Here is an email: Hi Errol, This message is to confirm our meeting with you on, Wednesday, November 7th from 2:00 pm - 3:00pm, the location will be EB 43C1. Attendees will be Monica Brown and Sheri Righi. Let us know if you have any question, I can be reached at 713-345-6687. Thanks,
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A: Confirmation: Risk Management Simulation Meeting 11/7/01
Q: OK, I have reviewed Lawhill and AIG Funds. Marie is making changes and the goal is to get blacklines of AIG to Rod today (since AIG has credit issues only). The issues revolve around the Collateral Threshold and Letters fo Credit. Lawhill will be ready for execution. SS
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A: your hedge funds
IN: Hello Kenny, Just a note to say Hello and that I love you . I enjoyed yesterday afternoon. And I also wanted to thank you for getting up early this morning and fixing my coffee and my slim fast. That meant alot to me, more than you know. Enjoy your day - I will see you after my hair appointment tonight. Love and Kisses

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OUT: Happy Tuesday
IN: This is an email
Jeff, Congratulations!--on your amazing successes and your uncanny ability to make good decisions. I've always held you in the highest regard for being the smartest person I ever worked with. I'm certain it's been a tough few weeks as you wrestled with your choice. In a small way I can relate and if others were willing to speak out you would find that you're far from alone.

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OUT: Passages
QUESTION: This is just a short update on the conference call just completed with Michael Adewumi of Penn State, concerning the PCB pipeline modeling project proposed for the Transwestern mainline system. David Roensch, Dr. Adewumi and myself discussed the latest proposal submitted by Adewumi and based upon his answers to the technical and operational questions, it appears that the model will yeild some useful information. Adewumi was asked about the simultaneous modeling of PCB's and arsenic and feels that the model can address this situation. He felt that by initiating the model to the pipeline segement selected for the study (between C/S 4 and C/S3) this information could be projected to the other pipeline segments with physical and elevational conditions not represented in the segment selected. As is the case with most projects of this nature, answers to some questions cannot be addressed until we begin the process. It appears that the next step in this process is to have Mike Terraso contact Michael Adewumi. David Roensch and I will be available to feed technical and operational information to Adewumi for his modeling input. It may also be in the best interest of this project to see a team of technical and operational experts from Enron and Transwestern begin a brain stroming of this project during the data input stage to address issues related to the field cleaning trials, both of the pipeline system and the C/S piping. By working through the process, we may be able to alleviate some potential concerns and increase the cleaning success. Although Transwestern has been involved in this type of cleaning for a number of years, based upon the liquids data results, the system has met with variable success. The more technical and operational information we can incorporate into the model, the better will be the modeling conclusions and results of the cleaning activity.
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ANS: Conference Cal with Adewumi
IN: Can there not be an argument made to dive into TXN? It's trading at 25 forward P/E (2001) with a 5-year consensus growth rate of 24.2. A PEG of ~1 on a high quality stock with superior technology, good management, great market position and tremendous long-term growth has got to be an opportunity, right? What's your view? The technicals (MACD) are not great right now but I think fundamentally this is a tremendous value long-term. It looks like the economy has really got the brakes on now (too much) but wouldn't you expect the market to begin pricing in rate cuts in 2001 pretty soon and an eventual return to high growth in technology? I wouldn't touch any peripheral players but some of the megacap stocks with great market positions, like TXN, are sure tempting. Nasdaq down 46% from its March high and not looking good at the open. This could be a "buy while there is blood in the streets" opportunity.

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OUT:
TXN