Q: Paul, Thank you for taking the time to meet with Louise and myself this past Wednesday. I felt that the meeting was very informative and that discussions between Enron and Marathon have progressed in a constructive manner to broach a potential asset management outsourcing arrangement. As promised during the meeting, I have attached Enron's Confidentiality / Non-disclosure agreement. Enron's appropriate legal contact for further questions or comments regarding this document would be Mr. Gerald Nemec. He can be reached at (713) 853-3512. After the Confidentiality Agreement is signed, I look forward to delivering a proposal for the above mentioned commercial arrangement. If I can be of further assistance, please do not hesitate to call. I can be reached at (713) 853-1931. Regards,
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A: Confidentiality Agreement

Q: Dear Ken, As promised, here is some background for our off-the-record dinner discussion on November 27 that the Yale School of Management is having to honor Bill McDonough. The evening will begin with my presenting Yale's award to Bill McDonough. Bill will then make some personal remarks about the state of globalization as he sees it. Gordon Brown will then respond. Following that, John Browne will lead a discussion among all of us based on a question along these lines: "The world faces recession, terrorism, and large gaps between rich and poor
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A: Yale Dinner for William McDonough, November 27, 2001

Q: Dr. Kaminski, Richard, who I understand is a previous intern at Enron in your group, suggested that I contact you. I'm Albert Demery and a 1st year MBA at Haas. I am writing a term paper on real options pricing methods and wanted to incorporate real-world examples (under a guise of anonymity, of course) and was wondering if you would mind answering a few questions regarding how Enron has tested, implemented and validated the methodology. Thank you in advance for your assistance, Albert Demery demery@haas.berkeley.edu
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A: Haas Referral from Richard Peyton George

Q: Pre Flight Checklist for 2/07/02 Wednesday 2/6 Intermediate-term Outlook (weeks): Seasonal Cycles: Positive. Coppock Breadth Indicator: Negative. Weekly MACD: Negative. Conclusion: The only thing favoring longs is the Seasonal Cycle The trend is down, breadth is negative, and we remain in a Bear Market. Shorts are favored with the caveat that declines during this part of the cycle are likely to be choppy. Don't be shy about taking quick profits on shorts. We remain Intermediate-term BEARS. Short/Intermediate-Term ITBM: Negative. Tuma Ammia: Neutral. Pending Buy. VIX Daily: Neutral. Pending Buy. CCI Daily: Buy. 10-day ARMS: Positive. This could be more important. Keep an eye on this. MACD Daily: Negative. Senticator: Neutral. Conclusion: Shorts are favored by the trend, and the ITBM. The CCI suggest a bounce is coming, and so does the daily stochastic. We are nearing bounce time. The sooner it comes, the weaker it will be. Short-term Tuma Ammia Turn Spotter: Still Neutral. VIX 30': Neutral. Chopping. MACD 60': Neutral. Moving Averages: Negative. Watch the SPX 1100-1103 area. Conclusion: Shorts are favored. The VIX 30' hints at a turn but it's mighty flat. Hourly MACD is close to a buy, but it can turn right back down. Use care if you probe for a low. ******************************* Last time, I said that the market could collapse or rally, but if it did, it would likely not be too impressive. We said we were looking for the lower risk pattern of a hard down and then a high volume reversal. We just can't seem to get it. We still are looking for it, however. If we get a hard down tomorrow morning, and it scares enough folks, we'll probably see a tradable low. If the market starts a rally without a hard sell off, we'd view it VERY skeptically.
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A:
Pre Flight Checklist for 2/06/02