Q: Ed made the point that we need to make sure we have picked up all commodities associated with the contracts we send demand letter for. I'll talk to Angelo to see if he picked up all commodities. If not we may need to slow down (unfortunately) in order to sweep the landscape for other commodity unpaid invoices (besides gas). See you in the morning.
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A: Demand Letters - All Commodities?

Q: Good Friday Morning - Comments From The Local Guys! We read a great quote today. It was published by a technical newsletter which we are privileged to receive. "When people are emotional, it is difficult to envision a market environment that is opposite of what is making them so emotional in the first place" - Unknown.. We believe the market is in the early stages of repair. While we may have a rally over the next few weeks, we are on the lookout for a successful retest of the mid-September lows. If this were to occur, we would expect to see this coincide with positive technical market readings. What to do in the mean time?. This is the time to upgrade portfolios in anticipation of a longer term recovery. The 30 -year bond yield is 5.50%.
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A: The Morning Market Call - Friday Sept 28th, 2001.

Q: Mark, Stephanie further to our conversations please find a summary list which I will need some help on. As part of our business plan for 2001 Phillip and myself will make a presentation to Delainey et al regarding the West Initiatives. This is going to happen by Dec. 8. As you guys know our group in total is going to be made up of a few key areas. Producer Services Transportation Origination/ Middle Marketing Trading Can you put together in draft form a business plan for next year that outlines some key items. Once we have a first pass at this, we can incorporate into the overall package and decide how this fits in with our new group. The key subject items should include: SM/MW/BT 1> Market Overview - supply demand fundamentals in your area. SM/MW/BT 2> Strategies and opportunities for 2001 ( What new initiatives will we implement ?) SM/MW/BT 3> New products and structures for your area SM/MW/BT 4> Issues in 2000 ( what didn't work ?) BT 5> Organization Issues / people /transition etc. If you could start thinking about these in greater detail, we can then go through and incorporate into the west orig. objectives. Call me to discuss, but we should start to discuss detail early next week. BT Thanks, BT
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A: 2001 Business Plan

Q: Thank you for a great time! We enjoyed ourselves so much, it was an absolute treat! I love our little barrio! It's the absolute best in town. John & I appreciate being invited to all the fabulous festivities this season (I mean it, Richard) & we hope to one day return the cheer. Feliz Navidad y Prospero Ano Nuevo, Queridos Amigos! and William.....Que te cresca el _ _ _ _ !
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*EMCA* Muchas Thank-Yous, AM & Manny!