postbot/aeslc_kw huggingface dataset:
Subject: Merrill Lynch - Financial Contract


This is the deal that Susan F.  worked on on Friday.
I'll forward the  Schedule to you.
No one is asking for a revised Schedule yet but we should  make the change and email  the parties on Susan's email so that everyone  knows the latest changes and then ask if anyone has comments.
ss
Subject: Cargill Incorporated form of guaranty


Attached is the form of guaranty (blacklined to the draft that Russell sent  in early December) with my comments and Clement's comments.
Let's discuss  and forward to Cargill.
SS
Subject: Enron Corp. guaranty covering physical/financial


Happy New Year!
Attached is a new draft of the Enron Corp. guaranty which incorporates  Andrzej's comments of Dec., 1999 based upon exchanges with Russell Diamond  (Enron credit - physical).
Tanya Rohauer (Enron credit - financial) is  faxing Andrzej a copy of this guaranty as well.
I need to catch up on our previous discussion regarding the Schedule; you  should have received a draft of our Credit Support Annex just before the  holidays.
I will touch base with you in a few days.
Sara
Subject: General


Thanks for the tax article.
It's the published version of the one I sent to  you in September, 99.
Also, you were going to select a date at the end of January when we could  teleconference to discuss Argentine issues, and, you were going to send to me  the term sheet in use in Argentina.
Thanks.
Sara
Subject: San Diego Gas & Electric


I spoke briefly with Gary Perlmutter who now represents the parent Sempra  Energy but who told me that restrictions on the regulated utility have been  lifted by the CA PUC.
I will verify (or I'll give you his name, etc.
and you  can speak with him directly) when the SDG&E lawyer returns my call.
Thus I  am not sure that your online efforts require limitation.
I will also inquire  about SDG&E's online objectives.
SS
Subject: Audit of brokerage agreements


Just wondering if you had a chance to comment on the "advisory memo" to be  sent to the Enron subs/affiliates regarding brokerage agreements.
I have no  real deadlines, only a self-imposed deadline so that we can get this thing  organized and running on a regular basis.
I would appreciate your input.
I'll be out of the office Feb. 3 7&4; maybe we can chat early next week.
Thanks.
Sara
Subject: Occidental Energy Marketing, Inc. ISDA Master Agreement with Enron  North America Corp. ("ENA")


Hi!
I'm the ENA lawyer with whom you will be speaking with respect to this  Master Agreement.
I know that Marie Heard has called you regarding your  review of this document and I was hoping to facilitate that discussion.
Please let me know if you have specific questions and/or if we can schedule a  conference call.
You can reach me via email of (713) 853-5620.
Thanks.
Sara
Subject: Holidays in Argentina


Would you please send a calendar of legal holidays in Argentina for 2000?
At  the moment, I need to plan for the remainder of February and March.
Thanks.
Sara
Subject: legal credit meeting


I will not be able to attend this afternoon's meeting as I have a doctor's  appointment.
Also, I am looking forward to hearing details of Friday's  luncheon.
Thanks.
Sara
Subject: Record Day


As of 5:30 today, the EFM spot group had another record day.
123 loads, 288 transactions.
I talked to them this morning and reminded them that any value in the business will disappear unless they continue to grow volumes.
They hit it out of the park.
If you get the chance to stop by tomorrow and let them know you are paying attention I think that would do a lot for morale.
Keeping up activity in this atmosphere is remarkable, and they deserve some recognition.
The only upside for them at this point is being sold and getting Enron back part or all of its investment.
thanks,
Subject: The EWS Tax Update for October 10, 2001


Attached is a further installment of the EWS Tax Update summarizing the many transactions supported by the EWS Tax Department during the past month.
To say the least, the past month has seen a flurry of activity and the EWS Tax Department has worked diligently to insure that all of Enron's business is provided the highest quality tax support and that Enron's tax expense is minimized.
Please do not hesitate to call me at x30938 to discuss any of the described transactions.
Best regards to all.
SHD.
Subject: Offsite for EGM


Hi  Thor, hope you are well.
I wanted to invite you personally to our  offsite as someone who is a country manager in a region in which EGM does  business.
Your insight into the region, and products will be helpful to our  businesses.
Thanks for your support.
Subject: crude jv marketer


Larry Gagliardi has been with us for 6 months marketing EOL crude/products  for 6 months and has signed up well over 50 customers according to Nowlan.
He came from the crude and products broker TCT and knows the traders in the  business.
He's our guy, and I want to expand his role in the group, as well.
Subject: Govt Affairs staffing, budgets, and org. charts


Jim: Attached are two Gov't.
Affairs Org.
charts, the first being the corpo= rate structure( led by me) that needs to be approved by Whalley and Kean; t= he second chart being for  ENA/EES ( led by Steffes) that is in the process=  of being approved by the Offices of the Chair of both business units.
The = corporate budget is approximately $2.575 million( seven professionals and t= wo support staff) while the EES/ENA budget is approximately $6.425 million(=  twenty one professionals and three support staff).
(These budgets  include = a million or so of "mitigatable" real estate leases) The corporate staff wo= uld do the following that I believe is absolutely essential( this reflects = minimal staffing and " barebones" effort): 1) Management for Enron of regul= atory approvals processes for PGE sale and Dynegy Acquisition and any other=  asset sales that may occur( 3-3.5 FTE);2) Retention of skeletal Washington=  Legislative presence(two employees with no outside services support) to en= sure that Enron's interests on Capitol Hill and with the Administration are=  minimally protected and advanced.
Issues include energy legislation(RTO's,=  etc..), CFTC-related issues; tax issues;etc....;3) .5-1.0 FTE to manage al= l residual issues related to non EES/ENA businesses and issues; and 4) one = person to mange all state legislative and local(  including, but not limite= d to Texas and the City of Houston) issues relating to entire company.=20          Jim Steffes will bring the EES/ENA budget to closure while I'll lo= ok for direction from you and Steve as to how to quickly bring the corporat= e piece to closure with Whalley.
I can't emphasize enough that this is the = absolute minimum staffing I could in good conscience recommend.
(Overall,for=  North America this represents a 74% reduction in the budget 2001($33 milli= on) to 2002($9 million) Thanks for all your help.
=20
Subject: David Woodstrom


Hunter,  I spoke to David Woodstrom and he indicated that Rika had offered him a job in the power group?
I was wondering how they could find a spot in IT?
Just a heads up.
Chris
Subject: Market Data Applet Issues


Danielle,  It's been over 2 or 3 months where we continue to experience problems with the new Market Data applet.
The problems are ranging from the instability connection to the IFinance servers to the price update delay.
Over these past 2 to 3 months, we kept getting hammerred by our business users (traders,etc.)
about these problems  and these problems certainly reflected really bad on us as the IT support group on the trading floor.
Rick Le has been doing excellent supports for us.
We are not trying to point finger to anyone in your group but we need to push these issues to Reuter's and let them know that these issues should be priority number 1 for them to fix.
It's our impression that Reuter's do not take these issues very seriously as the evidence showed that we don't have any acceptable solutions today after waiting for 2-3 months.
As we move to the new building next week, we will display the Market Data in more than 30+ plasma workstations.
The aboved mentioned problems will definitely make support very difficult.
If these problems are not fixed in the near future, we may have to seriously consider other options.
With the telerate version of the market data being more stable than the new Market Data applet, we may have to go back to use it.
Would you please help us provide better IT support to our business users.
Thanks,
Subject: Daily Desk Meeting @ 1:45 PM


Please note,  	The Daily Central Desk meeting, which starts @ 1:45 PM, will take place today only in Team Room 5716 (located on the 5th floor.)
Starting tomorrow, this meeting will take place in Team Room 6716 (located on the 6 floor.)
Thank you,
Subject: Daily Lunches


Deskheads:  After this week I was going to discontinue lunches other than bidweek for everyone except EOL traders.
There are too many people going downstairs to get their lunch and your cost center is being charged daily whether people eat or not.
I have had a couple of you approach me that you still would like for your groups to be included in daily lunches.
Please email me by tommorrow and let me know if you would like to continue.
For those that do not, I will notify your groups that this Wednesday will be the last day for their groups to eat.
Thank you,
Subject: IHS Meeting


Hunter,  IHS We met with IHS this morning to discuss the data that we need to complete our supply forecasts.
It is our intent to use the monthly historical production data in combination with well completion data, rig counts, and drilling permits to build a more accurate production forecast.
We need complete well characteristic data (depth, basin, age) in order to be accurate.
In order to reach the goal above, we need to invest in two data services from IHS:  	US Production data - monthly volumes from all wells in the US updated on a lag of 1-6 months - $159,500/Yr.
delivered on CD-ROM monthly 	US Well data - well characteristics updated monthly, data age is only limited by CD-ROM delivery - $154,000/Yr.
delivered on CD-ROM monthly  Next year, we will be able to cut the US Well data and add Scout Express, which will cut the cost by $115,500.
Scout Express has only one year of historical well data, so it does not currently meet our needs.
We will be able to do this after we build the historical well information into our supply forecast.
Danielle Marcinkowski is working with IHS on the contract for the data, she is going to try and negotiate the price this afternoon.
She anticipated having the contract today, and sending it to Chicago for approval.
PIRA Danielle is working to finalize the agreement in the next 3 days.
I gave her a list of the services that we needed, and told her that we would like to distribute the PIRA material on the Commodity Fundamentals website instead of having individual user accounts.
Based on the services that I think we'll need (North Americal Natural Gas, North American Electricity, and the Daily Demand Forecast), our combined cost for Gas and Power in Houston, Portland, Calgary, and Toronto should be around $100,000 for 100 users.
Danielle is going to send an e-mail when she has the final price.
Let me know if you have any questions.
Chris
Subject: PGL & NS FP Summary


Here is the summary you requested.
They appear to be about a third of the way thru the program (target approx.
100 BCF).
Tony told me that they hedged some fix price with Sempra yesterday, but I don't know the whole story.
They are continuing to pursue this idea of "Producer lock-ins" which, if executed, would reduce ENA's exposure with PGL.
Let me know what you think.
Richard
Subject: MS 150


Hi, Jeff,  Glad you made it Saturday.
Thought you might enjoy these photos of Enron's "temporary office" out in Lagrange.
I'm excited about Enron's future so let me know what I can do for you.
Regards,
Subject: [smu-betas] New member


Brother Betas,  I am George Pereira from the graduating class of 2001.
Justin told me of the Beta group and I was so impressed that you have stayed in contact for all this time that I wanted to join.
I'm now working in Houston where there is a nice conglomeration of recently graduated SMU Betas.
Do you'll have anything planned for Homecoming?
I remember last year that there was a big Beta tent.
Subject: ACG October 9 Lunch - REMINDER


The deadline for reservations for the October ACG luncheon is fast approaching.
If you have not made your reservations, do so today.
This month's luncheon is sponsored by Porter & Hedges, L.L.P.
**************************************************** TOPIC:           The Midcoast Story: $0 to $600 Million in Five Years  SPEAKER:     Dan C. Tutcher, president, Enbridge (U.S.) Inc.  DATE/TIME:    Tuesday, October 9, 2001; 11:30 am - 1:15 pm  LOCATION:     Houston Club, 811 Rusk (New Location)  RSVP:            By 5:00 p.m., Friday, October 5, 2001                        Email acg@kerr-solutions.com, fax 281/424-4770, call 713/593-4700  COSTS:          Members with a reservation by the deadline: $25                        Guest accompanying a member: $30                        Walk-ins and guests without reservations: $40                        Credit card required for reservations; no shows will be billed.
When Enbridge (U.S.) Inc. acquired Midcoast Energy Resources, Inc. in May 2001, Midcoast had over 80 pipeline systems in 10 states, the Gulf of Mexico and Canada, comprising over 4,100 miles of pipe, which were transporting in excess of 1.25 bcf/d, with total revenues of $800 million in 2000.
Midcoast had grown from $0 to $600 million in just five years in its industry.
So why did Dan Tutcher decide it was time to stop what Midcoast was doing and merge?
Subject: Dabhol Project


Dear Jeff:   We met at the World Economic Forum several weeks ago,  discussing Enron's interest in emissions trading, both SO2 and eventually CO2, a  subject in which I am engaged with other energy firms.
I didn't get a chance to  mention that I've followed Indian energy since my posting as economic counselor  at the Delhi embassy in the mid-90's; I knew Joe Sutton quite well, as well as  many of your other folks.
The news today about all the political maneuvering in regard  to Dabhol reminded me that I had wanted to offer my sympathetic and reasonably  knowledgeable support as you and your team cope with the issues, including  conciliation and a possible renegotiation.
You have no scarcity of people on  this thorny subject, but I do have both a decade's perspective and excellent  current access to decisionmakers out there.
Regards
Subject: Please Read: Enron Virus Alert Update


In response to the recent Nimda virus alert, it is necessary for all users to log off of their machines when leaving for the day.
The Global Infrastructure team will be canvassing the workstation environment to ensure that all virus definitions are current and up to date.
Thanks for your continued cooperation,
Subject: greetings


Hello Jeff-- I had been meaning to contact you recently but events somewhat curbed that idea.
Wanted to know a couple things, first if we can continue to sent you The Desk, and second if you'd be intersted in participating on our editorial board.
Not a lot of responsibility really, but, more of an on-call advisor on market or ops issues -- other members often submit commentaries for The Desk or The Risk Desk, Bandwidth Desk etc, on market issues and so on.
Also, if you're on the board, we'll send you the publications for free -- anyhow, let me know.
Interested to learn what your plans are--understand the pressure you publicly described from running the big E, but, all of us here and others in the market firmly believe this game would suffer a huge loss were that "Skilling fellow" to call energy markets "quits" for good.
If there is anything we can do, let me know.
Also attached the special edition we ran last week, in the wake of the NYC tragedy.
Subject: Rides for May - Part 2


Rolling Hills Challenge - May 19 You will need to sign up for this ride yourself.
The cycling club will reimburse $20 for this ride.
C.O.M.B.A.T.
Triathlon - May 26 You will need to sign up for this ride yourself.
The cycling club will reimburse $20 for this ride.
Subject: Important update on your NewPower service


September 13, 2001  Dear JEFFREY SKILLING:  We are writing to you (and the thousands of other Texas households who have chosen NewPower as their new Retail Electric Provider) to keep you informed on the latest developments in the Texas Electric Choice Pilot program.
There have been delays in implementing the Texas Electric Choice Pilot program, but none of these delays are going to ultimately prevent NewPower from using our energy expertise to deliver savings on electricity to our customers.
Nor will they prevent your local utility from providing the same reliable service.
Here is the latest information from the Public Utility Commission of Texas (PUCT):  1.
After several delays, we are pleased to announce the Electric Reliability Council of Texas (ERCOT) began processing switch requests to NewPower on July 31, 2001.
2.
Unfortunately, the switch requests are being processed by ERCOT at a much slower pace than originally promised.
3.
As a result, based on past experience, NewPower has been given estimates that your actual switch date could take place anytime between now and November 2001.
NewPower must comply with the revised ERCOT timetable.
We can't supply you with electricity until ERCOT processes the switch request.
But here's what we can do:  1.
First and foremost, we want to assure you that we are committed to providing the stability and value you were promised when you signed up with NewPower for electricity supply... despite these delays.
2.
As soon as your switch request is processed by ERCOT, we'll send you a welcome letter notifying you that your service has been switched to NewPower 3.
In the meantime, we are doing everything we can to encourage ERCOT to process your switch request more quickly so that you can receive the savings you expect from NewPower as soon as possible.
Subject: HTC Educational Seminar  - September 11th


Join me at our exciting and informative seminar on Tuesday, September 11th focused on valuing your business.
This is the first luncheon in a three-part series on raising venture capital.
"What is My Company REALLY Worth" will address the mistakes founders make in negotiating valuations with angels and seed stage venture capitalists.
Entrepreneurs will have the opportunity to hear the panelists' perspectives on what early stage companies are worth in today's market BEFORE they get to the table.
Following this seminar on valuation, HTC will present "Series B and Beyond" on October 23 and "Closing the Deal" on November 13.
Registration and networking start at 11:00 a.m., with the luncheon continuing promptly at 11:30 a.m.
The program will begin at noon and will end at 1:30 p.m. sharp.
Subject: Congrats


You are the best!
You are always moving the market!
Cherie and I are very happy for you and Rebecca, that's a good deal!
I will contact you once the dust settles to have some fun or yell at me at jflores@plainsresources.com or 713/654-1414.
You are the smartest guy I know congrats on making another great trade!
Jim
Subject: [smu-betas] Test


Beek,  thanks for the update.
There will be a little more -kai- in Atlanta this weekend as Woody Berry, Adam Berry, maybe Joe Berry join John Grumbles, Mark Hillstrom and his son Ryan, for some sort of golf tournament (I really think it's all about the beer and the -kia-!!
).
Subject: Hope all is well...


Jeff:  I was actually on the phone with my Dad when I received Kenneth Lay's email about your departure, we both wish you luck and hope that everything is ok.
I have been working here as a consultant for the past month or two and have to say that I really enjoy the Enron environment, culture, and company that you helped build.
It really is an incredible place.
Regardless, I currently live in Austin and work here during the weeks.
If you ever get a chance, I'd love to hear from you sometime.
You can always email me here or my other address (wcarberry@sensecorp.com) or call me at 512-791-4709.
My Mom, Dad and I have always admired your successes and I still remember when we went tubing right after you decided to leave a sure thing at McKinsey to take a chance at this new merger-created company called Enron - what an amazing ride.
We do wish you well going forward.
Sincerely,
Subject: Good luck


Mr. Skilling,  As with the many employees here at Enron, I wish you all the best ahead.
I'm sorry to hear you leave but I know you have your reasons.
I'm sure we all can respect that.
I just wanted to send you a note to say thanks again for the things you've done for me since last summer.
They're greatly appreciated.
Hopefully, I will have the chance to meet with you again.
Wishing you the best and hopefully I will see you again....  Kindest regards,  Tim Ng Analyst x30998
Subject: Congratulations!


Congratulations, Jeff!
This is not a  surprise--you guys make a great couple.
Don't let Rebecca elope because  you guys are the best party'ers!!
See you soon, Bill.
Subject: Daily Research reports


Attached are two research reports that I can send to you on a daily basis.
One of our many benefits here at our new location is the availability of various research sources.
The two reports I have attached are from : The First Union Securities Equity Marketing Group and Merrill Lynch We also have access to Goldman Sachs research, and CS First Boston Research.
Please let me know if you would like me to continue sending these reports on a daily basis, or if you have any particular companies that you are interested in hearing about.
Sincerely,
Subject: The McKinsey Mind Manuscript


Hello Jeff (and/or Joanie),  Thank you so much for agreeing to review our manuscript and provide an endorsement.
Hopefully it arrived today from our publisher.
I just wanted to check on that and to remind you that you are looking at the "first pages" which have been subjected to several more rounds of edits and changes, but we wanted to give you the cleanest copy we had available at this point in time.
We would be happy to discuss the book in more detail as you compose your comments.
Thank you again, and we look forward to hearing from you.
Subject: Business 2.0 Interview


Jeff -- You are scheduled to do a telephone interview with Erick Schonfeld on Friday from 2 to 3 p.m. for the cover story in the August issue of the new Business 2.0.
The story is about the e-commerce survivors and the lessons learned over the past five years.
The featured companies will be Enron, UPS, Charles Schwab and MTV.
The following are questions Erick will cover during the interview.
Subject: Pie In The Face


Dear Jeff,  You may recognize my name as a member of the Houston YPO chapter.
We met briefly at the April technology program, which by the way, was fascinating.
I   read in the Houston Business Journal of the San Francisco pie incident and thought your follow-through on the speech was perfect.
Look at the bright side, you're in great company!
I'm writing to solicit your advice on how my business can best capitalize on the ever-changing energy business.
As some background information, I'm responsible for a group of companies that are primarily in the businesses of manufacturing, personalizing and mailing laser printed billing statements and credit cards.
Personix is an industry leader in the markets we serve and Enron is a larger user of the types of services our company provides.
At the present time, we do not do business with Enron.
I've read where Enron has established an electricity retailing operation in anticipation of the Texas electricity market deregulation.
We would like to discuss with the appropriate person in your organization how our billing statement solutions may be of interest to Enron for your various energy and broadband businesses.
I would appreciate it if you could pass our name along in order to advance these discussions.
Thanks and look forward to seeing you at the next YPO event.
Regards,