QUESTION: Remember those previous discussions about relaxation? You know me well enough to know that I am not easily offended, and in fact have thoroughly enjoyed the preceding banter. Still, I do appreciate your remembering that I am a lady. (I have a bad habit of forgetting.)
Propose a subject line for this email?
ANS: RELAX!!!
Stamos, I don't think many buying opportunities out there. The economy is going to get crushed this year. There's only one place to put one's money now, and that is in cash. The manufacturing sector is in dire straits and you will continue to see an increase in plant shutdowns and company layoffs. The Fed could continue to lower rates but there'll be little capital investment if consumer spending dries up. I feel we've just seen the beginning. I think the Dow will be trading under 8000 by the end of April. Psychologically, the California crisis will add to consumer fear. The crisis is not a short term problem. As a result, barring any Federal bailout, you could kiss that state's economy goodbye. Let me ask you a question; if you were paying (1) the highest real estate prices in the country, and (2) the highest energy prices for the least reliable power, in (3) the midst of a hi-tech meltdown, what would keep you or your company from closing shop and moving to a different state?? If you own any CA real estate, sell. The only way to solve the CA energy crisis is to reduce demand or increase supply. Since CA doesn't want any power plants in its backyard, the supply issue likely won't be solved anytime soon. So, how do impact demand?? You have to price energy(power/gas) so high that the discretionary user (household, manufacturer, commercial store) conserves by closing its plant, cutting back on the thermastat or running the commercial operation during off-peak hours. California will see this reduction in demand over time. If the blackouts subside it's because so many businesses have closed their doors for good or moved to another state. Without this, the blackouts will get much worse. If the state tries to get into the business of buying and selling electricity and gas, I would bet it will go bankrupt within 2-3 yrs. Could you imagine the impact on the national economy from the bankruptcy of the U.S.'s most prosperous state. Obviously this is only my opinion, but I would keep my eyes on the energy markets - that's where the key to the turnaround lies. Take Care and thanks for the email. Kevin
Q: What is a potential subject line for this email?
answer: Good Buying Opportunity????
Mr. Lay, I only heard part of the employee meeting as I had to leave for the airport to return to Puerto Rico but wanted to say that I have all the confidence in the world that under your leadership Enron will return to the great company it is. We have all been through tough times (I use to be a land drilling contractor from 1979 to 1988). This company is sound, with good people who with the right leadership & direction can achieve the goal of being the best company in the world. I have been working with Enron as a contractor since March 99 in Panama, Puerto Rico and the Bahamas (LNG project). I report to Mariella Mahan and Greg Curran. I really enjoy working with Enron and can assure you that you and Enron will always have my loyalty & confidence. I am proud to say I work with Enron and want to do my part to bring this company back. Sincerely,
Answer: I am behind you
Here is an email: COLUMBIA GAS TRANSMISSION CORPORATION NOTICE TO ALL INTERESTED PARTIES OCTOBER 25, 2001 Notice ID: 3214 5 - NO RESPONSE REQUIRED SUBJECT: CAPACITY ALLOCATION-TIMELY NOMINATION CYCLE FOR OCTOBER 26, 2001 PLEASE NOTE THAT ALL ALLOCATIONS ARE SUBJECT TO CHANGE BASED ON THE RECEIPT OF ANY NEW NOMINATIONS OR INTRADAY NOMINATIONS. RECEIPTS: ALLOCATIONS DUE TO LONG WALL MINING OF LINE SM-123: For the following MLI points: There is no capacity for IPP customers. There is no capacity for ITS customers. There is no capacity for secondary firm customers. There is no capacity for overruns. Equitable Hi Hat MLI F3 KYWV Beaver Creek MLI H1 CNR Boldman MLI CNR02 CNR Conoway MLI CNR03 CNR Johns Creek MLI CNR08 CNR Canada MLI CNR09, CNR10 CNR Stafford MLI CNR11 CNR Thacker/Majestic MLI CNR12 CNR Briar Mtn. MLI CNR13 CNR Huff Creek MLI CNR14 Excess MDWQ Available + ISS Withdrawals Available SIT Withdrawals Available Imbalance Drawdowns Available Excess MDIQ Not Available + ISS Injections Not Available SIT Injections Not Available Imbalance Paybacks Not Available PAL Lends/Unparks Available PAL Parks/Loan Paybacks Not Available + Call Gas Control 24 hours in advance at (304) 357-2606 to request approval. Columbia Gas Transmission has completed allocating all of its receipt and delivery points for the gas day of October 26, 2001. You may now view the quantities you are authorized to flow on October 26, 2001. On the Internet NAVIGATOR, view Nominations, Scheduled Quantity, Scheduled Quantity for Service Requestor-Summary, Nominations to be Viewed, and select Reduced Nominations. The quantities confirmed to flow for your account are available on the Internet NAVIGATOR after 5:30 p.m. Eastern Time on Thursday, October 26, 2001. If you have any questions, please contact your Account Representative.
What is a potential subject line for this email?
A: TCO- CAPACITY ALLOC-TIMELY NOMINATION CYCLE OCT. 26, 2001
Here is an email: Heres' the file. Again, we used it, in the end, to justify having the utilities go out, now, and fill 10-15% of their net short position with 5 and 10 years deals. The group agreed, though there's still discussions about the percentage (higher?) and the mix (5 and 10 year deals? ; 3, 5, 10 year deals?) --you get the picture.
What is a potential subject line for this email?
A:
Portfolios