postbot/aeslc_kw huggingface dataset:
Subject: See Attached

Mark, FYI - In my estimation this business is no bigger than Mexico or the  Toronto business ie) $25 to $30M in real value with reasonably high risk.
I  see no value in having two different agendas being pushed in S. America.
I  also believe that we could cut overhead and right size the organization and  not loose any capability.
Early estimations are a reduction in budgeted OH  by at least a third to one-half.
Did you or Jeff speak with Jim?
Regards
Subject: 2000 Peakers

Joe, I would appreciate a quick call by you to Larry to ensure that his  organization is focused to get these plants over the goal line ASAP.
We  still have technical issues with the vendor that need to be addressed.
I  believe EE&CC is working the issues; however, a phone call from you to  emphasize the importance to Enron will add extra encouragement.
Thanks.
Regards
Subject: 2000 Peakers

Guys, I understand that none of the facilities were available today - I  thought we were targeting 750 MW.
What is the updated availability schedule  for each unit?
We are only a couple of weeks from June 1.
Please advise.
Regards
Subject: See Attached

Jim, my understanding is that there continues to be some discussion on  whether there will be functional seperation of the retail and wholesale  businesses and to what extent and under what strategy these are undertaken.
I am not sure that we want to put ourselves in a box under any structure  until these things are completely ironed out eg) country managers et al.
I'm  not in agreement with any memo that further details the organization beyond  what was outlined in the original memo.
However, I am in agreement that this  needs to get resolved ASAP unfortunately Frevert and Skilling and most of the  first world is out this week.
I ask for your patience.
Lets discuss.
Regards
Subject: Producer Insurance Targets

Gere, just following up on the offsite - have you all agreed on the target  producer list for the insurance product?
How is the peaker product developing?
Regards
Subject: FULL TIME ANALYST NEEDS

Shelly, I would like for David and I to handle this process from the Office  of the Chair in order to ensure an orderly deployment of needed resources.
Please facilitate through Mr. Oxley.
Regards
Subject: Plan Questions

Tim, sorry for the delay - lets talk if you think it is warranted.
I can see  a lot of positives to take this path.
However,  there are a) pr issues and b)  we have hoards of on-going litigation that cost us a bundle.
We should make  this decision very carefully.
Regards
Subject: California bankruptcy expenses

Vicki, how much $$ are we talking about for the bankruptcy and the class  action suit?
It does not seem inappropriate for us to share the bankruptcy  costs given the CTC issue.
I agree with you on the class action suit.
Lets  discuss further before we approach ENA.
Regards
Subject: Freeman and CDWR

Thanks Chris - I assume you are speaking about credit risk on the thirty day  deal when you refer to the $2M exposure on $100 - has Tim spoken to John  about this?
I am supportive of this proposal and approach.
Like our  discussion, we have to find a way to be supportive to the re-development of  this market without creating un-acceptable credit or market losses.
We also  have to support Lay's efforts in California.
Regards
Subject: "Doorstep Reviews" - EES

David, I'm not sure there is any value to this for EES North America.
There  are well known and documented controls and process issues in the mid, back  and risk offices of the company.
We are working quickly to rectify  -  servicing your needs at the same time would slow us down.
On the European  side, I would like your perspective on their controls and business.
Regards
Subject: EES Pinnacle Event

Matthew, if you know my reputation, I tend not to be a big fan of these type  of events either - however, at this point, I need to collect more information  on the event and I think it inappropriate to cancel at this late stage.
Going forward, I think we as a management team including yourself should  discuss what the strategy should be going forward.
Don't hesitate to voice your opinion.
Regards
Subject: Heartland Industrial Partners

Richard, it is my understanding that this investment is currently in Ray  Bowen's business.
In my ENA shoes, I would say we would have no interest in  taking on that responsibility.
In my EES shoes, I would like to take a  closer look at the possible connections.
Please send me some info on the  investment fund and their current investments portfolio.
I have also heard that Tom White has been talking to you about EES taking on  the Catalytica investment.
With my EES shoes on, no way!!!!
Regards
Subject: Key HR issues going forward

a) year end reviews - report needs generating like mid-year documenting  business unit performance on review completion - David to John;    b) work out or plan generation for the NIM/Issues employees - David to  John;   c) HPL transition issues - ongoing.
Officially transferred.
Regards
Subject: ENA 2000 Offsite

Guys, can you start working on your presentations for the offsite.
Dave I would like you to focus on the new generation of capital products that  you are working on for the IPP market which should be able to source short  and medium term commodity liquidity and be syndicatable(?)
on the capital  side.
Go into some detail and speak to a couple of specific opportunities.
It may also be interesting for you to give an initial cut on the economics of  coal generation (including emissions control) given current power and gas  markets and a quick view of the development process.
How should we  participate in this market?
Gasification technology?
Jeff, in your talk, can you focus on the emerging distributed generation  sector ie) the technologies, the users, the VC's, etc.
Specifically, how  will these technologies change our business model and the overall power  business model?
How are we positioning ourselves in this market?
What is  the PI strategy with this regard?
Dorie Hitchcock and Tammy Sheppard can do a lot of the heavy lifting;  however, we need a first cut by December 8th.
Thanks
Subject: Approval of a Non-Solicitation Provision

Janet, if you are ok, I'm ok - we usually only sign these type of  non-solicitations, stand-stills or non-competes if we are well down the road  towards having a reasonable probability to completing a transaction with the  counterparty.
Otherwise, it becomes a nightmare to manage all these.
I will  leave it to your discretion.
Regards
Subject: ENA Offsite 2000

Beth, can you start putting together your presentation for the offsite.
You  have approximately one hour.
Topic should focus on the 2001 ENA systems plan  (ie) what are identified priorities, key maintenance, new iniatives and maybe  your view of where we need to go in the future.
I would leave some time for  questions.
The audience should come away from the meeting with a pretty good  understanding of what is our systems agenda for ENA in 2001.
Could you have a first cut by December 8th?
Tammy Sheppard and Dorie Hitchcock can do some of the heavy lifting.
Regards
Subject: Retail Branding

Rob, if you and Dave think this is your best branding opportunity in the  short run as we gear up I am supportive.
I assume this will be covered in  Canada's budget.
Send me a towel.
Regards
Subject: Eastern Canada

Guys, I can't recall how the corporate opportunity is managed between Canada  and the US for these customers particularily with regard to their  transactions in Michigan et al.
Is Eastern Canada now managed by the Central  desk from a trading and mid-market point of view since Story came down to  Houston?
How are the structured deals managed?
Is this still the right split  for the business?
Regards
Subject: ENA Principal Investments Outing(s)

Mike, as a policy offsites and retreats, especially more exotic and  expensive, are being discouraged.
I would prefer the Galveston offsite and I  don't see a need for more than one per year.
Please manage through PR -  Dorie Hitchcock - she will  require an agenda as part of the approval  process.
I would encourage some significant work discussion to be part of  the offsite.
If you have some concerns lets discuss.
Regards
Subject: ENA Offsite 2000

Guys, in coordination with your trading partners, can you start putting  together your offsite presentations.
Each group will have approximately one  hour to one hour and half.
A suggested format would include (for East Power,  East Gas, West Power, Canada (power and gas), Central Gas and West Gas):   a) market overview - including supply/demand, structural changes, etc;   b) strategy and opportunities in 2001(include five new trading/origination  opportunities for 2001);   c) expected 2001 new products/structures, coverage and deal flow;   d) what worked in 2000 what didn't;   and e) organization and resources - people, assets, constraints, etc.
In a nutshell, we want you to share with the group how your market works,  where the opportunties lie and how are you positioning yourself to take  advantage of those opportunties in order to reach your financial and other  goals in 2001.
Tammy Sheppard and Dorie Hitchcock will coordinate and do a lot of the heavy  lifting; however, they need your first cut by December 8th.
Thanks
Subject: Tech Services

Brian, good memo - I think you mean't Energy Capital Resources not Enron  Capital Resources in your memo.
I would distribute widely in the management  ranks.
Regards
Subject: Bammel Storage Cushion Gas Issue.

Jim, I can assure you that neither John or myself are trying to attract blame  or "cover our backsides";  however, I do believe that there is/was a genuine  breakdown in communication somewhere in the deal team, accounting and the  desk.
As well, it appears that this is not completely a black and white  issue and can legitimately attract a number of points of view.
As executives  of this company, you, Brian, Tim and Tom absolutely were responsible to  ensure that all aspects of this transaction are managed correctly.
Nevertheless, I think it is amazing we have not had more problems with this  divestment given the size, complexity, time and how intertwined it is into  the overall framework of ENA.
I appreciate your candor and the unselfish maturity to bring to the trading  floor.
I look forward to working with you as we continue to build our Texas and gas  business.
Regards
Subject: Enron Direct Canada-First Deal

Marty, looks like this nut may have some fruit.
I look forward to continuing  our discussions from 2000 on how we can be better together - I am committed  to doing this the right way as I know you are.
Regards
Subject: Fidelity update

Randy, give them what they want and lets move on - don't give another  guarantee provide the indemnity for the IRS and environmental claims.
Mark  if there is a flaw in my thinking let me know.
Joe, these guys have been exceedingly difficult to deal with - I would think  twice before we bring these guys into any Enron deal in the future.
Regards
Subject: meeting with Jeff Donahue

Jeff, go ahead and have the meeting - I think I know what it is about.
Let  me know what you guys want to do.
Regards
Subject: 2001 Pro Forma

Guys, attached you will find a completed 2001 Pro Forma budget needing Lavo's  review and then detailed review with each team.
This workbook has a number of worksheets including:  a) pkrs o&m - this details the o&m costs for the sold peakers assuming we  own throught Q2 - charged to the OOC;  b) driftPrepay - shows the detail as provided netting drift and pre-pay  expenses - not all that relevant if you assume that increasing drift will be  offset by larger monetizations;  c) Summary - overall completed income statement - note that non-external  capital charges are added back to reach EBIT;  d) commercial income - guts of the commercial budget;  e) group expenses - shows the detail on ENA net groups expenses, EIS/ENW/IT  non-allocable, corporate charges not allocated to specific commercial groups  and bonus/other comp;  f) HP&L - takes a cut at HP&L income statement and balance sheet in 2001  assuming a sale by the end of Q2 - this needs some sit down work with Redmond;  g) Balance Sheet Allocations - this defines by group the capital employed,  assets to be sold and new capital expenditures expected in 2001 - then  calculates a net capital and depreciation charge;  h) Balance Sheet - this defines the existing balance sheet with no  anticipated sales or increases by vehicle (ie) Enserco, JEDI, etc - merchant  investments are charged @ a blended rate of 15% and strategic investments are  charged @ a blended rate of 9%.
Two action items:  a) Print out for John - Commercial Income  & Summary worksheets for his  comment and review &  b) Start putting completed commercial packages together for  distribution/further comment by the business units in the next couple of  weeks - include detailed income statement, headcount, balance sheet  (including expected increases,decreases, capital charge and depreciation),  leave pages open for goals & objectives and target customer list.
I would  like to review format and detail for each group before distribution.
Regards
Subject: Monterrey Project -- Closing

Guys, great job on this one.....   2001 - should be a big year for Mexico:    a) equity sell down of the Monterrey project;    b) close and further sell down of the Tex Mex project; and    c) 20% growth on risk mgt volumes and income from 2000 levels.
Thanks for the great work.
Regards
Subject: Out of the office

Dave will be out of the office December 23, 2000 until Monday, January 8,  2001.
He will be checking his voicemail and will have his cell phone.
The following are the numbers where he can be reached:
Subject: Recruiting/Sponsorship at Ivey

Bill, I think you are confusing me with John Lavorato my COO.
I am a  University of Saskatchewan grad.
Regardless, if I can help lets discuss in  the new year.
Regards
Subject: Portfolio/Charter Review

Guys, can you put together the folllowing Portfolio/Charter Review for  Principal Investing and Energy Capital Resources:  a) detail existing portfolio - winners/losers; additions/deletions and  overall performance;  b) detail market conditions in your markets and any strategy changes  following;  c) anticipated major transactions in 2001; and  d) review charter and detail any proposed changes.
I would anticipate that we sit down with Rick and Jeff at the end of January  - please have package available for my review by mid January.
Regards
Subject: HPL Meeting

Dave would like to schedule a meeting the you today to discuss HPL......   Would 4:00 pm be ok with all of you....???
please let me know your  availability as soon as possible.
Thanks,
Subject: EPC for Eletrobolt

Brett, since Enron owns NEPCO - true risk transfer under a fixed price  contract is difficult.
However, I do like the behaviour that you get from  such accountability (ie) high incentive to get done on time and on budget.
My experience with NEPCO on cost plus has been very unfavourable (don't like  #1).
I will be supportive of any structure that aligns our interests  appropriately.
You might want to bounce a few ideas off Dan.
I have already  given him a heads up on the value at stake if we can come in at the low end  of the scale and early.
Drop me a note on where you end up.
Regards
Subject: Update on Pastoria and Las Vegas Sale

Chris, sounds good - a) Wes will work with you on earnings recognition issues  for Pastoria and b) selling the LM's and the LV Cogen asset is a good call  regardless of the hit.
Some accounting flexibility on the LV hit may be  worthwhile.
Value protected counts just as much as new value created - you  are doing the right thing.
Regards
Subject: Board

Rebecca, lets just go forward with HPL on Thursday - Tex Mex, after going  through with the deal team, still has some issues to be resolved.
We will  push this into Q1.
The HPL deal is anticipated to be signed on Thursday  afternoon or Friday morning.
Regards
Subject: Elektrobolt DASH - EE&CC Questions/Comments

Guys, the outside date on termination due to force majeure was moved to  October 31,2002.
It is our risk to construct the pipeline;however, it is a  breach of contract if Petrobras does not have gas at the site by April 30,  2002.
Regards
Subject: CONFIDENTIAL

Guys, attached you will find a draft org memo that I anticpate going out on  Thursday.
I appreciate your patience.
Please give me any comments ASAP  (only major issues).
Brian/Tim, I assume that we need a communication strategy to HPL employees  before this memo goes out - please advise.
Please keep this note confidential until release.
Regards
Subject: California Litigation Team

Starting on Thursday,  April 19, at 2:00 p.m. there will be a weekly telephone conference for the California litigation team.
The objective will be to identify key issues and plan a coordinated strategy for all litigation in California.
The call will last not more than one hour.
Thus far, the responsibility has been allocated as follows:  1.
PG&E Bankruptcy 		Lisa Mellencamp and Carl Ecklund (LeBoeuf Lamb Greene & McRae)  2.
Class Actions			Richard Sanders and Robin Gibbs (Gibbs & Bruns)  3.
CTC Matters			Bob Williams, Mike Day and Gary Fergus (Brobeck)  4.
FERC Matters		 	Regulatory and Richard Sanders and Dan Watkiss (Bracewell & Patterson)  5.
Government Investigations	Regulatory and Richard Sanders  	Richard Sanders and Robin Gibbs will have overall responsibility for coordination of the litigation.
Subject: Quicksilver Resources

Ken and Jeff:  Glen Darden, the President and CEO of Quicksilver Resources, Inc., is a longtime personal and professional friend of mine.
Recently, he has asked whether I would consider serving as an outside Director on the Board of Directors of Quicksilver.
Before meeting with Glen to discuss this further, I want to make sure that Enron does not have any objections.
Headquartered in Fort Worth, Texas, Quicksilver is a natural gas and crude oil production company engaged in the development and acquisition of long-lived producing natural gas and oil properties.
Quicksilver began trading publicly in March of 1999 on the American Stock Exchange (KWK).
Quicksilver has a long standing business relationship with Enron.
Enron has historically entered into pre-pays and hedging transactions related to natural gas production and continues to do so today.
Enron (via JEDI) also provided some financing at the time of the merger of Quicksilver and Mercury Exploration and was a significant shareholder of Quicksilver at the time of its initial public offering.
I believe JEDI has since divested this stockholding.
If I were to serve on the board of Quicksilver, I expect that there will be related party transactions of a routine ongoing nature that would need to be disclosed and which I would need to abstain from voting on as a member of the board.
However, I do not feel there would be any material conflicts of interest as Quicksilver's core business is complementary to Enron, not competitive with Enron.
As a personal matter, it is an experience that would be beneficial and would provide valuable personal visibility in our industry.
I am scheduled to meet with Glen and others at Quicksilver later this month to further discuss this possibility.
Would each of you please let me know after due consideration whether you have any objection to or concern with the position.
Please do not hesitate to call me (x67713) if you have any questions or wish to discuss this further.
Thanks.
Subject: Cost Savings Memo

Attached for your information is a memo that we plan to send out to employees worldwide Monday afternoon or Tuesday morning discussing the Policy Committee's cost saving recommendations.
To the extent there are unique aspects of these policies as they apply to your business unit, please follow up with a further communication to your employees.
We will send you a list of frequently asked questions that deal with systems issues.
Thank you.
Subject: Status of EWS Litigation

Jim -  I have attached a June 8, 2001 memorandum detailing the status of EWS litigation.
Per your request, this memorandum will be provided to you on a weekly basis.
Changes from the previous week will be in bold.
Thanks.
Subject: locker

Welcome back to the Body Shop!
January 22, 2001 is re-opening day, and we look forward to seeing you again on a regular basis!
Please find your assigned locker and combination below.
If you have any problems using your new locker, please ask one of the Body Shop staff for assistance.
Locker# - 809   Combination - 27-11-33
Subject: EXEC. DEFERRAL PROGRAM - REMINDER

I just wanted to take a moment to remind you that you have daily access to your Enron Corp. 1994 Deferral Plan and/or Enron Expat.
Services, Inc.
Deferral Plan account information by phone or via the Internet.
Year-to-date salary, bonus, and other long-term program payments (including restricted stock releases) have been posted to your account if you elected for 2001 deferrals.
Deferrals were invested as specified on the election form you completed during 2000 (if applicable).
You may call  (800)316-7526 or visit www.rsweb.com/61045 to access your account balance, transaction history, or investment election information.
This is the same phone number/web site that you use to access 401(k) savings account information.
You will be prompted to provide your Social Security Number and your PIN.
If you do not know your PIN, you may request for your PIN to be mailed to you.
By phone, enter your SSN and any 4 digit number, then press 1 to request your PIN.
To request your PIN via the Internet, after entering your SSN, check "Lost PIN".
If you have any questions concerning the deferral programs or your account history, please call Renee Ratcliff (713-345-5790) or me (713-853-7084).
Subject: Joe Hubach of Texas Instruments

David and Jim:  I spoke with Joe Hubach today and he is very interested in becoming a part of the new Tech Law Center.
Joe is expecting your call, Jim, and David you might want to follow up and invite him to lunch.
He said he would do his best to attend the ICLC Advisory Board meeting and the Symposium this year, too (no doubt mainly to hear Jim's talk!)
His contact information is as follows:
Subject: Texas General Counsel Group - 2002 Spring Conference

Ladies and Gentlemen: The 2002 Spring Conference of the TGCG has been scheduled for Friday & Saturday, April 5-6 at the Hyatt Hill Country Resort in San Antonio.
Please mark your calendar.
Initial details will be forwarded next month.
Thanks,
Subject: REVISED

Jim - The option number was previously understated - should have been $252,010, for a total avg.
comp.
package of $384,000 in 2000.
Separately, I will forward document you may send externally.
Subject: BoD Comp - Important

Jim - The early estimate of $100,000 was way low and ignored Options.
Short answer:  Avg.
Board fees in 2000 were $79,000 (about 1/3 required to be deferred).
Plus avg.
phantom stock grant of $53,000 and stock options of $205,000, for total AVG 2000 value of $337000.
Obviously big variable is value of options, which are based on a fixed number but a varying Black Scholes value.
Paula
Subject: Counsel suggestions

Milberg Weiss has filed a shareholder derivative suit against Sprint's directors and officers in connection with the failed Sprint-WorldCom merger.
Yesterday, the Missouri state court judge denied our motion to dismiss for failure to make a demand first on the Sprint board of directors.
The Sprint board has now established a special litigation committee, which will investigate the allegations and make a report and recommendation to the court.
As you may know, special litigation committees rely heavily on independent counsel for conducting the investigation and writing reports.
The selection of independent counsel is made by the special litigation committee.
However, because the committee is unaware of counsel who do this type of work, I am writing to solicit any recommendations you may have.
If your board of directors has used a special litigation committee, and you believe that independent counsel had the requisite experience to get the job done in a timely, complete and professional manner, I would appreciate a reply to this message.
If you were impressed, please let me know the name of the firm and principal attorney.
Thanks and best regards,