Here is an email: <<CSFB_EnergyTech_nov2601.pdf>> Summary: * A quick look at the correlation between the performance of the Energy Technology stocks and the price changes in both natural gas and oil. * Our conclusion is that there is no meaningful statistical correlation over time. Commodity price shocks may however exert short term influences on the shares but should not be used as a predictor. Regards,
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A: CSFB: Energy Technology Bulletin - Issue 87
Here is an email: ABB is struggling with a fundamental assignment issue. Their concern appears to relate to assignment to a project company or contractor which might not have the financial ability to pay. I believe they are looking for some type of security (LC, bond, guaranty). I didn't sense that they have an issue with the identity of the assignee, just the ability to pay. Comments? Kay
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A: ABB purchase agreement for transformers to go with LM 6000's
Here is an email: John, This is a follow-up to our earlier discussion. I would like to have you lay out our physical crude needs to become a player a long with some action steps to accomplish the goal. I don't want to forget about this because I believe it may be something we need to assign someone or a mid-market or originator or team to accomplish. I would like to see foreign and domestic. I see this as one of our possible competitive advantages or at least to solve the problem of not being in the know and getting second hand info or pricing. Thanks,
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A:
Crude - Physical