Hi Reagan, Could you locate, cut and paste and email me the definition of "native load" from the Entergy tariff? I need the location of the interconnection for the defn of delivery point. Aren't we missing some time in the defns of On/Off Peak that you gave me. Aren't 2 hours missing? Is on/off peak an everyday thing, or seasonal? What are we going to do about defining profit (and costs)? Do we need to give a place for meetings, and if so, where should these meetings be? (13 c). More to come... Thanks,
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answer: Missing pieces
Sharon, Attached is an Excel file containing Mariner Energy's MTM exposure as 12/29/2000. This is for the NG-Price book. Susan Scott will send you another file for the Options book. Please call with any questions, Errol
Answer: Mariner Energy
Here is an email: 1. COMMENT & ANALYSIS: Stretching the figures: Calculating accurate values for companies in the new economy takes more than a grasp of mathematics - a dash of economics, politics and logic would not go amiss, says John Kay: COMMENT & ANALYSIS: Stretching the figures: Calculating accurate values for companies in the new economy takes more than a grasp of mathematics - a dash of economics, politics and logic would not go amiss, says John Kay: 87% match; Financial Times ; 24-Apr-2000 12:00:00 am ; 1170 words Do the math. The slogan favoured by Jim Clark, creator of Silicon Graphics, Net-scape and Healtheon, has become the mantra of a generation of consultants and investment bankers. The new economy, they claim, requires new principles of valuation. C.com is one of the most exciting prospects in business-to-business commerce. It is the world leader in a growing market - annual sales by 2010 are likely to be Dollars 500,000bn. If C.com can maintain a 5 per cent share and earn only 1 per cent net margin its prospective annual earnings will be Dollars 250bn. If we assume that market growth after 2010 is 5 per cent and discount future revenues at 10 per cent, the prospective value of C.com is Dollars 5,000bn - about 10 times the recent market capitalisation of Microsoft, Cisco or General Electric. You don't have to wait for the IPO. You can buy shares in C.com right now for less than 5 per cent of that value. C.com is called Citigroup and in addition to its foreign exchange trading, which is the business I have described, you get its other wholesale, retail and investment banking activities and a leading insurance company thrown in. Of course, nobody would be so stupid as to value Citigroup in this way. Yet I have followed more or less exactly the methodology recommended in the latest McKinsey quarterly for the valuation of new era companies. They use precisely analogous calculations to arrive at a valuation of Dollars 37bn for Amazon.com. Paul Gibbs, head of merger and acquisition research at J.P. Morgan, recently used similar principles to confirm that assessment of Amazon. He then performed the same calculation for internet service provider Freeserve. Assume that UK retail sales grow at 5 per cent a year, that 25 per cent of sales take place on the net, that portals capture 50 per cent of these, that Freeserve gets 30 per cent of the portal share and maintains an 8 per cent commission on sales. Multiply these together and you establish that in 2017 Freeserve will make profits of o2bn (Dollars 3.2bn). This, he argues, justifies a value today of o6.50 per share.
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A: Valuation of Internet companies
Q: All, We will be offering monitors for sale again in the Portland Office. We have a variety of monitors for you to choose from. Older 17' units - $10 Newer Compaq 17' units - $20 Older 21' units - $25 Newer Compaq 19' units - $35 Please respond to this email with the type of monitor you would like to purchase. Will have a lottery type drawing on Friday Morning. By Friday afternoon, you will be notified that you can come by and pick out your monitor. We need to have all monitors picked up and removed my Friday the 2nd. After that, all remaining monitors will be donated to charity. Regards,
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A: Monitor Sale
IN: 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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OUT: Haas Referral from Richard Peyton George
IN: This is an email
Jeff, I had informed them that I was out Monday, however they scheduled the meeting anyway. I forwarded our standard enfolio to Teresa for this deal. She wants to delete the $0.15 from 3.2 and 3.4. I suggested that we delete it in the transaction documents, but I think she will insist that it be taken out of the master. I had requested that they invite Scott Neal to the meeting to discuss what they viewed as their obligation if the producer did not deliver the production payment volumes. They had suggested that they use the enfolio default mechanism to calculated the $ damages, but in lieu of paying the $s, they would deliver a volume equal to such $s in a future undefined period. Later they agreed that because of the financial hedge that was being put into place, they could pay such $ damages at the time of default. If they need someone from gas trading, can you attend Monday. I am going to leave Teresa a message requesting that she try to get Scott Neal or his representative to attend and to let you know if your attendance was needed.

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OUT:
VPP Meeting