Here is an email: Jeff, I hope all is well with you. Sorry I missed you in NY a couple of weeks ago. I'd love to catch up with you. Looks and sounds like you are still doing terrific things, and I use you and Enron a great deal in conveying my message to investors and managers. Al Rappaport and I have completed our book, Expectations Investing, which will be published by Harvard Business School Press in September. (See attached preface). I'm really excited about the product, and I think you'll find it interesting as well. Al and I have asked the publisher to send you a more recent version for your review. You'll probably get it in the next week or so. Specifically, we'd be honored if you would endorse our book. The endorsers we are targeting are a blue chip group, and we feel your perspective would add a great deal. Thanks in advance, and feel free to give me a shout if you have any questions. Michael
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A: Endorsing the Rappaport/Mauboussin book
Here is an email: Mr. Skilling, In view of the market and economy today, the fact that my firm is taking aggressive steps to enable our clients might be of interest to you. Please take a moment to view amscsearch.com and look at the 'In the News' section. Perhaps this will entice you to invite us to become a contributing part of the Enron team. Most sincerely, Kelly Crescenti Vice President AMS Crescenti, Inc. amscsearch.com kelly@amscsearch.com <mailto:kelly@amscsearch.com>
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A: News Release
Here is an email: Jay, To reconfirm my conversation yesterday with Reid Grossman, a consultant hired by the referenced counterparty to negotiate their trading documents with us: 1. PUD #1 would also like to get gas and power trading agreements in place with us. Per my conversation with Dave Fuller yesterday, the physical trading agreements are of a higher priority than the financial trading agreement. 2. They would like to get a draft of a collateral annex from us. Their suggested trading threshold for themselves was in the $3.5-5mm range. 3. They would already be in default of the MAC's you sent me in the credit worksheet dated 1/25/01. We need to revisit the MACs. 4. They think a 3rd party debt threshold of $1mm is too low for them, they suggested a threshold of $10mm. 5. The agreement provides for annual and quarterly financial statements. I don't think they have quarterly. You need talk to them about what they can/will provide. If you would like to talk to Reid directly, his ph no. is 509/252-5096. By the way, Reid is an old buddy of Bill Bradford from Reid's Avista/PG&E days, and Reid sends his regards to Bill. If you see Bill pass this message on...
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A:
Public Utility District No. 1 of Clark County, Washington