Here is an email: Jeff, Sorry for the slow response. I don't have a strong opinion either way. I am fine with the combo idea. In the future, please let me know if something has a short fuse. I am still slower on email but I do respond very quickly to voicemail. I am almost caught up on back log emails but this will probably never by my first and best way to communcate.
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A: EE&CC
Q: We have received a letter dated 2/6/01from Chamberlain, Hrdlicka, counsel to Fletcher Challenge, with respect to the acquisition of Fletcher Challenge by Shell Overseas Holdings Limited, and Shell's proposed subsequent assignment of the Fletcher Challenge Canadian nat gas trades to Apache Corporation. I am sending copies of this letter to Russell Diamond, Mary Cook, Greg Johnston & Joe Hunter. Russell, I need to know if we would agree to the assignment of the trades to Apache. Russell, Mary: With respect to such assignment, we have an old ERMS ISDA Local Currency Master Agreement in place. Do we want to continue to transact w/Apache under this master, or use this as leverage to get a revised ISDA master in place? Among the issues I quickly spotted in the Apache master were: 1. It's a Local Currency Form, so we cannot transact cross border/cross currency products under it 2. We have a 3rd Party Cross Default to Enron Corp. of $25,000,000 3. We've got market quotation instead of loss for terminations 4. No arbitration language 5. Hard to believe, but we've made no choice of law election (maybe I'm blind) 6. Don't have trade option rep (which probably doesn't matter anymore) 7. ISDA Defintions refer to 1987 Interest Rate & Currency Exchange Agreement-time to update 8. Setoff language old and doesn't have affiliate language in it 9. Market Disruption Events not standard 10. Old "ERMS" Collateral Annex 11. $10,000,000 Exposure Threshold-is this sufficient all this business? 12. Credit Event Upon Merger triggers -0- threshold
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A: ECC/Fletcher Challenge Acquisition/Assignment
IN: Errol, Could you move the PMA adj. for Power (423, 818) to the power roll? Tracy needs to see this in the power roll, so that she can net it against her outstanding variances. Thanks!

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OUT: NG X OPT PMA's
IN: This is an email
Ricardo, I will be joining the East power desk at the beginning of October and I am trying to get up to speed on the PJM market. Kevin Prestor thought you would be able to help me find some data. I am looking for the following historics in excel format (send as much data as you have and feel free to include anything else that you think might be relevant): - Daily prices for PJM( West), Cinergy, NEPP, NYPP, TVA and ERCOT - HDD's and CDD's for Philedelphia, Allentown Washington DC, Baltimore, Pittsburg, Newark, New York City, Cinncinati and any other cities that are relevant ? - Supply outage data for PJM - Daily Import / Exprot data for PJM - Historic daily nat gas prices Transco Zone 6 ( NY and Non-NY), Chicago, ... ??? Again, please feel free to make any suggestions. I am very new to the world of power and it is likely that I have overlooked something very obvious. Thanx,

What is the subject?

OUT: PJM Historic Data
QUESTION: An outage that was previously scheduled for the 21st @ Morinville & Albert Lea compressors on Alliance was moved to the 20th and AOS was reduced to 10% for 1 day only, the rest of the month we should see high AOS at least over 20%. There was also maintenance scheduled for the 27th but this has been cancelled. Any questions give me a call Thanks
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ANS: ALLIANCE AOS
IN: Dear All: Sheila and I spent a weekend on the Frio River in August last summer and really enjoyed it. The place we stayed was run down. We have upgraded this year. The place we have chosen has 100 plus acres and four new and neat cabins. 140 a night for three night minumum. we have rented one of the four cabins for the weekend August 8 (thursday) to 11 (sunday). The other 3 cabins are available. Go check out their web site at www.friobluffcabins.com Anyone interested? Might be alot of fun if we booked up the place to cool off in August. FYI lots of fun tubing and shooting whitewings with your finger gun while anticipating opening dove season around the corner. e.

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OUT:
Frio River Weekend August 8-11