Subject: "Large transactions and/or significant P&L swings".

Body: Let's send our a memo to deal makers, book admins, and business heads to remind everyone what the process should be regarding desk notification of big transactions/cash flows. Why don't you take a stab at writing a memo, send it back to me, and I'll review. Let's try to get it out this week. Thanks.

Subject: "A Brighter Future".

Body: Ken: I started buying Enron again this morning because I know that all the sellers have vastly underestimated Ken Lay! And I wanted to say that more of them should be remembering what has been accomplished at Enron. Aside from ENE stock price, I trust all is well with you and your familyand that you, like us, were all relatively unaffected by Sep 11. We are fortunate to have work and other commitments to keep us busy so that we don't have time to worry too much about anthrax, etc. Our base technology merger and acquisition business has remained steady this year and we are now seeing increased activity again. Our "B2B" semi spare parts supply chain integration company, netMercury, has weathered the downturn, with most of its competitors out of business now, and its future looks bright. I am starting a small venture capital fund to take advantage of great investment opportunities in semiconductor and optical processing technologies. I am now commuting from Sonoma most days and I do think about terrorism every time I cross the golden gate bridge--what a spectacular event an

Subject: "EOL Crude Oil Data".

Body: I must apologize regarding the lateness of this e-mail. I sent the Excel file with crude oil data as an e-mail attachment earlier this afternoon, and when I checked my mail just now, I discovered that it had been rejected because of its size. I have reduced the amount of data somewhat by using the following limitations: WTI Crude Oil swap transactions only, starting from January 1, 2001, with delivery in the USA. This allowed me to get rid of some unnecessary fields. Please note that there are no calendar spread options or basis options included in the data, and, as this is from Clayton's database, it does not include failed trades or limit-order trades. The Excel file ("Crude Data") can be found in: O:\_Dropbox\Tom Barkley I have started looking at the data already, but it does not seem possible to plot all 24000+ points in one Excel chart. I hope this helps. Tom

Subject: "ABB purchase agreement for transformers to go with LM 6000's".

Body:
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