postbot/aeslc_kw huggingface dataset:
Subject: The Morning Market Call - Friday June 8th, 2001.

<<MF June 8th 2001.pdf>>  			Good Friday Morning - Comments From The Local Guys!
The following are highlights from Lehman Brothers economists Stephen D. Slifer and Ethan S. Harris's weekly comments:  "The dichotomy between the near-term and medium-term economic outlook continues to build.
Recent data for capital goods spending and the job market point to a further deepening of the growth recession.
At the same time, the forces for eventual recovery continue to gather: major tax rebates are now a done deal, the Fed continues to ease aggressively, the stock market has begun to recover, and consumer confidence has begun to turn upward.
We remain confident that the economy will recover sharply during the second half and return to solid trend growth in 2002.
However, given the considerable downward momentum in the economy, the recovery may not be soon enough to deliver the solid 3% GDP growth we are forecasting in 3Q.
Our current forecast has just one more 25 bp rate cut from the Fed.
However, the odds are growing that the Fed will need to implement a 50 bp cut or two 25 bp cuts."
The 30-year US T-Bond yield is 5.72%.
The 10-year note yield is 5.33%.
The 5-year is trading at 4.87%.
Spot crude oil is trading at $28.04 p/b.
Natural Gas - Henry Hub -  is trading at $3.87 p/mcf.
AD Time:  New Federal Insider-Trading Rule (Rule 10b5-1) have been adopted by the SEC under the Securities Exchange Act of 1934.
This rule greatly enhances an insider's/employee's ability to trade his/her corporate shares during blackout periods.
Previously, without the protection of this new SEC rule, employees and insiders could safely trade only outside of designated blackout windows.
Under this new rule, insiders/employees may have the ability to purchase and sell their corporate shares even during blackout periods if a written plan was established and in force when the insider/employee was not in possession of material, non-public information.
The new rule contains other restrictions and should be reviewed carefully.
Lehman Brothers has established a turn-key plan that take into account the regulatory procedures for establishing such a plan.
Please email us or call us for more information.
Lehman Brothers' Research.
Subject: The Morning Market Call - Monday June 4th, 2001.

<<MF June 4th 2001>>  			Good Monday Morning - Comments From The Local Guys!
Lehman Brothers' U.S. Equity Strategist, Jeff Applegate, believes that the stock market is "climbing a wall of worry".
In his weekly comments, Jeff believes that investors are jittery about the fragility of the stock market rally, concerned about corporate profits and the economic outlook as well as possible inflation.
However, Jeff believes that the earnings trough is imminent and that stronger GDP growth lies ahead.
His bottom line is that the equity rally over the last couple of months has a "firm footing" and should continue.
The 30-year US T-Bond yield is 5.67%.
The 10-year note yield is 5.32 The 5-year is trading at 4.89%.
Spot crude oil is trading at $28.25 p/b.
Natural Gas - Henry Hub -  is trading at $4.06 p/mcf.
AD Time:  New Federal Insider-Trading Rule (Rule 10b5-1) have been adopted by the SEC under the Securities Exchange Act of 1934.
This rule greatly enhances an insider's/employee's ability to trade his/her corporate shares during blackout periods.
Previously, without the protection of this new SEC rule, employees and insiders could safely trade only outside of designated blackout windows.
Under this new rule, insiders/employees may have the ability to purchase and sell their corporate shares even during blackout periods if a written plan was established and in force when the insider/employee was not in possession of material, non-public information.
The new rule contains other restrictions and should be reviewed carefully.
Lehman Brothers has established a turn-key plan that take into account the regulatory procedures for establishing such a plan.
Please email us or call us for more information.
Lehman Brothers' Research.
Subject: The National Grid

Hi Jeff.
I hope you are enjoying the challenge of running Enron in the midst of all the excitement and change in the energy industry.
I want to bring to your attention an issue that affects me quite directly in my new role as CEO of TransElect, an independent electric transmission company.
I think it also affects Enron in a very significant way.
The National Grid has applied to the FERC for a declaratory order that would permit the Grid to operate the Alliance RTO (this is a Midwest RTO that includes AEP, Exelon, DTE, CMS, First Energy and Dominion).
I believe quite strongly that FERC should deny this petition because the Grid is a significant owner of both distribution and generation assets in the Northeast (New England Electric and Niagara Mohawk).
It is a very small step from this decision to one that would allow Southern to operate GridSouth, or one that would allow Entergy to operate the Florida RTO in exchange for FP&L operating the Entergy RTO.
As a matter of National policy, transmission operators should be independent of either the wholesale or retail electric markets.
As a business issue, many transmission owners are reluctant to divest of transmission because they retain hope that their transmission can be used to protect above market native generation.
How would you like to try shipping power into the Northeast with the Grid, a major retail supplier and a significant generator, controlling access to the market?
Subject: There are never enough of good people ...

Dear Jeffrey:  I came across your name in the business press.
As an industry leader you are knowledgeable about the latest trends and where the companies are heading.
You constantly meet top managers and some may be hungry for management talent and/or require rapid change action.
What value can I bring?
I have nine years of combined experience in management, change consulting, international marketing and business development.
Most recently, I took part in transforming Fortune 500 companies into more active e-business players.B  efore, in four years I have developed international markets from 0 to over 40 country coverage, 140 companies and units (mostly in Europe, but also in the Middle East and in Asia).
I am looking for right opportunities and growth challenges.
If the organization wants to speed up their international expansion and avoid some costly mistakes, I can bring in a successful record of developing business and resources in country-to-country approach, balancing think-global-and-act-local theme.
And/or  If the organization can benefit from broad range of change experience: I led project teams of art designers and copywriters achieving national promotion goals, led researches towards addressing relevant issues in their projects, led consultants in delivering management change programs for major corporations, led the creating of new customer and supplier networks globally.
These were project teams representing diverse experience, background, and management levels.
And/or, finally  If you would like to share your insider's perspective on where the industry is heading in exchange I can provide my insights into developing business in Europe.
I am flexible on location and only a phone call away.
Sincerely yours
Subject: United Way Coverage

Just wanted to let you all know that the following media outlets were at the press conference this morning: Channel 2 Channel 45 Channel 48 KUHF radio (NPR)  The Houston Business Journal picked up the story and is currently running it on its home page (it will appear in print this Friday).
Channel 26 plans on coming out to the awards celebration tomorrow night.
The Chronicle and several other local papers are also working on stories.
Laura
Subject: ENRON'S YOUNGEST

You're not going to believe this one!
Did you hear the one about the 8-year old who rode a bike from Houston to Austin?
No?
There's no punch line.
This is the truth.
In the 2000 MS150, Evan Haas, 8 years of age,  did the distance on a tandem, and is back for another go, but this year with Team Enron, on his own bike.
Evan turned 9 on April 14, and is celebrating by doing the MS150 all over again!
Evan Haas 9 years old  Riding with his father, Ryan Also along on "chaser" is Ryan's sister Madison, 7 years  Evan is already a celebrity   4th Place in the 2000 Velodrome All City Competition in the 10-12 year old category 3rd Place in the 2000 State Cyclocross Championships in the 10-14 year old category  Current record holder in the "Team Pursuit" - 4 person team with total combined ages of 37 (time 8:04 min).
This team has issued a challenge to all of the velodromes in the nation, and none has answered with a comparable age level.
Watch for Evan, and your challenge will be to come in ahead of him.
ARE YOU UP TO IT?
Subject: Urgent

Today, l am working into SFE-Office to give the instructions to mr: Thach C Phan, that working into CAA, jointly mr: Jody pierce  l would like to say that mr: Joca is'nt left to developing my Tasks.
With Bad Words to my family too.
Today.
Mr: This is the person that you left to be my chief.
l woulk like that someone done something .
l can't working under this orders.
jorge de souza
Subject: LET'S DO LUNCH IN BELLVILLE

Be sure to stop at the Enron stake-out in Bellville for our specially catered lunch.
Sarita Garza and her crack team of volunteers will be there at dawn to save a spot.
They will hand out a special surprise to celebrate your arrival at the mid-point of the first day's journey.
When you pull off the highway into the Bellville Park, watch for the Enron signs to direct you to our picnic area.
Happy Pedaling!
Amelia
Subject: YPO Navy Fly Away

Jeff,  My assistant Stella, has told me that  you are going to give up your spot on  the December Navy Fly Away.
You will  be missed!
Please send me confirmation that this  is correct.
Roy Steinhagen
Subject: DINNER IN LA GRANGE

Dinner in LaGrange will be a great affair.
Randy Gross of the Enron Aviation Department will again provide us with his fabulous barbecued brisket and sausage.
The Marriott will be there with some great side dishes and some chicken thing that I know will be wonderful as well.
J. Paul Oxer is once again Camp Director and has some great improvements to the 2001 tent.
Heather Choate is the Volunteer Coordinator for the 65 operations volunteers in Bellville, LaGrange and Austin.
Thanks to all!
IT IS VERY IMPORTANT FOR YOU TO KNOW THAT THIS DINNER IS PROVIDED FOR ENRON RIDERS AND QUALIFIED VOLUNTEERS ONLY.
Many of you have family and friends gathering in LaGrange with you, and they are welcome to visit us in the tent, but we can't feed them.
We will need to strictly guard against the possibility of running out of food before the last rider comes in.
As a means to control this, if you are not wearing an Enron cycling jersey or an Enron Cycling Club volunteer t-shirt, your name will be checked on a master list before you are invited to participate in the dinner.
Since all our volunteers do not know you, please don't be offended when they check the list for your name if you are not wearing an Enron jersey.
PLEASE DO EVERYTHING YOU CAN TO SPREAD THE WORD ABOUT THIS.
IT'S NOT THAT WE ARE INHOSPITABLE, IT'S THAT WE ARE IN A REMOTE LOCATION WHERE REPLENISHMENT OF OUR FOOD SUPPLY IS NOT POSSIBLE, AND WE DO NOT WANT TO TURN A TIRED, HUNGRY RIDER OR VOLUNTEER AWAY FROM THE TABLE.
THERE IS FOOD AVAILABLE FOR YOUR FAMILY AND FRIENDS THROUGH THE MAIN DINING PROVIDED BY THE MS SOCIETY, AND YOU CAN GET THE LOCATION FROM OUR INFORMATION BOOTH IN THE TENT.
THE CHARGE IS $5 FOR DINNER, AND $3 FOR BREAKFAST FOR NON-RIDERS.
THANK YOU FOR YOUR COOPERATION !
!
Subject: Political Philosophies

> Political Philosophies Explained in Simple "Two Cow" Terms > > Socialism: You have two cows.
You keep one and give one to your neighbor.
> > Communism: You have two cows.
The government takes them both and provides   you with milk.
> > Fascism: You have two cows.
The government takes them and sells you the > milk.
> > Bureaucracy: You have two cows.
The government takes them both, shoots > one, milks the other, pays you for the milk, and then pours it down the > drain.
> > Capitalism: You have two cows.
You sell one and buy a bull.
> > Corporate: You have two cows.
You sell one, force the other to produce > the milk of four cows and then act surprised when it drops dead.
> > Democracy: You have two cows.
The government taxes you to the point that > you must sell them both in order to support a man in a foreign country > who has only one cow which was a gift from your government
Subject: ValueScience Corporation Overview

Friends,  Most of you know about our company ValueScience Corporation, though for some this is an introduction.
We have been "at it" for two years now, and have created a really special company dedicated to developing world class tools to unravel the mystery of building shareholder value.
We have attached a very brief overview and FAQ which will help fill in some of the blanks, but suffice it that we are setting out to completely change the basis on which companies are valued, the way that we understand stock market behavior, and the tools by which Senior Management sets priorities, allocates scarce resources, and values transactions (e.g., M&A, private equity, IPOs, technology acquisition)  Please expect us to begin communicating routinely to you about ValueScience, comments on recent market events, insights about trends in value drivers in key markets, etc..
Cheers,
Subject: Pictures

Hi MARK!
The pictures arrived today.
Your letter was dated April 6 so it took ten days.
Tell Sukran Mother and I think she is beautiful.
We sure enjoyed seeing them all.
I made copies for Sue and Tom and will mail them this afternoon.
Thank you so much.
LOTS  of LOVE and KISSES to YOU and Sukran from MOTHER and I.
DAD
Subject: VEHICLES AT TULLY

VEHICLES LEFT AT TULLY:   If you plan to leave a vehicle at Tully Stadium, please be advised that the stadium will close on Saturday at noon and will not re-open until Sunday morning at noon.
Tully stadium weekend hours:  		Friday - 6:30 a.m. to 4:30 p.m. 		Saturday - 5:00 a.m. to noon 		Sunday - 10:00 a.m. to 11:00 p.m. 		Monday - 6:30 a.m. to Noon  The parking lot will be locked except between the above times, so please don't park there if you need to get your car out other than these times.
IF YOU HAVE ANY MORE QUESTIONS ABOUT ANYTHING AT ALL, PLEASE LET ME KNOW.
I'LL BE HERE UNTIL THE CARBO-LOAD PARTY TONIGHT AND ALL DAY TOMORROW.
SEE YOU SOON !
!
Subject: QUICK NOTE ABOUT PARKING

Sorry to bother you with another note, but I've received so much reaction to my Tully parking notice, I'm writing again to tell you not to be concerned about being locked out of the Stadium if you're riding the bus back.
Some people think they're not going to get in by 11:00, and are concerned about not being able to get their cars out.
The last bus leaves Austin at 7 pm, and that would certainly get you there by 11:00, but if it doesn't for some reason, they're not going to lock the stadium until the last bus has dropped of its passengers.
Subject: Clinton Energy Vacation Policy & Request

I have held discussions with Tim Weithman, Ashley Kerr & Ken Brooks (immediate supervisor) regarding a request for vacation for the 3rd or 4th week in May.
I have been told recently by both Ms. Kerr as well as Mr. Weithman that those of us being severed from the company are not permitted to take any vacation time between now and June 1st.
It would seem that there are several inconsistencies regarding Enron policy as well as how the subject was presented both to the group as well as individually.
Below are the inconsistencies I speak of.
During the group meeting in the beginning of April there was no mention of "vacation freezes".
The only reference to time that was mentioned was that you must be employed by Enron as of June 1, 2001 to receive the severance package.
During my private discussion, in which both Ms. Kerr and Ms. Gray were present, I was presented with the specifics of the severance package.
I specifically remember being asked for my current unused vacation amount.
I gave them the amount of 152 hours and was told that I would be reimbursed for that total unless, of course, I took any additional vacation.
This implied that regular Enron vacation policies would be in effect.
Again, at no time was it presented to me that I was ineligible to take ANY of my earned vacation or that there would be any deviations from normal Enron policy regarding vacation.
At no time has Mr. Weithman, Ms. Gray, Ms. Kerr or any other Enron agent made public a policy of vacation freezes.
At no time were there ever any public or private requests that the plans for those with previously scheduled vacations to be made available to any Enron agent.
I can find nothing in my severance package that states any deviation from the standard Enron vacation policy.
I realize that Enron policy requires vacation approval from the supervising employee.
It states in that policy the following: "An employee's preference for scheduling vacation should be adopted when possible."
"The supervisor must verify that unit staffing needs are met before approving an employee's vacation request."
I am currently still an Enron employee.
I have also verified that staffing needs are met.
In summary, as you can see there are several inconsistencies with regards to the vacation policy for those being severed at Clinton Energy.
It more than offends me that I am being prohibited from taken ANY part of the 152 hours of accrued vacation that is, by all accounts, mine to take.
This being said, I am formally requesting one last time that I be granted my vacation request during the month of May.
Furthermore I would like this approval as soon as possible so that I may make necessary arrangements.
As you review this I am consulting an attorney so that I may be advised of my rights regarding this matter.
Thank you,
Subject: Attachments

Dear Mr Skilling,        May I request you to please go through attached documents.
While replying could you please also copy my wife at the above email      address in London.
Kind regards             John Pinto  - enron.doc   - resume~1.rtf
Subject: WCS Event honoring Mr. Lay

Mr. Skilling,  Rev.
Lawson would like to thank you for extending to him the invitation to participate in the 2001 Big Cats Gala on June 14, 2001 at the Bronx Zoo in New York.
Unfortunately, he will not be able to attend the event, and the Wheeler Avenue budget for this year is not such that we can comfortably make a contribution.
He would like to convey to Mr. Lay, however, that he rejoices with this esteemed honor and will continue to keep his friend in his prayers.
Thank you,
Subject: P'burgh computational software co. with CMU connections

[Joannie: Thanks for bringing this to JS' attention ...]  Jeff:  {In this headwind funding environment, I am looking for some quick decisions for our small, world-class computational trading group ... we are open to an acquisition / controlling interest, etc.
I have had some conversations with Brandon Wax ... in my prior life, I have had some interactions with Gerald Chan, brother of one of your board members.
We are also talking to eSpeed, some Chicago Exchanges in a similar vein ...}  Our group of 15 (Carnegie Mellon technologists + trading / capital markets experts) located in Pittsburgh brings - strong e-market thought leadership (global trading outlook) - patent-pending technology that can help compare / trade "almost" standardized goods and services - this is a missing link in today's e-markets!
- robust sales pipeline and small revenue (seven-figures) - low-cost, central hub location (with great access to Carnegie Mellon Professors / Research / Students) - experienced entrepreneurs  / technologists who are happy to be "intrapreneurs" in this environment.
We could make a positive impact on EnronCredit, BroadBand Services as well as your core energy business.
I am enclosing a couple of attachments to give you an idea of who we are ...
I can provide more info.
if there is interest.
Can we chat for a few minutes ASAP - I believe you will find this opportunity to be compelling that can make your "market making" empire more analytical, computational and above all, more profitable!
Thanks & cheers
Subject: The Morning Market Call - Friday April 20th, 2001.

<<MF April 20th 2001.pdf>>  			Good Friday Afternoon - Comments From The Local Guys!
One of the reasons that we, the Local Guys are pretty exited about the recent rate cut by the Federal Reserves is that we think it will make a real difference.
Over the last few months, there has been considerable talk that while capital spending (especially information technology spending) has been budgeted by corporations for 2001, it has, to a large extent, been 'frozen' as the economic uncertainty had taken a grip of corporate comptrollers.
We believe that this latest rate cut  (and possible future cuts), could well spur greater corporate confidence (as well as spur greater liquidity from the capital markets) and thus free up already allocated budgets for corporate spending.
The 30-year US T-Bond yield is 5.81%.
The 10-year yield is 5.30%.
The 5-year is trading at 4.81%.
Spot crude oil is trading at $28.03 p/b.
Natural Gas - Henry Hub -  is trading at $5.06 p/mcf.
AD Time: 			The Local Guys!
- Who We Are.
- The partnership of Jordan Larimore and David Morris manages investments for individual and corporate clients.
- We help investors achieve their personal and professional portfolio goals.
- We manage individual portfolios.. - We use Outside Money Managers.
- We utilize the top Mutual Fund Families.
- We help with portfolio re-diversification - taking investors out of highly concentrated equity situations and rediversifying those dollars.
- We also work on Corporate Stock Option Plans and 144 Restricted Stock issues.
- We welcome hearing from you!
Call us toll-free at 1-800-227-4537.
Lehman's Research.
Subject: Compaq Classic

> Dear Jeff : > > I would personally like to invite you to this year's Compaq Classic in New > Orleans, May 2-6.
> The Pro-Am is played at the famous English Turn course on Wednesday, May 2 > and already > we have a commitment that Jack Nicklaus will be there, along with many of > our customer > and partner CEO's.
I simply wanted to drop you a quick note, but you will > receive a separate > electronic invitation very soon.
I know we haven't had a chance to get > together, but I hope we can make arrangements to meet very soon.
Subject: Gerald Smith

Over the past few months, Enron Global Finance has been evaluating various opportunities where Enron and Smith Graham & Company may be able to work together.
Unfortunately, the process was slowed when our primary contact at Smith Graham, Gabriel Hayes, left the firm earlier this year.
We have since reestablished discussions and the Global Finance Group is preparing a proposal that a portion (about $30 million) of the Enron Cash Balance Plan portfolio be dedicated to an emerging managers portfolio.
One-third of this money ($10 million) would be invested in bonds, which could be placed with Smith Graham, as the fixed-income manager .
(Total Plan assets are about $235 million.)
The proposal will be submitted to the Plan Administrative Committee at its quarterly meeting on May 3rd.
The proposal should be well received as the Committiee has previously requested that  we optimize our existing allocation to minority money managers.
Gerald Smith has been advised that Enron is looking at ways to allocate money to the firm, and that a decision should be reached sometime in May.
We have not communicated the specific details of our intentions as of yet pending the outcome of the May 3rd meeting.
I am available for further discussion at your convenience.
Regards,