IN: This is an email
Mr. Skilling- Here are a few questions I would like to submit before your floor meeting on the 32nd floor Wednesday. 1.) Enron seems to be taking a new approach to their business by taking assets off the books and looking for new opportunities as a market maker in new markets. Is Enron going to be just a trading company? 2.) If Enron is just a trading company our earnings could be quite volatile. How could this affect our stock price? Will Wall Street be prepared to accept more volatile earnings? 3.) Volume on EOL seems to be decreasing since the middle of the year and new platforms are being introduced into the market place. Is this going to have a negative effect on Enron's stock price? 4.) What are some of the new markets Enron plans to explore in the near future? 5.) Is Broadband coming along as quickly as Wall St. expects and how much of our stock price is based on broadband? I hope these questions are in line with some of the issues you wish to discuss and I look foward to hearing you speak tomorrow. Sincerely,

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OUT: Floor Meeting Questions
QUESTION: Dear Team, The following company analyses have been completed. These are posted on the web site under each company as "company analysis". ASIA Asia Pacific Resources CellMark Coca-Cola Malaysian Newsprint Industries Marubeni Pan Asia Paper Singapore Press Holdings Stora Enso EUROPE Arjo Wiggins Appleton Duni AB Frantschach Grupo Empresarial ENCE LATIN AMERICA Aracruz Arauco Copamex Durango Votorantim NORTH AMERICA Allied Waste Bowater Cascades Casella Waste Centex Corp. Domtar Dow Jones Gaylord Container Georgia Pacific International Paper KB Homes Louisiana Pacific Mead Newark Group Norampac Pope & Talbot Potlatch Pulte Corp. Republic Services Group Rock-Tenn SAPPI SCA SmurfitStone Container Corp. Tembec Temple-Inland Waste Management Weyerhaeuser Willamette Industries Thank you,
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ANS: Company Analysis
Hi Ben, The conference call went fine with NorthWestern. They really want to get their hands on the contract and the change orders. I told them you were talking to GE about it, and we will get them the contract ASAP. Here are the issues: If we terminate due to their default, they want the additional $5m to be liquidated damages (ie, our exclusive remedy). They still want the right to talk to GE, specifically about the terms of the assignment to the LLC if we are having difficulty getting GE consent. They want to be able to exercise their call (or take an assignment) of the turbine contract earlier. They are willing to take the risk with the GE warranties. This is a relationship issue. It is also their biggest issue.
Q: What is a potential subject line for this email?
answer: Outstanding issues
Jon, Attached you will find a copy of the basis positions as reported to John Lavorato for November 17. The positions listed represent the entire Canadian office position at each point. The attached includes only those points that John Lavorato has requested be reported by trader, not every point at which you have positions.
Answer: Basis Positions
Here is an email: Hi John, I still need a Connecticut lawyer to look at this. Do you have someone available? I need input by Monday, March 19. Nothing comprehensive, just a fatal flaw analysis under Connecticut law. Thanks,
What is a potential subject line for this email?
A: Fuel Cells
QUESTION: Kim, We spoke last week about a possible 5 yr gas deal for our Yuba City plant. Below is our RFP. I'll call to discuss. Thanks, Paul Cummins
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ANS:
Yuba City Cogen 5 yr gas deal