staffing back to the level that it needs to be, but Morgan has proven that he is highly effective in the group.
If the situation with Morgan doesn't work out then I feel the need to continue looking for the "right" person to replace Theresa.
This approach is also the approach for the Pricing and Structuring group under Jo's leadership (i.e.
insuring the right mix and number of people).
We have been looking to replace Jeff Nielsen with the right person and feel that the security of our business requires another person on the Pricing Desk.
I wanted to bring both of these jobs to your attention given the staffing questions that we had today.
STORAGE STATISTICS: 		Transactions (Bcf)		Annual Revenue ($millions) 1997			  49				$  5.5 1998			  39				$  6.7		 1999			  40				$  6.7 2000			  85				$10.7 2001			119				$21.2
Subject: HABITAT NEWS

St.
Paul??
?s United Methodist Church  Habitat for Humanity Project    November 19, 2001    OK, so maybe I was a bit optimistic .
.
.
The work on the siding and soffits  went very slowly, the plumbing was not completed, the paint for the second  exterior coat did not arrive and the landscaping has been delayed.
According  to Will Greenough, our construction manager from Habitat, his anticipated  completion date of December 15 has slipped again to as late as mid January.
Much of the delay is attributable to complications arising from the concrete  construction, which made otherwise simple jobs very time consuming.
You  should have seen the plumbers trying to drill through ten-inch concrete walls!
What all this means for us is that we have at least two more weekends of  work.
If you are free on either November 24 or December 1, or both, please  come out.
All of us find ourselves in the middle of crowded schedules this  time of year, so anyone who can make the time to help, even for a half day,  is very welcome.
We will continue on the siding and soffits, repainting and  landscaping.
The going is slow, but the house can't be completed without it.
Let me know if you will be there so we can plan for food and drink.
We  won't have van service on November 24, but we can arrange car pools from the  church if there is any interest.
Thanks again to Ken Jones and Martha Cochrum for keeping us well fed.
Also  to Jeanne Koch for keeping us safe (and not falling off the ladder) and to  ??
?chainsaw Felker???
for not cutting anything but the trees.
Also to Allene  Ford for her example of boundless energy and to our crew chiefs, including  Bob Mahlstedt and Roger Fowler, for getting the job done.
Our site is full  of the sense of warmth and family that makes St. Paul's such a special place  for worship.
For that, thank you all.
Subject: Halloween

10 Reasons Why Trick or Treating is better than Sex  10)  You are guaranteed to get at least a little something in the sack.
9)  If you get tired, you can wait 10 minutes and go at it again.
8)  The uglier you look, the easier it is to get some.
7)  You don't have to compliment the person that gives you some.
6)  It's ok when the person you're with fantasizes you're someone else because you are.
5)  20 years from now you'll still enjoy candy.
4)  If you don't like what you get, you can always go next door.
3)  It doesn't matter if the kids hear you moaning and groaning.
2)  Less guilt the morning after.
***And the #1  reason why Trick or Treating is better than Sex***   1)  YOU CAN DO THE WHOLE NEIGHBORHOOD!
Subject: Conoco alternate points

The file I sent earlier apparently didn't have volumes for April forward.
This file does and there are a few days where Conoco did use alternate or interruptible volumes.
Sorry for the confusion.
Subject: Lonestar Ward and Pecos

Beginning November 1, 2001 Transwestern and Lonestar Gas Controls will no longer be able to use both points to balance.
We will need to flow the gas where it is scheduled until further notice.
If any questions please call  Thanks DS
Subject: Additions to Data Request

Hi Mark,  I know we spoke about some of these things yesterday, but I thought I'd give you some specifics of the things we would look.
Many of these topics may be tied into the "Accounting, Administration" portion of the Word document you sent out.
Finance  - Loan documents* related to the debt financing of the project (especially any covenants or provisions in regard to the transferability of the debt under new ownership) *If the debt is not specifically tied to this project, then it would be valuable to know what percentage of corporate debt they have allocated to the project.
- Book Value of the Assets   - CapEx budget going forward (I saw that you already mentioned the need for historical CapEx numbers.)
- Depreciation Schedule of Assets  These are the issues that would be most important to us given all the other subjects that you have already address in your list.
Thanks,
Subject: Weather Risk Management

Mark,  Thanks for the opportunity to meet with you and the rest of the Transwestern team.
Attached is a generic overview of the Weather Markets...please call with questions.
I look forward to working with you .
Subject: Transpecos

Dave, 	Using the numbers we have today and the Pemex volume of 240/day @ $0.25 as we have noted does not get KM to where we would want to be.
I layered on an additional 5 year commitment on the 240/day to cover some of the gap but we were still short of targets.
I then modified the debt term to 20 years which should be acceptable as the project would be supported for that length by the extended term and that covers an additional portion of the gap.
However, we are still short of our target and my calculations indicate a need to have 22/day @ $0.25 starting in year 3 and lasting through year 20 to make up the difference.
In the alternative, a rate of $0.267 with the 20 year term and 20 year debt note also gets us there.
All in all, neither one is that big of a hill to climb so we know what we are looking at.
Mark, 	Could you review from TW's perspective and see if you come up with numbers in the same ball park?
Subject: Changes in Registration for CERA Access

CERA notified us yesterday of new procedures for accessing the CERA web site.
If you have never registered for www.cera.com, please follow the procedures attached.
Call me if you have any questions.
Subject: OBA

I have created a very simple speadsheet for us to track the status of conversations, payback plans, etc.
for the volumetric OBAs we are cancelling.
It is located on the share drive under lindberg/obastatusrpt.
Please update as necessary.
Lorraine
Subject: TW Global Settlement

Maria Pavlou has graciously agreed to give the TW Commercial Group a brief review of the Global Settlement on Thursday, November 1 from 10 - 11:30 am in 49C2.
Please mark your calendars if you are interested in attending.
Lorraine
Subject: JavaWebStart follow up

I have added group 'MarketingDashboard' to your profile for JavaWebStart.
Please allow 15 minutes for server replication.
Then you will need to logoff/logon.
If you have any problems, please feel free to give me a call.
Thanks,
Subject: HABITAT NEWS

October 29, 2001      Saturday was a glorious day weather wise.
Our volunteers turned up ready to complete the house if nothing came in our way.
Unfortunately, it seems the roof trusses are no longer constructed by Habitat volunteers, but rather manufactured by a contractor.
Our trusses did not show up, so we finished putting the "cap" on our interior and exterior walls to prepare for the trusses next week, and then erected the trusses on our neighbor's house!
The house next door is being built for the Espinoza family, and is known as the "Anniversary House."
Will and Linda Dalferes were looking for a unique way to celebrate their 25th anniversary: Why not build a house for Habitat for Humanity!?
The Dalferes sponsored the house and invited all their friends to come help build it.
The St. Paul's family can now count itself as "friends of the Dalferes."
Will and Linda asked me to convey their sincere appreciation for the help we provided this past week.
When you next work, please take a moment to get to know Will and Linda.
Many thanks to Ken Jones and Martha Cochrum for the pizza last Saturday.
You have never seen pizza disappear so fast!
This Saturday is still in the planning stages.
One option you may want to consider is the BBQ wagon several doors down on Tangiers.
The gentleman there has been selling his beef, chicken and links at the same location for 45 years!
If any of you have questions or comments, please feel free to respond by return email or to 713-748-3317.
Les
Subject: Conoco FT's using alt pts

It appears that Conoco has not used any alternate points on their firm contracts back to October, 2000.
The attached spreadsheet supports this statement.
Let me know if you need anything else.
Subject: El Paso Maintenance on Lines 1300 and 1301 on San Juan Crossover

In its preliminary notice of November maintenance, El Paso had scheduled Lines 1300 and 1301 on the San Juan Crossover for total shutdown Nov. 29-30.
It said Wednesday the shutdown has been delayed to coincide with the Dec. 1-2 weekend, when all 650 MMcf/d of the crossover's capacity will be cut to zero.
Portions of Line 1300 will be shutting down Dec. 11-12 and Dec. 18-19; capacity cuts then will be 60 MMcf/d.
Subject: (no subject)

St.
Paul??
?s United Methodist Church  Habitat for Humanity Project    November 26, 2001    If you want to work on a Habitat house this year, next week should be your  final chance.
Last Saturday, we completed the siding and soffits and most of  the trim on our house.
What remains should go quickly on December 1 (just in  time for Christmas shopping).
The plumbing was also completed but the  inspection did not taken place.
By next week, we should have the paint for  the second exterior coat and the landscaping materials.
In addition, we will  try to finish the siding, soffits and trim on the Dalferes house.
I asked  again about interior and exterior doors and windows, but the project is so  far behind, and the concrete construction requires such different techniques,  that Habitat wants to wrap up the project with contractors.
From the  Franco??
?s standpoint, that's probably a good thing.
Please let me know if you can help out on December 1.
Many of you have  already called or written and I appreciate your diligence.
We will have so  much to do this weekend, with jobs for all skill levels, that having a crowd  would not be a hindrance.
The landscaping and exterior painting will also be  a great opportunity to get some more kids involved.
If you can help, even  for a half day, you will be very welcome.
We will plan for food and drink  again and the lunchtime party is worth the price of admission (Thanks Ken!).
Also, please let me know if we will need van or car pool service.
While you are considering your schedules, don't forget the dedication for the  home when it is completed.
Once we know when the Franco??
?s can move in, we  will schedule a get together with them to dedicate the house and hold an  informal celebration.
Second, we will present a housewarming gift of a  clothes washer and dryer through Habitat.
If you would like to help in  acquiring the washer and dryer, please make a check out to St.
Paul??
?s UMC and  indicate ???Habitat???
on the memo line.
Finally, Habitat is planning to build  50 homes next year, and has to complete 42 of them by September in order to  meet the terms of the HUD loans used to acquire the land.
The homes will be  of traditional frame and siding construction, and Habitat is gearing up for  another intensive building program.
Please let me know if you are interested  in participating in the build, and whether you want to assist in the planning.
Subject: Origination Opportunities in Global Markets

Guys,  Attached is a resume for a guy I know via technology and a very old parental  friendship.
He is a very aggressive guy and marketer type.
He has the  personality to be an originator or mid-marketer.
He would pound the phones.
Follow up if you want to talk with him.
I am going to forward on to technology guys too but wanted to give you first  crack.
Mike
Subject: EGM - all company meeting

Ken,  Per my voicemail, we are having an all employee meeting on next Monday at the  Hyatt Regency.
The purpose of this meeting is to pull everyone together for  an update on EGM and a brief presentation from all the business units within  EGM.
This includes about 1 hour of business and then drinks and food - we  expect about 500 people.
We have made a lot of progress on changing the nature and profitability of  these businesses and we want to make sure everyone sees just how far we have  come in a few months.
I believe they will be motivated to see the growth and profitability.
We had  a record Q1 with $100 million of gross margin.
That was 50% of what they  made in all of 2000.
Combined with the fact that in December of 2000 alone  we made $87 million in gross margin, I believe it will have a big impact.
If you could attend the meeting even for a few minutes it would go a long way  in helping us drive our other point which is that the EGM businesses are now  core to Enron and has the attention of both you and Jeff.
Thanks for considering this and let me know if you need any other information  or assistance.
Mike
Subject: Letter from Suzanne Nimocks and Thomas Seitz

FYI , this is what Suzanne was talking about.
I didn't know any of this was  going on.
I haven't talked with SN yet.
Do you have any comments before i  do?
m
Subject: EGM presentation

Jeff,=20  Attached is a draft copy of a presentation that was created as an internal= =20 briefing document on the business activities within EGM.
The purpose of th= is=20 presentation is to communicate our activities and provide individuals with = a=20 more detailed reference document on these businesses in case they come up i= n=20 Q&A or if you need some quick facts about these businesses and I'm not=20 around.
=20  This is a confidential and internal document, which includes earnings=20 targets, goals and objectives.
We have a shorter more external version tha= t=20 we use to describe our businesses.
I can provide that copy if you are=20 interested.
Please don=01,t hesitate to contact me if you have any questions or would l= ike=20 to discuss this in more detail.
=20  Mike  PS - I will also send one of these to IR and PR